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
PNF
Pimco New York Municipal Income Fund

Financial Services
3.05K
New
$7.33 - $7.85 $22.4K - $24K
3.05K $22K
PYN
Pimco New York Municipal Income Fund Iii

Financial Services
4.07K
New
$5.61 - $5.98 $22.8K - $24.3K
4.07K $22K
SYY
Sysco Corp

Consumer Defensive
679
+ 3.33%
$70.0 - $77.13 $47.5K - $52.4K
21.1K $1.58M
AVB
Avalonbay Communities Inc

Real Estate
292
+ 3.76%
$207.86 - $228.08 $60.7K - $66.6K
8.05K $1.73M
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
2.2K
+ 32.35%
$9.47 - $9.85 $20.8K - $21.7K
9K $85K
FTC
First Tr Lge Cap Growth

ETFs
249
+ 13.29%
$127.87 - $148.89 $31.8K - $37.1K
2.12K $278K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
2.3K
+ 9.11%
$15.38 - $17.01 $35.4K - $39.1K
27.6K $424K
NEXT
Next Decade Corp.

Energy
2.63K
+ 58.63%
$6.75 - $9.43 $17.7K - $24.8K
7.11K $55K
NNY
Nuveen New York Municipal Value Fund

Financial Services
1.97K
+ 9.38%
$8.05 - $8.36 $15.9K - $16.5K
23K $189K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
2.1K
+ 49.49%
$10.17 - $10.76 $21.4K - $22.6K
6.34K $65K
SNEX
Stone X Group Inc.

Financial Services
491
+ 64.44%
$76.12 - $126.89 $37.4K - $62.3K
1.25K $95K
VOOV
Vanguard S&P 500 Value ETF

ETFs
121
+ 6.17%
$179.71 - $192.06 $21.7K - $23.2K
2.08K $383K
KNTK
Kinetik Holdings Inc.

Energy
399
New
$49.51 - $66.5 $19.8K - $26.5K
399 $20K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
1.7K
+ 6.6%
$10.55 - $11.13 $17.9K - $18.9K
27.4K $293K
CPK
Chesapeake Utilities Corp

Utilities
147
+ 55.68%
$116.55 - $130.37 $17.1K - $19.2K
411 $52K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
427
New
$46.18 - $47.84 $19.7K - $20.4K
427 $20K
NCA
Nuveen California Municipal Value Fund

Financial Services
2K
+ 15.38%
$8.41 - $8.73 $16.8K - $17.5K
15K $129K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
687
+ 45.8%
$28.69 - $31.94 $19.7K - $21.9K
2.19K $64K
PAXS
Pimco Access Income Fund

Financial Services
1.25K
New
$15.31 - $16.37 $19.1K - $20.5K
1.25K $20K
HEQT
Simplify Exchange Traded Fds H
6.34K
+ 3.54%
$28.48 - $30.52 $180K - $193K
185K $5.3M
CLOI
Vaneck ETF Tr

ETFs
372
+ 85.71%
$52.68 - $53.16 $19.6K - $19.8K
806 $42K
WEN
Wendy'S CO

Consumer Cyclical
1.56K
+ 110.02%
$14.17 - $16.17 $22.1K - $25.2K
2.98K $43K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
398
+ 11.8%
$92.51 - $102.81 $36.8K - $40.9K
3.77K $348K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
409
+ 37.87%
$33.37 - $38.01 $13.6K - $15.5K
1.49K $55K
UFPI
Ufp Industries Inc

Basic Materials
276
+ 14.54%
$103.91 - $118.67 $28.7K - $32.8K
2.17K $232K
UNM
Unum Group

Financial Services
170
+ 27.69%
$71.8 - $83.34 $12.2K - $14.2K
784 $63K
WAL
Western Alliance Bancorporation

Financial Services
250
New
$72.65 - $94.0 $18.2K - $23.5K
250 $19K
SKOR
Flexshares Tr Credit Scored Us

ETFs
380
New
$47.35 - $48.46 $18K - $18.4K
380 $18K
HERO
Global X Fds Video Games & Esp

ETFs
747
New
$23.07 - $27.32 $17.2K - $20.4K
747 $18K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.35K
New
$13.81 - $14.82 $18.7K - $20K
1.35K $18K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
363
+ 16.18%
$49.42 - $50.43 $17.9K - $18.3K
2.61K $130K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
3.06K
+ 1531.5%
$5.37 - $5.91 $16.4K - $18.1K
3.26K $19K
CDC
Victory Portfolios Ii Shs Inco

ETFs
2
+ 0.04%
$61.46 - $66.32 $123 - $133
5.63K $370K
NET
Cloudflare, Inc.

Technology
60
+ 3.01%
$110.71 - $176.5 $6.64K - $10.6K
2.05K $231K
FBT
First Trust Nyse Arca Biotechn

ETFs
34
+ 1.25%
$164.86 - $182.19 $5.61K - $6.19K
2.76K $470K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
160
+ 13.97%
$333.37 - $384.99 $53.3K - $61.6K
1.31K $436K
GENI
Genius Sports LTD

Communication Services
78
+ 0.64%
$8.32 - $11.08 $649 - $864
12.3K $122K
AIR
Aar Corp

Industrials
320
+ 97.56%
$55.99 - $72.21 $17.9K - $23.1K
648 $36K
ADMA
Adma Biologics, Inc.

Healthcare
488
+ 21.57%
$15.44 - $20.61 $7.53K - $10.1K
2.75K $54K
FPH
Five Point Holdings, LLC

Real Estate
1.86K
+ 48.92%
$3.68 - $6.53 $6.84K - $12.1K
5.66K $30K
DBA
Invesco Db Agriculture Fund

ETFs
1.03K
+ 2.5%
$26.05 - $28.38 $26.8K - $29.1K
42.2K $1.11M
OGE
Oge Energy Corp.

Utilities
100
+ 3.85%
$39.76 - $46.32 $3.98K - $4.63K
2.7K $123K
SCHO
Schwab Short Term Us Treasury

ETFs
584
+ 7.51%
$24.1 - $24.34 $14.1K - $14.2K
8.36K $203K
VFMV
Vanguard Wellington Fd

ETFs
130
New
$119.38 - $128.27 $15.5K - $16.7K
130 $16K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
1.16K
+ 1.58%
$11.8 - $12.22 $13.7K - $14.2K
74.8K $885K
RE
Everest Re Group LTD

Financial Services
44
+ 11.2%
N/A
437 $161K
CRSP
Crispr Therapeutics Ag

Healthcare
579
+ 67.25%
$34.03 - $53.02 $19.7K - $30.7K
1.44K $49K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
1.75K
New
$8.92 - $11.7 $15.6K - $20.5K
1.75K $15K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
750
New
$20.08 - $21.07 $15.1K - $15.8K
750 $15K
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email