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
IDVO
Amplify ETF Tr Intl Enhanced D
16K
+ 109.47%
N/A
30.6K $0
Annaly Capital Management In
56
+ 0.43%
N/A
13.2K $0
Apollo Global Mgmt Inc
302
+ 26.92%
N/A
1.42K $0
APLE
Apple Hospitality Reit, Inc.

Real Estate
73
+ 24.33%
$12.87 - $15.85 $940 - $1.16K
373 $4K
AAOI
Applied Optoelectronics, Inc.

Technology
25
New
$14.15 - $37.9 $354 - $948
25 $0
Aquabounty Technologies Inc
5
+ 11.11%
N/A
50 $0
Ares Management Corporation
7.76K
+ 245.64%
N/A
10.9K $0
Arista Networks Inc
5.9K
+ 11.8%
N/A
55.8K $0
Ark 21 Shares Bitcoin ETF
225
New
N/A
225 $0
Arm Holdings PLC
337
+ 2.99%
N/A
11.6K $0
Atlanta Braves Hldgs Inc
24
+ 0.3%
N/A
7.9K $0
Atlassian Corporation
254
+ 20.29%
N/A
1.51K $0
BTCS
Btcs Inc.

Financial Services
17
New
$1.5 - $3.57 $25.5 - $60.7
17 $0
Bny Mellon ETF Trust Ii
7.31K
New
N/A
7.31K $0
Bank America Corp
11
+ 12.79%
N/A
97 $0
BATL
Battalion Oil Corp

Energy
18
+ 180.0%
$1.12 - $2.25 $20.2 - $40.5
28 $0
Beta Bionics Inc
1.12K
New
N/A
1.12K $0
Bgc Group Inc
2
+ 0.19%
N/A
1.07K $0
Biomarin Pharmaceutical Inc
14K
+ 36.84%
N/A
52K $0
Bitwise Bitcoin ETF Tr
823
+ 34.74%
N/A
3.19K $0
BYM
Blackrock Municipal Income Quality Trust

Financial Services
28
+ 1.02%
$10.69 - $11.42 $299 - $320
2.76K $29K
Blackrock ETF Trust Ii
1.27K
New
N/A
1.27K $0
Blackrock ETF Trust Ii
58.7K
+ 104.59%
N/A
115K $0
Blackrock ETF Trust Ii
3.81K
New
N/A
3.81K $0
MVF
Blackrock Munivest Fund, Inc.

Financial Services
142
+ 2.22%
$7.01 - $7.34 $995 - $1.04K
6.55K $45K
Blackrock ETF Trust
250
+ 10.05%
N/A
2.74K $0
Blackrock ETF Trust
446
New
N/A
446 $0
Blackrock Inc
177
+ 0.98%
N/A
18.2K $0
Boeing CO
3.46K
+ 142.26%
N/A
5.9K $0
Booking Holdings Inc
8K
+ 32.0%
N/A
33K $0
Brookfield Corp
601
+ 1.29%
N/A
47.3K $0
Brookfield Asset Managmt LTD
6.13K
+ 6.21%
N/A
105K $0
BFB
Brown Forman Corp Cl B
2.31K
+ 9.41%
N/A
26.8K $0
BC
Brunswick Corp

Consumer Cyclical
18
+ 24.32%
$53.49 - $70.51 $963 - $1.27K
92 $4K
CAE
Cae Inc

Industrials
35
New
$23.09 - $26.78 $808 - $937
35 $0
Cms Energy Corp
7K
+ 28.0%
N/A
32K $0
WHD
Cactus, Inc.

Energy
17
+ 39.53%
$43.48 - $63.78 $739 - $1.08K
60 $2K
Calamos ETF Tr
2K
New
N/A
2K $0
Canadian Pacific Kansas City
1.01K
+ 10.3%
N/A
10.8K $0
Canopy Growth Corp
60
+ 10.14%
N/A
652 $0
Capital Group Conservative E
147
+ 29.4%
N/A
647 $0
CGMU
Capital Group Core Plus Income
15.1K
+ 99.95%
N/A
30.2K $0
CGMS
Capital Grp Core Plus Income E
1.88K
+ 11.02%
N/A
19K $0
CGSD
Capital Grp Core Plus Income E
963
+ 14.7%
N/A
7.51K $0
Capital Grp Fixed Incm ETF T
300
+ 21.35%
N/A
1.71K $0
Capital Grp Fixed Incm ETF T
24.5K
New
N/A
24.5K $0
Capital Group Core Balanced
17.3K
+ 62.07%
N/A
45.1K $0
Capital Group Dividend Growe
22.3K
+ 86.39%
N/A
48.1K $0
Capital Group New Geography
36.1K
+ 2365.88%
N/A
37.7K $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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email