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
HALHALLIBURTON CO
$1.4M
UGIUGI CORP NEW
$1.4M
XELXCEL ENERGY INC
$1.4M
CTRACOTERRA ENERGY INC
$1.4M
VIOOVANGUARD ADMIRAL FDS INC
$1.4M
HYDVANECK ETF TRUST
$1.4M
QSPTFIRST TR EXCHNG TRADED FD VI
$1.4M
WYWEYERHAEUSER CO MTN BE
$1.3M
MCOMOODYS CORP
$1.3M
HQYHEALTHEQUITY INC
$1.3M
EOIEATON VANCE ENHANCED EQUITY
$1.3M
DFUSDIMENSIONAL ETF TRUST
$1.3M
HUBBHUBBELL INC
$1.3M
RFREGIONS FINANCIAL CORP NEW
$1.3M
GJUNFIRST TR EXCHNG TRADED FD VI
$1.3M
IWNISHARES TR
$1.3M
DMXFISHARES TR
$1.3M
FDECFIRST TR EXCHNG TRADED FD VI
$1.3M
SPDSIMPLIFY EXCHANGE TRADED FUN
$1.3M
AEMAGNICO EAGLE MINES LTD
$1.3M
SRESEMPRA
$1.3M
BITBLACKROCK MULTI SECTOR INC T
$1.3M
ROPROPER TECHNOLOGIES INC
$1.3M
FTGCFIRST TR EXCHANGE TRAD FD VI
$1.3M
FTGSFIRST TR EXCHANGE-TRADED FD
$1.3M
HTDCORCEPT THERAPEUTICS INC
$1.3M
WSOWATSCO INC
$1.3M
QXOQXO INC
$1.3M
QQEWFIRST TR NAS100 EQ WEIGHTED
$1.3M
EMEEMCOR GROUP INC
$1.3M
SUSCISHARES TR
$1.2M
IHIISHARES TR
$1.2M
VAWVANGUARD WORLD FD
$1.2M
ARMARM HOLDINGS PLC
$1.2M
JCENUVEEN CORE EQUITY ALPHA FD
$1.2M
VFLOVICTORY PORTFOLIOS II
$1.2M
LVLNSPDR SER TR
$1.2M
PRIPRIMERICA INC
$1.2M
ISDPGIM HIGH YIELD BOND FUND IN
$1.2M
TIPZPIMCO ETF TR
$1.2M
IUSGISHARES TR
$1.2M
ODFLOLD DOMINION FREIGHT LINE IN
$1.2M
DFAXDIMENSIONAL ETF TRUST
$1.2M
MMUWESTERN ASSET MANAGED MUNS F
$1.2M
BSJTINVESCO EXCH TRD SLF IDX FD
$1.2M
SHYGISHARES TR
$1.2M
RWLINVESCO EXCH TRADED FD TR II
$1.2M
TTENTOTALENERGIES SE
$1.2M
LYBLYONDELLBASELL INDUSTRIES N
$1.2M
HWMHOWMET AEROSPACE INC
$1.2M
BTOHANCOCK JOHN FINL OPPTYS FD
$1.2M
EXREXTRA SPACE STORAGE INC
$1.2M
EBCEASTERN BANKSHARES INC
$1.2M
OUSMALPS ETF TR
$1.2M
MLMMARTIN MARIETTA MATLS INC
$1.2M
PPLPEMBINA PIPELINE CORP
$1.2M
EWLISHARES INC
$1.2M
IWVISHARES TR
$1.2M
NEMNEWMONT CORP
$1.2M
INDAISHARES TR
$1.2M
TOLTOLL BROTHERS INC
$1.2M
ESEVERSOURCE ENERGY
$1.2M
STTSTATE STR CORP
$1.2M
XJHISHARES TR
$1.2M
IYTISHARES TR
$1.2M
FEZSPDR INDEX SHS FDS
$1.2M
CAHCARDINAL HEALTH INC
$1.2M
XNEAXNUVEEN AMT FREE QLTY MUN INC
$1.2M
OMCOMNICOM GROUP INC
$1.2M
VMOINVESCO MUN OPPORTUNITY TR
$1.2M
FYCFIRST TR EXCHANGE-TRADED ALP
$1.2M
DFLVDIMENSIONAL ETF TRUST
$1.2M
NVGNUVEEN AMT FREE MUN CR INC F
$1.2M
XTLSPDR SER TR
$1.1M
XBISPDR SER TR
$1.1M
IBMPISHARES TR
$1.1M
MTBM & T BK CORP
$1.1M
IDXXIDEXX LABS INC
$1.1M
AMANTERO MIDSTREAM CORP
$1.1M
THNQEXCHANGE TRADED CONCEPTS TRU
$1.1M
FEXFIRST TR LRGE CP CORE ALPHA
$1.1M
WWDWOODWARD INC
$1.1M
HBANHUNTINGTON BANCSHARES INC
$1.1M
CPAINORTHERN LTS FD TR III
$1.1M
CBOECBOE GLOBAL MKTS INC
$1.1M
KDKYNDRYL HLDGS INC
$1.1M
INOVINNOVATOR ETFS TRUST
$1.1M
HIGHSIMPLIFY EXCHANGE TRADED FUN
$1.1M
FJULFIRST TR EXCHNG TRADED FD VI
$1.1M
DBAINVESCO DB MULTI-SECTOR COMM
$1.1M
SMMVISHARES TR
$1.1M
DFCFDIMENSIONAL ETF TRUST
$1.1M
FBNDFIDELITY MERRIMACK STR TR
$1.1M
FMDEFIDELITY COVINGTON TRUST
$1.1M
HUBSHUBSPOT INC
$1.1M
SPEMSPDR INDEX SHS FDS
$1.1M
USSGDBX ETF TR
$1.1M
STXSEAGATE TECHNOLOGY HLDNGS PL
$1.1M
KVUEKENVUE INC
$1.1M
DFUVDIMENSIONAL ETF TRUST
$1.1M
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