Steward Partners Investment Advisory, LLC — Q3 2024 13F Holdings

Name: Steward Partners Investment Advisory, LLC — 13F Holdings, Q3 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001723397

Total reported value

$19.6B

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Full holdings list this quarter

Showing top 200 holdings (of 3749 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ADSK	Autodesk INC	Stock-Tech	0.04%	—	+7.34%
2	STWD	Starwood Property Trust INC	Stock-Real Estate	0.04%	—	+4.54%
3	RNAGBP	Avidity Biosciences INC	Stock-Other	0.04%	—	-9.28%
4	PRFZ	Inv Rafi US 1500 Sm-usd INC	ETF-Other	0.04%	—	+11.90%
5	SMLF	Ishares US Smallcap Equity F	ETF-Other	0.04%	—	+3.57%
6	TRV	Travelers Cos Inc/the	Stock-Financials	0.04%	—	-6.60%
7	AES	Aes CORP	Stock-Utilities	0.04%	—	+334.24%
8	FIW	First Trust Water ETF	ETF-Other	0.04%	—	-3.31%
9	BSX	Boston Scientific CORP	Stock-Healthcare	0.04%	—	-17.35%
10	WMB	Williams Cos INC	Stock-Energy	0.04%	—	-4.03%
11	IBB	Ishares Biotechnology ETF	ETF-Tech	0.04%	—	+10.21%
12	CDNS	Cadence Design Sys INC	Stock-Tech	0.04%	—	-48.42%
13	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	0.04%	—	-0.61%
14	SPLV	Invesco S&p 500 Low Volatili	ETF-Large Cap & Growth	0.04%	—	-0.22%
15	DFIV	Dimensional International Va	ETF-Other	0.04%	—	+5.64%
16	SNX	TD Synnex CORP	Stock-Tech	0.04%	—	-4.05%
17	GLW	Corning INC	Stock-Tech	0.04%	—	+34.53%
18	IRM	Iron Mountain INC	Stock-Real Estate	0.04%	—	+51.29%
19	GSK	Gsk Plc-spon Adr	Stock-Healthcare	0.04%	—	+6.89%
20	IGE	Ishares North American Natur	ETF-Other	0.04%	—	-0.69%
21	PCAR	Paccar INC	Stock-Industrials	0.04%	—	-9.31%
22	VIOG	Vanguard S&p Sm Cap 600 Grw	ETF-Other	0.04%	—	+17.69%
23	EAGG	Ishares Esg Aware US Aggrega	ETF-Other	0.04%	—	+8.90%
24	MOH	Molina Healthcare INC	Stock-Healthcare	0.04%	—	+550.95%
25	HROW	Harrow INC	Stock-Other	0.04%	—	+3.00%
26	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.04%	—	+10.44%
27	VLO	Valero Energy CORP	Stock-Energy	0.04%	—	+8.08%
28	MPWR	Monolithic Power Systems INC	Stock-Tech	0.04%	—	-2.98%
29	MMTM	Ss Spdr S&p 1500 Mom Tilt	ETF-Other	0.04%	—	+4.21%
30	DDIV	First Trust Dorsey Wright Mo	ETF-Other	0.04%	—	+1.45%
31	FDN	First Trust Dj Internet Ind	ETF-Other	0.04%	—	+17.21%
32	TXT	Textron INC	Stock-Industrials	0.04%	—	+6.74%
33	BRO	Brown & Brown INC	Stock-Financials	0.04%	—	-2.23%
34	DEO	Diageo Plc-sponsored Adr	Stock-Consumer Staples	0.04%	—	+5.24%
35	CCI	Crown Castle INC	Stock-Real Estate	0.04%	—	-2.76%
36	SPIB	Ss Spdr P Int C CORP ETF	ETF-Other	0.04%	—	-6.91%
37	PGR	Progressive CORP	Stock-Financials	0.04%	—	+21.12%
38	DFCF	Dimensional Core Fixed INC	ETF-Other	0.04%	—	+9.82%
39	REGN	Regeneron Pharmaceuticals	Stock-Healthcare	0.04%	—	+4.56%
40	STZ	Constellation Brands Inc-a	Stock-Consumer Staples	0.04%	—	+0.42%
41	PSLV	Sprott Physical Silver Trust	Stock-Other	0.04%	—	+8.23%
42	IAT	Ishares US Regional Banks Et	ETF-Other	0.04%	—	+0.01%
43	ANETEUR	Arista Networks INC	Stock-Other	0.04%	—	-35.44%
44	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	0.04%	—	+14.64%
45	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.03%	—	+0.60%
46	VGLT	Vanguard Long-term Treasury	ETF-Gov Bonds	0.03%	—	+2.51%
47	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.03%	-0.22%	-8.34%
48	DTD	Wisdomtree US Total Dividend	ETF-Other	0.03%	—	+2.47%
49	SRLN	Ss Blackstone Sr Loan ETF	ETF-Other	0.03%	—	+2.64%
50	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-Other	0.03%	—	+4.99%

1–50 of 200