STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARCC | 498K | $10.16M |
 | CVX | 473K | $73.48M |
 | V | 447K | $152.75M |
 | PANW | 446K | $90.82M |
 | KO | 419K | $27.80M |
 | OWL | 390K | $6.60M |
 | JOBY | 385K | $6.21M |
 | PFE | 379K | $9.66M |
 | BABA | 372K | $66.48M |
 | TALK | 371K | $1.02M |
 | AAOI | 368K | $9.53M |
 | ABBV | 355K | $82.24M |
 | OBDC | 349K | $4.46M |
 | NEE | 345K | $26.04M |
 | DIS | 320K | $36.64M |
 | PLTR | 313K | $57.17M |
 | CNDT | 309K | $865.98K |
 | VKTX | 308K | $8.10M |
 | HPE | 297K | $7.29M |
 | KTOS | 272K | $24.83M |
Ares Capital Corporation
ARCC
Shares Held
498K
Value
$10.16M
Chevron Corporation
CVX
Shares Held
473K
Value
$73.48M
Visa Inc.
V
Shares Held
447K
Value
$152.75M
Palo Alto Networks, Inc.
PANW
Shares Held
446K
Value
$90.82M
The Coca-Cola Company
KO
Shares Held
419K
Value
$27.80M
Blue Owl Capital Inc.
OWL
Shares Held
390K
Value
$6.60M
Joby Aviation, Inc.
JOBY
Shares Held
385K
Value
$6.21M
Pfizer Inc.
PFE
Shares Held
379K
Value
$9.66M
Alibaba Group Holding Limited
BABA
Shares Held
372K
Value
$66.48M
Talkspace, Inc.
TALK
Shares Held
371K
Value
$1.02M
Applied Optoelectronics, Inc.
AAOI
Shares Held
368K
Value
$9.53M
AbbVie Inc.
ABBV
Shares Held
355K
Value
$82.24M
Blue Owl Capital Corporation
OBDC
Shares Held
349K
Value
$4.46M
NextEra Energy, Inc.
NEE
Shares Held
345K
Value
$26.04M
The Walt Disney Company
DIS
Shares Held
320K
Value
$36.64M
Palantir Technologies Inc.
PLTR
Shares Held
313K
Value
$57.17M
Conduent Incorporated
CNDT
Shares Held
309K
Value
$865.98K
Viking Therapeutics, Inc.
VKTX
Shares Held
308K
Value
$8.10M
Hewlett Packard Enterprise Company
HPE
Shares Held
297K
Value
$7.29M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
272K
Value
$24.83M