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 45 of 201
33740U208
33740U208
Shares:
23331(-86.5%)
Value:
$1.1B(-86.8%)
46140H106
46140H106
Shares:
42179(+2.5%)
Value:
$1.1B(+1.5%)
46435G433
46435G433
Shares:
26795(-1.2%)
Value:
$1.1B(-1.2%)
25434V872
25434V872
Shares:
26316(-68.9%)
Value:
$1.1B(-68.3%)
316188309
316188309
Shares:
24243(+47.5%)
Value:
$1.1B(+50.0%)
31609A503
31609A503
Shares:
35246(+6008.5%)
Value:
$1.1B(+5727.8%)
HUBSPOT INC
HUBS|443573100
Shares:
1922(+22.6%)
Value:
$1.1B(+0.5%)
78463X509
78463X509
Shares:
27769(+9.9%)
Value:
$1.1B(+12.8%)
233051150
233051150
Shares:
21581(+0.0%)
Value:
$1.1B(-6.7%)
Seagate Technology Holdings plc
STX|G7997R103
Shares:
12792(-2.5%)
Value:
$1.1B(-4.0%)
Kenvue Inc.
KVUE|49177J102
Shares:
45289(-5.5%)
Value:
$1.1B(+6.1%)
25434V724
25434V724
Shares:
26168(+1.9%)
Value:
$1.1B(+2.6%)
PIMCO Dynamic Income Fund
PDI|72201Y101
Shares:
54150(+2.8%)
Value:
$1.1B(+11.0%)
464287515
464287515
Shares:
11994(-18.6%)
Value:
$1.1B(-27.7%)
CATALYST PHARMACEUTICALS, INC.
CPRX|14888U101
Shares:
43755(+3337.2%)
Value:
$1.1B(+3893.7%)
Dutch Bros Inc.
BROS|26701L100
Shares:
17170(-34.2%)
Value:
$1.1B(-22.4%)
BREAD FINANCIAL HOLDINGS, INC.
BFH|018581108
Shares:
21076(+1131.8%)
Value:
$1.1B(+910.3%)
46138G870
46138G870
Shares:
43517(-8.0%)
Value:
$1.1B(-7.8%)
26923N538
26923N538
Shares:
26143(+132.8%)
Value:
$1.1B(+91.2%)
921946794
VYMI|921946794
Shares:
14186(+14.2%)
Value:
$1.0B(+24.0%)