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
FYXFIRST TR SML CP CORE ALPHA F
$531K
WDIWESTERN ASSET DIVERSIFIED IN
$528K
AVTAVNET INC
$526K
ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION
$526K
TYGTORTOISE ENERGY INFRA CORP
$525K
GSIEGOLDMAN SACHS ETF TR
$524K
ABFLABACUS FCF ETF TR
$522K
KELKELLANOVA
$522K
IGFISHARES TR
$521K
PDTHANCOCK JOHN PREM DIVID FD
$519K
CGMSCAPITAL GRP FIXED INCM ETF T
$518K
VONVVANGUARD SCOTTSDALE FDS
$518K
BEBLOOM ENERGY CORP
$517K
DBMFLITMAN GREGORY FDS TR
$517K
VONEVANGUARD SCOTTSDALE FDS
$516K
MFCMANULIFE FINL CORP
$515K
FXGFIRST TR EXCHANGE TRADED FD
$514K
VOXVANGUARD WORLD FD
$507K
PEYINVESCO EXCHANGE TRADED FD T
$506K
BSJPINVESCO EXCH TRD SLF IDX FD
$504K
BMOBANK MONTREAL QUE
$504K
ADMARCHER DANIELS MIDLAND CO
$502K
HRHEALTHCARE RLTY TR
$501K
JPMJPMORGAN CHASE FINL CO LLC
$497K
PTHINVESCO EXCHANGE TRADED FD T
$497K
TRNTRINITY INDS INC
$496K
LBLANDBRIDGE COMPANY LLC
$496K
ARANTERO RESOURCES CORP
$494K
WINNHARBOR ETF TRUST
$494K
DHSWISDOMTREE TR
$493K
PAASPAN AMERN SILVER CORP
$492K
AZTAAZENTA INC
$492K
CPRTCOPART INC
$491K
IDHQINVESCO EXCH TRADED FD TR II
$491K
IXJISHARES TR
$490K
FNFFIDELITY NATIONAL FINANCIAL
$488K
ARKQARK ETF TR
$488K
JFRNUVEEN FLOATING RATE INCOME
$488K
FMFFIRST TR EXCHANGE-TRADED FD
$487K
IBDQISHARES TR
$486K
MMDNYLI MACKAY DEFINEDTERM MUNI
$485K
FXDFIRST TR EXCHANGE TRADED FD
$484K
GGGGRACO INC
$483K
CFGCITIZENS FINL GROUP INC
$483K
HGERHARBOR ETF TRUST
$482K
REGLPROSHARES TR
$482K
SDHYPGIM SHORT DUR HIG YLD OPP F
$480K
SUSUNCOR ENERGY INC NEW
$478K
FDUSFIDUS INVT CORP
$478K
OLEDUNIVERSAL DISPLAY CORP
$478K
GBDCGOLUB CAP BDC INC
$477K
SBACSBA COMMUNICATIONS CORP NEW
$476K
ESGVVANGUARD WORLD FD
$476K
FMAYFIRST TR EXCHNG TRADED FD VI
$475K
KEYKEYCORP
$474K
CQPCHENIERE ENERGY PARTNERS LP
$474K
BUFZFIRST TR EXCHNG TRADED FD VI
$474K
NXTGFIRST TR EXCHANGE TRADED FD
$472K
FSCCFEDERATED HERMES ETF TRUST
$471K
HLNHALEON PLC
$471K
FBTFIRST TR EXCHANGE-TRADED FD
$470K
KBESPDR SER TR
$468K
TRUPTRUPANION INC
$468K
GMAYFIRST TR EXCHNG TRADED FD VI
$465K
BIVVANGUARD BD INDEX FDS
$465K
GUGGUGGENHEIM ACTIVE ALLOC FD
$462K
UJULINNOVATOR ETFS TRUST
$457K
FLSPFRANKLIN TEMPLETON ETF TR
$457K
FLDRFIDELITY MERRIMACK STR TR
$456K
ITMVANECK ETF TRUST
$456K
TOSTTOAST INC
$455K
NULVNUSHARES ETF TR
$450K
MFICMIDCAP FINANCIAL INVSTMNT CO
$449K
SFMSPROUTS FMRS MKT INC
$448K
ICVTISHARES TR
$448K
OTLKOUTLOOK THERAPEUTICS INC
$447K
TBLLINVESCO EXCH TRADED FD TR II
$446K
AGNCAGNC INVT CORP
$446K
CWANCLEARWATER ANALYTICS HLDGS I
$445K
LSTRLANDSTAR SYS INC
$442K
MOSMOSAIC CO NEW
$439K
INGRINGREDION INC
$438K
VOOGVANGUARD ADMIRAL FDS INC
$436K
PYLDPIMCO ETF TR
$436K
MQYBLACKROCK MUNIYILD QULT FD I
$435K
PBFRPGIM ROCK ETF TR
$433K
FPFFIRST TR INTER DURATN PFD &
$433K
TSLXSIXTH STREET SPECIALTY LENDI
$431K
SSDSIMPSON MFG INC
$431K
OCTJINNOVATOR ETFS TRUST
$430K
DASHDOORDASH INC
$430K
ACAARCOSA INC
$429K
PINSPINTEREST INC
$429K
AVDEAMERICAN CENTY ETF TR
$429K
VMBSVANGUARD SCOTTSDALE FDS
$429K
HYTBLACKROCK CORPOR HI YLD FD I
$427K
HESMHESS MIDSTREAM LP
$426K
XLGIXLAZARD GLOBAL TOTAL RETURN &
$425K
JJACOBS SOLUTIONS INC
$424K
TFISPDR SER TR
$421K
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