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 44 of 201
OMNICOM GROUP INC.
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Value:
$1.2B(+5.5%)
Invesco Municipal Opportunity Trust
VMO|46132C107
Shares:
122220(+6.1%)
Value:
$1.2B(+3.6%)
33737M300
33737M300
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16855(-0.0%)
Value:
$1.2B(-11.2%)
25434V666
25434V666
Shares:
37661(+299.4%)
Value:
$1.2B(+306.6%)
Nuveen AMT-Free Municipal Credit Income Fund
NVG|67071L106
Shares:
92960(+0.1%)
Value:
$1.2B(+1.1%)
78464A540
78464A540
Shares:
11504(-0.9%)
Value:
$1.1B(-7.5%)
78464A870
78464A870
Shares:
14096(+1.0%)
Value:
$1.1B(-9.0%)
46435U283
46435U283
Shares:
45174(-26.1%)
Value:
$1.1B(-25.7%)
M&T BANK CORP
MTB|55261F104
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Value:
$1.1B(-17.8%)
IDEXX LABORATORIES INC /DE
IDXX|45168D104
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2695(+10.6%)
Value:
$1.1B(+12.4%)
Antero Midstream Corp
AM|03676B102
Shares:
62814(+2.2%)
Value:
$1.1B(+21.9%)
301505731
301505731
Shares:
25492(+9.9%)
Value:
$1.1B(-0.7%)
33734K109
33734K109
Shares:
11006(-12.7%)
Value:
$1.1B(-14.2%)
Woodward, Inc.
WWD|980745103
Shares:
6174(+0.0%)
Value:
$1.1B(+9.7%)
HUNTINGTON BANCSHARES INC /MD/
HBAN|446150104
Shares:
75034(+11.0%)
Value:
$1.1B(+2.4%)
66538R540
66538R540
Shares:
33543(+0.1%)
Value:
$1.1B(-2.3%)
Cboe Global Markets, Inc.
CBOE|12503M108
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4958(+11.1%)
Value:
$1.1B(+28.6%)
Kyndryl Holdings, Inc.
KD|50155Q100
Shares:
35661(+591.9%)
Value:
$1.1B(+527.9%)
45783Y459
45783Y459
Shares:
37093(+3.4%)
Value:
$1.1B(+8.8%)
82889N632
82889N632
Shares:
50692(-11.2%)
Value:
$1.1B(-15.3%)