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
ELY
Callaway Golf CO

Consumer Cyclical
215
New
N/A
215 $4K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
1K
+ 10.3%
$16.12 - $20.1 $16.1K - $20.1K
10.7K $196K
CXW
Core Civic, Inc.

Real Estate
239
+ 80.2%
$18.02 - $23.05 $4.31K - $5.51K
537 $10K
ESS
Essex Property Trust, Inc.

Real Estate
15
+ 26.79%
N/A
71 $19K
PSCF
Invesco S&P Smallcap Financial

ETFs
91
+ 33.09%
$51.29 - $57.57 $4.67K - $5.24K
366 $19K
BSCU
Invesco Exc Self Ind Tr

ETFs
212
+ 7.03%
$16.2 - $16.64 $3.43K - $3.53K
3.23K $53K
REZ
Ishares Tr Residential And Mul

ETFs
16
+ 3.33%
$78.21 - $88.48 $1.25K - $1.42K
496 $42K
IGRO
Ishares Tr International Divid

ETFs
35
+ 11.63%
$66.91 - $73.87 $2.34K - $2.59K
336 $24K
KIM
Kimco Realty Corp

Real Estate
379
+ 23.73%
$20.15 - $23.42 $7.64K - $8.88K
1.98K $41K
ROUS
Hartford Multifactor Us Equity

ETFs
99
+ 2.27%
$49.44 - $53.78 $4.89K - $5.32K
4.45K $225K
ONEW
One Water Marine Inc.

Consumer Cyclical
300
+ 60.0%
$14.68 - $20.76 $4.4K - $6.23K
800 $12K
SCHC
Schwab Strategic Tr Intl Small

ETFs
8
+ 0.3%
$33.57 - $37.22 $269 - $298
2.68K $95K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
106
+ 3.92%
$14.13 - $16.72 $1.5K - $1.77K
2.81K $43K
SLF
Sun Life Financial Inc

Financial Services
200
+ 6.24%
$54.05 - $59.19 $10.8K - $11.8K
3.4K $194K
TMDX
Trans Medics Group, Inc.

Healthcare
56
+ 107.69%
$56.73 - $79.42 $3.18K - $4.45K
108 $7K
HYD
Vaneck High Yield Muni ETF

ETFs
442
+ 1.7%
$50.79 - $52.53 $22.4K - $23.2K
26.5K $1.36M
BNDX
Vanguard Total International B

ETFs
829
+ 0.52%
$48.33 - $49.5 $40.1K - $41K
160K $7.83M
XPO
Xpo Logistics, Inc.

Industrials
221
+ 26.34%
$106.12 - $148.16 $23.5K - $32.7K
1.06K $114K
NAT
Nordic American Tankers LTD

Industrials
1.04K
+ 93.95%
N/A
2.15K $8K
CNHI
Cnh Industrial N.V.

Industrials
459
+ 29.52%
N/A
2.01K $20K
RACE
Ferrari N.V.

Consumer Cyclical
7
+ 1.51%
$413.73 - $508.15 $2.9K - $3.56K
471 $201K
ABEV
Ambev S.A.

Consumer Defensive
447
+ 10.73%
$1.77 - $2.37 $791 - $1.06K
4.61K $10K
AN
Autonation, Inc.

Consumer Cyclical
21
+ 140.0%
$156.67 - $195.15 $3.29K - $4.1K
36 $5K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
167
+ 3.3%
$9.82 - $10.37 $1.64K - $1.73K
5.22K $52K
BRZE
Braze, Inc.

Technology
100
New
$32.44 - $47.22 $3.24K - $4.72K
100 $3K
CIFR
Cipher Mining Inc.

Financial Services
2.09K
+ 480.46%
$2.3 - $6.08 $4.81K - $12.7K
2.53K $5K
CFLT
Confluent, Inc.

Technology
149
+ 160.22%
$23.44 - $37.65 $3.49K - $5.61K
242 $5K
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
75
New
$41.85 - $49.61 $3.14K - $3.72K
75 $3K
EGP
Eastgroup Properties Inc

Real Estate
11
+ 16.92%
$155.63 - $187.46 $1.71K - $2.06K
76 $13K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
154
+ 5.73%
$16.47 - $17.25 $2.54K - $2.66K
2.84K $47K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
200
+ 80.0%
$16.23 - $22.23 $3.25K - $4.45K
450 $7K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
363
+ 49.66%
$23.34 - $30.17 $8.47K - $11K
1.09K $25K
GNL
Global Net Lease, Inc.

Real Estate
123
+ 3.41%
$6.91 - $8.26 $850 - $1.02K
3.73K $29K
BUG
Global X Fds Cybersecurity ETF

ETFs
62
+ 1.68%
$31.56 - $36.78 $1.96K - $2.28K
3.75K $121K
H
Hyatt Hotels Corp

Consumer Cyclical
100
+ 36.1%
$120.83 - $166.34 $12.1K - $16.6K
377 $46K
ISCG
Ishares Morningstar Small Cap

ETFs
292
+ 12.98%
$44.44 - $52.05 $13K - $15.2K
2.54K $114K
JBGS
Jbg Smith Properties

Real Estate
211
New
$14.0 - $16.11 $2.95K - $3.4K
211 $3K
MTG
Mgic Investment Corp

Financial Services
105
+ 28.07%
$22.56 - $25.71 $2.37K - $2.7K
479 $11K
NYT
New York Times CO

Communication Services
82
+ 10.69%
$46.9 - $55.89 $3.85K - $4.58K
849 $42K
NAK
Northern Dynasty Minerals LTD

Basic Materials
2.79K
New
$0.58 - $1.22 $1.62K - $3.4K
2.79K $3K
PKI
Perkinelmer Inc

Healthcare
31
+ 3.05%
N/A
1.05K $126K
CORP
Pimco Investment Grade Corp Bd

ETFs
4
+ 0.23%
$93.89 - $97.32 $376 - $389
1.77K $171K
REG
Regency Centers Corp

Real Estate
41
+ 24.85%
$68.83 - $77.74 $2.82K - $3.19K
206 $15K
SMHI
Seacor Marine Holdings Inc.

Industrials
742
New
$4.86 - $7.31 $3.61K - $5.42K
742 $3K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
50
+ 7.46%
$122.03 - $134.83 $6.1K - $6.74K
720 $88K
FNDE
Schwab Fundamental Emerging Mk

ETFs
27
+ 2.27%
$28.11 - $32.0 $759 - $864
1.22K $37K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
142
+ 16.73%
$12.89 - $15.19 $1.83K - $2.16K
991 $14K
BLD
Top Build Corp

Industrials
16
+ 6.37%
$295.17 - $354.82 $4.72K - $5.68K
267 $81K
UWMC
Uwm Holdings Corp

Financial Services
612
+ 94.01%
$5.43 - $6.63 $3.32K - $4.06K
1.26K $6K
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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