STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SYM | 35K | $1.91M |
 | CTVA | 35K | $2.38M |
 | VLO | 35K | $5.96M |
 | REAX | 35K | $146.30K |
 | DAIO | 35K | $116.62K |
 | BIP | 35K | $1.14M |
 | PLUG | 35K | $80.64K |
 | COF | 35K | $7.34M |
 | VST | 34K | $6.74M |
 | PPL | 34K | $1.27M |
 | EMN | 34K | $2.15M |
 | VICI | 34K | $1.11M |
 | LFCR | 34K | $249.42K |
 | CMI | 34K | $14.29M |
 | HAL | 33K | $823.28K |
 | SHEL | 33K | $2.37M |
 | OKTA | 33K | $3.03M |
 | RGTI | 33K | $978.57K |
 | CBSH | 33K | $1.96M |
 | MSDL | 32K | $516.47K |
Symbotic Inc.
SYM
Shares Held
35K
Value
$1.91M
Corteva, Inc.
CTVA
Shares Held
35K
Value
$2.38M
Valero Energy Corporation
VLO
Shares Held
35K
Value
$5.96M
The Real Brokerage Inc.
REAX
Shares Held
35K
Value
$146.30K
Data I/O Corporation
DAIO
Shares Held
35K
Value
$116.62K
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
35K
Value
$1.14M
Plug Power Inc.
PLUG
Shares Held
35K
Value
$80.64K
Capital One Financial Corporation
COF
Shares Held
35K
Value
$7.34M
Vistra Corp.
VST
Shares Held
34K
Value
$6.74M
PPL Corporation
PPL
Shares Held
34K
Value
$1.27M
Eastman Chemical Company
EMN
Shares Held
34K
Value
$2.15M
VICI Properties Inc.
VICI
Shares Held
34K
Value
$1.11M
Lifecore Biomedical, Inc.
LFCR
Shares Held
34K
Value
$249.42K
Cummins Inc.
CMI
Shares Held
34K
Value
$14.29M
Halliburton Company
HAL
Shares Held
33K
Value
$823.28K
Shell plc
SHEL
Shares Held
33K
Value
$2.37M
Okta, Inc.
OKTA
Shares Held
33K
Value
$3.03M
Rigetti Computing, Inc.
RGTI
Shares Held
33K
Value
$978.57K
Commerce Bancshares, Inc.
CBSH
Shares Held
33K
Value
$1.96M
Morgan Stanley Direct Lending Fund
MSDL
Shares Held
32K
Value
$516.47K