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
OWLBLUE OWL CAPITAL INCORPORATED COM CLASS A
$13K
MASSACHUSETTS ST, GO CONSOLIDATED LN BDS
$13K
VTWGVANGUARD RUSSELL 2000 GROWTH ETF
$13K
KWRQUAKER CHEMICAL CORPORATION
$13K
BOOKING HOLDINGS INC SR COCO 21
$13K
TMOTHERMO FISHER SCIENTIFIC INCORPORATED
$13K
ROSEVILLE MN INDPT SCH DIST NO 623, GO SCH BLDG BDS
$12K
YONKERS N Y, GO BDS
$12K
HAWAII ST, GO BDS
$12K
PHILADELPHIA PA WTR & WASTEWTR REV, REV BDS
$12K
WESTERN VA REGL JAIL AUTH VIRGINIA REGL JAIL FAC REV, REF BDS
$12K
METROPOLITAN TRANSN AUTH NY REV, REV GREEN BDS, GREEN BONDS
$12K
NOANORTH AMERN CONSTR GROUP LIMITED
$12K
SUFFOLK CNTY N Y, PUB IMPT SERIAL BDS
$12K
JURUPA CA CMNTY SVCS DIST CTF PARTN, CTF PARTN, SEWER FACILITIES FINANCING
$12K
NEW YORK N Y, GO BDS
$12K
BANK OF NOVA SCOTIA 4Y RUSSELL 2000 INDEX ABSOLUTE RETURN BARRIER NOTE
$12K
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR
$12K
EQHEQUITABLE HLDGS INCORPORATED
$12K
KNOXVILLE TN WASTE WTR SYS REV, REF BDS
$12K
SXISTANDEX INTERNATIONAL CORPORATION
$12K
LANCASTER CNTY PA HOSP AUTH REV, REV REF BDS, UNIVERSITY OF PENNSYLVANIA
$12K
MICHIGAN ST, GO ENVIROMENTAL PGM REF BDS
$12K
CONTANGO OIL & GAS COMPANY COM NEW
$12K
DALLAS TEX, GO REF BDS, DENTON COLLIN ROCKWALL KAUFMAN
$12K
BAYONNE NJ MUN UTILS AUTH WTR SYS REV, REV BDS
$12K
PORT AUTH NY & N J, CONSOLIDATED BDS
$12K
OREGON ST DEPT ADMINISTRATIVE SVCS LOTTERY REV, REV BDS
$12K
NORTHAMPTON CNTY PA GENL PURP AUTH COLLEGE REV, REV REF BDS, LAFAYETTE
$12K
PHILADELPHIA PA HSG AUTH GENL REV, REV BDS, PHA HEADQUARTERS PROJ
$12K
VEREIT INCORPORATION PFD SER F
$12K
ZURVYZURICH INSURANCE GROUP AG SPONSORED ADR
$12K
NCZVIRTUS ALLIANZGI CONVERTIBLE
$12K
TEXAS ST, GO REF BDS
$12K
BIRMINGHAM AL SPL CARE FACILITIES FING AUTH HEALTH CARE FAC REV, REV BDS,
$12K
OTLYOATLY GROUP AB SPONSORED ADS
$12K
GUADALUPE-BLANCO RIV AUTH TX CONTRACT REV, REV REF BDS, REGIONAL RAW WTR
$12K
RCMTRCM TECHNOLOGIES INCORPORATED COM NEW
$12K
NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT, REV BDS, NORTHWELL
$12K
VOYAVOYA FINANCIAL INCORPORATED
$12K
PGJINVESCO GOLDEN DRAGON CHINA ETF
$12K
MINNEAPOLIS & ST PAUL MN MET ARPTS COMMN ARPT REV, SENIOR AND SUBORDINATE ARPT
$12K
LUCIA MAR UNI SCH DIST CALIF, GO BDS
$12K
CALIFORNIA ST, GO VAR PURP BDS
$12K
METROPOLITAN TRANSN AUTH NY DEDICATED TAX FD, GREEN FD BDS, GREEN BONDS
$12K
INGING GROEP N.V. SPONSORED ADR
$12K
VERVEREIT INCORPORATED REIT
$12K
VNTVONTIER CORPORATION
$12K
MASSACHUSETTS ST, GO CONSLDTN LN BDS
$12K
MIAMI-DADE CNTY FL EDL FACILITIES AUTH REV, BDS, UNIVERSITY OF MIAMI
$12K
ARCOARCOS DORADOS HOLDINGS INCORPORATED SHS CLASS -A -
$12K
TECK/BTECK RESOURCES LIMITED CLASS B
$12K
SOUTH PASADENA CA WTR REV, REF BDS
$12K
HOUSTON TX UTIL SYS REV, COMBINED UTIL SYS FIRST LIEN REV AND REF BDS
$12K
LIVONIA MI MUN BLDG AUTH, GO LTD TAX BLDG AUTH REF BDS
$12K
NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT, REV BDS
$12K
PINELLAS CNTY FL SCH BRD CTF PARTN, CTF PARTN, PINELLAS SCH BRD LEASING
$12K
METROPOLITAN TRANSN AUTH NY REV, REV BDS, BUILD AMERICA BONDS DIRECT PAY
$12K
NEW JERSEY ST EDL FACILITIES AUTH REV, REV REF BDS, PRINCETON UNIV
$12K
NORTH HARRIS CNTY REGL WTR AUTH TX REV, REF BDS
$12K
CALIFORNIA ST, VAR PURP GO BDS
$12K
BNPQYBNP PARIBAS SPONSORED ADR
$12K
CAMDEN N J, GO BDS
$12K
NEW BRUNSWICK NJ PKG AUTH REV, CITY GTD PKG REV REF BDS
$12K
HUDSON YDS INFRASTRUCTURE CORP NY SECOND INDENTURE REV, REV BDS
$12K
VSTVISTRA CORPORATION
$12K
MIAMI BEACH FL WTR & SWR REV, REV REF BDS
$12K
PHILADELPHIA PA AUTH FOR INDL DEV TEMPLE UNIV REV, REV BDS, TEMPLE UNIVERSITY
$12K
NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT, REV BDS, NEW SCHOOL
$12K
LIVONIA MI MUN BLDG AUTH, GO LTD TAX BLDG AUTH REF BDS
$12K
NORTHAMPTON CNTY PA GENL PURP AUTH COLLEGE REV, REV BDS, MORAVIAN
$12K
LIAMERICAN LITHIUM CORPORATION COM NEW
$12K
SIMI VALLEY CA UNI SCH DIST, GO BDS
$12K
NY NYSHGR 5 03/15/2027NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT, REV BDS
$12K
VPCVIRTUS PRIVATE CREDIT STRATEGY ETF
$12K
CABGYCARLSBERG AS SPONSORED ADR
$12K
UNIVERSITY TX UNIV REVS, REV FING SYS BDS
$12K
AVYAUSDAVAYA HLDGS CORPORATION
$12K
CHARLOTTE NC WTR & SWR SYS REV, REF BDS
$12K
EAST CENTRAL TX INDPT SCH DIST, ULTD TAX SCH BLDG BDS
$12K
PORT AUTH NY & N J, CONSOLIDATED BONDS
$12K
HGLBHIGHLAND GLOBAL ALLOCATION FD
$12K
BERNALILLO CNTY NM GROSS RCPTS TAX REV, REF REV BDS
$12K
WILLIAMS CA UNI SCH DIST, ELECTION 2016 GO BDS
$12K
STT V5.35 PERP GSTATE STREET CORPORATION DEP SHS PFD G
$12K
TENCENT HOLDINGS LIMITED SHS PAR HKD
$12K
MONTGOMERY CNTY MD, GO CONS PUB IMPT BDS
$12K
DENTON CNTY TEX, PERM IMPT BDS
$12K
RWTREDWOOD TR INCORPORATED REIT
$12K
HARVARD MASS, GO MUN PURP LN BDS
$12K
NEXTECH AR SOLUTIONS CORPORATION
$12K
CLARK CNTY NV SCH DIST, GO LTD TAX BLDG AND REF BDS
$12K
ME23ANDME HOLDING COMPANY CLASS A COM
$12K
EIX V0 PERP JSCE TRUST IV PFD SER J
$12K
FSLYFASTLY INCORPORATED CLASS A
$12K
CASITAS MUN WTR DIST CA SPL TAX, CMNTY FACILITIES DIST NO 2013 1 BDS
$12K
PENNSYLVANIA ST, GO BDS
$12K
LAKEWOOD OH CITY SCH DIST, GO ULTD TAX SCH IMPT REF BDS
$12K
NEW YORK NY CITY TRANSITIONAL FIN AUTH REV, FUTURE TAX SECURED SUB BDS
$12K
CGOCALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT
$12K
PreviousPage 58 of 72Next