CIK 1723397
Steward Partners Investment Advisory, LLC
Institutional 13F holdings & portfolio
Holdings
4,309
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 651–700 of 4,309
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NDAQ | NASDAQ INC | 29K | $1M+ | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 104K | $1M+ | SH |
| DBEF | DBX ETF TR | 59K | $1M+ | SH |
| IGEB | ISHARES TR | 62K | $1M+ | SH |
| OKTA | OKTA INC | 33K | $1M+ | SH |
| RBLX | ROBLOX CORP | 35K | $1M+ | SH |
| EAGG | ISHARES TR | 59K | $1M+ | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 31K | $1M+ | SH |
| FNY | FIRST TR EXCHANGE-TRADED ALP | 30K | $1M+ | SH |
| CWI | SPDR INDEX SHS FDS | 77K | $1M+ | SH |
| AVK | ADVENT CONV & INCOME FD | 218K | $1M+ | SH |
| COIN | COINBASE GLOBAL INC | 12K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 32K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 137K | $1M+ | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 167K | $1M+ | SH |
| MSCI | MSCI INC | 5K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 82K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 67K | $1M+ | SH |
| BIZD | VANECK ETF TRUST | 189K | $1M+ | SH |
| IYY | ISHARES TR | 16K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 98K | $1M+ | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 327K | $1M+ | SH |
| XRT | SPDR SERIES TRUST | 31K | $1M+ | SH |
| STIP | ISHARES TR | 26K | $1M+ | SH |
| FESM | FIDELITY COVINGTON TRUST | 70K | $1M+ | SH |
| UGI | UGI CORP NEW | 70K | $1M+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 19K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 74K | $1M+ | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 272K | $1M+ | SH |
| PBDC | PUTNAM ETF TRUST | 84K | $1M+ | SH |
| UTES | ETFIS SER TR I | 33K | $1M+ | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 134K | $1M+ | SH |
| VNLA | JANUS DETROIT STR TR | 52K | $1M+ | SH |
| CSL | CARLISLE COS INC | 8K | $1M+ | SH |
| SUI | SUN CMNTYS INC | 21K | $1M+ | SH |
| CATH | GLOBAL X FDS | 31K | $1M+ | SH |
| DDIV | FIRST TR EXCHANGE TRADED FD | 61K | $1M+ | SH |
| EOG | EOG RES INC | 24K | $1M+ | SH |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 46K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 4K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 10K | $1M+ | SH |
| DOV | DOVER CORP | 13K | $1M+ | SH |
| IWY | ISHARES TR | 9K | $1M+ | SH |
| USTB | VICTORY PORTFOLIOS II | 50K | $1M+ | SH |
| TMSL | T ROWE PRICE ETF INC | 71K | $1M+ | SH |
| SPRY | ARS PHARMACEUTICALS INC | 216K | $1M+ | SH |
| DES | WISDOMTREE TR | 75K | $1M+ | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 224K | $1M+ | SH |
| QGRO | AMERICAN CENTY ETF TR | 22K | $1M+ | SH |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 44K | $1M+ | SH |