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 28 of 201
69344A834
69344A834
Shares:
56373(+16.3%)
Value:
$2.9B(+16.6%)
NUCOR CORP
NUE|670346105
Shares:
23777(-7.0%)
Value:
$2.9B(-4.2%)
37954Y483
37954Y483
Shares:
171752(+7.4%)
Value:
$2.9B(-2.0%)
MICROSTRATEGY Inc
MSTR|594972408
Shares:
9890(+29.0%)
Value:
$2.9B(+28.4%)
Kinsale Capital Group, Inc.
KNSL|49714P108
Shares:
5850(+14.9%)
Value:
$2.8B(+20.2%)
LMP CAPITAL & INCOME FUND INC.
SCD|50208A102
Shares:
178317(+1.5%)
Value:
$2.8B(-6.0%)
92206C409
92206C409
Shares:
35889(-12.1%)
Value:
$2.8B(-11.1%)
46436E767
46436E767
Shares:
60585(+3.1%)
Value:
$2.8B(-3.2%)
29287L700
29287L700
Shares:
72168(+95.9%)
Value:
$2.8B(+98.4%)
Cigna Group
CI|125523100
Shares:
8587(-33.6%)
Value:
$2.8B(-20.9%)
GARMIN LTD
GRMN|H2906T109
Shares:
12983(+17.4%)
Value:
$2.8B(+23.5%)
ROYCE SMALL-CAP TRUST, INC.
RVT|780910105
Shares:
196983(+18.6%)
Value:
$2.8B(+6.9%)
00039J830
00039J830
Shares:
78821(+5328.4%)
Value:
$2.8B(+5308.6%)
Constellation Energy Corp
CEG|21037T109
Shares:
13863(+18.1%)
Value:
$2.8B(+6.5%)
46137V472
46137V472
Shares:
30497(-25.5%)
Value:
$2.8B(-30.8%)
US BANCORP \DE\
USB|902973304
Shares:
65960(+2.3%)
Value:
$2.8B(-9.7%)
922908512
VOE|922908512
Shares:
17326(-3.9%)
Value:
$2.8B(-4.6%)
Vistra Corp.
VST|92840M102
Shares:
23645(-32.9%)
Value:
$2.8B(-42.8%)
92838Y100
92838Y100
Shares:
133700(+4.8%)
Value:
$2.8B(-12.3%)
78464A508
SPYV|78464A508
Shares:
53890(-1.4%)
Value:
$2.8B(-1.5%)