Steward Partners Investment Advisory, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
4,017
Total Value
11313179220
Accession Number
0001723397-25-000004
Form Type
13F-HR
CIK
0001723397
Manager Name
Steward Partners Investment Advisory, LLC
Data Enrichment
64% identified
2,580 identified1,437 unidentified

Holdings

4,017 positions
Manager:
SEC
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Page 183 of 201
ZimVie Inc.
ZIMV|98888T107
Shares:
187(+13.3%)
Value:
$2.0M(-12.2%)
33739P889
33739P889
Shares:
50(+0.0%)
Value:
$2.0M(+7.6%)
ENNIS, INC.
EBF|293389102
Shares:
100(+0.0%)
Value:
$2.0M(-4.7%)
46641Q845
46641Q845
Shares:
46(-48.3%)
Value:
$2.0M(-51.9%)
PennyMac Financial Services, Inc.
PFSI|70932M107
Shares:
20(+0.0%)
Value:
$2.0M(-2.0%)
LA-Z-BOY INC
LZB|505336107
Shares:
51(+0.0%)
Value:
$2.0M(-10.3%)
Microbot Medical Inc.
MBOT|59503A204
Shares:
1300(+0.0%)
Value:
$2.0M(+34.8%)
INGLES MARKETS INC
IMKTA|457030104
Shares:
30(+0.0%)
Value:
$2.0M(+1.1%)
78463X871
78463X871
Shares:
61
Value:
$1.9M
76954AAB9
76954AAB9
Shares:
0
Value:
$1.9M(-3.0%)
Vir Biotechnology, Inc.
VIR|92764N102
Shares:
300
Value:
$1.9M
Spirit AeroSystems Holdings, Inc.
SPR|848574109
Shares:
56(+0.0%)
Value:
$1.9M(+1.1%)
MARKETWISE, INC.
MKTW|57064P107
Shares:
3905(+0.0%)
Value:
$1.9M(-13.0%)
authID Inc.
AUID|46264C305
Shares:
396(+0.0%)
Value:
$1.9M(-19.4%)
132061508
132061508
Shares:
67(+0.0%)
Value:
$1.9M(-0.5%)
PERRIGO Co plc
PRGO|G97822103
Shares:
68(+0.0%)
Value:
$1.9M(+9.1%)
ASGN Inc
ASGN|00191U102
Shares:
30(+0.0%)
Value:
$1.9M(-24.4%)
Black Diamond Therapeutics, Inc.
BDTX|09203E105
Shares:
1200(-20.8%)
Value:
$1.9M(-42.6%)
Loar Holdings Inc.
LOAR|53947R105
Shares:
26(+30.0%)
Value:
$1.8M(+24.3%)
ARGAN INC
AGX|04010E109
Shares:
14(+0.0%)
Value:
$1.8M(-4.3%)