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 41 of 201
MOODYS CORP /DE/
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2861(-3.3%)
Value:
$1.3B(-4.9%)
HEALTHEQUITY, INC.
HQY|42226A107
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15041(-1.8%)
Value:
$1.3B(-9.5%)
Eaton Vance Enhanced Equity Income Fund
EOI|278274105
Shares:
70458(-4.6%)
Value:
$1.3B(-13.8%)
25434V401
25434V401
Shares:
21755(+29.7%)
Value:
$1.3B(+23.1%)
HUBBELL INC
HUBB|443510607
Shares:
3971(-15.3%)
Value:
$1.3B(-33.1%)
REGIONS FINANCIAL CORP
RF|7591EP100
Shares:
60240(+13.6%)
Value:
$1.3B(+5.0%)
33740F433
33740F433
Shares:
36916(+0.0%)
Value:
$1.3B(-2.3%)
464287630
IWN|464287630
Shares:
8592(-2.8%)
Value:
$1.3B(-10.6%)
46436E759
46436E759
Shares:
19088(-33.0%)
Value:
$1.3B(-30.2%)
33740U505
33740U505
Shares:
29594(-0.5%)
Value:
$1.3B(-3.1%)
82889N202
82889N202
Shares:
41493(+0.0%)
Value:
$1.3B(-7.3%)
AGNICO EAGLE MINES LTD
AEM|008474108
Shares:
11816(-53.9%)
Value:
$1.3B(-36.0%)
SEMPRA
SRE|816851109
Shares:
17938(+5.4%)
Value:
$1.3B(-14.2%)
BlackRock Multi-Sector Income Trust
BIT|09258A107
Shares:
88320(+28.3%)
Value:
$1.3B(+27.3%)
ROPER TECHNOLOGIES INC
ROP|776696106
Shares:
2164(-25.5%)
Value:
$1.3B(-15.5%)
33739H101
33739H101
Shares:
49933(-47.2%)
Value:
$1.3B(-43.7%)
33733E823
33733E823
Shares:
42693(+144.8%)
Value:
$1.3B(+131.9%)
CORCEPT THERAPEUTICS INC
CORT|218352102
Shares:
11112(-9.3%)
Value:
$1.3B(+105.6%)
WATSCO INC
WSO|942622200
Shares:
2476(+0.6%)
Value:
$1.3B(+7.9%)
QXO, Inc.
QXO|82846H405
Shares:
92740(+9.2%)
Value:
$1.3B(-7.0%)