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 29 of 201
Shell plc
SHEL|780259305
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37451(-10.8%)
Value:
$2.7B(+4.3%)
464288570
464288570
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26534(-3.2%)
Value:
$2.7B(-10.1%)
46138J783
46138J783
Shares:
138644(-14.1%)
Value:
$2.7B(-13.6%)
AMETEK INC/
AME|031100100
Shares:
15703(+2.7%)
Value:
$2.7B(-1.9%)
CARLISLE COMPANIES INC
CSL|142339100
Shares:
7882(+6.5%)
Value:
$2.7B(-1.7%)
33734X143
33734X143
Shares:
25873(-5.9%)
Value:
$2.7B(-6.3%)
46435U549
46435U549
Shares:
56419(-27.0%)
Value:
$2.7B(-25.3%)
46434G863
46434G863
Shares:
76529(-8.7%)
Value:
$2.7B(-4.4%)
Apellis Pharmaceuticals, Inc.
APLS|03753U106
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122175(+6.2%)
Value:
$2.7B(-27.2%)
98149E303
98149E303
Shares:
42775(-2.6%)
Value:
$2.6B(+16.0%)
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY|27828N102
Shares:
184602(+2.1%)
Value:
$2.6B(-2.6%)
INTEL CORP
INTC|458140100
Shares:
115878(-6.1%)
Value:
$2.6B(+6.3%)
19761L706
19761L706
Shares:
79175(+434.0%)
Value:
$2.6B(+412.2%)
25434V708
DFAC|25434V708
Shares:
79599(-1.4%)
Value:
$2.6B(-6.0%)
69374H436
69374H436
Shares:
71893(+18.2%)
Value:
$2.6B(+12.4%)
NEXTNAV INC.
NN|65345N106
Shares:
213861(+1381.6%)
Value:
$2.6B(+1058.8%)
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
KTOS|50077B207
Shares:
87556(+122.6%)
Value:
$2.6B(+150.5%)
45782C540
45782C540
Shares:
68651(+0.0%)
Value:
$2.6B(-2.1%)
DOMINOS PIZZA INC
DPZ|25754A201
Shares:
5600(+10.2%)
Value:
$2.6B(+20.6%)
PayPal Holdings, Inc.
PYPL|70450Y103
Shares:
39029(+7.2%)
Value:
$2.5B(-18.0%)