Steward Partners Investment Advisory, LLC — Q3 2025 13F Holdings

Name: Steward Partners Investment Advisory, LLC — 13F Holdings, Q3 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 4261 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	KD	Kyndryl Holdings INC	Stock-Tech	0.01%	—	+10.33%
2	FELC	Fidelity Enh Lrg Cap Cor ETF	ETF-Other	0.01%	—	+270.76%
3	MMU	Western Asset Managed Munici	Stock-Other	0.01%	—	+2.29%
4	COWS	Amplify Csh Flw Dvd Ldrs ETF	ETF-Other	0.01%	—	+13.24%
5	BUFD	Ft Vst Lad Deep Buf Etf-usdi	ETF-Other	0.01%	—	+11.40%
6	BKIE	Bny Mellon Intl Eqty ETF	ETF-Other	0.01%	—	+87.43%
7	CLX	Clorox Company	Stock-Consumer Staples	0.01%	—	-10.34%
8	VRSK	Verisk Analytics INC	Stock-Industrials	0.01%	—	+74.78%
9	GJAN	Ft Vest US Equity Moderate B	ETF-Other	0.01%	—	-1.11%
10	GSK	Gsk Plc-spon Adr	Stock-Healthcare	0.01%	—	+18.08%
11	ROP	Roper Technologies INC	Stock-Tech	0.01%	—	+8.68%
12	VICI	Vici Properties INC	Stock-Real Estate	0.01%	—	+7.78%
13	SRE	Sempra	Stock-Utilities	0.01%	—	-10.08%
14	HBAN	Huntington Bancshares INC	Stock-Financials	0.01%	—	-1.52%
15	WY	Weyerhaeuser Co	Stock-Real Estate	0.01%	—	-3.60%
16	GPIX	Gldm SA S&p 500 Pr In Etf-us	ETF-Large Cap & Growth	0.01%	—	+71.99%
17	QQEW	First Tr Nasdaq-100 Sel Eq	ETF-Tech	0.01%	—	-54.32%
18	ATO	Atmos Energy CORP	Stock-Utilities	0.01%	—	-0.79%
19	SYU1	Synovus Financial CORP	Stock-Other	0.01%	—	+0.31%
20	HPQ	Hp INC	Stock-Tech	0.01%	—	-1.21%
21	EDV	Vanguard Extended Dur Treas	ETF-Other	0.01%	—	+246.64%
22	FSK	Fs Kkr Capital CORP	Stock-Financials	0.01%	—	-11.43%
23	IBMP	Ishares Ibonds Dec 2027 Term	ETF-Other	0.01%	—	+0.00%
24	WBD	Warner Bros Discovery INC	Stock-Comm Services	0.01%	—	-3.98%
25	DBA	Invesco Db Agriculture Fund	ETF-Other	0.01%	—	-7.47%
26	TIPZ	Pimco Broad US Tips Index	ETF-Large Cap & Growth	0.01%	—	-9.88%
27	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.01%	—	-7.54%
28	EES	Wisdomtree US Smallcap Fund	ETF-Other	0.01%	—	-13.96%
29	IYM	Ishares U.s. Basic Materials	ETF-Other	0.01%	—	+3.07%
30	FLSP	Franklin Systematic Style Pr	ETF-Other	0.01%	—	+18.16%
31	WSO	Watsco INC	Stock-Industrials	0.01%	—	+1.14%
32	GHY	Pgim Global High Yield Fund	Stock-Other	0.01%	—	+3.31%
33	PEB 6.375 PERP E	Pebblebrook Hotel Trust	Stock-Other	0.01%	—	+3.89%
34	MC	Moelis & Co - Class A	Stock-Financials	0.01%	—	+0.94%
35	ODFL	Old Dominion Freight Line	Stock-Industrials	0.01%	—	-15.60%
36	KVUE	Kenvue INC	Stock-Consumer Staples	0.01%	—	-40.74%
37	HURN	Huron Consulting Group INC	Stock-Other	0.01%	—	+2.36%
38	WSM	Williams-sonoma INC	Stock-Consumer Disc	0.01%	—	+0.15%
39	VYMI	Vanguard Int High Dvd Yld In	ETF-Other	0.01%	—	+1.92%
40	TALK	Talkspace INC	Stock-Other	0.01%	—	+10.31%
41	LRN	Stride INC	Stock-Consumer Staples	0.01%	—	-5.77%
42	BSL	Blackstone Snr Fltng Rt	Stock-Other	0.01%	—	+1.32%
43	IDOG	Alps International Sector Di	ETF-Other	0.01%	—	+15.98%
44	TLT	iShares 20+ Year Treasury Bond ETF	ETF-Gov Bonds	0.01%	—	-1.32%
45	OKLO	Oklo INC	Stock-Utilities	0.01%	—	-6.19%
46	RBIL	US Treasury Ultra Short Tips	ETF-Gov Bonds	0.01%	—	+1919.34%
47	OSCR	Oscar Health INC - Class A	Stock-Healthcare	0.01%	—	+117.89%
48	TTEN	Totalenergies Se -spon Adr	Stock-Other	0.01%	—	-3.92%
49	DOW	Dow INC	Stock-Materials	0.01%	—	-28.07%
50	GOVI	Invesco Equal Weight 0-30 Yr	ETF-Other	0.01%	—	+24.89%

1–50 of 200