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
FMNB
Farmers National Banc Corp

Financial Services
4
+ 1.33%
$12.8 - $14.51 $51.2 - $58
304 $3K
FBNC
First Bancorp

Financial Services
3
+ 0.7%
$38.72 - $45.94 $116 - $138
434 $17K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
60
+ 2.42%
$29.5 - $33.51 $1.77K - $2.01K
2.54K $77K
HAE
Haemonetics Corp

Healthcare
226
+ 22.01%
$59.34 - $80.05 $13.4K - $18.1K
1.25K $79K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
1
+ 0.04%
$29.36 - $31.01 $29.4 - $31
2.65K $78K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
14
+ 1.18%
$8.61 - $10.05 $121 - $141
1.2K $10K
NAVI
Navient Corp

Financial Services
25
+ 1.08%
$12.63 - $14.66 $316 - $367
2.34K $29K
KWR
Quaker Chemical Corp

Basic Materials
7
+ 8.75%
$123.61 - $145.39 $865 - $1.02K
87 $10K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
57
+ 8.03%
$77.91 - $92.26 $4.44K - $5.26K
767 $60K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
75
+ 2.89%
$8.02 - $8.72 $602 - $654
2.67K $21K
WPP
Wpp PLC

Communication Services
22
+ 11.64%
$37.96 - $51.07 $835 - $1.12K
211 $8K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
9
+ 7.44%
$87.72 - $111.91 $789 - $1.01K
130 $11K
CWK
Cushman & Wakefield PLC

Real Estate
136
+ 14.85%
$10.19 - $13.87 $1.39K - $1.89K
1.05K $10K
ATR
Aptargroup, Inc.

Healthcare
5
+ 1.81%
$141.7 - $159.83 $709 - $799
281 $41K
BWA
Borgwarner Inc

Consumer Cyclical
36
+ 3.3%
$27.78 - $32.9 $1K - $1.18K
1.13K $32K
CVM
Cel Sci Corp

Healthcare
4
+ 0.04%
$0.23 - $0.45 $0.92 - $1.8
10.6K $2K
GLQ
Clough Global Equity Fund

Financial Services
19
+ 0.33%
$6.24 - $7.02 $119 - $133
5.71K $35K
DNN
Denison Mines Corp.

Energy
1K
+ 20.0%
$1.3 - $2.1 $1.3K - $2.1K
6K $7K
BEN
Franklin Resources Inc

Financial Services
14
+ 0.81%
$18.92 - $22.24 $265 - $311
1.75K $33K
GNTX
Gentex Corp

Consumer Cyclical
59
+ 9.85%
$23.3 - $28.48 $1.37K - $1.68K
658 $15K
PLL
Piedmont Lithium Inc.

Basic Materials
10
+ 1.0%
$6.3 - $9.91 $63 - $99.1
1.01K $6K
SM
Sm Energy CO

Energy
38
+ 13.15%
$27.15 - $44.69 $1.03K - $1.7K
327 $9K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
73
+ 4.56%
$191.06 - $228.87 $13.9K - $16.7K
1.68K $321K
HSIC
Henry Schein Inc

Healthcare
51
+ 0.61%
$68.49 - $81.91 $3.49K - $4.18K
8.35K $572K
TRU
Trans Union

Industrials
1
+ 0.54%
$80.45 - $100.25 $80.5 - $100
185 $15K
TNL
Travel & Leisure Co.

Consumer Cyclical
4
+ 1.0%
$46.29 - $57.86 $185 - $231
406 $18K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
200
+ 6.25%
$19.89 - $23.0 $3.98K - $4.6K
3.4K $68K
BHB
Bar Harbor Bankshares

Financial Services
3
+ 0.11%
$29.04 - $33.44 $87.1 - $100
2.86K $84K
DT
Dynatrace, Inc.

Technology
162
+ 11.27%
$47.15 - $62.42 $7.64K - $10.1K
1.6K $75K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
5
+ 0.14%
$74.34 - $81.0 $372 - $405
3.47K $264K
DINO
Hf Sinclair Corp

Energy
6
+ 0.39%
$30.66 - $38.48 $184 - $231
1.54K $50K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
30
+ 0.65%
$28.22 - $30.06 $847 - $902
4.62K $131K
PLBY
Plby Group, Inc.

Consumer Cyclical
500
+ 4.98%
$1.06 - $2.1 $530 - $1.05K
10.5K $11K
APA
Apa Corp

Energy
100
+ 3.71%
$18.54 - $25.45 $1.85K - $2.55K
2.8K $58K
FIVE
Five Below, Inc

Consumer Cyclical
2
+ 1.59%
$72.25 - $103.2 $145 - $206
128 $9K
PSCD
Invesco S&P Smallcap Consumer

ETFs
27
+ 7.07%
$89.99 - $116.16 $2.43K - $3.14K
409 $37K
NYF
Ishares New York Muni Bond ETF

ETFs
64
+ 0.45%
$52.33 - $53.92 $3.35K - $3.45K
14.3K $751K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
1
+ 0.51%
$59.37 - $95.63 $59.4 - $95.6
196 $12K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
14
+ 0.26%
$14.19 - $15.01 $199 - $210
5.42K $77K
FNDA
Schwab Fundamental U S Small C

ETFs
26
+ 1.48%
$26.87 - $30.99 $699 - $806
1.78K $48K
VLY
Valley National Bancorp

Financial Services
62
+ 0.23%
$8.56 - $10.42 $531 - $646
27.5K $244K
PNR
Pentair PLC

Industrials
1
+ 0.31%
$84.0 - $105.35 $84 - $105
326 $28K
COTY
Coty Inc.

Consumer Defensive
369
+ 8.8%
$5.43 - $7.61 $2K - $2.81K
4.56K $24K
QBTS
D Wave Quantum Inc.

Technology
715
+ 5.47%
$3.83 - $11.18 $2.74K - $7.99K
13.8K $104K
ETNB
89bio, Inc.

Healthcare
550
+ 2.72%
$6.18 - $11.66 $3.4K - $6.41K
20.8K $150K
IEX
Idex Corp

Industrials
7
+ 2.99%
$178.23 - $224.31 $1.25K - $1.57K
241 $43K
CMF
Ishares California Muni Bond E

ETFs
5
+ 0.09%
$55.93 - $57.47 $280 - $287
5.42K $304K
MHO
M/I Homes, Inc.

Consumer Cyclical
46
+ 8.68%
$113.46 - $138.33 $5.22K - $6.36K
576 $65K
MTD
Mettler Toledo International Inc

Healthcare
7
+ 2.29%
$1177.09 - $1390.0 $8.24K - $9.73K
313 $369K
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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