Steward Partners Investment Advisory, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

4,017 positions • $11,313,179.22K total value

4,017 positions

Manager:

SEC FilingSEC DataHachi Filing

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INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

145171(+14.5%)

Value:

$36.1B(+29.6%)

81369Y803

XLK|81369Y803

171261(+4.5%)

Value:

$35.4B(-7.2%)

Salesforce, Inc.

CRM|79466L302

130522(+3.9%)

Value:

$35.0B(-16.6%)

Palantir Technologies Inc.

PLTR|69608A108

410694(+102.9%)

Value:

$34.7B(+126.4%)

GENERAL MILLS INC

GIS|370334104

576211(-0.4%)

Value:

$34.5B(-6.6%)

CATERPILLAR INC

CAT|149123101

103143(+2.5%)

Value:

$34.0B(-6.8%)

46429B663

279716(+3.1%)

Value:

$33.9B(+11.2%)

AT&T INC.

T|00206R102

1175896(+1.1%)

Value:

$33.3B(+25.5%)

97717Y527

653611(+7.6%)

Value:

$32.9B(+7.6%)

NETFLIX INC

NFLX|64110L106

35100(+3.8%)

Value:

$32.7B(+8.6%)

032108409

794785(+19.9%)

Value:

$32.4B(+20.8%)

ORACLE CORP

ORCL|68389X105

227463(+3.2%)

Value:

$31.8B(-13.4%)

33738R506

526911(+5.3%)

Value:

$30.8B(+4.3%)

46654Q203

587634(+19.3%)

Value:

$30.4B(+9.5%)

UNION PACIFIC CORP

UNP|907818108

127695(-3.7%)

Value:

$30.2B(-0.2%)

464287101

110905(+11.2%)

Value:

$30.0B(+4.2%)

CISCO SYSTEMS, INC.

CSCO|17275R102

486284(+3.9%)

Value:

$30.0B(+8.3%)

BANK OF AMERICA CORP /DE/

BAC|060505104

717802(+42.0%)

Value:

$30.0B(+34.8%)

46436E718

297115(+37.8%)

Value:

$29.9B(+38.3%)

COCA COLA CO

KO|191216100

416002(-3.6%)

Value:

$29.8B(+10.9%)

Instrument	Shares		Other Manager	Value
International Business Machines Corp(IBMcusip459200101)	145.2K	QoQ +14.54% (+18.4K) YoY +62.38% (+55.8K)	All Managers (Combined)	$36.1M	QoQ +29.57% (+$8.2M) YoY +111.44% (+$19.0M)
(XLKcusip81369Y803)	171.3K	QoQ +4.48% (-7.4K) YoY +9.19% (+14.4K)	All Managers (Combined)	$35.4M	QoQ -7.21% (-$2.7M) YoY +8.25% (+$2.7M)
Salesforce, Inc.(CRMcusip79466L302)	130.5K	QoQ +3.94% (-5.0K) YoY +5.62% (-6.9K)	All Managers (Combined)	$35.0M	QoQ -16.56% (-$7.0M) YoY -5.88% (-$2.2M)
Palantir Technologies Inc.(PLTRcusip69608A108)	410.7K	QoQ +102.86% (+208.3K) YoY +280.77% (+302.8K)	All Managers (Combined)	$34.7M	QoQ +126.39% (+$19.4M) YoY +1296.67% (+$32.2M)
General Mills Inc(GIScusip370334104)	576.2K	QoQ -0.38% (-2.2K) YoY +0.13% (-762)	All Managers (Combined)	$34.5M	QoQ -6.60% (-$2.4M) YoY -14.43% (-$5.8M)
Caterpillar Inc(CATcusip149123101)	103.1K	QoQ +2.50% (-2.5K) YoY +8.16% (-7.8K)	All Managers (Combined)	$34.0M	QoQ -6.80% (-$2.5M) YoY -2.64% (-$925.8K)
(cusip46429B663)✕	279.7K	QoQ +3.06% (+8.3K) YoY +1.78% (+4.9K)	All Managers (Combined)	$33.9M	QoQ +11.20% (+$3.4M) YoY +11.86% (+$3.6M)
At&T Inc.(Tcusip00206R102)	1.2M	QoQ +1.07% (+12.6K) YoY +34.20% (+299.7K)	All Managers (Combined)	$33.3M	QoQ +25.53% (+$6.8M) YoY +115.63% (+$17.8M)
(cusip97717Y527)✕	653.6K	QoQ +7.57% (+46.0K) YoY +7.14% (+43.6K)	All Managers (Combined)	$32.9M	QoQ +7.59% (+$2.3M) YoY +7.22% (+$2.2M)
Netflix Inc(NFLXcusip64110L106)	35.1K	QoQ +3.78% (+1.3K) YoY +6.31% (+2.1K)	All Managers (Combined)	$32.7M	QoQ +8.58% (+$2.6M) YoY +63.23% (+$12.7M)
(cusip032108409)✕	794.8K	QoQ +19.92% (+132.1K) YoY +36.49% (+212.5K)	All Managers (Combined)	$32.4M	QoQ +20.78% (+$5.6M) YoY +43.13% (+$9.8M)
Oracle Corp(ORCLcusip68389X105)	227.5K	QoQ +3.20% (-7.1K) YoY +18.33% (+35.2K)	All Managers (Combined)	$31.8M	QoQ -13.41% (-$4.9M) YoY +31.70% (+$7.7M)
(cusip33738R506)✕	526.9K	QoQ +5.33% (+26.7K) YoY -12.78% (-77.3K)	All Managers (Combined)	$30.8M	QoQ +4.26% (+$1.3M) YoY -9.10% (-$3.1M)
(cusip46654Q203)✕	587.6K	QoQ +19.27% (+95.0K) YoY +61.57% (+224.0K)	All Managers (Combined)	$30.4M	QoQ +9.54% (+$2.7M) YoY +54.25% (+$10.7M)
Union Pacific Corp(UNPcusip907818108)	127.7K	QoQ -3.67% (-4.9K) YoY +7.96% (+9.4K)	All Managers (Combined)	$30.2M	QoQ -0.21% (-$64.9K) YoY +3.71% (+$1.1M)
(cusip464287101)✕	110.9K	QoQ +11.17% (+11.1K) YoY +6.51% (+6.8K)	All Managers (Combined)	$30.0M	QoQ +4.23% (+$1.2M) YoY +16.59% (+$4.3M)
Cisco Systems, Inc.(CSCOcusip17275R102)	486.3K	QoQ +3.92% (+18.4K) YoY -25.03% (-162.4K)	All Managers (Combined)	$30.0M	QoQ +8.32% (+$2.3M) YoY -7.31% (-$2.4M)
Bank Of America Corp /De/(BACcusip060505104)	717.8K	QoQ +41.95% (+212.2K) YoY +32.90% (+177.7K)	All Managers (Combined)	$30.0M	QoQ +34.78% (+$7.7M) YoY +46.25% (+$9.5M)
(cusip46436E718)✕	297.1K	QoQ +37.78% (+81.5K) YoY +105.36% (+152.4K)	All Managers (Combined)	$29.9M	QoQ +38.26% (+$8.3M) YoY +105.28% (+$15.3M)
Coca Cola Co(KOcusip191216100)	416.0K	QoQ -3.60% (-15.6K) YoY +13.65% (+50.0K)	All Managers (Combined)	$29.8M	QoQ +10.88% (-$2.9M) YoY +33.04% (+$7.4M)