Steward Partners Investment Advisory, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$12.8B

Holdings

4,117

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (4,117 positions)

StockValue
EVXVANECK ETF TRUST
$59K
HIXWESTERN ASSET HIGH INCOM FD
$59K
OPPJWISDOMTREE TR
$59K
CPZCALAMOS LNG SHR EQT DYNAMIC
$59K
SBIWESTERN ASSET INTER MUNI FD
$59K
JDJD.COM INC
$58K
GEMGOLDMAN SACHS ETF TR
$58K
FIVNFIVE9 INC
$58K
DFPFLAHERTY & CRUMRINE DYNAMIC
$57K
SHESPDR SERIES TRUST
$57K
KAUGINNOVATOR ETFS TRUST
$57K
TEXTEREX CORP NEW
$57K
MTZMASTEC INC
$57K
EDOWFIRST TR EXCHANGE-TRADED FD
$57K
OPCHOPTION CARE HEALTH INC
$57K
CPLBNEW YORK LIFE INVTS ACTIVE E
$57K
CCEFCALAMOS ETF TR
$57K
SUNSUNOCO LP/SUNOCO FIN CORP
$57K
EVREVERCORE INC
$57K
INCYINCYTE CORP
$56K
AWNADVANCE AUTO PARTS INC
$56K
UJANINNOVATOR ETFS TRUST
$56K
AFMCFIRST TR EXCHNG TRADED FD VI
$56K
HRLHORMEL FOODS CORP
$56K
GVIISHARES TR
$56K
MHNBLACKROCK MUNIHLDGS NY QLTY
$56K
UPSTUPSTART HLDGS INC
$56K
GSLGLOBAL SHIP LEASE INC NEW
$56K
WAFDWAFD INC
$56K
MTDRMATADOR RES CO
$56K
UMARINNOVATOR ETFS TRUST
$56K
AGQPROSHARES TR II
$56K
VNTVONTIER CORPORATION
$56K
FERGFERGUSON ENTERPRISES INC
$56K
IBIHISHARES TR
$55K
RYNRAYONIER INC
$55K
PRMPERIMETER SOLUTIONS INC
$55K
GRALGRAIL INC
$55K
PPL 2.875 03/15/28PPL CAP FDG INC
$55K
GPCRSTRUCTURE THERAPEUTICS INC
$55K
BUIBLACKROCK UTILS INFRASTRUCTU
$55K
BCSFBAIN CAP SPECIALTY FIN INC
$54K
HHYATT HOTELS CORP
$54K
BBIOBRIDGEBIO PHARMA INC
$54K
SMAYFIRST TR EXCHNG TRADED FD VI
$54K
BSCUINVESCO EXCH TRD SLF IDX FD
$54K
TIPTTIPTREE INC
$54K
CHWCALAMOS GBL DYN INCOME FUND
$54K
VKIINVESCO ADVANTAGE MUN INCOME
$53K
PFIXSIMPLIFY EXCHANGE TRADED FUN
$53K
GMEDGLOBUS MED INC
$53K
ENFRALPS ETF TR
$53K
PSPINVESCO EXCHANGE TRADED FD T
$53K
CMBTCMB.TECH NV
$53K
BXPBXP INC
$53K
PBEINVESCO EXCHANGE TRADED FD T
$53K
PPCPILGRIMS PRIDE CORP
$53K
MSEXMIDDLESEX WTR CO
$53K
PECOPHILLIPS EDISON & CO INC
$53K
PLUNPLUG POWER INC
$53K
PTACOHEN & STEERS TAX ADVAN PFD
$52K
DSUBLACKROCK DEBT STRATEGIES FD
$52K
GATXGATX CORP
$52K
EEFT 0.75 03/15/49EURONET WORLDWIDE INC
$52K
PSNPARSONS CORP DEL
$52K
WFGWEST FRASER TIMBER CO LTD
$52K
EWUISHARES TR
$52K
LTHLIFE TIME GROUP HOLDINGS INC
$52K
DAXGLOBAL X FDS
$52K
FOXFOX CORP
$52K
BATRAATLANTA BRAVES HLDGS INC
$52K
FTITECHNIPFMC PLC
$52K
BBUCBROOKFIELD BUSINESS CORP
$51K
SMDVPROSHARES TR
$51K
GAINGLADSTONE INVT CORP
$51K
GHGUARDANT HEALTH INC
$51K
MQTBLACKROCK MUNIYIELD QUALITY
$51K
FXYINVESCO CURRENCYSHARES JAPAN
$51K
USRTISHARES TR
$51K
ALGTALLEGIANT TRAVEL CO
$51K
LITELUMENTUM HLDGS INC
$51K
HCKTHACKETT GROUP INC
$51K
PCTYPAYLOCITY HLDG CORP
$51K
TLTWISHARES TR
$51K
MIDD 1 09/01/25MIDDLEBY CORP
$50K
FNDASCHWAB STRATEGIC TR
$50K
GRCGORMAN RUPP CO
$50K
NUVEEN CALIF SELECT TAX FREE
$50K
GRPNGROUPON INC
$50K
BIDUNBAIDU INC
$50K
RBILRBB FD INC
$50K
LVHDLEGG MASON ETF INVT
$50K
QMAGFIRST TR EXCHNG TRADED FD VI
$50K
CECELANESE CORP DEL
$50K
LPXLOUISIANA PAC CORP
$50K
VCEBVANGUARD WORLD FD
$50K
NEE 7.299 06/01/27NEXTERA ENERGY INC
$50K
BFEBINNOVATOR ETFS TRUST
$50K
QQXTFIRST TR EXCHANGE-TRADED FD
$49K
TMHCTAYLOR MORRISON HOME CORP
$49K
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