Steward Partners Investment Advisory, LLC Purchases in Q2 2025

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
55.4K
+ 2.28%
$94.31 - $157.99 $5.22M - $8.75M
2.48M $392M
AVGO
Broadcom Inc.

Technology
3.25K
+ 0.53%
$146.29 - $275.65 $476K - $897K
621K $171M
META
Meta Platforms, Inc.

Communication Services
12.6K
+ 5.29%
$484.66 - $738.09 $6.09M - $9.28M
250K $185M
SPY
Spdr S&P 500 ETF Trust

ETFs
51.1K
+ 21.2%
$496.48 - $617.85 $25.4M - $31.6M
292K $181M
IVV
Ishares Core S&P 500 ETF

ETFs
26.1K
+ 6.53%
$498.8 - $620.9 $13M - $16.2M
426K $265M
JPM
Jpmorgan Chase & CO

Financial Services
19.1K
+ 2.87%
$210.28 - $289.91 $4.02M - $5.55M
686K $199M
IVW
Ishares S&P 500 Growth ETF

ETFs
234K
+ 44.21%
$82.96 - $110.1 $19.4M - $25.8M
763K $84.1M
NFLX
Netflix Inc

Communication Services
12.5K
+ 35.66%
$855.86 - $1339.13 $10.7M - $16.8M
47.6K $63.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.3K
+ 2.91%
$456.74 - $568.03 $5.63M - $7M
436K $247M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.5K
+ 1.97%
$416.06 - $551.64 $2.29M - $3.04M
284K $157M
PLTR
Palantir Technologies Inc.

Technology
19.5K
+ 4.75%
$74.01 - $144.25 $1.44M - $2.81M
430K $58.6M
UBER
Uber Technologies, Inc

Technology
212K
+ 134.47%
$64.62 - $93.3 $13.7M - $19.7M
369K $34.4M
GOOGL
Alphabet Inc.

Communication Services
4.83K
+ 0.49%
$144.7 - $178.6 $699K - $863K
984K $173M
ADBE
Adobe Inc.

Technology
48.5K
+ 157.36%
$340.0 - $420.68 $16.5M - $20.4M
79.3K $30.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
214K
+ 865.61%
$77.74 - $78.78 $16.6M - $16.8M
238K $18.7M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
84K
+ 4004.58%
$139.8 - $197.22 $11.7M - $16.6M
86.1K $17M
SPTS
Spdr Portfolio Short Term Trea

ETFs
562K
+ 2416.93%
$29.07 - $29.38 $16.3M - $16.5M
586K $17.1M
VUG
Vanguard Growth ETF

ETFs
2.94K
+ 1.34%
$329.49 - $438.4 $969K - $1.29M
223K $97.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.13K
+ 1.35%
$320.42 - $424.58 $1M - $1.33M
236K $100M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
209K
+ 92.21%
$53.75 - $67.21 $11.3M - $14.1M
436K $28.9M
ETN
Eaton Corp PLC

Industrials
5.79K
+ 3.92%
$246.52 - $356.99 $1.43M - $2.07M
153K $54.7M
CEG
Constellation Energy Corp

Utilities
39.5K
+ 285.27%
$170.96 - $322.76 $6.76M - $12.8M
53.4K $17.2M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
176K
+ 1379.14%
$60.22 - $80.1 $10.6M - $14.1M
189K $15.1M
XLI
Industrial Sector Spdr

ETFs
89.3K
+ 137.54%
$116.42 - $147.52 $10.4M - $13.2M
154K $22.8M
DDOG
Datadog, Inc.

Technology
104K
+ 6676.09%
$87.0 - $134.33 $9.06M - $14M
106K $14.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
278K
+ 42.55%
$50.28 - $50.47 $14M - $14M
932K $46.9M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
205K
+ 108.08%
$59.8 - $60.07 $12.2M - $12.3M
394K $23.6M
WMT
Walmart Inc.

Consumer Defensive
24.6K
+ 2.58%
$81.79 - $99.98 $2.01M - $2.46M
978K $95.6M
IEFA
Ishares Tr

ETFs
70.5K
+ 9.33%
$67.83 - $84.09 $4.78M - $5.93M
826K $69M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
220K
+ 53.54%
$42.56 - $50.32 $9.35M - $11.1M
630K $31.7M
EWG
Ishares Msci Germany ETF

ETFs
259K
+ 380.62%
$33.22 - $42.57 $8.61M - $11M
327K $13.8M
GOOG
Alphabet Inc.

Communication Services
15.8K
+ 3.94%
$146.58 - $180.01 $2.32M - $2.85M
417K $74M
TT
Trane Technologies PLC

Industrials
10.1K
+ 16.66%
$315.21 - $437.41 $3.18M - $4.42M
70.7K $30.9M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
64.2K
+ 6.71%
$50.1 - $63.16 $3.22M - $4.06M
1.02M $64.5M
GLD
Spdr Gold Trust

ETFs
26K
+ 16.93%
$273.71 - $316.29 $7.11M - $8.22M
180K $54.7M
TSLA
Tesla, Inc.

Consumer Cyclical
14.3K
+ 14.29%
$221.86 - $362.89 $3.18M - $5.2M
115K $36.4M
VTI
Vanguard Total Stock Market Et

ETFs
16K
+ 8.97%
$243.75 - $303.93 $3.89M - $4.85M
194K $59M
EPOL
Ishares Tr Msci Poland ETF

ETFs
308K
New
$24.54 - $32.26 $7.55M - $9.93M
308K $9.93M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
93.7K
+ 8.19%
$96.84 - $99.46 $9.07M - $9.32M
1.24M $123M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
58K
+ 8.97%
$90.56 - $109.49 $5.26M - $6.35M
705K $77M
QUAL
Ishares Msci Usa Quality Facto

ETFs
28.9K
+ 9.72%
$152.42 - $182.82 $4.4M - $5.28M
326K $59.5M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
227K
+ 1200.9%
$32.99 - $38.56 $7.5M - $8.77M
246K $9.35M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
186K
+ 20304.14%
$36.01 - $45.69 $6.71M - $8.52M
187K $8.56M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
109K
+ 71.31%
$59.24 - $71.39 $6.45M - $7.77M
261K $18.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
5.88K
+ 16.77%
$321.63 - $509.31 $1.89M - $3M
41K $20.9M
PANW
Palo Alto Networks Inc

Technology
10.8K
+ 6.95%
$152.44 - $204.64 $1.65M - $2.21M
166K $34M
AMAT
Applied Materials Inc

Technology
19.2K
+ 18.81%
$126.95 - $183.52 $2.43M - $3.52M
121K $22.2M
IBM
International Business Machines Corp

Technology
2.05K
+ 1.41%
$221.03 - $294.78 $454K - $605K
147K $43.4M
VGT
Vanguard Information Technolog

ETFs
1.39K
+ 2.69%
$470.37 - $663.28 $653K - $921K
53K $35.2M
Activity Summary
Buys All Purchases 1766 New Holdings 307 Increased Positions 1459 Sells All Sells 1301 Reductions 1301 Sold out 0 Options Calls 0 Puts 0
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