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
KMIKINDER MORGAN INC DEL
$5.6M
MIGAMICROSTRATEGY INC
$5.6M
NOCNORTHROP GRUMMAN CORP
$5.5M
MMM3M CO
$5.5M
BABAALIBABA GROUP HLDG LTD
$5.5M
MARMARRIOTT INTL INC NEW
$5.5M
TRVTRAVELERS COMPANIES INC
$5.5M
EMOCLEARBRIDGE ENERGY MIDSTRM O
$5.4M
ZROZPIMCO ETF TR
$5.4M
GILDGILEAD SCIENCES INC
$5.4M
KLACKLA CORP
$5.4M
PJANINNOVATOR ETFS TRUST
$5.4M
ITOTISHARES TR
$5.4M
BSXBOSTON SCIENTIFIC CORP
$5.4M
MKLMARKEL GROUP INC
$5.4M
VUSBVANGUARD BD INDEX FDS
$5.3M
SJNKSPDR SERIES TRUST
$5.3M
DGSWISDOMTREE TR
$5.3M
BAMBROOKFIELD ASSET MANAGMT LTD
$5.3M
ISTBISHARES TR
$5.3M
ILCGISHARES TR
$5.2M
GPNGLOBAL PMTS INC
$5.2M
QMFEFIRST TR EXCHNG TRADED FD VI
$5.2M
BWXTBWX TECHNOLOGIES INC
$5.2M
CGWINVESCO EXCH TRADED FD TR II
$5.2M
BARGRANITESHARES GOLD TR
$5.2M
NSCNORFOLK SOUTHN CORP
$5.2M
PWRQUANTA SVCS INC
$5.2M
PRFZINVESCO EXCHANGE TRADED FD T
$5.1M
ANETARISTA NETWORKS INC
$5.1M
GLWCORNING INC
$5.1M
ULUNILEVER PLC
$5.1M
FDNFIRST TR EXCHANGE-TRADED FD
$5.1M
ABNBAIRBNB INC
$5.0M
BDXBECTON DICKINSON & CO
$5.0M
BJANINNOVATOR ETFS TRUST
$4.9M
FLBLFRANKLIN TEMPLETON ETF TR
$4.9M
DYHTARGET CORP
$4.9M
PRUPRUDENTIAL FINL INC
$4.9M
ELLAUDER ESTEE COS INC
$4.8M
URIUNITED RENTALS INC
$4.8M
FHLCFIDELITY COVINGTON TRUST
$4.8M
IAIISHARES TR
$4.8M
SMLFISHARES TR
$4.8M
OBDCBLUE OWL CAPITAL CORPORATION
$4.8M
PFXFVANECK ETF TRUST
$4.8M
VDCVANGUARD WORLD FD
$4.8M
STLDSTEEL DYNAMICS INC
$4.8M
EMLCVANECK ETF TRUST
$4.7M
SHWSHERWIN WILLIAMS CO
$4.7M
THQABRDN HEALTHCARE OPPORTUNITI
$4.7M
GWWGRAINGER W W INC
$4.7M
KRKROGER CO
$4.6M
PTYPIMCO CORPORATE & INCOME OPP
$4.6M
VLOVALERO ENERGY CORP
$4.6M
ACWIISHARES TR
$4.6M
STWDSTARWOOD PPTY TR INC
$4.6M
SPYGSPDR SERIES TRUST
$4.5M
MCKMCKESSON CORP
$4.5M
CGXUCAPITAL GROUP INTL FOCUS EQT
$4.5M
VTVANGUARD INTL EQUITY INDEX F
$4.5M
IYKISHARES TR
$4.5M
RSGREPUBLIC SVCS INC
$4.5M
VEUVANGUARD INTL EQUITY INDEX F
$4.4M
SRLNSSGA ACTIVE ETF TR
$4.4M
IYJISHARES TR
$4.4M
MCHPMICROCHIP TECHNOLOGY INC.
$4.4M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$4.4M
SPTLSPDR SERIES TRUST
$4.3M
SHLDGLOBAL X FDS
$4.3M
SPLVINVESCO EXCH TRADED FD TR II
$4.3M
ENBENBRIDGE INC
$4.3M
KTOSKRATOS DEFENSE & SEC SOLUTIO
$4.3M
VGLTVANGUARD SCOTTSDALE FDS
$4.3M
SUXTD SYNNEX CORPORATION
$4.2M
ANGLVANECK ETF TRUST
$4.2M
FNCLFIDELITY COVINGTON TRUST
$4.2M
JPSTJ P MORGAN EXCHANGE TRADED F
$4.2M
IUSBISHARES TR
$4.2M
SPIBSPDR SERIES TRUST
$4.1M
VIOGVANGUARD ADMIRAL FDS INC
$4.1M
CVSCVS HEALTH CORP
$4.1M
FDXFEDEX CORP
$4.1M
DTHWISDOMTREE TR
$4.1M
PSLV/USPROTT PHYSICAL SILVER TR
$4.1M
BRBROADRIDGE FINL SOLUTIONS IN
$4.0M
COPXGLOBAL X FDS
$4.0M
HEFAISHARES TR
$4.0M
SPSBSPDR SERIES TRUST
$4.0M
GQINATIXIS ETF TR
$4.0M
ICSHISHARES TR
$4.0M
UWMCUWM HOLDINGS CORPORATION
$4.0M
DTDWISDOMTREE TR
$3.9M
VTHRVANGUARD SCOTTSDALE FDS
$3.9M
IRMIRON MTN INC DEL
$3.9M
XLGINVESCO EXCHANGE TRADED FD T
$3.9M
DFACDIMENSIONAL ETF TRUST
$3.9M
IATISHARES TR
$3.9M
DBEFDBX ETF TR
$3.9M
ETVEATON VANCE TAX-MANAGED BUY-
$3.8M
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