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
GNRC
Generac Holdings Inc.

Industrials
748
+ 7.33%
$126.65 - $164.06 $94.7K - $123K
11K $1.39M
VIS
Vanguard Industrial ETF

ETFs
20
+ 0.07%
$243.63 - $273.99 $4.87K - $5.48K
29.4K $7.28M
URI
United Rentals, Inc.

Industrials
496
+ 7.53%
$594.17 - $789.56 $295K - $392K
7.09K $4.44M
EIX
Edison International

Utilities
37
+ 0.38%
$50.06 - $80.01 $1.85K - $2.96K
9.81K $578K
SRE
Sempra Energy

Utilities
927
+ 5.45%
$67.85 - $87.67 $62.9K - $81.3K
17.9K $1.28M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
12
+ 0.15%
$186.55 - $250.04 $2.24K - $3K
8.23K $1.66M
AVUV
American Centy ETF Tr Avantis

ETFs
3.53K
+ 6.15%
$84.95 - $100.62 $300K - $355K
60.8K $5.3M
CRMD
Cor Medix Inc.

Healthcare
9.8K
+ 6.54%
$6.16 - $12.57 $60.4K - $123K
160K $983K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.84K
+ 46.3%
$111.56 - $223.11 $317K - $634K
8.98K $1M
VB
Vanguard Small Cap ETF

ETFs
4.96K
+ 6.85%
$217.89 - $252.64 $1.08M - $1.25M
77.3K $17.1M
DIS
Walt Disney CO

Communication Services
9.3K
+ 9.93%
$96.87 - $114.0 $901K - $1.06M
103K $10.2M
IAT
Ishares Tr

ETFs
1.37K
+ 1.53%
$44.84 - $53.56 $61.4K - $73.4K
91.2K $4.25M
VOT
Vanguard Mid Cap Growth Index

ETFs
615
+ 1.32%
$237.72 - $276.98 $146K - $170K
47.1K $11.5M
SF
Stifel Financial Corp

Financial Services
105
+ 0.43%
$91.62 - $117.6 $9.62K - $12.3K
24.7K $2.33M
FDN
First Tr Fd Dow Jones

ETFs
440
+ 2.4%
$221.38 - $266.86 $97.4K - $117K
18.8K $4.17M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
956
+ 1.09%
$69.69 - $79.99 $66.6K - $76.5K
88.8K $6.34M
SNPS
Synopsys Inc

Technology
373
+ 4.63%
$428.58 - $551.54 $160K - $206K
8.43K $3.62M
USB
Us Bancorp \De\

Financial Services
1.49K
+ 2.31%
$40.92 - $50.9 $61.1K - $75.9K
66K $2.78M
SHOP
Shopify Inc.

Technology
1.1K
+ 2.96%
$90.59 - $129.31 $100K - $143K
38.4K $3.67M
VBR
Vanguard Small Cap Value ETF

ETFs
3.63K
+ 4.41%
$183.02 - $207.75 $665K - $755K
86K $16M
TDIV
First Trust Nasdaq Technology

ETFs
506
+ 0.68%
$73.39 - $83.95 $37.1K - $42.5K
75.1K $5.53M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
99
+ 0.15%
$60.91 - $71.4 $6.03K - $7.07K
66.6K $4.14M
EQIX
Equinix Inc

Real Estate
155
+ 4.15%
$803.0 - $959.97 $124K - $149K
3.89K $3.17M
HROW
Harrow Health, Inc.

Healthcare
8.25K
+ 9.83%
$22.22 - $36.67 $183K - $302K
92.2K $2.45M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
6.1K
+ 4.78%
$20.63 - $25.57 $126K - $156K
134K $2.76M
KKR
Kkr & Co. Inc.

Financial Services
6.96K
+ 18.05%
$108.17 - $167.07 $752K - $1.16M
45.5K $5.26M
ACN
Accenture PLC

Technology
3.98K
+ 9.39%
$300.91 - $398.25 $1.2M - $1.59M
46.4K $14.5M
BST
Black Rock Science & Technology Trust

Financial Services
4.15K
+ 2.51%
$32.99 - $38.94 $137K - $162K
170K $5.6M
NKE
Nike, Inc.

Consumer Cyclical
11K
+ 11.59%
$63.29 - $81.72 $695K - $897K
106K $6.71M
ONON
On Holding Ag

Consumer Cyclical
323
+ 0.72%
$43.92 - $63.62 $14.2K - $20.5K
45.4K $1.99M
DEO
Diageo PLC

Consumer Defensive
1.62K
+ 5.37%
$104.79 - $126.12 $169K - $204K
31.7K $3.32M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
1.46K
+ 3.8%
$61.31 - $83.44 $89.3K - $121K
39.8K $2.44M
TMO
Thermo Fisher Scientific Inc.

Healthcare
414
+ 1.26%
$497.6 - $606.74 $206K - $251K
33.2K $16.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.62K
+ 7.2%
$65.15 - $91.81 $171K - $241K
39K $2.55M
IYW
Ishares Dj Us Tech ETF

ETFs
6.21K
+ 8.19%
$140.44 - $166.79 $872K - $1.04M
82.1K $11.5M
FDX
Fedex Corp

Industrials
42
+ 0.25%
$230.33 - $281.53 $9.67K - $11.8K
17K $4.14M
IRM
Iron Mountain Inc

Real Estate
513
+ 1.37%
$82.79 - $111.31 $42.5K - $57.1K
38K $3.27M
TT
Trane Technologies PLC

Industrials
3.24K
+ 5.64%
$332.0 - $400.86 $1.07M - $1.3M
60.6K $20.4M
UPS
United Parcel Service Inc

Industrials
1.79K
+ 2.54%
$109.66 - $136.26 $196K - $243K
72.2K $7.94M
HON
Honeywell International Inc

Industrials
1.17K
+ 1.37%
$202.75 - $226.52 $237K - $265K
86.2K $18.3M
LOW
Lowes Companies Inc

Consumer Cyclical
212
+ 0.29%
$222.66 - $268.42 $47.2K - $56.9K
74.4K $17.4M
FV
First Trust Dorsey Wright Focu

ETFs
2.09K
+ 0.82%
$53.91 - $63.03 $112K - $131K
258K $14.1M
VTI
Vanguard Total Stock Market Et

ETFs
5.88K
+ 3.42%
$271.18 - $303.12 $1.6M - $1.78M
178K $48.9M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
7.13K
+ 6.2%
$21.87 - $34.63 $156K - $247K
122K $2.67M
CDNS
Cadence Design Systems Inc

Technology
206
+ 0.84%
$233.96 - $324.52 $48.2K - $66.9K
24.9K $6.33M
EMR
Emerson Electric CO

Industrials
437
+ 0.5%
$108.64 - $131.17 $47.5K - $57.3K
87.8K $9.63M
AXP
American Express CO

Financial Services
1.79K
+ 2.51%
$255.39 - $325.87 $457K - $583K
73.2K $19.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
30.2K
+ 6.04%
$92.45 - $106.69 $2.79M - $3.22M
529K $49.1M
ARES
Ares Management Corp

Financial Services
350
+ 0.64%
$140.19 - $198.28 $49.1K - $69.4K
54.7K $8.02M
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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