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
VFF
Village Farms International, Inc.

Consumer Defensive
99.9K
New
$0.6 - $0.85 $59.9K - $84.9K
99.9K $59K
BHK
Blackrock Core Bond Trust

Financial Services
4.95K
+ 46.64%
$10.15 - $10.86 $50.2K - $53.7K
15.6K $168K
ET
Energy Transfer LP

Energy
23.3K
+ 6.21%
$17.26 - $21.08 $401K - $490K
398K $7.39M
SBAC
Sba Communications Corp

Real Estate
115
+ 5.62%
$192.76 - $224.91 $22.2K - $25.9K
2.16K $475K
STN
Stantec Inc

Industrials
497
+ 13.29%
$74.62 - $89.33 $37.1K - $44.4K
4.24K $350K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
759
+ 19.34%
$203.38 - $274.79 $154K - $209K
4.68K $962K
FHB
First Hawaiian, Inc.

Financial Services
3.15K
+ 23.27%
$24.13 - $28.18 $76K - $88.7K
16.7K $407K
TPYP
Managed Portfolio Ser Tortoise

ETFs
1.26K
+ 30.89%
$34.32 - $37.26 $43.2K - $46.9K
5.34K $194K
BMO
Bank Of Montreal

Financial Services
654
+ 14.16%
$94.92 - $104.14 $62.1K - $68.1K
5.27K $503K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.28K
+ 15.63%
N/A
16.8K $399K
RGTI
Rigetti Computing, Inc.

Technology
11.9K
+ 219.06%
$6.05 - $19.51 $72K - $232K
17.3K $137K
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
6.45K
New
$7.97 - $8.55 $51.4K - $55.2K
6.45K $53K
MPW
Medical Properties Trust Inc

Real Estate
1.3K
+ 5.89%
$3.83 - $6.21 $4.97K - $8.05K
23.3K $140K
NUDM
Nuveen Esg International Devel

ETFs
1.3K
+ 19.31%
$29.75 - $33.12 $38.7K - $43.1K
8.03K $255K
SPH
Suburban Propane Partners LP

Utilities
1.54K
+ 27.75%
$17.64 - $22.2 $27.1K - $34.1K
7.07K $148K
FOX
Fox Corp Cl B (De)

Communication Services
1K
New
$45.64 - $54.23 $45.6K - $54.2K
1K $52K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
2.65K
New
$19.17 - $20.25 $50.8K - $53.7K
2.65K $51K
HQH
Tekla Healthcare Investors

Financial Services
2.86K
+ 12.81%
$16.23 - $18.27 $46.5K - $52.3K
25.2K $409K
GPI
Group 1 Automotive Inc

Consumer Cyclical
167
+ 48.83%
$375.96 - $484.08 $62.8K - $80.8K
509 $194K
MCY
Mercury General Corp

Financial Services
1.1K
+ 107.32%
$47.18 - $65.75 $51.9K - $72.3K
2.13K $118K
GTLB
Gitlab Inc.

Technology
1.3K
+ 99.09%
$47.0 - $73.14 $61.1K - $95.1K
2.61K $122K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
319
+ 1.97%
$33.84 - $37.77 $10.8K - $12K
16.5K $600K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3K
+ 22.81%
$21.23 - $23.75 $63.7K - $71.3K
16.2K $347K
XT
Ishares Tr Exponential Technol

ETFs
867
+ 110.03%
$57.56 - $64.0 $49.9K - $55.5K
1.66K $95K
MET
Metlife Inc

Financial Services
1.37K
+ 3.49%
$77.7 - $87.0 $106K - $119K
40.5K $3.26M
USMC
Principal ETF U S Mega Cap

ETFs
871
+ 290.33%
$55.72 - $63.13 $48.5K - $55K
1.17K $66K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
1.14K
+ 2.5%
$20.11 - $21.21 $23K - $24.2K
46.9K $992K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
208
+ 1.09%
$47.08 - $50.67 $9.79K - $10.5K
19.3K $971K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.19K
+ 4.03%
$25.77 - $27.6 $30.7K - $32.9K
30.7K $816K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
883
+ 1.29%
$10.35 - $11.79 $9.14K - $10.4K
69.4K $775K
COUR
Coursera, Inc.

Consumer Defensive
7K
New
$6.66 - $9.69 $46.6K - $67.8K
7K $46K
DG
Dollar General Corp

Consumer Defensive
107
+ 3.58%
$68.44 - $87.93 $7.32K - $9.41K
3.1K $272K
PXI
Invesco Exchange Traded Fd Tr

ETFs
1.07K
New
$40.69 - $48.82 $43.5K - $52.2K
1.07K $46K
IXJ
Ishares Global Healthcare ETF

ETFs
205
+ 3.97%
$86.01 - $94.19 $17.6K - $19.3K
5.37K $490K
AVTR
Avantor, Inc.

Basic Materials
5.29K
+ 63.69%
$15.5 - $22.57 $82K - $119K
13.6K $220K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
836
+ 10.82%
$96.88 - $111.25 $81K - $93K
8.56K $854K
STLG
Ishares Factors Us Growth Styl

ETFs
900
New
N/A
900 $45K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
653
+ 28.26%
$88.44 - $101.55 $57.8K - $66.3K
2.96K $267K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
170
+ 0.9%
$30.38 - $34.94 $5.16K - $5.94K
19.2K $655K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
497
+ 80.81%
$96.85 - $111.39 $48.1K - $55.4K
1.11K $109K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
689
+ 32.93%
$61.9 - $66.89 $42.6K - $46.1K
2.78K $176K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.08K
+ 1.58%
$49.69 - $50.76 $53.8K - $54.9K
69.4K $3.47M
TKR
Timken CO

Industrials
608
+ 25.52%
$69.85 - $83.79 $42.5K - $50.9K
2.99K $214K
MNDY
Monday.Com Ltd.

Technology
170
+ 59.65%
$213.0 - $327.92 $36.2K - $55.7K
455 $110K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
909
+ 2.28%
$17.03 - $18.6 $15.5K - $16.9K
40.8K $750K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
4.48K
+ 4.2%
$13.1 - $13.52 $58.6K - $60.5K
111K $1.46M
EVRG
Evergy, Inc.

Utilities
200
+ 5.16%
$59.9 - $69.52 $12K - $13.9K
4.07K $280K
EWD
Ishares Inc Msci Sweden ETF

ETFs
795
+ 44.39%
$37.28 - $45.14 $29.6K - $35.9K
2.59K $108K
ILCV
Ishares Morningstar Value ETF

ETFs
486
+ 10.62%
$79.37 - $85.24 $38.6K - $41.4K
5.06K $412K
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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