Steward Partners Investment Advisory, LLC — Q2 2025 13F Holdings

Name: Steward Partners Investment Advisory, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001723397

Total reported value

$19.6B

← Back to latest quarter

Full holdings list this quarter

Showing top 200 holdings (of 4117 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	XSCDX	Lmp Capital And Income Fund	Stock-Other	0.02%	—	-1.31%
2	IGEB	Ishares Investment Grade Sys	ETF-Corp Bonds	0.02%	—	+19.37%
3	DES	Wisdomtree US Smallcap Divid	ETF-Other	0.02%	—	+35.23%
4	MNST	Monster Beverage CORP	Stock-Consumer Staples	0.02%	—	+1.02%
5	WRB	Wr Berkley CORP	Stock-Financials	0.02%	—	-26.07%
6	HROW	Harrow INC	Stock-Other	0.02%	—	-3.94%
7	USB	US Bancorp	Stock-Financials	0.02%	—	-9.84%
8	BTZ	Blackrock Credit Allocation	Stock-Other	0.02%	—	+19.76%
9	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	0.02%	—	-4.75%
10	LYV	Live Nation Entertainment In	Stock-Comm Services	0.02%	—	+0.83%
11	GRMN	Garmin Ltd.	Stock-Tech	0.02%	—	-1.25%
12	CIGI	Colliers Intl Gr-subord Vot	Stock-Other	0.02%	—	-0.20%
13	VBIL	Vanguard 0-3m T-bill ETF	ETF-Other	0.02%	—	—
14	CSQ	Calamos Strat Ttl Rtrn Fnd	Stock-Other	0.02%	—	-2.76%
15	CBRE	Cbre Group INC - A	Stock-Real Estate	0.02%	—	-0.01%
16	CTVA	Corteva INC	Stock-Materials	0.02%	—	-1.89%
17	UGI	Ugi CORP	Stock-Utilities	0.02%	—	+75.02%
18	PNC	Pnc Financial Services Group	Stock-Financials	0.02%	—	-15.22%
19	HOOD	Robinhood Markets INC - A	Stock-Financials	0.02%	—	-33.23%
20	RITM	Rithm Capital CORP	Stock-Real Estate	0.02%	—	+384.67%
21	CW	Curtiss-wright CORP	Stock-Industrials	0.02%	—	+388.45%
22	PKW	Invesco Buyback Achievers Et	ETF-Other	0.02%	—	+16.67%
23	RDVI	Ft Vest Rising Dividend Achi	ETF-Other	0.02%	—	+23.14%
24	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	0.02%	—	-6.84%
25	DPZ	Domino's Pizza INC	Stock-Consumer Disc	0.02%	—	+3.21%
26	VOE	Vanguard Mid-cap Value ETF	ETF-Other	0.02%	—	-8.88%
27	DECK	Deckers Outdoor CORP	Stock-Consumer Disc	0.02%	—	+180.10%
28	KREF	Kkr Real Estate Finance Trus	Stock-Other	0.02%	—	+6.56%
29	CCI	Crown Castle INC	Stock-Real Estate	0.02%	—	-13.73%
30	CWI	State Street Spdr Msci Acwi	ETF-Other	0.02%	—	-0.95%
31	MRVL	Marvell Technology INC	Stock-Tech	0.02%	—	+16.28%
32	FDD	First Trust Stoxx Europe	ETF-Other	0.02%	—	+3531.65%
33	FENY	Fidelity Msci Energy Index	ETF-Large Cap & Growth	0.02%	—	+571.58%
34	SHEL	Shell Plc-adr	Stock-Energy	0.02%	—	-3.51%
35	CPAI	Counterpoint Quan Equity ETF	ETF-Other	0.02%	—	+102.91%
36	FEGE	First Eagle Gl Equity ETF	ETF-Other	0.02%	—	+717.05%
37	PYPL	Paypal Holdings INC	Stock-Financials	0.02%	—	-13.04%
38	DOV	Dover CORP	Stock-Industrials	0.02%	—	+0.87%
39	NDAQ	Nasdaq INC	Stock-Financials	0.02%	—	+27.34%
40	DFEV	Dimensional Emrg Mrkt Val	ETF-Other	0.02%	—	+29.69%
41	FCX	Freeport-mcmoran INC	Stock-Materials	0.02%	—	-13.81%
42	CI	THE Cigna Group	Stock-Healthcare	0.02%	—	-13.02%
43	FDS	Factset Research Systems INC	Stock-Financials	0.02%	—	-1.48%
44	SUB	Ishares Short-term National	ETF-Other	0.02%	—	+1.01%
45	VEEV	Veeva Systems Inc-class A	Stock-Healthcare	0.02%	—	+9.56%
46	FLQM	Franklin U.s. Mid Cap Multif	ETF-Other	0.02%	—	+35.48%
47	BP	Bp Plc-spons Adr	Stock-Energy	0.02%	—	+10.68%
48	FJUN	Ft Vest US Equity Buff Etf-j	ETF-Other	0.02%	—	+20.13%
49	✓	On Hldg AG	Stock-Other	0.02%	—	+3.54%
50	USXF	Ishares Esg Advance Msci USA	ETF-Other	0.02%	—	-25.20%

1–50 of 200