Steward Partners Investment Advisory, LLC Q2 2021 Filing

Filed August 13, 2021

Portfolio Value

$5.9B

Holdings

7,189

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (7,189 positions)

StockValue
OHIO ST HOSP FAC REV, BDS, CLEVELAND CLINIC HLTH SYS OBLIG GROUP
$12K
HUDSON YDS INFRASTRUCTURE CORP NY SECOND INDENTURE REV, REV BDS
$12K
CASITAS MUN WTR DIST CA SPL TAX, CMNTY FACILITIES DIST NO 2013 1 BDS
$12K
NCZVIRTUS ALLIANZGI CONVERTIBLE
$12K
BECNUSDBEACON ROOFING SUPPLY INCORPORATED
$12K
CAMDEN N J, GO BDS
$12K
KNKNOWLES CORPORATION
$12K
MASSACHUSETTS ST, GO CONSLDTN LN BDS
$12K
YONKERS N Y, GO BDS
$12K
PHILADELPHIA PA HSG AUTH GENL REV, REV BDS, PHA HEADQUARTERS PROJ
$12K
KBWDINVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF
$12K
NORTH HARRIS CNTY REGL WTR AUTH TX REV, REF BDS
$12K
SXISTANDEX INTERNATIONAL CORPORATION
$12K
NEW YORK ST URBAN DEV CORP REV, ST PERS INCOME TAX REV BDS
$12K
XRXXEROX HOLDINGS CORPORATION COM NEW
$12K
NORTHAMPTON CNTY PA GENL PURP AUTH COLLEGE REV, REV BDS, MORAVIAN
$12K
LIVONIA MI MUN BLDG AUTH, GO LTD TAX BLDG AUTH REF BDS
$12K
FORT MYERS FL UTIL REV REF, SYS BDS
$12K
KALAMAZOO CNTY MICH, GO ULTD TAX JUVENILE HOME FACILITIES REF BDS
$12K
TEXAS ST, GO MOBILITY FUND REF BDS
$12K
RWTREDWOOD TR INCORPORATED REIT
$12K
STT V5.35 PERP GSTATE STREET CORPORATION DEP SHS PFD G
$12K
BOSTON MASS, GO BDS
$12K
PHILADELPHIA PA AUTH FOR INDL DEV TEMPLE UNIV REV, REV BDS, TEMPLE UNIVERSITY
$12K
VSTVISTRA CORPORATION
$12K
NORTHAMPTON CNTY PA GENL PURP AUTH COLLEGE REV, REV REF BDS, LAFAYETTE
$12K
LUCIA MAR UNI SCH DIST CALIF, GO BDS
$12K
CALIFORNIA ST, GO VAR PURP BDS
$12K
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR
$12K
BERNALILLO CNTY NM GROSS RCPTS TAX REV, REF REV BDS
$12K
NEW BRUNSWICK NJ PKG AUTH REV, CITY GTD PKG REV REF BDS
$12K
RCMTRCM TECHNOLOGIES INCORPORATED COM NEW
$12K
LANCASTER CNTY PA HOSP AUTH REV, REV REF BDS, UNIVERSITY OF PENNSYLVANIA
$12K
NOANORTH AMERN CONSTR GROUP LIMITED
$12K
VOYAVOYA FINANCIAL INCORPORATED
$12K
NEW JERSEY ST TPKE AUTH TPKE REV, REV BDS
$12K
NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT, REV BDS
$12K
TECK/BTECK RESOURCES LIMITED CLASS B
$12K
CGOCALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT
$12K
METROPOLITAN TRANSN AUTH NY DEDICATED TAX FD, GREEN FD BDS, GREEN BONDS
$12K
LAKE CITY MI AREA SCH, GO ULTD TAX SCH BLDG AND SITE BDS
$12K
DENTON CNTY TEX, PERM IMPT BDS
$12K
BNPQYBNP PARIBAS SPONSORED ADR
$12K
LRCXEURLAM RESEARCH CORPORATION
$12K
WILLOUGHBY-EASTLAKE OH CITY SCH DIST LAKE CNTY, GO UNLTD TAX IMPT BDS
$11K
NEWTON MASS, GO MUN PURP LOAN BDS
$11K
MEDIWOUND LIMITED ORD SHS
$11K
SEATTLE WA MUSEUM DEV AUTH SPL OBLIG, REF BDS
$11K
SEA ISLE CITY N J, GO BDS
$11K
LAKE CITY MI AREA SCH, GO ULTD TAX SCH BLDG AND SITE BDS
$11K
OREGON ST FACILITIES AUTH REV, REV BDS, PROVIDENCE ST JOSEPH HEALTH
$11K
METROPOLITAN TRANSN AUTH NY REV, TRANSN REV BDS
$11K
MICHIGAN FIN AUTH REV, HOSPITAL REV REF BDS, BEAUMONT HEALTH SYSTEM,
$11K
LBTYBLIBERTY GLOBAL PLC SHS CLASS C
$11K
NEW JERSEY ST TRANSN TR FD AUTH, SYS BDS
$11K
HIPGNOSIS SONGS FD LIMITED ORD
$11K
MARYLAND ST, GO BDS
$11K
PENNSYLVANIA ST HIGHER EDL FACILITIES AUTH REV, REV REF BDS, DREXEL UNIV
$11K
PENNSYLVANIA ST HIGHER EDL FACILITIES AUTH REV, FIXED RT REV BDS, THOMAS
$11K
PORT AUTH NY & N J, CONS BDS
$11K
NEW YORK ST MTG AGY HOMEOWNER MTG REV, REV BDS
$11K
FAIRFAX CNTY VA ECONOMIC DEV AUTH TRANSN CONTRACT REV, REV REF BDS, ROUTE 28
$11K
SAN ANTONIO TX ELEC & GAS REV, REV REF BDS
$11K
COLLIER CNTY FL HEALTH FACILITIES AUTH RESIDENTIAL CARE FAC REV, REV BDS,
$11K
SCHLUMBERGER INVESTMENT SA
$11K
HERNANDO CNTY FL WTR & SWR REV, REF BDS
$11K
TRISTATE CAPITAL HOLDINGS, INC. PFD
$11K
DAVIS CNTY UT SCH DIST, GO BDS
$11K
FTXHFIRST TRUST NASDAQ PHARMACEUTICALS ETF
$11K
LEHIGH CNTY PA AUTH WTR & SWR REV, BDS
$11K
DINDINE BRANDS GLOBAL INCORPORATED
$11K
HADDONFIELD NJ BRD ED, SCH BDS
$11K
MASSACHUSETTS ST WTR RES AUTH, GO REV BDS, GREEN BONDS
$11K
WISCONSIN ST HEALTH & EDL FACILITIES AUTH REV, REV BDS, ASCENSION HEALTH
$11K
HCATHEALTH CATALYST INCORPORATED
$11K
NEW JERSEY ST EDL FACILITIES AUTH REV, REV BDS, NEW JERSEY CITY UNIV
$11K
NEW YORK NY CITY TRANSITIONAL FIN AUTH REV, FUTURE TAX SECURED SUB BDS
$11K
ASPEN INSURANCE HOLDINGS LTD DP SH 1/1000 PFD
$11K
INVESCO AMERICAN INNOVATION LEADERS PORTFOLIO 211 TERM 06/13/2022 REINV
$11K
UNIVERSITY WA UNIV REVS, REF BDS
$11K
ETRNUSDEQUITRANS MIDSTREAM CORPORATION
$11K
SCHENECTADY NY METROPLEX DEV AUTH, GENL RESOLUTION BDS
$11K
INDUSTRY CA SALES TAX REV, SR SALES TAX REV REF BDS
$11K
FAFFIRST AMERN FINL CORPORATION
$11K
TRAVIS CNTY TEX, LTD TAX REF BDS
$11K
MGDDYMICHELIN COMPAGNIE GENERALE DE UNSPONSORD ADR
$11K
VIRGINIA ST RES AUTH INFRASTRUCTURE REV, ST MORAL OBLIG REV BDS
$11K
POAHYPORSCHE AUTOMOBIL HLDG SE ADR
$11K
VIRGINIA ST RES AUTH INFRASTRUCTURE REV, REV BDS
$11K
PUERTO RICO CMNWLTH HWY & TRANSN AUTH TRANSN REV, REV BDS
$11K
FERNDALE MICH, ULTD TAX GO BDS
$11K
PUERTO RICO ELEC PWR AUTH PWR REV, REF REV BDS
$11K
MET F PERP AMETLIFE INC FLOATING RATE NON-CUM PERP PFD FLOATS QUARTERLY
$11K
WASHINGTON SUBN SAN DIST MD, CONSOLID PUB IMPT BDS
$11K
UNIVERSITY TX UNIV REVS, REV FIN SYS REF BDS
$11K
MARYLAND ST, GO REF BDS
$11K
HAWAII ST, GO BDS
$11K
OHIO ST HSG FIN AGY RESIDENTIAL MTG REV, BDS
$11K
MARICOPA CNTY AZ UNI SCH DIST NO 89 DYSART, REF BDS
$11K
DERRY N H, GO BDS
$11K
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