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 41 of 201
MOODYS CORP /DE/
Shares:2.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
HEALTHEQUITY, INC.
Shares:15.0K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
Eaton Vance Enhanced Equity Income Fund
Shares:70.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
25434V401
Shares:21.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
HUBBELL INC
Shares:4.0K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
REGIONS FINANCIAL CORP
Shares:60.2K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
33740F433
Shares:36.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
464287630
Shares:8.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
46436E759
Shares:19.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
33740U505
Shares:29.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
82889N202
Shares:41.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
AGNICO EAGLE MINES LTD
Shares:11.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
Shares:17.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
BlackRock Multi-Sector Income Trust
Shares:88.3K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
ROPER TECHNOLOGIES INC
Shares:2.2K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
33739H101
Shares:49.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
33733E823
Shares:42.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
CORCEPT THERAPEUTICS INC
Shares:11.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
WATSCO INC
Shares:2.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)
QXO, Inc.
Shares:92.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$11.3B)