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 5 of 201
92204A702
VGT|92204A702
Shares:
51618(-0.4%)
Value:
$28.0B(-13.1%)
464288679
464288679
Shares:
251422(+48.0%)
Value:
$27.8B(+48.5%)
Air Products & Chemicals, Inc.
APD|009158106
Shares:
91878(+7.5%)
Value:
$27.1B(+9.3%)
41653L503
41653L503
Shares:
702724(+28.3%)
Value:
$27.0B(+27.6%)
464285204
464285204
Shares:
456953(+25.1%)
Value:
$26.9B(+49.0%)
464287606
IJK|464287606
Shares:
321868(+19.2%)
Value:
$26.8B(+9.2%)
FISERV INC
FI|337738108
Shares:
121190(+0.5%)
Value:
$26.8B(+8.0%)
Palo Alto Networks Inc
PANW|697435105
Shares:
155508(+0.4%)
Value:
$26.5B(-5.8%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
371223(+8.0%)
Value:
$26.3B(+6.8%)
92189F643
92189F643
Shares:
298284(-2.5%)
Value:
$26.2B(-7.4%)
Marathon Petroleum Corp
MPC|56585A102
Shares:
179175(+0.8%)
Value:
$26.1B(+5.3%)
Tesla, Inc.
TSLA|88160R101
Shares:
100287(-5.3%)
Value:
$26.0B(-39.2%)
464288653
464288653
Shares:
249321(+20.3%)
Value:
$25.9B(+25.3%)
RTX Corp
RTX|75513E101
Shares:
189894(+4.7%)
Value:
$25.2B(+19.8%)
78468R663
78468R663
Shares:
272653(-5.2%)
Value:
$25.0B(-4.9%)
922042858
VWO|922042858
Shares:
543780(+3.9%)
Value:
$24.6B(+6.8%)
46138G649
46138G649
Shares:
122993(-13.3%)
Value:
$23.7B(-20.4%)
ALLSTATE CORP
ALL|020002101
Shares:
113221(+1.6%)
Value:
$23.4B(+9.1%)
COMCAST CORP
CMCSA|20030N101
Shares:
632498(+1.2%)
Value:
$23.3B(-0.5%)
AMGEN INC
AMGN|031162100
Shares:
73963(-1.6%)
Value:
$23.0B(+17.6%)