STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BFH | 21K | $1.16M |
 | SYY | 21K | $1.71M |
 | OTIS | 21K | $1.89M |
 | BEN | 21K | $477.65K |
 | PAAS | 21K | $796.59K |
 | PPG | 21K | $2.16M |
 | TRV | 21K | $5.73M |
 | MAR | 20K | $5.27M |
 | EXE | 20K | $2.14M |
 | LYG | 20K | $91.37K |
 | CGBD | 20K | $251.44K |
 | CHD | 20K | $1.76M |
 | TMO | 20K | $9.71M |
 | SMMT | 20K | $411.38K |
 | CIGI | 20K | $3.11M |
 | ADSK | 20K | $6.29M |
 | AHR | 20K | $827.68K |
 | BLK | 20K | $22.90M |
 | IREN | 19K | $912.79K |
 | CBRE | 19K | $3.06M |
Bread Financial Holdings, Inc.
BFH
Shares Held
21K
Value
$1.16M
Sysco Corporation
SYY
Shares Held
21K
Value
$1.71M
Otis Worldwide Corporation
OTIS
Shares Held
21K
Value
$1.89M
Franklin Resources, Inc.
BEN
Shares Held
21K
Value
$477.65K
Pan American Silver Corp.
PAAS
Shares Held
21K
Value
$796.59K
PPG Industries, Inc.
PPG
Shares Held
21K
Value
$2.16M
The Travelers Companies, Inc.
TRV
Shares Held
21K
Value
$5.73M
Marriott International, Inc.
MAR
Shares Held
20K
Value
$5.27M
Expand Energy Corporation
EXE
Shares Held
20K
Value
$2.14M
Lloyds Banking Group plc
LYG
Shares Held
20K
Value
$91.37K
Carlyle Secured Lending, Inc.
CGBD
Shares Held
20K
Value
$251.44K
Church & Dwight Co., Inc.
CHD
Shares Held
20K
Value
$1.76M
Thermo Fisher Scientific Inc.
TMO
Shares Held
20K
Value
$9.71M
Summit Therapeutics Inc.
SMMT
Shares Held
20K
Value
$411.38K
Colliers International Group Inc.
CIGI
Shares Held
20K
Value
$3.11M
Autodesk, Inc.
ADSK
Shares Held
20K
Value
$6.29M
American Healthcare REIT, Inc.
AHR
Shares Held
20K
Value
$827.68K
BlackRock, Inc.
BLK
Shares Held
20K
Value
$22.90M
IREN Limited
IREN
Shares Held
19K
Value
$912.79K
CBRE Group, Inc.
CBRE
Shares Held
19K
Value
$3.06M