Steward Partners Investment Advisory, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$17.4B

Holdings

4,261

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (4,261 positions)

#	Stock	Shares	Value	% Portfolio
701	AVKADVENT CONV & INCOME FD	193,034	$2.5M	0.01%
702	VEEVVEEVA SYS INC	8,280	$2.5M	0.01%
703	IUSGISHARES TR	14,924	$2.5M	0.01%
704	CADECADENCE BANK	65,152	$2.4M	0.01%
705	NUENUCOR CORP	17,993	$2.4M	0.01%
706	BSCRINVESCO EXCH TRD SLF IDX FD	123,544	$2.4M	0.01%
707	FDVVFIDELITY COVINGTON TRUST	43,615	$2.4M	0.01%
708	WRBBERKLEY W R CORP	31,597	$2.4M	0.01%
709	EFFEHARBOR ETF TRUST	58,050	$2.4M	0.01%
710	VNLAJANUS DETROIT STR TR	49,042	$2.4M	0.01%
711	UGIUGI CORP NEW	72,447	$2.4M	0.01%
712	NDAQNASDAQ INC	27,214	$2.4M	0.01%
713	BTTBLACKROCK MUN TARGET TERM TR	107,131	$2.4M	0.01%
714	IUSVISHARES TR	24,046	$2.4M	0.01%
715	VBILVANGUARD INSTL INDEX FD	31,741	$2.4M	0.01%
716	CAIECALAMOS ETF TR	87,281	$2.4M	0.01%
717	CTVACORTEVA INC	35,176	$2.4M	0.01%
718	FIXDFIRST TR EXCHNG TRADED FD VI	53,351	$2.4M	0.01%
719	SHELSHELL PLC	33,120	$2.4M	0.01%
720	CSLCARLISLE COS INC	7,190	$2.4M	0.01%
721	VCSHVANGUARD SCOTTSDALE FDS	29,487	$2.4M	0.01%
722	BONDPIMCO ETF TR	25,174	$2.3M	0.01%
723	PSEPINNOVATOR ETFS TRUST	54,210	$2.3M	0.01%
724	PFMINVESCO EXCHANGE TRADED FD T	45,865	$2.3M	0.01%
725	HYGISHARES TR	28,579	$2.3M	0.01%
726	FCXFREEPORT-MCMORAN INC	58,981	$2.3M	0.01%
727	TLNTALEN ENERGY CORP	5,423	$2.3M	0.01%
728	EXGEATON VANCE TAX ADVT DIV INC	94,275	$2.3M	0.01%
729	USTBVICTORY PORTFOLIOS II	45,091	$2.3M	0.01%
730	USXFISHARES TR	39,998	$2.3M	0.01%
731	FEPFIRST TR EXCH TRD ALPHDX FD	44,661	$2.3M	0.01%
732	FNOVFIRST TR EXCHNG TRADED FD VI	43,109	$2.3M	0.01%
733	FEUZFIRST TR EXCH TRD ALPHDX FD	38,758	$2.3M	0.01%
734	EUADSPINNAKER ETF SERIES	48,300	$2.3M	0.01%
735	NADNUVEEN QUALITY MUNCP INCOME	194,064	$2.3M	0.01%
736	IOOISHARES TR	18,805	$2.3M	0.01%
737	SUBISHARES TR	20,957	$2.2M	0.01%
738	WELLWELLTOWER INC	12,546	$2.2M	0.01%
739	MPLXMPLX LP	44,694	$2.2M	0.01%
740	PGXINVESCO EXCH TRADED FD TR II	191,976	$2.2M	0.01%
741	INFLLISTED FDS TR	49,766	$2.2M	0.01%
742	SCZISHARES TR	28,831	$2.2M	0.01%
743	CRMDCORMEDIX INC	189,880	$2.2M	0.01%
744	QDECFIRST TR EXCHNG TRADED FD VI	70,508	$2.2M	0.01%
745	BPBP PLC	63,529	$2.2M	0.01%
746	RNRRENAISSANCERE HLDGS LTD	8,530	$2.2M	0.01%
747	EOGEOG RES INC	19,315	$2.2M	0.01%
748	FXHFIRST TR EXCHANGE TRADED FD	19,683	$2.2M	0.01%
749	PPGPPG INDS INC	20,536	$2.2M	0.01%
750	EMNEASTMAN CHEM CO	34,081	$2.1M	0.01%
751	XSMOINVESCO EXCHANGE TRADED FD T	29,154	$2.1M	0.01%
752	EXEEXPAND ENERGY CORPORATION	20,150	$2.1M	0.01%
753	DPZDOMINOS PIZZA INC	4,939	$2.1M	0.01%
754	WINNHARBOR ETF TRUST	68,392	$2.1M	0.01%
755	JPCNUVEEN PFD & INCOME OPPORTUN	258,868	$2.1M	0.01%
756	VGUSVANGUARD INSTL INDEX FD	28,000	$2.1M	0.01%
757	HTGCHERCULES CAPITAL INC	111,956	$2.1M	0.01%
758	DECKDECKERS OUTDOOR CORP	20,863	$2.1M	0.01%
759	IYY*ISHARES TR	13,009	$2.1M	0.01%
760	MODLVICTORY PORTFOLIOS II	45,716	$2.1M	0.01%
761	SPGSIMON PPTY GROUP INC NEW	11,231	$2.1M	0.01%
762	BITBBITWISE BITCOIN ETF TR	33,847	$2.1M	0.01%
763	TOLTOLL BROTHERS INC	15,199	$2.1M	0.01%
764	CMSCMS ENERGY CORP	28,477	$2.1M	0.01%
765	EMO-RCLEARBRIDGE ENERGY MIDSTRM O	109,527	$2.1M	0.01%
766	CGBLCAPITAL GROUP CORE BALANCED	59,734	$2.1M	0.01%
767	ONONON HLDG AG	48,656	$2.1M	0.01%
768	JOYTJ P MORGAN EXCHANGE TRADED F	27,739	$2.1M	0.01%
769	SCCOSOUTHERN COPPER CORP	16,904	$2.1M	0.01%
770	IYEISHARES TR	43,052	$2.0M	0.01%
771	RSPAINVESCO ACTIVELY MANAGED EXC	40,024	$2.0M	0.01%
772	THQABRDN HEALTHCARE OPPORTUNITI	118,185	$2.0M	0.01%
773	TMSLT ROWE PRICE ETF INC	57,795	$2.0M	0.01%
774	BMTABRITISH AMERN TOB PLC	38,161	$2.0M	0.01%
775	RFREGIONS FINANCIAL CORP NEW	76,520	$2.0M	0.01%
776	IWNISHARES TR	11,397	$2.0M	0.01%
777	GOFGUGGENHEIM STRATEGIC OPPORTU	133,596	$2.0M	0.01%
778	IFRAISHARES TR	37,745	$2.0M	0.01%
779	MSCIMSCI INC	3,512	$2.0M	0.01%
780	AJGGALLAGHER ARTHUR J & CO	6,431	$2.0M	0.01%
781	ETHWBITWISE ETHEREUM ETF	66,753	$2.0M	0.01%
782	CGUSCAPITAL GROUP CORE EQUITY ET	50,163	$2.0M	0.01%
783	PDPINVESCO EXCHANGE TRADED FD T	16,719	$2.0M	0.01%
784	JPXAEROVIRONMENT INC	6,266	$2.0M	0.01%
785	DKSDICKS SPORTING GOODS INC	8,840	$2.0M	0.01%
786	CBSHCOMMERCE BANCSHARES INC	32,836	$2.0M	0.01%
787	NZFNUVEEN MUNICIPAL CREDIT INC	155,984	$2.0M	0.01%
788	ALHCALIGNMENT HEALTHCARE INC	111,764	$2.0M	0.01%
789	AIQGLOBAL X FDS	39,342	$1.9M	0.01%
790	JKHYHENRY JACK & ASSOC INC	13,045	$1.9M	0.01%
791	FPXFIRST TR EXCHANGE-TRADED FD	11,628	$1.9M	0.01%
792	SUSLISHARES TR	16,387	$1.9M	0.01%
793	PHOINVESCO EXCHANGE TRADED FD T	26,520	$1.9M	0.01%
794	VMBSVANGUARD SCOTTSDALE FDS	40,714	$1.9M	0.01%
795	SYMSYMBOTIC INC	35,368	$1.9M	0.01%
796	SPSMSPDR SERIES TRUST	41,003	$1.9M	0.01%
797	GABGABELLI EQUITY TR INC	311,706	$1.9M	0.01%
798	GPCGENUINE PARTS CO	13,682	$1.9M	0.01%
799	OTISOTIS WORLDWIDE CORP	20,717	$1.9M	0.01%
800	FFEBFIRST TR EXCHNG TRADED FD VI	34,271	$1.9M	0.01%

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