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
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
466
+ 4.05%
$86.93 - $117.31 $40.5K - $54.7K
12K $1.4M
SIL
Global X Silver Miners ETF

ETFs
5K
+ 384.77%
$33.97 - $49.02 $170K - $245K
6.3K $303K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.52K
+ 7.64%
$73.0 - $85.5 $111K - $130K
21.5K $1.8M
IOO
Ishares Tr Global 100 ETF

ETFs
314
+ 1.68%
$84.95 - $107.81 $26.7K - $33.9K
19K $2.05M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1.11K
+ 3.63%
$42.95 - $53.21 $47.6K - $59K
31.7K $1.68M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.09K
+ 14.98%
$54.27 - $63.01 $168K - $195K
23.7K $1.49M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
7.38K
+ 25.46%
$23.45 - $26.56 $173K - $196K
36.4K $966K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
11.4K
New
$21.06 - $24.14 $239K - $274K
11.4K $243K
TD
Toronto Dominion Bank

Financial Services
507
+ 3.32%
$55.71 - $73.45 $28.2K - $37.2K
15.8K $1.16M
AWK
American Water Works Company, Inc.

Utilities
2.94K
+ 14.67%
$133.82 - $151.96 $393K - $446K
23K $3.19M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
2.26K
+ 51.03%
$69.01 - $86.17 $156K - $194K
6.67K $575K
RELX
Relx PLC

Communication Services
4.11K
+ 150.33%
$45.31 - $55.66 $186K - $229K
6.84K $371K
PWB
Invesco Exchange Traded Fd Tr

ETFs
100
+ 0.97%
$86.24 - $117.44 $8.62K - $11.7K
10.4K $1.22M
UBS
Ubs Group Ag

Financial Services
6.5K
+ 162.73%
$26.12 - $33.82 $170K - $220K
10.5K $354K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
375
+ 28.74%
$299.15 - $396.54 $112K - $149K
1.68K $666K
HPQ
Hp Inc

Technology
13K
+ 47.31%
$21.88 - $29.32 $284K - $381K
40.4K $989K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.62K
+ 3.63%
$17.76 - $22.1 $46.5K - $57.9K
74.8K $1.65M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
2.28K
+ 6.89%
$41.22 - $48.01 $94.1K - $110K
35.4K $1.7M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.7K
+ 9.12%
$39.93 - $46.67 $108K - $126K
32.3K $1.51M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
2.16K
+ 4.23%
$24.21 - $29.58 $52.2K - $63.8K
53.1K $1.57M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.08K
+ 4.06%
$58.13 - $69.92 $62.5K - $75.2K
27.6K $1.93M
MGC
Vanguard Mega Cap ETF

ETFs
113
+ 1.38%
$179.23 - $224.92 $20.3K - $25.4K
8.3K $1.87M
WM
Waste Management Inc

Industrials
1.37K
+ 3.85%
$216.47 - $242.1 $297K - $333K
37.1K $8.48M
SRLN
Ssga Active Trust

ETFs
4.08K
+ 4.0%
$39.47 - $41.59 $161K - $170K
106K $4.41M
SKYY
First Trust Cloud Computing Et

ETFs
464
+ 5.66%
$89.46 - $121.64 $41.5K - $56.4K
8.66K $1.05M
VONG
Vanguard Russell 1000 Growth E

ETFs
627
+ 7.07%
$82.51 - $109.2 $51.7K - $68.5K
9.49K $1.04M
AME
Ametek Inc

Industrials
412
+ 2.62%
$151.41 - $182.75 $62.4K - $75.3K
16.1K $2.92M
IMTB
Ishares Tr

ETFs
4.8K
+ 31.67%
$42.53 - $43.63 $204K - $209K
19.9K $870K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.69K
+ 44.28%
$75.05 - $77.34 $202K - $208K
8.76K $677K
MX
Magnachip Semiconductor Corp

Technology
29.8K
+ 17.54%
$2.65 - $4.14 $79K - $123K
200K $794K
RJF
Raymond James Financial Inc

Financial Services
121
+ 0.91%
$123.65 - $153.88 $15K - $18.6K
13.3K $2.05M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
4.4K
+ 177.33%
$42.44 - $49.08 $187K - $216K
6.89K $329K
STLD
Steel Dynamics Inc

Basic Materials
2.11K
+ 6.04%
N/A
37.1K $3.64M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
5.49K
+ 22.9%
$26.18 - $30.91 $144K - $170K
29.5K $887K
SYLD
Cambria Shareholder Yld ETF

ETFs
2.13K
+ 3.93%
$55.35 - $65.57 $118K - $140K
56.3K $3.66M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.28K
+ 2.24%
$45.9 - $47.2 $197K - $202K
195K $9.18M
MNST
Monster Beverage Corp

Consumer Defensive
436
+ 1.02%
$55.01 - $64.24 $24K - $28K
43.4K $2.72M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.19K
+ 52.26%
$136.63 - $176.62 $162K - $210K
3.46K $584K
TALK
Talkspace, Inc.

Healthcare
50.1K
+ 17.5%
$2.58 - $3.35 $129K - $168K
336K $934K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.39K
+ 18.87%
$146.74 - $176.07 $203K - $244K
8.72K $1.42M
NET
Cloudflare, Inc.

Technology
144
+ 7.01%
$97.08 - $195.83 $14K - $28.2K
2.2K $430K
EQT
Eqt Corp

Energy
2.51K
+ 23.1%
$46.11 - $60.44 $116K - $152K
13.4K $779K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
2.27K
+ 4.48%
$95.52 - $109.98 $217K - $250K
53K $5.74M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
4.27K
New
$43.15 - $46.09 $184K - $197K
4.27K $196K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.41K
+ 8.68%
$34.72 - $42.74 $83.6K - $103K
30.2K $1.29M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
8.34K
+ 291.91%
$22.7 - $23.33 $189K - $195K
11.2K $261K
LDOS
Leidos Holdings, Inc.

Technology
894
+ 37.42%
$132.9 - $160.3 $119K - $143K
3.28K $517K
IREN
Iris Energy LTD

Financial Services
12.6K
+ 929.31%
$5.3 - $14.57 $66.9K - $184K
14K $203K
SHAK
Shake Shack Inc.

Consumer Cyclical
854
+ 63.49%
$75.85 - $140.6 $64.8K - $120K
2.2K $309K
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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