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
WRBY
Warby Parker Inc.

Healthcare
412
+ 274.67%
$17.82 - $28.42 $7.34K - $11.7K
562 $10K
IREN
Iris Energy LTD

Financial Services
1.16K
+ 575.62%
$6.07 - $13.18 $7.02K - $15.2K
1.36K $8K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.22K
+ 24.17%
$102.72 - $143.06 $125K - $174K
6.25K $653K
CWEN
Clearway Energy, Inc.

Utilities
109
+ 18.6%
$24.63 - $30.42 $2.68K - $3.32K
695 $21K
DXPE
Dxp Enterprises Inc

Industrials
82
New
$76.67 - $107.03 $6.29K - $8.78K
82 $6K
DUHP
Dimensional ETF Tr Dimensional

ETFs
653
+ 2.85%
$32.57 - $35.82 $21.3K - $23.4K
23.6K $780K
EVF
Eaton Vance Senior Income Trust

Financial Services
1.09K
New
$5.84 - $6.28 $6.37K - $6.85K
1.09K $6K
EQR
Equity Residential

Real Estate
80
+ 14.52%
$66.98 - $75.02 $5.36K - $6K
631 $45K
FTF
Franklin LTD Duration Income Trust

Financial Services
1K
+ 103.63%
$6.43 - $6.7 $6.43K - $6.7K
1.97K $12K
LAND
Gladstone Land Corp

Real Estate
1K
+ 7.32%
$10.4 - $11.84 $10.4K - $11.8K
14.7K $154K
HUBS
Hubspot Inc

Technology
354
+ 22.58%
$571.29 - $819.71 $202K - $290K
1.92K $1.1M
XBJL
Innovator Etfs Tr Us Equity Ac
212
+ 6.05%
$33.37 - $34.93 $7.07K - $7.41K
3.72K $125K
PXE
Invesco Exchange Traded Fd Tr

ETFs
200
+ 20.64%
$26.71 - $32.52 $5.34K - $6.5K
1.17K $34K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
195
+ 54.47%
$22.45 - $26.94 $4.38K - $5.25K
553 $14K
PICK
Ishares Inc Msci Global Select

ETFs
25
+ 0.43%
$34.93 - $38.35 $873 - $959
5.89K $211K
LGND
Ligand Pharmaceuticals Inc

Healthcare
61
New
$105.14 - $122.23 $6.41K - $7.46K
61 $6K
RDFN
Redfin Corp

Real Estate
449
+ 40.41%
$5.82 - $11.39 $2.61K - $5.11K
1.56K $14K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.59K
+ 9.86%
$10.61 - $16.49 $16.8K - $26.1K
17.7K $219K
TREX
Trex CO Inc

Industrials
311
+ 26.54%
$54.0 - $74.44 $16.8K - $23.2K
1.48K $86K
USFD
Us Foods Holding Corp.

Consumer Defensive
179
+ 6.55%
$63.38 - $72.02 $11.3K - $12.9K
2.91K $190K
ALB
Albemarle Corp

Basic Materials
235
+ 28.66%
$69.95 - $97.49 $16.4K - $22.9K
1.06K $75K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
61
+ 16.8%
$218.17 - $305.86 $13.3K - $18.7K
424 $93K
BXP
Boston Properties Inc

Real Estate
163
+ 20.5%
$63.97 - $74.91 $10.4K - $12.2K
958 $64K
CSGS
Csg Systems International Inc

Technology
22
+ 5.28%
$49.81 - $66.73 $1.1K - $1.47K
439 $26K
CARS
Cars.Com Inc.

Consumer Cyclical
500
New
$11.14 - $18.86 $5.57K - $9.43K
500 $5K
FIVN
Five9, Inc.

Technology
858
+ 64.37%
$27.15 - $42.82 $23.3K - $36.7K
2.19K $59K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
80
New
$67.85 - $77.32 $5.43K - $6.19K
80 $5K
FINX
Global X Fds Fintech ETF (De)

ETFs
284
+ 43.49%
$27.43 - $33.5 $7.79K - $9.51K
937 $25K
PTH
Invesco Exchange Traded Fd Tr

ETFs
300
+ 2.44%
$38.27 - $45.94 $11.5K - $13.8K
12.6K $497K
IWX
Ishares Tr Russell 200 Value E

ETFs
73
New
$78.54 - $84.86 $5.73K - $6.19K
73 $5K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
84
+ 10.07%
$37.06 - $41.11 $3.11K - $3.45K
918 $36K
JHX
James Hardie Industries PLC

Basic Materials
228
New
$23.56 - $34.63 $5.37K - $7.9K
228 $5K
KGC
Kinross Gold Corp

Basic Materials
368
+ 328.57%
$9.69 - $12.61 $3.57K - $4.64K
480 $6K
MASI
Masimo Corp

Healthcare
35
+ 184.21%
$163.55 - $190.63 $5.72K - $6.67K
54 $8K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
124
+ 248.0%
$43.03 - $49.3 $5.34K - $6.11K
174 $7K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
60
+ 1.01%
$78.12 - $83.7 $4.69K - $5.02K
5.98K $482K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
94
New
$61.91 - $66.79 $5.82K - $6.28K
94 $5K
SKY
Skyline Champion Corp

Consumer Cyclical
61
New
$85.72 - $108.14 $5.23K - $6.6K
61 $5K
SNOW
Snowflake Inc.

Technology
324
+ 6.31%
$146.16 - $192.78 $47.4K - $62.5K
5.46K $797K
TASK
Task Us, Inc.

Technology
437
New
$12.9 - $17.21 $5.64K - $7.52K
437 $5K
U
Unity Software Inc.

Technology
300
+ 48.47%
$19.44 - $28.34 $5.83K - $8.5K
919 $18K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
24
+ 1.64%
$110.75 - $119.78 $2.66K - $2.87K
1.49K $172K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
144
+ 2.19%
$9.19 - $9.82 $1.32K - $1.41K
6.72K $65K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
98
New
$43.24 - $48.72 $4.24K - $4.77K
98 $4K
AMH
American Homes 4 Rent

Real Estate
71
+ 2.03%
$34.43 - $37.81 $2.44K - $2.68K
3.56K $134K
ADM
Archer Daniels Midland CO

Consumer Defensive
596
+ 6.05%
$45.22 - $52.17 $27K - $31.1K
10.4K $501K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
600
New
$7.06 - $9.39 $4.24K - $5.63K
600 $4K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
1.34K
+ 1.92%
$14.03 - $14.65 $18.8K - $19.6K
71.3K $1.01M
CBT
Cabot Corp

Basic Materials
54
+ 135.0%
$81.12 - $92.51 $4.38K - $5K
94 $7K
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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