Steward Partners Investment Advisory, LLC — Q4 2024 13F Holdings

Name: Steward Partners Investment Advisory, LLC — 13F Holdings, Q4 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 3968 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ODFL	Old Dominion Freight Line	Stock-Industrials	0.01%	—	+15.02%
2	XTL	Ss Spdr S&p Telecom ETF	ETF-Other	0.01%	—	-52.24%
3	OUSM	Alps Oshares US Small-cap Qu	ETF-Other	0.01%	—	+0.21%
4	GSY	Invesco Ultra Short Duration	ETF-Other	0.01%	—	+162.97%
5	PSN	Parsons CORP	Stock-Tech	0.01%	—	-23.79%
6	PBR	Petroleo Brasileiro-spon Adr	Stock-Energy	0.01%	—	+7.67%
7	ICOW	Pacer Developed Markets Inte	ETF-Other	0.01%	—	-16.14%
8	CRMD	Cormedix INC	Stock-Other	0.01%	—	+2.20%
9	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	0.01%	—	+452.59%
10	GAB	Gabelli Equity Trust	Stock-Other	0.01%	—	+30.95%
11	INDA	Ishares Msci India ETF	ETF-Other	0.01%	—	+1.53%
12	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	0.01%	—	+14.58%
13	TIPZ	Pimco Broad US Tips Index	ETF-Large Cap & Growth	0.01%	—	-17.42%
14	EXC	Exelon CORP	Stock-Utilities	0.01%	—	-0.99%
15	IYT	Ishares US Transportation Et	ETF-Other	0.01%	—	-5.79%
16	SCHF	Schwab Intl Equity ETF	ETF-Other	0.01%	—	+100.35%
17	RWL	Invesco S&p 500 Revenue ETF	ETF-Large Cap & Growth	0.01%	—	+0.17%
18	WSO	Watsco INC	Stock-Industrials	0.01%	—	+23.78%
19	TLT	iShares 20+ Year Treasury Bond ETF	ETF-Gov Bonds	0.01%	—	-21.61%
20	USSG	Xtrackers Msci USA Sele Eqty	ETF-Other	0.01%	—	—
21	RSPT	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.01%	—	-7.96%
22	MUNI	Pimco Intermediate Municipal	ETF-Other	0.01%	—	-47.02%
23	PFLD	Aam Low Dur Pref & INC Sec	ETF-Other	0.01%	—	+535.34%
24	ROST	Ross Stores INC	Stock-Consumer Disc	0.01%	—	-8.73%
25	CPAI	Counterpoint Quan Equity ETF	ETF-Other	0.01%	—	+4.90%
26	WCC	Wesco International INC	Stock-Industrials	0.01%	—	+26.02%
27	VRP	Invesco Variable Rate Prefer	ETF-Other	0.01%	—	+16.33%
28	NVG	Nuveen Amt-fr Muni Crdt	Stock-Other	0.01%	—	+19.57%
29	THNQ	Robo Global Artificial Intel	ETF-Other	0.01%	—	+3658.83%
30	SYU1	Synovus Financial CORP	Stock-Other	0.01%	—	—
31	XEL	Xcel Energy INC	Stock-Utilities	0.01%	—	+8.60%
32	STX	Seagate Technology Holdings plc	Stock-Tech	0.01%	—	-60.64%
33	DFAX	Dimensional World Ex US Core	ETF-Other	0.01%	—	+3.31%
34	SMMV	Ishares Msci USA Small-cap M	ETF-Other	0.01%	—	-1.09%
35	EOS	Eaton Vance Enh Eqt INC Ii	Stock-Other	0.01%	—	+3.45%
36	VMO	Invesco Municipal Opport	Stock-Other	0.01%	—	+13.12%
37	VDE	Vanguard Energy ETF	ETF-Other	0.01%	—	-3.33%
38	CCJ	Cameco CORP	Stock-Energy	0.01%	—	+4.90%
39	LAMR	Lamar Advertising Co-a	Stock-Real Estate	0.01%	—	+2.42%
40	OMC	Omnicom Group	Stock-Comm Services	0.01%	—	-10.51%
41	QTEC	First Trust Nasdq 100 Tech I	ETF-Tech	0.01%	—	-4.37%
42	XRT	Ss Spdr S&p Retail ETF	ETF-Other	0.01%	—	+3.75%
43	HBAN	Huntington Bancshares INC	Stock-Financials	0.01%	—	+5.80%
44	EXR	Extra Space Storage INC	Stock-Real Estate	0.01%	—	+8.94%
45	DBA	Invesco Db Agriculture Fund	ETF-Other	0.01%	—	+74.87%
46	HUBS	Hubspot INC	Stock-Tech	0.01%	—	+0.38%
47	HES	Hess CORP	Stock-Other	0.01%	—	+76.20%
48	LW	Lamb Weston Holdings INC	Stock-Consumer Staples	0.01%	—	+1.99%
49	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	0.01%	—	+3.49%
50	ENPH	Enphase Energy INC	Stock-Tech	0.01%	—	+81.61%

1–50 of 200