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
VCEB
Vanguard World Fd Esg U S Corp

ETFs
29
+ 3.93%
$61.23 - $63.33 $1.78K - $1.84K
766 $48K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
42
+ 35.0%
$61.2 - $68.24 $2.57K - $2.87K
162 $10K
AQN
Algonquin Power & Utilities Corp.

Utilities
23
+ 1.5%
$4.27 - $5.19 $98.2 - $119
1.56K $8K
BCS
Barclays PLC

Financial Services
31
+ 4.6%
$12.69 - $16.25 $393 - $504
705 $10K
CNA
Cna Financial Corp

Financial Services
19
+ 5.46%
$45.86 - $51.0 $871 - $969
367 $18K
CRNC
Cerence Inc.

Technology
205
+ 1.47%
$7.9 - $20.18 $1.62K - $4.14K
14.2K $111K
CLSK
Cleanspark, Inc.

Technology
400
New
$6.72 - $12.03 $2.69K - $4.81K
400 $2K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
300
New
$7.93 - $13.21 $2.38K - $3.96K
300 $2K
ERJ
Embraer S.A.

Industrials
23
+ 16.67%
$37.11 - $56.4 $854 - $1.3K
161 $7K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
69
+ 20.35%
$62.28 - $71.92 $4.3K - $4.96K
408 $25K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
175
+ 4.78%
$25.93 - $29.28 $4.54K - $5.12K
3.84K $104K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
21
+ 1.52%
$26.51 - $28.57 $557 - $600
1.4K $38K
MSM
Msc Industrial Direct CO Inc

Industrials
9
+ 1.71%
$74.45 - $83.08 $670 - $748
536 $41K
MSB
Mesabi Trust

Basic Materials
931
+ 3.67%
$23.6 - $34.76 $22K - $32.4K
26.3K $715K
MFG
Mizuho Financial Group Inc

Financial Services
206
+ 19.27%
$4.83 - $6.04 $995 - $1.24K
1.28K $7K
NHI
National Health Investors Inc

Real Estate
16
+ 9.3%
$65.79 - $76.06 $1.05K - $1.22K
188 $13K
NSA
National Storage Affiliates Trust

Real Estate
11
+ 1.46%
$35.92 - $39.59 $395 - $435
767 $30K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
93
+ 2.77%
$13.59 - $14.05 $1.26K - $1.31K
3.46K $47K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
78
+ 3.63%
$33.28 - $36.41 $2.6K - $2.84K
2.23K $76K
OLN
Olin Corp

Basic Materials
202
+ 58.38%
$23.36 - $34.41 $4.72K - $6.95K
548 $13K
PBRA
Petroleo Bras Ads (Ea Reptg 2
152
+ 21.5%
N/A
859 $11K
PHR
Phreesia, Inc.

Healthcare
83
New
$21.97 - $30.01 $1.82K - $2.49K
83 $2K
RGNX
Regenxbio Inc.

Healthcare
400
+ 152.09%
$5.92 - $8.7 $2.37K - $3.48K
663 $4K
TELA
Tela Bio, Inc.

Healthcare
1.99K
New
$1.22 - $2.91 $2.43K - $5.79K
1.99K $2K
UCTT
Ultra Clean Holdings, Inc.

Technology
130
New
$21.41 - $39.15 $2.78K - $5.09K
130 $2K
EVX
Vaneck ETF Tr Environmental Se

ETFs
1.24K
+ 400.0%
$33.9 - $179.35 $42K - $222K
1.55K $54K
WMG
Warner Music Group Corp.

Communication Services
33
+ 5.71%
$29.3 - $36.3 $967 - $1.2K
611 $19K
RIG
Transocean Ltd.

Energy
785
+ 70.47%
$2.67 - $4.28 $2.1K - $3.36K
1.9K $6K
ACCO
Acco Brands Corp

Industrials
250
New
$4.19 - $5.65 $1.05K - $1.41K
250 $1K
ENFR
Alerian Energy Infrastructure

ETFs
6
+ 1.05%
$30.27 - $34.12 $182 - $205
577 $18K
ANVS
Annovis Bio, Inc.

Healthcare
1K
New
$1.5 - $5.39 $1.5K - $5.39K
1K $1K
AUR
Aurora Innovation, Inc.

Technology
101
+ 10.1%
$6.1 - $10.19 $616 - $1.03K
1.1K $7K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1
+ 1.09%
$110.55 - $130.35 $111 - $130
93 $11K
CVE
Cenovus Energy Inc.

Energy
77
+ 16.7%
$12.24 - $15.63 $942 - $1.2K
538 $7K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
20
+ 1.96%
$11.44 - $12.4 $229 - $248
1.04K $12K
CMPS
Compass Pathways PLC

Healthcare
100
+ 10.0%
N/A
1.1K $9K
CUBE
Cube Smart

Real Estate
19
+ 2.59%
$40.23 - $43.23 $764 - $821
754 $32K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
7
+ 4.64%
$19.12 - $20.71 $134 - $145
158 $3K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
84
+ 152.73%
$17.4 - $30.56 $1.46K - $2.57K
139 $2K
DISV
Dimensional ETF Tr Dimensional

ETFs
16
+ 8.0%
$26.09 - $30.21 $417 - $483
216 $6K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
56
+ 40.29%
$14.92 - $17.89 $836 - $1K
195 $3K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
3
+ 0.12%
N/A
2.46K $100K
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
500
New
$3.23 - $6.6 $1.62K - $3.3K
500 $1K
GMRE
Global Medical Reit Inc.

Real Estate
128
New
$7.52 - $9.08 $963 - $1.16K
128 $1K
GRFS
Grifols Sa

Healthcare
117
+ 125.81%
$6.62 - $8.71 $775 - $1.02K
210 $1K
HGTY
Hagerty, Inc.

Financial Services
830
+ 8.04%
$9.0 - $10.33 $7.47K - $8.57K
11.2K $100K
HAYW
Hayward Holdings, Inc.

Industrials
92
+ 45.77%
$13.64 - $15.26 $1.25K - $1.4K
293 $4K
HLMN
Hillman Solutions Corp.

Industrials
89
+ 45.88%
$8.69 - $10.5 $773 - $935
283 $2K
PCEF
Invesco Cef Income Composite E

ETFs
120
+ 2.88%
$18.8 - $19.89 $2.26K - $2.39K
4.29K $80K
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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