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
ILMN
Illumina, Inc.

Healthcare
931
+ 78.76%
$79.34 - $144.22 $73.9K - $134K
2.11K $167K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
869
+ 25.86%
$23.71 - $27.77 $20.6K - $24.1K
4.23K $100K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
92
+ 0.06%
$12.03 - $12.69 $1.11K - $1.17K
155K $1.89M
POET
Poet Technologies Inc.

Technology
2.76K
New
$3.29 - $6.75 $9.07K - $18.6K
2.76K $10K
SNA
Snap On Inc

Industrials
45
+ 2.37%
$324.09 - $358.62 $14.6K - $16.1K
1.95K $655K
WD
Walker & Dunlop, Inc.

Financial Services
153
+ 49.68%
$82.09 - $96.76 $12.6K - $14.8K
461 $39K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
175
New
$54.53 - $63.21 $9.54K - $11.1K
175 $10K
AFG
American Financial Group Inc

Financial Services
76
+ 85.39%
$119.82 - $138.45 $9.11K - $10.5K
165 $21K
APPN
Appian Corp

Technology
418
+ 67.2%
$28.81 - $37.23 $12K - $15.6K
1.04K $29K
CX
Cemex Sab De Cv

Basic Materials
1.61K
+ 428.0%
$5.36 - $6.78 $8.6K - $10.9K
1.98K $11K
FJP
First Trust Japan Alphadex Fun

ETFs
175
New
$49.98 - $57.59 $8.75K - $10.1K
175 $9K
GAIN
Gladstone Investment Corporation\De

Financial Services
600
+ 20.0%
$12.65 - $13.97 $7.59K - $8.38K
3.6K $48K
MILN
Global X Funds Global X Millen

ETFs
215
New
$41.85 - $49.7 $9K - $10.7K
215 $9K
EXI
Ishares Global Industrials ETF

ETFs
62
New
$140.1 - $150.86 $8.69K - $9.35K
62 $9K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
20.9K
+ 5230.75%
$0.29 - $0.96 $6.07K - $20.1K
21.3K $9K
SEIC
Sei Investments CO

Financial Services
185
+ 19.29%
$72.08 - $86.58 $13.3K - $16K
1.14K $88K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
117
+ 0.68%
$40.24 - $40.65 $4.71K - $4.76K
17.2K $700K
TRNO
Terreno Realty Corp

Real Estate
104
+ 18.37%
$57.4 - $68.5 $5.97K - $7.12K
670 $42K
TRMB
Trimble Inc.

Technology
334
+ 12.8%
$65.52 - $77.49 $21.9K - $25.9K
2.94K $193K
CASS
Cass Information Systems Inc

Industrials
170
+ 56.67%
$38.87 - $45.08 $6.61K - $7.66K
470 $20K
DFAI
Dimensional ETF Tr

ETFs
55
+ 1.68%
$28.88 - $32.4 $1.59K - $1.78K
3.33K $103K
EMQQ
Emqq Emerging Markets Internet

ETFs
149
+ 27.09%
$33.17 - $40.71 $4.94K - $6.07K
699 $26K
IDA
Idacorp Inc

Utilities
25
+ 3.53%
$105.58 - $119.04 $2.64K - $2.98K
734 $85K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
104
New
$78.26 - $95.21 $8.14K - $9.9K
104 $8K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
169
+ 0.35%
$11.96 - $13.56 $2.02K - $2.29K
47.8K $613K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
212
+ 65.84%
$37.37 - $42.55 $7.92K - $9.02K
534 $21K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
59
+ 35.76%
$96.27 - $116.36 $5.68K - $6.87K
224 $26K
OPRX
Optimize Rx Corp

Healthcare
1K
New
$4.14 - $9.47 $4.14K - $9.47K
1K $8K
OR
Osisko Gold Royalties LTD

Basic Materials
1
+ 0.04%
$17.92 - $21.16 $17.9 - $21.2
2.68K $56K
PSC
Principal ETF U.S. Small Cap M

ETFs
822
+ 7.12%
$47.13 - $54.5 $38.7K - $44.8K
12.4K $600K
SRRK
Scholar Rock Holding Corp

Healthcare
276
New
$32.15 - $45.55 $8.87K - $12.6K
276 $8K
SPT
Sprout Social, Inc.

Technology
360
+ 692.31%
$21.99 - $34.03 $7.92K - $12.3K
412 $9K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
102
+ 34.69%
$89.89 - $100.28 $9.17K - $10.2K
396 $36K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
1.99K
+ 46.02%
$7.95 - $11.79 $15.8K - $23.4K
6.3K $50K
AFRM
Affirm Holdings, Inc.

Technology
800
+ 42.6%
$43.7 - $80.98 $35K - $64.8K
2.68K $121K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
900
+ 12.33%
$12.24 - $13.31 $11K - $12K
8.2K $100K
MXI
Ishares Global Materials ETF

ETFs
70
+ 18.42%
$77.39 - $84.98 $5.42K - $5.95K
450 $36K
HYDB
Ishares Tr Edge High Yield Def

ETFs
125
+ 1.51%
$46.82 - $47.8 $5.85K - $5.98K
8.42K $396K
JHSC
John Hancock ETF Tr Multifacto

ETFs
200
New
$36.26 - $41.89 $7.25K - $8.38K
200 $7K
NIO
Nio Inc.

Consumer Cyclical
3.87K
+ 25.62%
$3.75 - $5.22 $14.5K - $20.2K
19K $72K
NWE
Northwestern Corp

Utilities
35
+ 3.6%
$51.11 - $57.87 $1.79K - $2.03K
1.01K $58K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
600
+ 0.84%
N/A
72.2K $888K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
68
+ 38.64%
$73.82 - $89.02 $5.02K - $6.05K
244 $20K
BITO
Proshares Tr Bitcoin Strategy

ETFs
404
New
$17.57 - $25.81 $7.1K - $10.4K
404 $7K
RYN
Rayonier Inc

Real Estate
124
+ 7.39%
$24.95 - $28.24 $3.09K - $3.5K
1.8K $50K
RMD
Resmed Inc

Healthcare
43
+ 7.15%
$219.7 - $257.65 $9.45K - $11.1K
644 $144K
SAIC
Science Applications International Corp

Technology
65
+ 7.81%
$95.77 - $119.82 $6.23K - $7.79K
897 $100K
AOS
Smith A O Corp

Industrials
124
+ 35.84%
$65.16 - $72.69 $8.08K - $9.01K
470 $30K
SG
Sweetgreen, Inc.

Consumer Cyclical
551
+ 53.6%
$21.47 - $34.94 $11.8K - $19.3K
1.58K $39K
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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