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 33 of 201
Workday, Inc.
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BlackRock Enhanced Equity Dividend Trust
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lululemon athletica inc.
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78463X756
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38388
Value:
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464287622
IWB|464287622
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6984(+0.7%)
Value:
$2.1B(-4.1%)
46138G664
46138G664
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52401(-3.7%)
Value:
$2.1B(-14.3%)
COMMERCE BANCSHARES INC /MO/
CBSH|200525103
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34179(+0.1%)
Value:
$2.1B(+0.0%)
46641Q761
46641Q761
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37620(-0.1%)
Value:
$2.1B(-1.5%)
464287184
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Value:
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746729508
746729508
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60031(+2.0%)
Value:
$2.1B(+2.7%)
HORTON D R INC /DE/
DHI|23331A109
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16363(-46.6%)
Value:
$2.1B(-51.5%)
316092840
316092840
Shares:
41795(+3.8%)
Value:
$2.1B(+3.0%)
abrdn World Healthcare Fund
THW|87911L108
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179465(+3.6%)
Value:
$2.1B(+8.5%)
46137V308
46137V308
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18126(-0.7%)
Value:
$2.0B(-2.8%)
97717W604
97717W604
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63720(+24.6%)
Value:
$2.0B(+15.9%)
33738D879
33738D879
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85816(+103.8%)
Value:
$2.0B(+99.4%)
53656F623
53656F623
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49942(+0.3%)
Value:
$2.0B(+7.1%)
SIMON PROPERTY GROUP INC /DE/
SPG|828806109
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12191(-2.0%)
Value:
$2.0B(-5.5%)
922908637
VV|922908637
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7832(-0.5%)
Value:
$2.0B(-5.2%)
33740F847
33740F847
Shares:
43064(-0.4%)
Value:
$2.0B(-2.8%)