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
Uwm Holdings Corporation
25
New
N/A
25 $0
SMOT
Vaneck ETF Tr Morningstar Smid
268
+ 0.54%
N/A
50K $0
Vaneck Bitcoin ETF
150
+ 300.0%
N/A
200 $0
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4
+ 0.43%
N/A
945 $58K
Vanguard Malvern Fds
1.31K
New
N/A
1.31K $0
Ventas Rlty LTD Partnership
22K
+ 44.0%
N/A
72K $0
Venture Global Inc
1.2K
New
N/A
1.2K $0
VET
Vermilion Energy Inc.

Energy
100
New
$7.33 - $10.29 $733 - $1.03K
100 $0
VERU
Veru Inc.

Healthcare
500
New
$0.45 - $1.28 $225 - $640
500 $0
MODL
Victory Portfolios Ii Victorys
3.13K
+ 101.39%
N/A
6.21K $0
VMEO
Vimeo, Inc.

Technology
24
+ 16.22%
$5.26 - $6.93 $126 - $166
172 $0
Viper Energy Inc
343
+ 1.01%
N/A
34.2K $0
Vishay Intertechnology Inc
9K
+ 39.13%
N/A
32K $0
Vroom Inc
1
New
N/A
1 $0
WSFS
Wsfs Financial Corp

Financial Services
17
+ 9.94%
$49.95 - $59.33 $849 - $1.01K
188 $9K
Wk Kellogg CO
577
+ 54.33%
N/A
1.64K $0
WRE
Washington Real Estate Investment Trust
20
+ 0.29%
N/A
6.87K $121K
Wells Fargo CO New
16
+ 10.67%
N/A
166 $0
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
2
+ 0.95%
$26.65 - $32.61 $53.3 - $65.2
213 $5K
Wisdomtree Bitcoin Fd
365
New
N/A
365 $0
Workhorse Group Inc
5
New
N/A
5 $0
Xti Aerospace Inc
1
New
N/A
1 $0
Zacks Trust
332
New
N/A
332 $0
ZIMV
Zim Vie Inc.

Healthcare
22
+ 13.33%
$10.8 - $15.22 $238 - $335
187 $2K
CRH.L
Crh PLC

Basic Materials
680
+ 7.98%
N/A
9.2K $0
Ftai Aviation LTD
399
+ 143.53%
N/A
677 $0
Linde PLC
3.95K
+ 10.62%
N/A
41.2K $0
Noble Corp PLC
8.86K
+ 15272.41%
N/A
8.92K $0
PAX
Patria Investments LTD

Financial Services
13
+ 1.27%
$10.85 - $12.72 $141 - $165
1.04K $11K
SDRL
Seadrill Limited

Energy
861
+ 194.8%
N/A
1.3K $0
Sharkninja Inc
897
+ 2562.86%
N/A
932 $0
Teekay Tankers LTD
721
+ 17.09%
N/A
4.94K $0
Viking Holdings LTD
150
+ 428.57%
N/A
185 $0
Bunge Global Sa
829
+ 144.68%
N/A
1.4K $0
Lithium Argentina Ag
700
New
N/A
700 $0
Evogene LTD
5
+ 1.0%
N/A
505 $0
Frontline PLC
7.78K
+ 1556.6%
N/A
8.28K $0
FVRR
Fiverr International Ltd.

Communication Services
31
New
$23.68 - $34.44 $734 - $1.07K
31 $0
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
560
New
$0.63 - $2.2 $353 - $1.23K
560 $0
IFRX
Infla Rx N.V.

Healthcare
550
New
$1.02 - $2.62 $561 - $1.44K
550 $0
Mainz Biomed N V
1K
New
N/A
1K $0
Qiagen Nv
35
New
N/A
35 $0
Nebius Group N.V.
1.87K
+ 810.39%
N/A
2.1K $0
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
67
+ 2.92%
$16.48 - $19.07 $1.1K - $1.28K
2.36K $39K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
52
+ 1.07%
$10.43 - $10.86 $542 - $565
4.91K $51K
CMA
Comerica Inc

Financial Services
59
+ 4.33%
$56.11 - $68.38 $3.31K - $4.03K
1.42K $83K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
377
+ 3.09%
$9.89 - $10.46 $3.73K - $3.94K
12.6K $125K
NVST
Envista Holdings Corp

Healthcare
58
+ 10.1%
$16.25 - $22.15 $943 - $1.28K
632 $10K
EVGO
E Vgo Inc.

Consumer Cyclical
256
+ 23.27%
$2.37 - $4.46 $607 - $1.14K
1.36K $3K
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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