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
Search and click to pin securities to the top
Page 2 of 201
922908736
VUG|922908736
Shares:
219896(+3.8%)
Value:
$81.5B(-6.2%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
669052(+0.2%)
Value:
$79.6B(+10.8%)
921908844
VIG|921908844
Shares:
405443(+2.8%)
Value:
$78.7B(+1.8%)
921946406
VYM|921946406
Shares:
572875(+5.5%)
Value:
$73.9B(+6.6%)
464287804
IJR|464287804
Shares:
646754(+6.0%)
Value:
$67.6B(-3.8%)
922908744
VTV|922908744
Shares:
379269(+2.4%)
Value:
$65.5B(+4.5%)
Alphabet Inc.
GOOG|02079K107
Shares:
401263(-1.9%)
Value:
$62.7B(-19.5%)
ELI LILLY & Co
LLY|532457108
Shares:
74811(+3.6%)
Value:
$61.8B(+10.8%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
117616(-3.4%)
Value:
$61.6B(+0.0%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
65110(-1.5%)
Value:
$61.6B(+1.6%)
46429B697
USMV|46429B697
Shares:
649460(+2.7%)
Value:
$60.8B(+8.3%)
464287598
IWD|464287598
Shares:
319708(+26.9%)
Value:
$60.2B(+29.0%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
361775(+9.4%)
Value:
$60.0B(+25.5%)
808524797
SCHD|808524797
Shares:
2075375(-2.6%)
Value:
$58.0B(-0.3%)
46432F842
IEFA|46432F842
Shares:
755503(+5.2%)
Value:
$57.2B(+13.2%)
AbbVie Inc.
ABBV|00287Y109
Shares:
272085(+0.7%)
Value:
$57.0B(+18.7%)
35473P801
35473P801
Shares:
956684(+7.9%)
Value:
$54.0B(+3.9%)
46432F339
QUAL|46432F339
Shares:
296762(-4.1%)
Value:
$50.7B(-8.0%)
69374H881
69374H881
Shares:
925168(-7.8%)
Value:
$50.7B(-10.6%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
294962(+1.3%)
Value:
$50.3B(+3.0%)