Steward Partners Investment Advisory, LLC Purchases in Q1 2025

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BGB
Blackstone Strategic Credit Fund

Financial Services
14K
+ 11.41%
$11.96 - $12.62 $168K - $177K
137K $1.65M
VICI
Vici Properties Inc.

Real Estate
1.42K
+ 4.67%
$28.21 - $32.68 $40.1K - $46.5K
31.9K $1.04M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
8.19K
+ 9.52%
$18.12 - $19.21 $148K - $157K
94.2K $1.72M
PEP
Pepsico Inc

Consumer Defensive
3K
+ 2.11%
$142.64 - $156.42 $428K - $470K
145K $21.8M
TTE
Total Energies Se

Energy
2.15K
+ 13.11%
N/A
18.5K $1.27M
GXO
Gxo Logistics, Inc.

Industrials
3.85K
+ 474.97%
$36.31 - $46.18 $140K - $178K
4.66K $182K
CHK
Chesapeake Energy Corp

Energy
1.69K
+ 12.5%
N/A
15.2K $1.31M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
5.13K
+ 7.39%
$12.52 - $13.63 $64.2K - $69.9K
74.5K $999K
MLM
Martin Marietta Materials Inc

Basic Materials
459
+ 22.63%
$460.39 - $552.64 $211K - $254K
2.49K $1.19M
XYL
Xylem Inc.

Industrials
619
+ 3.14%
$114.02 - $132.04 $70.6K - $81.7K
20.3K $2.43M
PARA
Paramount Global

Communication Services
1.15K
+ 1.39%
$10.16 - $12.14 $11.7K - $14K
84K $1M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
170
+ 0.34%
$38.54 - $41.5 $6.55K - $7.06K
49.9K $2.03M
PRDO
Perdoceo Education Corp

Consumer Defensive
5.39K
New
$24.21 - $29.15 $130K - $157K
5.39K $135K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.57K
+ 33.32%
$80.21 - $86.14 $126K - $135K
6.27K $517K
IWY
Ishares Tr Russell 200 Growth

ETFs
985
+ 31.86%
$210.19 - $243.33 $207K - $240K
4.08K $860K
DTE
Dte Energy CO

Utilities
438
+ 10.86%
$117.6 - $138.27 $51.5K - $60.6K
4.47K $618K
GMED
Globus Medical Inc

Healthcare
1.82K
+ 1016.76%
$69.68 - $93.32 $127K - $170K
2K $146K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.68K
+ 0.78%
$39.4 - $42.61 $106K - $114K
348K $14M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
4.03K
+ 403.0%
$28.65 - $33.18 $115K - $134K
5.03K $159K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.53K
+ 19.81%
$73.16 - $83.16 $112K - $127K
9.25K $689K
GFF
Griffon Corp

Industrials
1.55K
+ 2.02%
$68.06 - $80.91 $105K - $125K
78K $5.58M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
8.89K
+ 6.01%
$3.88 - $4.37 $34.5K - $38.9K
157K $686K
HYLB
Xtrackers Usd High Yield Corp

ETFs
3.45K
+ 27.68%
$35.96 - $36.72 $124K - $127K
15.9K $575K
CBRE
Cbre Group, Inc.

Real Estate
1.02K
+ 5.73%
$121.79 - $147.13 $125K - $151K
18.9K $2.47M
RPRX
Royalty Pharma PLC

Healthcare
3.23K
+ 72.92%
$25.75 - $33.86 $83.2K - $109K
7.66K $238K
IDXX
Idexx Laboratories Inc

Healthcare
259
+ 10.63%
$406.29 - $469.04 $105K - $121K
2.7K $1.13M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.51K
+ 9.93%
$37.07 - $40.63 $93K - $102K
27.8K $1.09M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
3.6K
+ 13.36%
$46.77 - $52.97 $168K - $191K
30.5K $1.44M
ZS
Zscaler, Inc.

Technology
459
+ 27.78%
$181.66 - $216.87 $83.4K - $99.5K
2.11K $418K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14.7K
+ 6.15%
$48.06 - $53.73 $705K - $788K
253K $12.3M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
5.87K
+ 7.34%
$8.69 - $9.43 $51K - $55.3K
85.8K $800K
BLDR
Builders First Source, Inc.

Industrials
1.13K
+ 84.33%
$122.8 - $173.51 $138K - $195K
2.46K $307K
PAAS
Pan American Silver Corp

Basic Materials
541
+ 2.92%
$20.61 - $26.7 $11.2K - $14.4K
19K $491K
PAGP
Plains Gp Holdings LP

Energy
4.89K
+ 125.1%
$18.52 - $22.13 $90.6K - $108K
8.81K $188K
GUT
Gabelli Utility Trust

Financial Services
16.5K
+ 18.86%
$5.11 - $5.55 $84.3K - $91.6K
104K $555K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.82K
+ 1.15%
$22.25 - $23.0 $107K - $111K
425K $9.76M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
8.06K
+ 78.13%
$14.27 - $15.19 $115K - $122K
18.4K $263K
ANSS
Ansys Inc

Technology
477
+ 26.9%
$316.56 - $360.36 $151K - $172K
2.25K $712K
ES
Eversource Energy

Utilities
439
+ 2.37%
$55.63 - $63.8 $24.4K - $28K
19K $1.18M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.01K
+ 17.14%
$221.78 - $273.45 $223K - $275K
6.87K $1.56M
PRU
Prudential Financial Inc

Financial Services
3.5K
+ 8.64%
$105.04 - $122.33 $367K - $428K
44K $4.91M
GPC
Genuine Parts CO

Consumer Cyclical
683
+ 5.21%
$115.91 - $129.02 $79.2K - $88.1K
13.8K $1.64M
JKHY
Henry Jack & Associates Inc

Technology
102
+ 0.78%
$166.47 - $191.28 $17K - $19.5K
13.1K $2.4M
IFF
International Flavors & Fragrances Inc

Basic Materials
2.04K
+ 31.37%
$76.48 - $87.72 $156K - $179K
8.52K $661K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.74K
+ 10.56%
$36.91 - $41.03 $64.2K - $71.4K
18.2K $723K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
10.7K
+ 5146.63%
$10.14 - $10.82 $109K - $116K
10.9K $113K
NGG
National Grid PLC

Utilities
1.23K
+ 25.12%
$56.13 - $65.61 $68.8K - $80.4K
6.11K $400K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
741
+ 16.01%
$634.14 - $744.83 $470K - $552K
5.37K $3.4M
SMMT
Summit Therapeutics Inc.

Healthcare
5.47K
+ 218.66%
$16.65 - $23.76 $91.1K - $130K
7.98K $153K
Activity Summary
Buys All Purchases 1720 New Holdings 240 Increased Positions 1480 Sells All Sells 1196 Reductions 1196 Sold out 0 Options Calls 0 Puts 0
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