Steward Partners Investment Advisory, LLC — Q1 2025 13F Holdings

Name: Steward Partners Investment Advisory, LLC — 13F Holdings, Q1 2025
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 4017 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MCO	Moody's CORP	Stock-Financials	0.01%	—	-3.34%
2	HQY	Healthequity INC	Stock-Healthcare	0.01%	—	-1.78%
3	EOI	Eaton Vance Enhanced Eq Incm	Stock-Other	0.01%	—	-4.60%
4	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	0.01%	—	+29.75%
5	HUBB	Hubbell INC	Stock-Industrials	0.01%	—	-15.31%
6	RF	Regions Financial CORP	Stock-Financials	0.01%	—	+13.63%
7	GJUN	Ft Vest US Equity Moderate B	ETF-Other	0.01%	—	—
8	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.01%	—	-2.84%
9	DMXF	Ishares Esg Advanc Msci Eafe	ETF-Other	0.01%	—	-33.04%
10	FDEC	Ft Vest U.s. Equity Buffer E	ETF-Other	0.01%	—	-0.50%
11	SPD	Simplify US Eqty Plus Down	ETF-Other	0.01%	—	—
12	AEM	Agnico Eagle Mines LTD	Stock-Materials	0.01%	—	-53.87%
13	SRE	Sempra	Stock-Utilities	0.01%	—	+5.45%
14	BIT	Blackrock Multi-sector INC	Stock-Other	0.01%	—	+28.35%
15	ROP	Roper Technologies INC	Stock-Tech	0.01%	—	-25.51%
16	FTGC	First Trust Global Tactical	ETF-Other	0.01%	—	-47.20%
17	FTGS	First Trust Grwth Strgth ETF	ETF-Other	0.01%	—	+144.76%
18	CORT	Corcept Therapeutics INC	Stock-Healthcare	0.01%	—	-9.29%
19	WSO	Watsco INC	Stock-Industrials	0.01%	—	+0.57%
20	QXO	Qxo INC	Stock-Industrials	0.01%	—	+9.18%
21	QQEW	First Tr Nasdaq-100 Sel Eq	ETF-Tech	0.01%	—	-17.30%
22	EME	Emcor Group INC	Stock-Industrials	0.01%	—	-5.52%
23	SUSC	Ishares Esg Aware Usd Corpor	ETF-Other	0.01%	—	-4.55%
24	IHI	Ishares U.s. Medical Devices	ETF-Other	0.01%	—	-9.13%
25	VAW	Vanguard Materials ETF	ETF-Other	0.01%	—	-2.31%
26	ARM	Arm Holdings Plc-adr	Stock-Tech	0.01%	—	+2.99%
27	JCE	Nuveen Core Equity Alpha	Stock-Other	0.01%	—	+0.94%
28	VFLO	Victoryshares Free Cash Flow	ETF-Other	0.01%	—	+841.31%
29	KRE	Ss Spdr S&p Regional Bank	ETF-Other	0.01%	—	+0.04%
30	PRI	Primerica INC	Stock-Financials	0.01%	—	+110.45%
31	ISD	Pgim High Yield Bond Fund	Stock-Other	0.01%	—	-16.11%
32	TIPZ	Pimco Broad US Tips Index	ETF-Large Cap & Growth	0.01%	—	-1.79%
33	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	0.01%	—	+3.46%
34	ODFL	Old Dominion Freight Line	Stock-Industrials	0.01%	—	+4.05%
35	DFAX	Dimensional World Ex US Core	ETF-Other	0.01%	—	+1.75%
36	MMU	Western Asset Managed Munici	Stock-Other	0.01%	—	-8.48%
37	BSJT	Invesco Bulletshares 2029 Hy	ETF-Other	0.01%	—	+29305.13%
38	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	0.01%	—	+1.37%
39	RWL	Invesco S&p 500 Revenue ETF	ETF-Large Cap & Growth	0.01%	—	+1.48%
40	TTEN	Totalenergies Se -spon Adr	Stock-Other	0.01%	—	+13.11%
41	LYB	LyondellBasell Industries N.V.	Stock-Materials	0.01%	—	+39.18%
42	HWM	Howmet Aerospace INC	Stock-Industrials	0.01%	—	-0.40%
43	BTO	John Hancock Financial Opp	Stock-Other	0.01%	—	+26.25%
44	EXR	Extra Space Storage INC	Stock-Real Estate	0.01%	—	+10.27%
45	EBC	Eastern Bankshares INC	Stock-Other	0.01%	—	+0.28%
46	OUSM	Alps Oshares US Small-cap Qu	ETF-Other	0.01%	—	-0.09%
47	MLM	Martin Marietta Materials	Stock-Materials	0.01%	—	+22.63%
48	PBA	Pembina Pipeline CORP	Stock-Energy	0.01%	—	+11.79%
49	EWL	Ishares Msci Switzerland ETF	ETF-Other	0.01%	—	+3.67%
50	IWV	Ishares Russell 3000 ETF	ETF-Other	0.01%	—	-7.44%

1–50 of 200