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 3 of 201
46641Q332
46641Q332
Shares:
868379(+11.3%)
Value:
$49.6B(+10.6%)
464287309
IVW|464287309
Shares:
529449(+6.0%)
Value:
$49.1B(-3.0%)
922908769
VTI|922908769
Shares:
178073(+3.4%)
Value:
$48.9B(-1.9%)
DARDEN RESTAURANTS INC
DRI|237194105
Shares:
217707(+2.6%)
Value:
$45.2B(+14.2%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
153521(+0.3%)
Value:
$44.2B(+19.4%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
491517(+1.5%)
Value:
$44.1B(-8.4%)
46137V357
RSP|46137V357
Shares:
247042(-2.6%)
Value:
$42.8B(-3.8%)
CHEVRON CORP
CVX|166764100
Shares:
247319(+0.5%)
Value:
$41.4B(+16.0%)
Chubb Ltd
CB|H1467J104
Shares:
136729(+5.8%)
Value:
$41.3B(+15.6%)
464287499
IWR|464287499
Shares:
480495(+4.9%)
Value:
$40.9B(+0.9%)
922908629
VO|922908629
Shares:
158049(+5.0%)
Value:
$40.9B(+2.8%)
921943858
VEA|921943858
Shares:
803354(-5.0%)
Value:
$40.8B(+1.0%)
46434V621
DGRO|46434V621
Shares:
660103(+1.6%)
Value:
$40.8B(+2.4%)
Eaton Corp plc
ETN|G29183103
Shares:
147508(+3.5%)
Value:
$40.1B(-15.2%)
Mastercard Inc
MA|57636Q104
Shares:
72468(+0.8%)
Value:
$39.7B(+5.0%)
381430503
GSLC|381430503
Shares:
356687(-3.2%)
Value:
$39.3B(-7.5%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
840498(+8.7%)
Value:
$38.1B(+23.3%)
92206C870
VCIT|92206C870
Shares:
466050(+5.1%)
Value:
$38.1B(+7.0%)
Motorola Solutions, Inc.
MSI|620076307
Shares:
86914(+9.0%)
Value:
$38.1B(+3.3%)
MCDONALDS CORP
MCD|580135101
Shares:
120787(+1.4%)
Value:
$37.7B(+9.3%)