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 40 of 201
BlackRock Science & Technology Term Trust
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Arthur J. Gallagher & Co.
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Value:
$1.4B(+57.5%)
808524805
SCHF|808524805
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72214(+13.3%)
Value:
$1.4B(+21.1%)
INTERNATIONAL PAPER CO /NEW/
IP|460146103
Shares:
26510(+6.1%)
Value:
$1.4B(+5.2%)
69374H873
69374H873
Shares:
44641(+6.9%)
Value:
$1.4B(+15.1%)
14021D107
14021D107
Shares:
45081(+62.1%)
Value:
$1.4B(+60.6%)
GENERAC HOLDINGS INC.
GNRC|368736104
Shares:
10954(+7.3%)
Value:
$1.4B(-12.3%)
Vulcan Materials CO
VMC|929160109
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5929(-9.8%)
Value:
$1.4B(-18.2%)
46641Q217
46641Q217
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24625(+82.1%)
Value:
$1.4B(+86.2%)
47804J206
47804J206
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24116(-15.3%)
Value:
$1.4B(-18.7%)
Avidity Biosciences, Inc.
RNA|05370A108
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46750(-3.5%)
Value:
$1.4B(-2.0%)
GABELLI EQUITY TRUST INC
GAB|362397101
Shares:
250390(+12.1%)
Value:
$1.4B(+14.8%)
HALLIBURTON CO
HAL|406216101
Shares:
54265(-10.0%)
Value:
$1.4B(-16.0%)
UGI CORP /PA/
UGI|902681105
Shares:
41412(+139.9%)
Value:
$1.4B(+181.1%)
XCEL ENERGY INC
XEL|98389B100
Shares:
19228(+14.6%)
Value:
$1.4B(+20.1%)
Coterra Energy Inc.
CTRA|127097103
Shares:
47000(-7.1%)
Value:
$1.4B(+5.1%)
921932828
921932828
Shares:
14058(+12.8%)
Value:
$1.4B(+2.7%)
92189H409
92189H409
Shares:
26479(+1.7%)
Value:
$1.4B(+0.3%)
33740U836
33740U836
Shares:
50948(+0.3%)
Value:
$1.4B(-3.8%)
WEYERHAEUSER CO
WY|962166104
Shares:
45940(-7.0%)
Value:
$1.3B(-3.3%)