Steward Partners Investment Advisory, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001723397
- Manager Name
- Steward Partners Investment Advisory, LLC
Data Enrichment
64% identified2,580 identified1,437 unidentified
Holdings
4,017 positions
Manager:
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Page 9 of 201
33734H106
Shares:
310812(-1.6%)
Value:
$13.9B(+0.5%)
81369Y407
Shares:
69732(-0.5%)
Value:
$13.8B(-12.4%)
464287374
Shares:
302608(+96.3%)
Value:
$13.8B(+108.8%)
46434V738
Shares:
226978(+95671.3%)
Value:
$13.7B(+106620.3%)
74347G242
Shares:
324294(+32.3%)
Value:
$13.6B(+25.7%)
46138J429
Shares:
805243(+1.8%)
Value:
$13.1B(+3.5%)
47103U845
Shares:
256860(+13.9%)
Value:
$13.0B(+13.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.2K | All Managers (Combined) | $14.1M | |||
Cintas Corp(CTAScusip172908105) | 68.7K | All Managers (Combined) | $14.1M | ||
Starbucks Corp(SBUXcusip855244109) | 143.6K | All Managers (Combined) | $14.1M | ||
347.6K | All Managers (Combined) | $14.0M | |||
(cusip33734H106)✕ | 310.8K | All Managers (Combined) | $13.9M | ||
66.2K | All Managers (Combined) | $13.9M | |||
(cusip81369Y407)✕ | 69.7K | All Managers (Combined) | $13.8M | ||
(cusip464287374)✕ | 302.6K | All Managers (Combined) | $13.8M | ||
(cusip46434V738)✕ | 227.0K | All Managers (Combined) | $13.7M | ||
(cusip74347G242)✕ | 324.3K | All Managers (Combined) | $13.6M | ||
168.7K | All Managers (Combined) | $13.5M | |||
Conocophillips(COPcusip20825C104) | 128.1K | All Managers (Combined) | $13.5M | ||
601.9K | All Managers (Combined) | $13.3M | |||
Phillips 66(PSXcusip718546104) | 107.5K | All Managers (Combined) | $13.3M | ||
68.9K | All Managers (Combined) | $13.1M | |||
(cusip46138J429)✕ | 805.2K | YoY NEW(+805.2K) | All Managers (Combined) | $13.1M | YoY NEW(+$13.1M) |
Oneok Inc /New/(OKEcusip682680103) | 131.4K | All Managers (Combined) | $13.0M | ||
(cusip47103U845)✕ | 256.9K | All Managers (Combined) | $13.0M | ||
24.3K | All Managers (Combined) | $13.0M | |||
78.0K | All Managers (Combined) | $12.9M |