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
RRX
Regal Rexnord Corp

Industrials
227
+ 36.5%
$113.85 - $167.1 $25.8K - $37.9K
849 $96K
RCII
Rent A Center Inc De

Industrials
1
+ 0.02%
N/A
4.65K $123K
RPTX
Repare Therapeutics Inc.

Healthcare
11
New
$0.99 - $1.39 $10.9 - $15.3
11 $0
REZI
Resideo Technologies, Inc.

Industrials
1
+ 3.23%
$16.92 - $23.77 $16.9 - $23.8
32 $0
RHP
Ryman Hospitality Properties, Inc.

Real Estate
12
+ 20.0%
$91.44 - $106.54 $1.1K - $1.28K
72 $6K
CSHI
Shp ETF Tr Neos Enhanced Incom
1.85K
New
N/A
1.85K $0
Neos ETF Trust
250
New
N/A
250 $0
HAIL
Spdr S&P Kensho Smart Mobility

ETFs
26
New
$25.81 - $30.13 $671 - $783
26 $0
Sandisk Corp
639
New
N/A
639 $0
SFBS
Servis First Bancshares, Inc.

Financial Services
6
+ 15.79%
$80.8 - $93.58 $485 - $561
44 $3K
SBTX
Silverback Therapeutics, Inc.

Healthcare
10.4K
+ 27.41%
N/A
48.5K $0
Qxo Inc
7.8K
+ 9.18%
N/A
92.7K $0
Simplify Exchange Traded Fun
2.8K
+ 68.02%
N/A
6.92K $0
Simplify Exchange Traded Fun
69.5K
New
N/A
69.5K $0
BUCK
Simplify Exchange Traded Fds S
74.1K
New
N/A
74.1K $0
Sinclair Inc
3.21K
+ 21.37%
N/A
18.2K $0
Sitio Royalties Corp
2.08K
+ 12.4%
N/A
18.9K $0
Siriusxm Holdings Inc
935
+ 26.02%
N/A
4.53K $0
Skyward Specialty Ins Group
2.01K
New
N/A
2.01K $0
Solventum Corp
246
+ 7.18%
N/A
3.67K $0
Source Capital
200
New
N/A
200 $0
South Bow Corp
67
+ 31.31%
N/A
281 $0
Southern CO
25K
+ 43.86%
N/A
82K $0
Southwest Airls CO
24K
+ 41.38%
N/A
82K $0
Spinnaker ETF Series
1.7K
New
N/A
1.7K $0
FUND
Sprott Focus Trust Inc.

Financial Services
26
+ 1.73%
$7.19 - $7.74 $187 - $201
1.53K $11K
SGDM
Sprott ETF Tr Gold Miners ETF
2.22K
New
N/A
2.22K $0
STEM
Stem, Inc.

Technology
100
New
$0.35 - $1.22 $35 - $122
100 $0
SFIX
Stitch Fix, Inc.

Consumer Cyclical
11
New
$3.25 - $5.47 $35.8 - $60.2
11 $0
STRA
Strategic Education, Inc.

Consumer Defensive
2
+ 33.33%
$79.14 - $103.46 $158 - $207
8 $0
Structure Therapeutics Inc
402
+ 19.02%
N/A
2.52K $0
SXC
Sun Coke Energy, Inc.

Basic Materials
2
+ 1.36%
$8.95 - $10.57 $17.9 - $21.1
149 $1K
T Rowe Price ETF Inc
53.9K
New
N/A
53.9K $0
Talen Energy Corp
60
+ 214.29%
N/A
88 $0
Tempus Ai Inc
596
+ 119.2%
N/A
1.1K $0
Themes ETF Tr
3.49K
+ 3596.91%
N/A
3.59K $0
Themes ETF Tr
703
+ 271.43%
N/A
962 $0
Themes ETF Tr
2.97K
New
N/A
2.97K $0
Therapeuticsmd Inc
35
New
N/A
35 $0
Tidal ETF Tr
180
+ 36.0%
N/A
680 $0
Touchstone ETF Trust
152K
+ 1663.16%
N/A
161K $0
Touchstone ETF Trust
77.5K
+ 1254.94%
N/A
83.7K $0
TWST
Twist Bioscience Corp

Healthcare
4
New
$36.71 - $54.07 $147 - $216
4 $0
Two Hbrs Invt Corp
8
+ 2.87%
N/A
287 $0
Tyler Tex Indpt Sch Dist
4K
+ 33.33%
N/A
16K $0
SDCI
Uscf ETF Tr Summerhaven Dynami
1.24K
New
N/A
1.24K $0
Uber Technologies Inc
16K
+ 37.21%
N/A
59K $0
Ultimus Managers Tr
24.6K
+ 63.64%
N/A
63.2K $0
UE
Urban Edge Properties

Real Estate
37
New
$18.34 - $21.61 $679 - $800
37 $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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