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
Search and click to pin securities to the top
Page 48 of 201
032108722
032108722
Shares:
30570(+109.5%)
Value:
$961.4M(+120.8%)
70509V605
70509V605
Shares:
55907
Value:
$958.8M
33737J182
33737J182
Shares:
41916(-2.6%)
Value:
$958.2M(+1.0%)
14021N105
14021N105
Shares:
37654(+2365.9%)
Value:
$947.4M(+2404.7%)
025072307
025072307
Shares:
10091
Value:
$945.2M
78464A714
78464A714
Shares:
13658(-1.4%)
Value:
$943.6M(-14.4%)
ATMOS ENERGY CORP
ATO|049560105
Shares:
6083(+0.9%)
Value:
$940.4M(+12.0%)
Enphase Energy, Inc.
ENPH|29355A107
Shares:
15110(-2.9%)
Value:
$937.6M(-12.3%)
Aon plc
AON|G0403H108
Shares:
2347(+29.9%)
Value:
$936.7M(+44.3%)
Nuveen Real Asset Income & Growth Fund
JRI|67074Y105
Shares:
72189(+0.8%)
Value:
$934.1M(+7.6%)
35473P108
35473P108
Shares:
28215(+29.5%)
Value:
$919.5M(+40.6%)
PIMCO CORPORATE & INCOME OPPORTUNITY FUND
PTY|72201B101
Shares:
63513(+45.0%)
Value:
$918.4M(+45.9%)
14020V108
14020V108
Shares:
27417(-0.6%)
Value:
$915.7M(-5.1%)
TORONTO DOMINION BANK
TD|891160509
Shares:
15252(+38.6%)
Value:
$914.2M(+56.0%)
CANTALOUPE, INC.
CTLP|138103106
Shares:
115936(+22812.3%)
Value:
$912.4M(+18861.3%)
ZIMMER BIOMET HOLDINGS, INC.
ZBH|98956P102
Shares:
8042(-3.6%)
Value:
$910.1M(+3.3%)
BROWN FORMAN CORP
BF-B|115637209
Shares:
26796(+9.4%)
Value:
$909.5M(-2.2%)
33740F276
33740F276
Shares:
44791(-2.0%)
Value:
$908.8M(+2.0%)
067901108
067901108
Shares:
46636(-23.1%)
Value:
$906.6M(-3.5%)
00214Q104
00214Q104
Shares:
19026(+5.8%)
Value:
$905.2M(-11.3%)