Steward Partners Investment Advisory, LLC Q2 2020 Filing

Filed August 6, 2020

Portfolio Value

$3.5B

Holdings

2,731

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (2,731 positions)

StockValue
AWCAMERICAN WTR WKS COMPANY INCORPORATED NEW
$1.9M
BTTBLACKROCK MUNICIPAL 2030 TARGET TERM TRUST
$1.9M
VXFVANGUARD EXTENDED MARKET ETF
$1.9M
TRVTRAVELERS COMPANIES INCORPORATED
$1.9M
CARRCARRIER GLOBAL CORPORATION
$1.9M
PEOEXELON CORPORATION
$1.9M
NVSNNOVARTIS AG SPONSORED ADR
$1.9M
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$1.9M
XLESPDR ENERGY SELECT SECTOR FUND
$1.9M
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$1.9M
SPGIS&P GLOBAL INCORPORATED
$1.9M
PSRINVESCO ACTIVE U.S. REAL ESTATE FUND
$1.8M
OXYOCCIDENTAL PETE CORPORATION
$1.8M
SHYGISHARES TR 0-5YR HI YL CP
$1.8M
RPDRAPID7 INCORPORATED
$1.8M
JBLJABIL INCORPORATED
$1.8M
SRVRPACER BENCHMARK DATA & INFRASTRUCTUREREAL ESTATE
$1.8M
ESEVERSOURCE ENERGY
$1.8M
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF
$1.8M
IVEISHARES TR S&P 500 VAL ETF
$1.8M
IYCISHARES TR U.S. CNSM SV ETF
$1.8M
DTDWISDOMTREE U.S. TOTAL DIVIDEND FUND
$1.8M
NUVNUVEEN MUNICIPAL VALUE FUND
$1.8M
SHYISHARES TR 1 3 YR TREAS BD
$1.7M
DEMWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND
$1.7M
DOWDOW INCORPORATED
$1.7M
IGVISHARES TR EXPANDED TECH
$1.7M
INTUINTUIT
$1.7M
ESGDISHARES TR ESG MSCI EAFE
$1.7M
RQICOHEN & STEERS QUALITY INCOME
$1.7M
RDS/AROYAL DUTCH SHELL PLC SPONS ADR A
$1.7M
SYSBISHARES TR EDGE US FIXD INM
$1.7M
TROWPRICE T ROWE GROUP INCORPORATED
$1.7M
PPAINVESCO AEROSPACE & DEFENSE ETF
$1.7M
FDSFACTSET RESH SYSTEMS INCORPORATED
$1.7M
PANWPALO ALTO NETWORKS INCORPORATED
$1.7M
VLOVALERO ENERGY CORPORATION
$1.6M
XDCFXBNY MELLON ALCENTRA GLOBAL CR
$1.6M
FCPTFOUR CORNERS PROPERTY TR INCORPORATED REIT
$1.6M
STZCONSTELLATION BRANDS INCORPORATED CLASS A
$1.6M
TREXTREX COMPANY INCORPORATED
$1.6M
PIMCO DYNAMIC CREDIT AND MORTGAGE INCOME FUND
$1.6M
PRFINVESCO FTSE RAFI US 1000 ETF
$1.6M
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$1.6M
LAMRLAMAR ADVERTISING COMPANY NEW CLASS A REIT
$1.5M
UTGREAVES UTILITY INCOME FUND
$1.5M
KMIKINDER MORGAN INCORPORATED DEL
$1.5M
HSYHERSHEY COMPANY
$1.5M
ECLECOLAB INCORPORATED
$1.5M
ZBHZIMMER BIOMET HOLDINGS INCORPORATED
$1.5M
ALLIANZGI CONVERTIBLE & INCOME 2024 TARGET TERM FUND
$1.5M
VEEVVEEVA SYSTEMS INCORPORATED CLASS A COM
$1.5M
IATISHARES TR US REGNL BKS ETF
$1.5M
JKHYHENRY JACK & ASSOC INCORPORATED
$1.5M
ETENERGY TRANSFER LP COM UT LTD PTN
$1.5M
TXG10X GENOMICS INCORPORATED CLASS A COM
$1.5M
XELXCEL ENERGY INCORPORATED
$1.5M
HUMHUMANA INCORPORATED
$1.5M
RIGSRIVERFRONT STRATEGIC INCOME FUND
$1.5M
CRNCCERENCE INCORPORATED
$1.5M
NUANEURNUANCE COMMUNICATIONS INCORPORATED
$1.4M
ROPROPER TECHNOLOGIES INCORPORATED
$1.4M
MCXMCCORMICK & COMPANY INCORPORATED COM NON VTG
$1.4M
FTAIEURFORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB
$1.4M
PHYS/USPROTT PHYSICAL GOLD TR UNIT
$1.4M
BRBROADRIDGE FINL SOLUTIONS INCORPORATED
$1.4M
BIPBROOKFIELD INFRAST PARTNERS LP LP INT UNIT
$1.4M
CHDCHURCH & DWIGHT INCORPORATED
$1.4M
DEODIAGEO P L C SPON ADR NEW
$1.4M
ABXBARRICK GOLD CORPORATION
$1.4M
NVONOVO-NORDISK A S ADR
$1.4M
USBUS BANCORP DEL COM NEW
$1.4M
KXIISHARES TR GLB CNSM STP ETF
$1.4M
PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED
$1.4M
CITCINTAS CORPORATION
$1.3M
XTISHARES TR EXPONENTIAL TECH
$1.3M
SYYSYSCO CORPORATION
$1.3M
EATON VANCE FLOATING-RATE 2022 TARGET TERM TRUST
$1.3M
FISVFISERV INCORPORATED
$1.3M
ITA*ISHARES TR US AER DEF ETF
$1.3M
RNGRINGCENTRAL INCORPORATED CLASS A
$1.3M
AMLPALERIAN MLP ETF
$1.3M
PPGPPG INDUSTRIES INCORPORATED
$1.3M
AZNASTRAZENECA PLC SPONSORED ADR
$1.3M
BGBBLACKSTONE / GSO STRATEGIC CREDIT FUND
$1.3M
MBBISHARES TR MBS ETF
$1.3M
CBSHCOMMERCE BANCSHARES INCORPORATED
$1.3M
GEGENERAL ELECTRIC COMPANY
$1.3M
THWTEKLA WORLD HEALTHCARE FUND
$1.3M
PGXINVESCO PREFERRED ETF
$1.3M
BAXBAXTER INTERNATIONAL INCORPORATED
$1.2M
HOLXHOLOGIC INCORPORATED
$1.2M
BSTZBLACKROCK SCIENCE AND TECHNOLOGY TRUST II
$1.2M
PRFZINVESCO FTSE RAFI US 1500 SMALL-MID ETF
$1.2M
STPZPIMCO 1-5 YEAR U.S. TIPS INDEX FUND
$1.2M
MARMARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A
$1.2M
TMUST-MOBILE US INCORPORATED
$1.2M
FEFIRSTENERGY CORPORATION
$1.2M
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF
$1.2M
CERNCHFCERNER CORPORATION
$1.2M
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