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
HII
Huntington Ingalls Industries, Inc.

Industrials
324
+ 30.74%
$159.75 - $208.61 $51.8K - $67.6K
1.38K $281K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.65K
+ 2624.46%
$21.23 - $22.14 $77.4K - $80.8K
3.79K $83K
OUNZ
Van Eck Merk Gold Trust

ETFs
1.25K
+ 14.06%
$25.41 - $30.14 $31.9K - $37.8K
10.2K $306K
ESTA
Establishment Labs Holdings Inc.

Healthcare
2K
New
$28.51 - $47.28 $57K - $94.6K
2K $81K
NJR
New Jersey Resources Corp

Utilities
97
+ 0.31%
$45.25 - $49.37 $4.39K - $4.79K
31.1K $1.52M
OKTA
Okta, Inc.

Technology
291
+ 15.87%
$78.83 - $116.72 $22.9K - $34K
2.13K $223K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.99K
+ 54.23%
$24.05 - $24.86 $71.8K - $74.2K
8.49K $211K
FNF
Fidelity National Financial, Inc.

Financial Services
169
+ 2.31%
$54.25 - $65.27 $9.17K - $11K
7.5K $488K
FPI
Farmland Partners Inc.

Real Estate
6.99K
+ 237.57%
$10.72 - $12.51 $75K - $87.5K
9.94K $110K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
2.19K
+ 7.02%
$51.3 - $56.76 $113K - $124K
33.4K $1.77M
EWJ
Ishares Msci Japan ETF

ETFs
536
+ 1.99%
$65.24 - $71.7 $35K - $38.4K
27.5K $1.89M
SONY
Sony Group Corp

Technology
451
+ 3.01%
$19.88 - $25.64 $8.97K - $11.6K
15.4K $392K
FISV
Fiserv Inc

Technology
595
+ 0.49%
N/A
121K $15.2M
AIA
Ishares S&P Asia 50 ETF

ETFs
1.03K
New
$65.86 - $77.42 $67.5K - $79.4K
1.03K $74K
OHI
Omega Healthcare Investors Inc

Real Estate
1.9K
+ 35.03%
$35.7 - $38.33 $67.9K - $72.9K
7.33K $279K
TRS
Trimas Corp

Consumer Cyclical
3.14K
+ 8711.11%
$20.49 - $25.42 $64.3K - $79.7K
3.17K $74K
CSGP
Costar Group, Inc.

Real Estate
227
+ 3.18%
$69.29 - $80.37 $15.7K - $18.2K
7.36K $583K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
809
+ 97.82%
$81.61 - $96.36 $66K - $78K
1.64K $141K
FLS
Flowserve Corp

Industrials
1.55K
+ 297.12%
$46.47 - $64.75 $71.9K - $100K
2.07K $101K
EUFN
Ishares Msci Europe Financials

ETFs
350
+ 2.94%
$23.03 - $29.47 $8.06K - $10.3K
12.3K $349K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.34K
+ 18.86%
$21.75 - $24.28 $94.5K - $105K
27.4K $604K
WING
Wingstop Inc.

Consumer Cyclical
331
+ 580.7%
$207.0 - $311.93 $68.5K - $103K
388 $87K
IP
International Paper CO

Consumer Cyclical
1.52K
+ 6.09%
$49.38 - $60.09 $75.1K - $91.4K
26.5K $1.41M
RPG
Invesco Exchange Traded Fd Tr

ETFs
2.85K
+ 22.01%
$37.33 - $45.03 $106K - $128K
15.8K $603K
SMLR
Semler Scientific, Inc.

Healthcare
1.94K
New
$32.62 - $64.94 $63.1K - $126K
1.94K $70K
RWR
Spdr Dow Jones Reit ETF

ETFs
696
+ 156.76%
$95.15 - $104.06 $66.2K - $72.4K
1.14K $112K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
3.32K
+ 19.37%
$24.88 - $26.85 $82.6K - $89.1K
20.5K $516K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
5.17K
+ 10.94%
$11.01 - $11.72 $57K - $60.6K
52.5K $590K
ORI
Old Republic International Corp

Financial Services
1.04K
+ 11.92%
$33.46 - $39.22 $34.7K - $40.7K
9.75K $382K
CYBR
Cyber Ark Software Ltd.

Technology
194
+ 97.98%
$312.8 - $414.31 $60.7K - $80.4K
392 $132K
FTDR
Frontdoor, Inc.

Consumer Cyclical
1.74K
New
$37.07 - $62.39 $64.5K - $108K
1.74K $66K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
122
+ 12.98%
$233.07 - $290.7 $28.4K - $35.5K
1.06K $286K
XAR
Spdr S&P Aerospace & Defense E

ETFs
498
+ 15.97%
$157.71 - $180.77 $78.5K - $90K
3.62K $581K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
135
+ 0.27%
$74.87 - $79.99 $10.1K - $10.8K
49.4K $3.8M
FTHI
First Trust Exchange Traded Fd

ETFs
3.73K
+ 27.93%
$21.62 - $23.74 $80.7K - $88.6K
17.1K $373K
IFN
India Fund Inc

Financial Services
3.99K
+ 12.91%
$14.32 - $16.19 $57.2K - $64.6K
34.9K $550K
RF
Regions Financial Corp

Financial Services
7.23K
+ 13.63%
$20.84 - $24.77 $151K - $179K
60.2K $1.31M
XLB
Select Sector Spdr Fd Material

ETFs
363
+ 2.15%
$83.19 - $90.99 $30.2K - $33K
17.3K $1.49M
TDOC
Teladoc Health, Inc.

Healthcare
8.12K
+ 1042.88%
$7.96 - $14.33 $64.7K - $116K
8.9K $70K
ASA
Asa Gold & Precious Metals LTD

Financial Services
1.67K
+ 128.0%
$20.8 - $30.14 $34.8K - $50.4K
2.98K $89K
FDVV
Fidelity High Dividend ETF

ETFs
1.51K
+ 3.76%
$48.86 - $52.28 $73.9K - $79.1K
41.8K $2.07M
TRVI
Trevi Therapeutics, Inc.

Healthcare
10K
New
$3.66 - $6.81 $36.6K - $68.1K
10K $62K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
7.87K
+ 2240.74%
$7.75 - $7.98 $61K - $62.8K
8.22K $64K
WOLF
Wolfspeed, Inc.

Technology
25.4K
+ 573.18%
$2.59 - $7.48 $65.7K - $190K
29.8K $91K
PFGC
Performance Food Group CO

Consumer Defensive
800
+ 355.56%
$74.86 - $90.93 $59.9K - $72.7K
1.03K $80K
ZETA
Zeta Global Holdings Corp.

Technology
4.54K
+ 3028.67%
$13.56 - $24.69 $61.6K - $112K
4.69K $63K
OMC
Omnicom Group Inc.

Communication Services
1.21K
+ 9.44%
$79.43 - $88.34 $96.3K - $107K
14.1K $1.17M
GEL
Genesis Energy LP

Energy
3.3K
+ 263.6%
$10.31 - $16.03 $34K - $52.8K
4.55K $71K
RKLB
Rocket Lab Usa, Inc.

Industrials
3.91K
+ 281.14%
$17.12 - $31.57 $66.9K - $123K
5.29K $94K
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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