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
MUB
Ishares National Muni Bond ETF

ETFs
2.06K
+ 1.06%
$104.71 - $107.69 $215K - $221K
196K $20.7M
INDY
Ishares India 50 ETF

ETFs
16
+ 1.26%
$47.15 - $51.6 $754 - $826
1.28K $65K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1
+ 0.09%
$20.83 - $23.69 $20.8 - $23.7
1.17K $26K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
20
New
$86.58 - $87.99 $1.73K - $1.76K
20 $1K
PHG
Koninklijke Philips Nv

Healthcare
28
+ 20.29%
$24.92 - $28.61 $698 - $801
166 $4K
LTC
Ltc Properties Inc

Real Estate
7
+ 0.6%
$33.46 - $36.14 $234 - $253
1.17K $41K
LSCC
Lattice Semiconductor Corp

Technology
20
New
$52.45 - $68.78 $1.05K - $1.38K
20 $1K
LECO
Lincoln Electric Holdings Inc

Industrials
6
+ 1.31%
$180.51 - $216.81 $1.08K - $1.3K
465 $87K
MFA
Mfa Financial, Inc.

Real Estate
125
New
$9.53 - $11.0 $1.19K - $1.38K
125 $1K
MSA
Msa Safety Inc

Industrials
12
+ 37.5%
$146.69 - $166.47 $1.76K - $2K
44 $6K
OTEX
Open Text Corp

Technology
24
+ 114.29%
$25.11 - $30.39 $603 - $729
45 $1K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
2
+ 2.0%
$38.5 - $43.78 $77 - $87.6
102 $4K
ROLL
Rbc Bearings Inc

Industrials
4
+ 0.34%
N/A
1.2K $294K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
61
New
$30.35 - $33.16 $1.85K - $2.02K
61 $1K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
66
New
$15.88 - $17.78 $1.05K - $1.17K
66 $1K
FNDC
Schwab Fundamental Intl Small

ETFs
11
+ 6.71%
$33.34 - $37.44 $367 - $412
175 $6K
SLGN
Silgan Holdings Inc

Consumer Cyclical
28
+ 27.72%
$48.82 - $56.15 $1.37K - $1.57K
129 $6K
SKYW
Skywest Inc

Industrials
50
+ 17.42%
$81.46 - $120.92 $4.07K - $6.05K
337 $29K
STM
St Microelectronics N.V.

Technology
144
+ 17.69%
$21.64 - $28.22 $3.12K - $4.06K
958 $21K
VIV
Telefonica Brasil S.A.

Communication Services
75
+ 23.58%
$7.5 - $9.4 $563 - $705
393 $3K
UNTY
Unity Bancorp Inc

Financial Services
45
New
$39.98 - $50.05 $1.8K - $2.25K
45 $1K
VIR
Vir Biotechnology, Inc.

Healthcare
300
New
$6.48 - $12.48 $1.94K - $3.74K
300 $1K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
60
+ 0.59%
N/A
10.2K $70K
ALLE
Allegion PLC

Industrials
5
+ 0.88%
$123.79 - $135.5 $619 - $678
571 $74K
BYSI
Beyond Spring Inc.

Healthcare
1.08K
New
$1.44 - $1.8 $1.56K - $1.94K
1.08K $1K
AAON
Aaon, Inc.

Industrials
6
+ 46.15%
$73.52 - $136.95 $441 - $822
19 $1K
Ab Active Etfs Inc
77.4K
+ 5328.44%
N/A
78.8K $0
EDOG
Alps ETF Emerging Sector Divi

ETFs
2
+ 0.94%
$20.48 - $21.73 $41 - $43.5
215 $4K
Amc Entmt Hldgs Inc
6
New
N/A
6 $0
APG
A Pi Group Corp

Industrials
32
+ 0.71%
$35.67 - $40.88 $1.14K - $1.31K
4.56K $162K
Asp Isotopes Inc
81.7K
New
N/A
81.7K $0
Abrdn Fds
516
New
N/A
516 $0
Aegon LTD
57
+ 15.08%
N/A
435 $0
Aeluma Inc
9.5K
New
N/A
9.5K $0
Aeon Biopharma Inc
100
New
N/A
100 $0
AIM
Aim Immuno Tech Inc.

Healthcare
220
New
$0.12 - $0.25 $26.4 - $55
220 $0
Akamai Technologies Inc
9K
+ 34.62%
N/A
35K $0
Albemarle Corp
93
+ 24.28%
N/A
476 $0
Allbirds Inc
19
+ 126.67%
N/A
34 $0
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
27
+ 0.13%
$10.53 - $11.08 $284 - $299
20.8K $223K
Alliant Energy Corp
7K
+ 31.82%
N/A
29K $0
STRV
Ea Ser Tr Strive 500 ETF
489
+ 9.43%
N/A
5.67K $0
DRLL
Ea Ser Tr Strive U S Energy Et
150
+ 2.1%
N/A
7.28K $0
ALCC
Alt C Acquisition Corp.

Financial Services
1.79K
+ 19.17%
N/A
11.1K $0
America Movil Sab De Cv
26
+ 1.01%
N/A
2.61K $0
American Wtr Cap Corp
7K
+ 30.43%
N/A
30K $0
Amplify ETF Tr
323
New
N/A
323 $0
Amplify ETF Tr
1.84K
+ 22.31%
N/A
10.1K $0
Amplify ETF Tr
8.21K
+ 63.54%
N/A
21.1K $0
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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