STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MAIN | 29K | $1.82M |
 | FE | 29K | $1.31M |
 | CMS | 28K | $2.09M |
 | ITW | 28K | $7.39M |
 | BRO | 28K | $2.65M |
 | PGR | 28K | $6.95M |
 | FDUS | 28K | $561.70K |
 | BHVN | 28K | $415.03K |
 | VLY | 28K | $292.99K |
 | AWK | 28K | $3.84M |
 | VRTX | 27K | $10.72M |
 | IP | 27K | $1.27M |
 | NDAQ | 27K | $2.41M |
 | CLBT | 27K | $501.38K |
 | JMIA | 27K | $310.23K |
 | NNN | 27K | $1.14M |
 | RBLX | 27K | $3.68M |
 | CCL | 26K | $761.83K |
 | DELL | 26K | $3.72M |
 | XYL | 26K | $3.85M |
Main Street Capital Corporation
MAIN
Shares Held
29K
Value
$1.82M
FirstEnergy Corp.
FE
Shares Held
29K
Value
$1.31M
CMS Energy Corporation
CMS
Shares Held
28K
Value
$2.09M
Illinois Tool Works Inc.
ITW
Shares Held
28K
Value
$7.39M
Brown & Brown, Inc.
BRO
Shares Held
28K
Value
$2.65M
The Progressive Corporation
PGR
Shares Held
28K
Value
$6.95M
Fidus Investment Corporation
FDUS
Shares Held
28K
Value
$561.70K
Biohaven Ltd.
BHVN
Shares Held
28K
Value
$415.03K
Valley National Bancorp
VLY
Shares Held
28K
Value
$292.99K
American Water Works Company, Inc.
AWK
Shares Held
28K
Value
$3.84M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
27K
Value
$10.72M
International Paper Company
IP
Shares Held
27K
Value
$1.27M
Nasdaq, Inc.
NDAQ
Shares Held
27K
Value
$2.41M
Cellebrite DI Ltd.
CLBT
Shares Held
27K
Value
$501.38K
Jumia Technologies AG
JMIA
Shares Held
27K
Value
$310.23K
NNN REIT, Inc.
NNN
Shares Held
27K
Value
$1.14M
Roblox Corporation
RBLX
Shares Held
27K
Value
$3.68M
Carnival Corporation & plc
CCL
Shares Held
26K
Value
$761.83K
Dell Technologies Inc.
DELL
Shares Held
26K
Value
$3.72M
Xylem Inc.
XYL
Shares Held
26K
Value
$3.85M