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
HTRB
Hartford Fds Total Return Bd E

ETFs
400
+ 21.62%
$33.03 - $34.09 $13.2K - $13.6K
2.25K $76K
MP
Mp Materials Corp.

Basic Materials
175
+ 14.0%
$16.39 - $26.93 $2.87K - $4.71K
1.43K $34K
TAP
Molson Coors Beverage CO

Consumer Defensive
150
+ 8.59%
$52.44 - $62.91 $7.87K - $9.44K
1.9K $115K
NGS
Natural Gas Services Group Inc

Energy
693
New
$20.78 - $29.35 $14.4K - $20.3K
693 $15K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
4.02K
New
$3.77 - $6.08 $15.1K - $24.4K
4.02K $15K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
300
New
$50.21 - $51.23 $15.1K - $15.4K
300 $15K
KOMP
Spdr S&P Kensho New Economies

ETFs
336
+ 1344.0%
$46.49 - $54.36 $15.6K - $18.3K
361 $16K
FNDF
Schwab Fundamental Intl Large

ETFs
140
+ 4.09%
$32.9 - $37.45 $4.61K - $5.24K
3.57K $128K
ITRN
Ituran Location & Control Ltd.

Technology
400
+ 2352.94%
$31.47 - $43.91 $12.6K - $17.6K
417 $15K
DTM
Dt Midstream, Inc.

Energy
159
+ 23.35%
$86.95 - $113.75 $13.8K - $18.1K
840 $81K
KURE
Kraneshares Tr Msci All China

ETFs
900
New
$13.2 - $15.82 $11.9K - $14.2K
900 $14K
MARA
Marathon Digital Holdings, Inc.

Financial Services
640
+ 4.04%
N/A
16.5K $371K
MPWR
Monolithic Power Systems Inc

Technology
125
+ 2.51%
$565.7 - $720.25 $70.7K - $90K
5.1K $2.96M
AA
Alcoa Corp

Basic Materials
987
+ 40.67%
$30.5 - $39.53 $30.1K - $39K
3.41K $104K
CGXU
Capital Group Intl Focus Equit

ETFs
1.5K
+ 1.21%
$24.48 - $26.59 $36.6K - $39.8K
125K $3.06M
ENTG
Entegris Inc

Technology
456
+ 19.8%
$87.48 - $109.53 $39.9K - $49.9K
2.76K $241K
FTV
Fortive Corp

Technology
240
+ 8.46%
$71.82 - $82.98 $17.2K - $19.9K
3.08K $225K
PBE
Invesco Exchange Traded Fd Tr

ETFs
229
+ 39.35%
$63.44 - $70.44 $14.5K - $16.1K
811 $51K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
347
+ 6.29%
$23.18 - $24.68 $8.04K - $8.56K
5.86K $142K
IXG
Ishares Global Fin'L ETF

ETFs
86
+ 15.06%
$94.45 - $105.01 $8.12K - $9.03K
657 $67K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
446
+ 1651.85%
$28.11 - $30.42 $12.5K - $13.6K
473 $13K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
109
+ 0.3%
$5.28 - $5.77 $576 - $629
36.2K $208K
ASTS
Ast Space Mobile, Inc.

Communication Services
450
+ 47.87%
$17.72 - $33.8 $7.97K - $15.2K
1.39K $31K
CWT
California Water Service Group

Utilities
15
+ 0.39%
$41.88 - $48.46 $628 - $727
3.81K $184K
DNP
Dnp Select Income Fund Inc

Financial Services
80
+ 0.75%
$8.93 - $9.92 $714 - $794
10.7K $105K
EPR
Epr Properties

Real Estate
15
+ 1.07%
$43.98 - $53.81 $660 - $807
1.42K $74K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
150
+ 10.16%
$66.3 - $74.17 $9.95K - $11.1K
1.63K $113K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
200
+ 2.25%
$49.92 - $50.3 $9.98K - $10.1K
9.1K $456K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
403
+ 4.53%
$26.64 - $27.14 $10.7K - $10.9K
9.3K $249K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
107
+ 0.12%
$12.18 - $12.91 $1.3K - $1.38K
93K $1.15M
PNM
Pnm Resources Inc

Utilities
291
+ 20.45%
N/A
1.71K $71K
XSW
Spdr S&P Software & Services E

ETFs
76
New
$159.76 - $197.42 $12.1K - $15K
76 $12K
SSNC
Ss&C Technologies Holdings Inc

Technology
68
+ 7.68%
$74.75 - $89.13 $5.08K - $6.06K
953 $79K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
374
+ 2.09%
$8.25 - $8.79 $3.09K - $3.29K
18.3K $160K
BUR
Burford Capital LTD

Financial Services
406
+ 3.07%
$12.5 - $15.6 $5.08K - $6.33K
13.6K $180K
ADTN
Adtran Inc

Technology
1.35K
New
$8.49 - $11.83 $11.4K - $15.9K
1.35K $11K
ARVN
Arvinas, Inc.

Healthcare
1.6K
New
$7.02 - $20.5 $11.2K - $32.8K
1.6K $11K
BRX
Brixmor Property Group Inc.

Real Estate
499
+ 19.9%
N/A
3.01K $68K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
125
+ 0.53%
$17.95 - $18.89 $2.24K - $2.36K
23.5K $432K
DAX
Global X Fds Dax Germany ETF

ETFs
150
+ 15.0%
$33.12 - $41.49 $4.97K - $6.22K
1.15K $44K
HALO
Halozyme Therapeutics, Inc.

Healthcare
44
+ 8.8%
$47.74 - $65.16 $2.1K - $2.87K
544 $34K
KXI
Ishares Tr Global Consumer Sta

ETFs
29
+ 1.26%
$58.57 - $64.8 $1.7K - $1.88K
2.33K $149K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
520
+ 15.94%
$47.48 - $53.82 $24.7K - $28K
3.78K $179K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
800
+ 80.0%
$14.19 - $15.67 $11.4K - $12.5K
1.8K $26K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
424
+ 9.57%
$96.93 - $109.51 $41.1K - $46.4K
4.86K $475K
AXS
Axis Capital Holdings LTD

Financial Services
34
+ 5.7%
$85.54 - $100.24 $2.91K - $3.41K
630 $63K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
2K
New
$3.68 - $5.58 $7.36K - $11.2K
2K $10K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
617
+ 31.32%
$27.98 - $33.9 $17.3K - $20.9K
2.59K $72K
QRFT
Qraft Ai Enhanced U S Large Ca

ETFs
200
New
$50.27 - $56.84 $10.1K - $11.4K
200 $10K
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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