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
INDA
Ishares Msci India Index Fund

ETFs
148
+ 0.65%
$47.8 - $53.4 $7.07K - $7.9K
23K $1.18M
SLVM
Sylvamo Corp

Basic Materials
76
+ 3.78%
$63.64 - $81.86 $4.84K - $6.22K
2.09K $139K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
324
+ 3.67%
$37.84 - $44.02 $12.3K - $14.3K
9.16K $351K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
687
+ 3.8%
$16.18 - $18.56 $11.1K - $12.8K
18.8K $303K
FIX
Comfort Systems Usa Inc

Industrials
491
+ 27.82%
$313.26 - $550.27 $154K - $270K
2.26K $727K
BOTZ
Global X Fds

ETFs
1.52K
+ 8.3%
$28.46 - $34.53 $43.2K - $52.4K
19.8K $563K
PBT
Permian Basin Royalty Trust

Energy
1.39K
+ 4.71%
$9.67 - $12.15 $13.4K - $16.9K
30.9K $305K
FNX
First Tr Mid Cap Core Alphadex

ETFs
138
+ 2.49%
$105.28 - $121.93 $14.5K - $16.8K
5.68K $619K
MGA
Magna International Inc

Consumer Cyclical
3
+ 0.11%
$33.99 - $41.85 $102 - $126
2.85K $96K
CMC
Commercial Metals CO

Basic Materials
1
+ 0.02%
$43.22 - $53.05 $43.2 - $53.1
6.4K $294K
APLD
Applied Blockchain, Inc.

Financial Services
4.04K
+ 15.85%
$5.62 - $10.65 $22.7K - $43.1K
29.6K $166K
CSQ
Calamos Strategic Total Return Fund

Financial Services
11.5K
+ 8.35%
$15.97 - $18.5 $184K - $213K
149K $2.41M
ITT
Itt Inc.

Industrials
40
+ 1.83%
$128.71 - $153.88 $5.15K - $6.16K
2.23K $288K
JFR
Nuveen Floating Rate Income Fund

Financial Services
46
+ 0.08%
$8.41 - $9.05 $387 - $416
57.6K $487K
ITB
Ishares Tr

ETFs
197
+ 3.58%
$93.86 - $111.45 $18.5K - $22K
5.7K $543K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
267
+ 1.28%
$8.4 - $10.21 $2.24K - $2.73K
21.1K $177K
CARG
Car Gurus, Inc.

Communication Services
244
+ 5.33%
$28.82 - $40.55 $7.03K - $9.89K
4.82K $140K
FYX
First Tr Small Cap Core Alphad

ETFs
375
+ 6.8%
$89.26 - $104.61 $33.5K - $39.2K
5.89K $530K
FSV
First Service Corp

Real Estate
1
+ 0.06%
$159.66 - $185.88 $160 - $186
1.8K $298K
NCNO
N Cino, Inc.

Technology
17
+ 0.36%
$27.36 - $34.81 $465 - $592
4.79K $131K
ODFL
Old Dominion Freight Line, Inc.

Industrials
286
+ 4.06%
$161.13 - $209.29 $46.1K - $59.9K
7.34K $1.21M
ZBRA
Zebra Technologies Corp

Technology
31
+ 8.33%
$271.72 - $421.11 $8.42K - $13.1K
403 $113K
FLYW
Flywire Corp

Technology
906
+ 25.23%
$9.5 - $21.27 $8.61K - $19.3K
4.5K $42K
RWK
Invesco Exchange Traded Fd Tr

ETFs
217
+ 3.24%
$106.43 - $123.29 $23.1K - $26.8K
6.92K $746K
RGA
Reinsurance Group Of America Inc

Financial Services
1
+ 0.05%
$186.01 - $231.1 $186 - $231
1.95K $384K
AVUS
American Centy ETF Tr Avantis

ETFs
76
+ 0.87%
$90.7 - $101.57 $6.89K - $7.72K
8.82K $814K
IYY
Ishares Tr

ETFs
389
+ 3.19%
$134.05 - $149.75 $52.1K - $58.3K
12.6K $1.71M
LVS
Las Vegas Sands Corp

Consumer Cyclical
565
+ 13.22%
$38.18 - $50.93 $21.6K - $28.8K
4.84K $186K
CLBT
Cellebrite Di Ltd.

Technology
128
+ 0.94%
$16.78 - $26.0 $2.15K - $3.33K
13.7K $266K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
58
+ 1.38%
$28.45 - $41.08 $1.65K - $2.38K
4.27K $129K
STRL
Sterling Construction CO Inc

Industrials
69
+ 9.18%
$108.65 - $200.56 $7.5K - $13.8K
821 $92K
ARKQ
Ark Autonomous Technology & Ro

ETFs
602
+ 8.9%
$65.76 - $84.94 $39.6K - $51.1K
7.36K $487K
MTN
Vail Resorts Inc

Consumer Cyclical
73
+ 4.27%
$153.58 - $184.72 $11.2K - $13.5K
1.78K $285K
PSTG
Pure Storage, Inc.

Technology
1.28K
+ 23.55%
$44.27 - $72.37 $56.4K - $92.3K
6.69K $296K
GME
Game Stop Corp.

Consumer Cyclical
1.03K
+ 15.41%
$21.73 - $33.37 $22.3K - $34.2K
7.68K $171K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
8.52K
+ 26.37%
$7.89 - $12.48 $67.2K - $106K
40.8K $364K
CLH
Clean Harbors Inc

Industrials
111
+ 6.01%
$188.14 - $246.1 $20.9K - $27.3K
1.96K $385K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
375
+ 1.09%
$19.17 - $21.07 $7.19K - $7.9K
34.7K $670K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
512
+ 3.18%
$113.13 - $127.79 $57.9K - $65.4K
16.6K $1.88M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.6K
+ 7.99%
$80.73 - $94.96 $372K - $437K
62.2K $5.16M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
10.1K
+ 1.97%
$11.22 - $11.8 $113K - $119K
522K $5.86M
LII
Lennox International Inc

Industrials
47
+ 3.18%
$553.05 - $666.93 $26K - $31.3K
1.52K $854K
CSL
Carlisle Companies Inc

Industrials
482
+ 6.51%
$326.43 - $408.24 $157K - $197K
7.88K $2.68M
CGNX
Cognex Corp

Technology
654
+ 6.02%
$29.83 - $41.02 $19.5K - $26.8K
11.5K $343K
SYM
Symbotic Inc.

Financial Services
2.73K
+ 9.6%
$20.16 - $33.5 $54.9K - $91.3K
31.1K $628K
AXON
Axon Enterprise, Inc.

Industrials
1.93K
+ 12.4%
$496.65 - $710.01 $961K - $1.37M
17.5K $9.22M
CCL
Carnival Corp

Consumer Cyclical
772
+ 6.5%
$19.08 - $28.49 $14.7K - $22K
12.6K $246K
AIT
Applied Industrial Technologies Inc

Industrials
173
+ 2.71%
$218.93 - $269.18 $37.9K - $46.6K
6.56K $1.48M
AME
Ametek Inc

Industrials
409
+ 2.67%
$170.39 - $190.43 $69.7K - $77.9K
15.7K $2.7M
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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