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

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Full holdings list this quarter

Showing top 200 holdings (of 4117 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	PAA	Plains All Amer Pipeline LP	Stock-Energy	0.01%	—	+19.12%
2	AGGH	Simplify Aggregate Bond ETF	ETF-Other	0.01%	—	+0.69%
3	SOVF	Sovereign's Capital Flourish	ETF-Other	0.01%	—	-0.62%
4	BLBD	Blue Bird CORP	Stock-Other	0.01%	—	—
5	BUFD	Ft Vst Lad Deep Buf Etf-usdi	ETF-Other	0.01%	—	+25.46%
6	FIX	Comfort Systems USA INC	Stock-Industrials	0.01%	—	-20.12%
7	IYM	Ishares U.s. Basic Materials	ETF-Other	0.01%	—	+3.67%
8	WCC	Wesco International INC	Stock-Industrials	0.01%	—	-23.07%
9	CRH	CRH plc	Stock-Materials	0.01%	—	+13.17%
10	PHM	Pultegroup INC	Stock-Consumer Disc	0.01%	—	-4.98%
11	VYMI	Vanguard Int High Dvd Yld In	ETF-Other	0.01%	—	-16.35%
12	XJUN	Ft Vest U.s. Equity Enhance	ETF-Other	0.01%	—	—
13	AVDE	Avantis International Equity	ETF-Other	0.01%	—	+97.54%
14	SPHD	Invesco S&p 500 High Dividen	ETF-Large Cap & Growth	0.01%	—	+2.08%
15	HURN	Huron Consulting Group INC	Stock-Other	0.01%	—	-3.52%
16	✓	Liberty Latin America LTD Com Cl A	Stock-Other	0.01%	—	—
17	TALK	Talkspace INC	Stock-Other	0.01%	—	+17.50%
18	HAL	Halliburton Co	Stock-Energy	0.01%	—	-15.94%
19	FXG	First Trust Consumer Staples	ETF-Other	0.01%	—	+86.76%
20	CINF	Cincinnati Financial CORP	Stock-Financials	0.01%	—	+5.59%
21	TBBK	Bancorp Inc/the	Stock-Other	0.01%	—	+1.93%
22	PTIN	Pacer Trendpilot Intl ETF	ETF-Other	0.01%	—	+807.25%
23	TOST	Toast Inc-class A	Stock-Tech	0.01%	—	+51.51%
24	B	Barrick Mining CORP	Stock-Materials	0.01%	—	—
25	HYI	Western Asset High Yield Opp	Stock-Other	0.01%	—	+2.44%
26	FLCG	Fed Hermes Large Cap Growth	ETF-Large Cap & Growth	0.01%	—	-58.63%
27	OUSM	Alps Oshares US Small-cap Qu	ETF-Other	0.01%	—	-25.38%
28	COWS	Amplify Csh Flw Dvd Ldrs ETF	ETF-Other	0.01%	—	+47.57%
29	NNN	Nnn Reit INC	Stock-Real Estate	0.01%	—	+1.24%
30	WPM	Wheaton Precious Metals CORP	Stock-Materials	0.01%	—	-6.83%
31	BUFF	Innovator Laddered Allocatio	ETF-Other	0.01%	—	+2.92%
32	EVN	Eaton Vance Muni INC Tr	Stock-Other	0.01%	—	+1.95%
33	EIPI	Ft Energy Income ETF	ETF-Other	0.01%	—	+1.82%
34	MC	Moelis & Co - Class A	Stock-Financials	0.01%	—	+2.22%
35	AHR	American Healthcare Reit INC	Stock-Real Estate	0.01%	—	-3.85%
36	NEM	Newmont CORP	Stock-Materials	0.01%	—	-37.59%
37	EMLP	First Trust North American E	ETF-Other	0.01%	—	-12.44%
38	FSTA	Fidelity Msci Cons Stap Indx	ETF-Other	0.01%	—	+21.38%
39	AVUS	Avantis U.s. Equity ETF	ETF-Other	0.01%	—	-0.01%
40	BKLN	Invesco Senior Loan ETF	ETF-Other	0.01%	—	+19.15%
41	SPGP	Invesco S&p 500 Garp ETF	ETF-Large Cap & Growth	0.01%	—	-3.60%
42	CEF	Sprott Physical Gold And Sil	Stock-Other	0.01%	—	+22.90%
43	ACHR	Archer Aviation Inc-a	Stock-Industrials	0.01%	—	+4.23%
44	STPZ	Pimco 1-5 Year US Tips Index	ETF-Large Cap & Growth	0.01%	—	-14.11%
45	EFAA	Invesco Msci Eafe Income Adv	ETF-Other	0.01%	—	+1.46%
46	PSC	Principal US Small-cap ETF	ETF-Other	0.01%	—	+32.18%
47	AIG	American International Group	Stock-Financials	0.01%	—	-11.00%
48	IMTB	Ishares Core 5-10 Year Usd	ETF-Other	0.01%	—	+31.67%
49	PEB 6.375 PERP E	Pebblebrook Hotel Trust	Stock-Other	0.01%	—	-11.55%
50	ASGI	Abrdn Global Infrastructure	Stock-Other	0.01%	—	+3.92%

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