STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 267K | $41.06M |
 | ET | 266K | $4.57M |
 | HD | 264K | $106.95M |
 | MRK | 259K | $21.78M |
 | EPD | 254K | $7.94M |
 | CTRE | 248K | $8.59M |
 | MDT | 240K | $22.89M |
 | BRK-B | 240K | $120.79M |
 | ORCL | 239K | $67.35M |
 | NN | 238K | $3.40M |
 | KMI | 231K | $6.55M |
 | MCD | 231K | $70.16M |
 | STWD | 230K | $4.45M |
 | SYK | 229K | $84.79M |
 | RITM | 223K | $2.54M |
 | ALT | 219K | $826.79K |
 | TJX | 216K | $31.20M |
 | O | 210K | $12.77M |
 | MX | 203K | $634.93K |
 | CMG | 203K | $7.95M |
The Procter & Gamble Company
PG
Shares Held
267K
Value
$41.06M
Energy Transfer LP
ET
Shares Held
266K
Value
$4.57M
The Home Depot, Inc.
HD
Shares Held
264K
Value
$106.95M
Merck & Co., Inc.
MRK
Shares Held
259K
Value
$21.78M
Enterprise Products Partners L.P.
EPD
Shares Held
254K
Value
$7.94M
CareTrust REIT, Inc.
CTRE
Shares Held
248K
Value
$8.59M
Medtronic plc
MDT
Shares Held
240K
Value
$22.89M
Berkshire Hathaway Inc.
BRK-B
Shares Held
240K
Value
$120.79M
Oracle Corporation
ORCL
Shares Held
239K
Value
$67.35M
NextNav Inc.
NN
Shares Held
238K
Value
$3.40M
Kinder Morgan, Inc.
KMI
Shares Held
231K
Value
$6.55M
McDonald's Corporation
MCD
Shares Held
231K
Value
$70.16M
Starwood Property Trust, Inc.
STWD
Shares Held
230K
Value
$4.45M
Stryker Corporation
SYK
Shares Held
229K
Value
$84.79M
Rithm Capital Corp.
RITM
Shares Held
223K
Value
$2.54M
Altimmune, Inc.
ALT
Shares Held
219K
Value
$826.79K
The TJX Companies, Inc.
TJX
Shares Held
216K
Value
$31.20M
Realty Income Corporation
O
Shares Held
210K
Value
$12.77M
Magnachip Semiconductor Corporation
MX
Shares Held
203K
Value
$634.93K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
203K
Value
$7.95M