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
FAYETTE CNTY KY SCH DIST FIN CORP SCH BLDG REV, REV BDS
$26K
GOODYEAR AZ CMNTY FACILITIES UTILS DIST NO 1, GO REF BDS
$26K
METROPOLITAN TRANSN AUTH NY REV, REV BDS
$26K
MIDLAND CNTY TX FRESH WTR SUPPLY DIST NO 1 REV, REV BDS AND NTS
$26K
NORTHEAST HARRIS CNTY TX MUN UTIL DIST NO 1, ULTD TAX BDS
$26K
PALMERA RIDGE MUN UTIL DIST WILLIAMSON CNTY TEX, ULTD TAX BDS
$26K
FIRST TRUST MUNI INCOME OPPTYS CLSD-END PORT SER 66 TERM 04/27/2022 REINV FEE
$26K
VIRGINIA ST RES AUTH INFRASTRUCTURE REV, REV BDS, VA POOLED FINANCING PGM
$26K
XHIEXMILLER HOWARD HIGH INC EQTY FD COM SHS BEN IN
$26K
NORTHEAST HARRIS CNTY TX MUN UTIL DIST NO 1, ULTD TAX BDS
$26K
OHIO ST WTR DEV AUTH REV, DRINKING WTR ASSISTANCE FUND REV BDS
$26K
MADISON WIS, GO PROM NTS
$25K
ZIPZIPRECRUITER INCORPORATED CLASS A
$25K
TEXAS ST, GO COLLEGE STUDENT LN BDS
$25K
MINNETONKA MN INDPT SCH DIST NO 276 CTF PARTN, CTF PARTN
$25K
FORT BEND-WALLER CNTYS TX MUN UTIL DIST NO 2, ULTD TAX BDS
$25K
MCIBARINGS CORPORATE INVS
$25K
GUILFORD CNTY N C, GO PUB IMPT BDS, BUILD AMERICA BONDS DIRECT PAY
$25K
PUERTO RICO CMNWLTH HWY & TRANSN AUTH TRANSN REV, REV BDS, PUERTO RICO ST
$25K
ENERGY NORTHWEST WA ELEC REV, ELEC REV REF BDS, COLUMBIA GENERATING STATION
$25K
FOREST HILLS MUN UTIL DIST TEX, WTRWRKS AND SWR SYS COMBI ULTD TAX AND
$25K
FLORIDA ST BRD ED PUB ED, OUTLAY REF BDS
$25K
PPHMEURAVID BIOSERVICES INCORPORATED
$25K
TENNESSEE ST, GO BDS
$25K
HARRIS CNTY TX MUN UTIL DIST NO 531, ULTD TAX BDS
$25K
RANKIN ROAD WEST MUN UTIL DIST TEX, ULTD TAX REF BDS
$25K
CONNECTICUT ST HEALTH & EDL FACILITIES AUTH REV, REV BDS, HARTFORD
$25K
FAR HILLS UTIL DIST TEX, WTRWKS AND SWR COMBINED ULTD TAX AND REV BDS
$25K
CAPE CORAL FL WTR & SWR REV, WTR AND SWR REF REV BDS
$25K
DOWDELL TX PUB UTIL DEFINED AREA NO 1, ULTD TAX BDS
$25K
SCOTLAND CNTY NC LTD OBLIG, LTD OBLIG BDS
$25K
KING CNTY WA SCH DIST NO 410 SNOQUALMIE VLY, UNLTD TAX GO IMPT AND REF BDS
$25K
WTMFWISDOMTREE MANAGED FUTURES STRATEGY FUND
$25K
MONTGOMERY CNTY TX MUN UTIL DIST NO 88, ULTD TAX BDS
$25K
TEXAS WATER DEV BRD, REV BDS
$25K
BARBERS HILL TX INDPT SCH DIST, ULTD TAX SCH BLDG BDS
$25K
MARYLAND ST HEALTH & HIGHER EDL FACILITIES AUTH REV, PKG REV BDS,
$25K
ENERGY NORTHWEST WA ELEC REV, REV REF BDS, COLUMBIA GENERATING STA
$25K
FORT BEND CNTY TX MUN UTIL DIST NO 148, ULTD TAX BDS
$25K
GMEGAMESTOP CORPORATION NEW CLASS A
$25K
IDAHO HEALTH FACILITIES AUTH REV, BDS, ST LUKES HEALTH SYSTEM LTD
$25K
9 METERS BIOPHARMA INCORPORATED
$25K
UNION CNTY N J, BDS, GENL IMPT BDS
$25K
FOREST HILLS MUN UTIL DIST TEX, WTRWRKS AND SWR SYS COMBI ULTD TAX AND
$25K
FLORIDA PORTS FING COMMN REV, REV REF BDS
$25K
PUERTO RICO PUB BLDGS AUTH REV GTD, GOVERNMENT FACILITIES REV REF BDS
$25K
GARNER N C, GO PUB IMPT BDS
$25K
WASHOE CNTY NEV, GO LTD TAX VAR PURP REF BDS
$25K
NEW YORK ST ENVIRONMENTAL FACILITIES CORP ST CLEAN WTR & DRINKING WTR REV,
$25K
SSNCSS&C TECHNOLOGIES HLDGS INCORPORATED
$25K
FREDERICK CNTY MD, GO PUB FACILITIES BDS
$25K
SAN ANTONIO TEX, GENL IMPT BDS
$25K
SOUTH DAKOTA CONSERVANCY DIST REV, TAXABLE REV BDS
$25K
NORTH FT BEND WTR AUTH TX WTR SYS REV, WTR SYS REV BDS
$25K
SUFFOLK CNTY N Y, PUB IMPT SER BDS
$25K
ASANASANA INCORPORATED CLASS A
$25K
KYNKAYNE ANDERSON NEXTGEN ENRGY
$25K
SANGER CA UNI SCH DIST, GO BDS
$25K
FORT BEND-WALLER CNTYS TX MUN UTIL DIST NO 2, ULTD TAX RD BDS
$25K
SAN JACINTO TX RIV AUTH SPL PROJ REV, REV BDS, GRP PROJ
$25K
HFCUSDHOLLYFRONTIER CORPORATION
$25K
PENDER CNTY N C, GO SCH BDS
$25K
GEORGIA ST, GO BDS
$25K
PCEFINVESCO CEF INCOME COMPOSITE ETF
$25K
MORGAN STANLEY FINANCE LLC 5Y U.S. EQUITY CONTINGENT COUPON CALLABLE
$25K
HAWAII ST, GO BDS
$25K
FLORIDA ST DEPT MGMT SVCS CTF PARTN, REF CTF PARTN
$25K
MONTGOMERY CNTY PA, GO BDS
$25K
UPPER OCCOQUAN SEW AUTH VA REGL SEW REV, SEWER SYS REV BDS, BUILD AMERICA BONDS
$25K
FIRST TRUST MUNI ADVANTAGE CLSD-END & ETF PORT 64 TERM 01/23/2023 REINV FEE
$25K
MASSACHUSETTS ST DEV FIN AGY REV, REV BDS, EMERSON COLLEGE
$25K
FORT BEND CNTY TX MUN UTIL DIST NO 155, ULTD TAX BDS
$25K
ETR 4.9 10/01/66ENTERGY MISSISSIPPI, INCORPORATED. 4.90 1ST BD 66
$25K
SALEM CNTY NJ IMPT AUTH REV, CITY GTD REV BDS, FINLAW ST OFFICE BLDG PROJ
$25K
FORT BEND-WALLER CNTYS TX MUN UTIL DIST NO 2, UNLTD TAX RD BDS
$25K
MASSACHUSETTS ST WTR POLLUTN ABATEMENT TR, ST REVOLVING FD REF BDS
$25K
CONNECTICUT ST, GO BDS
$25K
KANSAS CITY MO SPL OBLIG, SPL OBLIG BDS, EAST VLG PROJECT
$25K
AORISHARES TR GRWT ALLOCAT ETF
$25K
FORT BEND-WALLER CNTYS TX MUN UTIL DIST NO 2, ULTD TAX RD BDS
$25K
WAUKESHA CNTY WIS, GO PROM NTS
$25K
MC KINNEY TEX, GO REF AND IMPT BDS
$25K
MNRLUSDBRIGHAM MINERALS INCORPORATED CLASS A COM
$25K
MARYLAND ST, GO BDS
$25K
FAIRFIELD CONN, GO REF BDS
$25K
CHARLOTTE N C, GO REF BDS
$25K
PTCTPTC THERAPEUTICS INCORPORATED
$25K
MASSACHUSETTS ST DEV FIN AGY REV, BDS, THE BROAD INSTITUTE
$25K
BALTIMORE MD REV, REV BDS, WASTEWATER PROJECTS
$25K
KAUFMAN CNTY TX MUN UTIL DIST NO 14, ULTD TAX RD BDS
$25K
GLENDALE AZ MUN PPTY CORP EXCISE TAX REV, SR LIEN EXCISE TAX REV REF BDS
$25K
CLIFFSIDE PARK N J, GENL IMPT BDS
$25K
STRATFORD CONN, GO REF BDS
$25K
HARRIS CNTY TX WTR CTL & IMPT DIST NO 161, ULTD TAX BDS
$25K
FORT PIERCE FL UTILS AUTH REV, UTIL REF REV BDS
$25K
NEW YORK ST DORM AUTH REVS ST SUPPORTED DEBT, LEASE REV BDS, STATE UNIV OF
$25K
INSGEURINSEEGO CORPORATION
$25K
PENNSYLVANIA ST HIGHER EDL FACILITIES AUTH REV, REV BDS, BRYN MAWR COLLEGE
$25K
MASSACHUSETTS ST, GO CONSOLIDATED LN BDS
$25K
LOS ANGELES CA UNI SCH DIST, GO BDS
$25K
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