Steward-Partners-Investment-Advisory

Filing Details

13F-HR2025-03-31
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
Manager Name
Steward-Partners-Investment-Advisory
Data Enrichment
64% identified
2,580 identified1,437 unidentified

Holdings

4,017 positions • $11.3B total value
Manager:
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Page 33 of 201
Workday, Inc.
Shares:9.4K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$11.3B)
BlackRock Enhanced Equity Dividend Trust
Shares:254.1K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$11.3B)
lululemon athletica inc.
Shares:7.7K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$11.3B)
78463X756
Shares:38.4K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$11.3B)
464287622
Shares:7.0K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$11.3B)
46138G664
Shares:52.4K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$11.3B)
COMMERCE BANCSHARES INC /MO/
Shares:34.2K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$11.3B)
46641Q761
Shares:37.6K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$11.3B)
464287184
Shares:58.7K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$11.3B)
746729508
Shares:60.0K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$11.3B)
HORTON D R INC /DE/
Shares:16.4K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$11.3B)
316092840
Shares:41.8K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$11.3B)
abrdn World Healthcare Fund
Shares:179.5K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$11.3B)
46137V308
Shares:18.1K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$11.3B)
97717W604
Shares:63.7K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$11.3B)
33738D879
Shares:85.8K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$11.3B)
53656F623
Shares:49.9K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$11.3B)
SIMON PROPERTY GROUP INC /DE/
Shares:12.2K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$11.3B)
922908637
Shares:7.8K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$11.3B)
33740F847
Shares:43.1K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$11.3B)