Steward Partners Investment Advisory, LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$11.3B

Holdings

4,017

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (4,017 positions)

StockValue
UAUGINNOVATOR ETFS TRUST
$662K
IFFINTERNATIONAL FLAVORS&FRAGRA
$661K
HGVHILTON GRAND VACATIONS INC
$661K
PTBDPACER FDS TR
$661K
KEYSKEYSIGHT TECHNOLOGIES INC
$660K
IMTBISHARES TR
$658K
GSBDGOLDMAN SACHS BDC INC
$657K
SNASNAP ON INC
$656K
KDPKEURIG DR PEPPER INC
$656K
XBXMXNUVEEN S&P 500 BUY-WRITE INC
$655K
ABRARBOR REALTY TRUST INC
$655K
BAHBOOZ ALLEN HAMILTON HLDG COR
$653K
PMAYINNOVATOR ETFS TRUST
$652K
LCTDBLACKROCK ETF TRUST
$650K
FMHIFIRST TR EXCH TRADED FD III
$649K
CNDTCONDUENT INC
$648K
AOMISHARES TR
$648K
EPIWISDOMTREE TR
$648K
PWRDTCW ETF TRUST
$645K
XSDSPDR SER TR
$645K
PJULINNOVATOR ETFS TRUST
$640K
VRTVERTIV HOLDINGS CO
$640K
XRNPXCOHEN & STEERS REIT & PFD &
$637K
KBWBINVESCO EXCH TRADED FD TR II
$635K
DVADAVITA INC
$632K
SYMSYMBOTIC INC
$629K
TTDTHE TRADE DESK INC
$627K
CLFCLEVELAND-CLIFFS INC NEW
$626K
BLVVANGUARD BD INDEX FDS
$624K
FNXFIRST TR MID CAP CORE ALPHAD
$619K
JPMBJ P MORGAN EXCHANGE TRADED F
$618K
DTEDTE ENERGY CO
$618K
MOTIVANECK ETF TRUST
$617K
CFCF INDS HLDGS INC
$617K
GLPIGAMING & LEISURE PPTYS INC
$615K
BOXBOX INC
$615K
CGHMCAPITAL GRP FIXED INCM ETF T
$614K
KYNKAYNE ANDERSON ENERGY INFRST
$613K
PTCPTC INC
$612K
SPRYARS PHARMACEUTICALS INC
$610K
XBMNXBLACKROCK 2037 MUNICIPAL TAR
$605K
MGVVANGUARD WORLD FD
$605K
BFCBANK FIRST CORP
$604K
SCHXSCHWAB STRATEGIC TR
$604K
RPGINVESCO EXCHANGE TRADED FD T
$603K
FTSLFIRST TR EXCHANGE-TRADED FD
$602K
IAKISHARES TR
$602K
MSTR 8 PERPMICROSTRATEGY INC
$602K
PSCPRINCIPAL EXCHANGE TRADED FD
$601K
SPDWSPDR INDEX SHS FDS
$600K
BUDANHEUSER BUSCH INBEV SA/NV
$599K
IBPINSTALLED BLDG PRODS INC
$599K
CRVLCORVEL CORP
$598K
CCDCALAMOS DYNAMIC CONV & INCOM
$598K
COWSAMPLIFY ETF TR
$595K
CELHCELSIUS HLDGS INC
$594K
HCAHCA HEALTHCARE INC
$593K
UTFCOHEN & STEERS INFRASTRUCTUR
$591K
MUJBLACKROCK MUNIHLDGS NJ QLTY
$590K
ETWEATON VANCE TAX-MANAGED GLOB
$587K
LUVSOUTHWEST AIRLS CO
$587K
AESAES CORP
$584K
CSGPCOSTAR GROUP INC
$583K
MXMAGNACHIP SEMICONDUCTOR CORP
$583K
XARSPDR SER TR
$581K
EQTEQT CORP
$580K
EIXEDISON INTL
$578K
CSMPROSHARES TR
$576K
HYLBDBX ETF TR
$575K
JGROJ P MORGAN EXCHANGE TRADED F
$573K
HSICHENRY SCHEIN INC
$572K
SOYSUNOPTA INC
$570K
CRCCANADIAN NAT RES LTD
$568K
DGXQUEST DIAGNOSTICS INC
$568K
IYRISHARES TR
$565K
BOTZGLOBAL X FDS
$564K
BAUGINNOVATOR ETFS TRUST
$559K
DIVGLOBAL X FDS
$557K
WCNWASTE CONNECTIONS INC
$557K
GUTGABELLI UTIL TR
$555K
ACHRARCHER AVIATION INC
$555K
HBC2HSBC HLDGS PLC
$552K
CAGCONAGRA BRANDS INC
$552K
IFNINDIA FD INC
$551K
RITMRITHM CAPITAL CORP
$550K
BTXBLACKROCK TECH AND PRIVATE E
$550K
RUSHARUSH ENTERPRISES INC
$549K
CCEPCOCA-COLA EUROPACIFIC PARTNE
$549K
BKLCBNY MELLON ETF TRUST
$544K
IRINGERSOLL RAND INC
$544K
ITBISHARES TR
$543K
DWMWISDOMTREE TR
$541K
MAAMID-AMER APT CMNTYS INC
$540K
TRYBARINGS BDC INC
$539K
PSRINVESCO ACTIVELY MANAGED EXC
$539K
IDMOINVESCO EXCH TRADED FD TR II
$537K
SCHMSCHWAB STRATEGIC TR
$537K
TMTOYOTA MOTOR CORP
$535K
VODVODAFONE GROUP PLC NEW
$531K
TWTRADEWEB MKTS INC
$531K
PreviousPage 12 of 41Next