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
MPC
Marathon Petroleum Corp

Energy
1.44K
+ 0.81%
$134.72 - $159.03 $195K - $230K
179K $26.1M
WFC
Wells Fargo & Company

Financial Services
14.8K
+ 10.51%
$66.78 - $81.42 $990K - $1.21M
156K $11.2M
BMY
Bristol Myers Squibb CO

Healthcare
9.44K
+ 6.02%
$53.9 - $63.11 $509K - $596K
166K $10.1M
RDVY
First Trust Rising Dividend Ac

ETFs
26.7K
+ 5.33%
$57.22 - $63.39 $1.53M - $1.69M
527K $30.8M
SCHW
Schwab Charles Corp

Financial Services
7.7K
+ 5.03%
$71.24 - $83.64 $548K - $644K
161K $12.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
48.5K
+ 14.16%
$30.73 - $32.26 $1.49M - $1.56M
391K $12M
DXCM
Dexcom Inc

Healthcare
24.5K
+ 53.22%
$67.74 - $90.75 $1.66M - $2.22M
70.4K $4.81M
HOOD
Robinhood Markets, Inc.

Technology
28.1K
+ 200.14%
$35.63 - $65.28 $1M - $1.83M
42.1K $1.75M
MSI
Motorola Solutions, Inc.

Technology
7.21K
+ 9.04%
$411.73 - $482.1 $2.97M - $3.47M
86.9K $38.1M
WRB
Berkley W R Corp

Financial Services
9.83K
+ 24.56%
$56.7 - $71.27 $558K - $701K
49.9K $3.55M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
24.5K
+ 188.67%
$48.25 - $52.09 $1.18M - $1.28M
37.5K $1.85M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
57.1K
+ 29305.13%
$21.04 - $21.64 $1.2M - $1.24M
57.3K $1.21M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
23.4K
+ 103.86%
$51.26 - $52.53 $1.2M - $1.23M
45.8K $2.36M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.5K
+ 2.76%
$128.74 - $138.67 $580K - $624K
168K $22.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22.7K
+ 23.24%
$64.88 - $72.1 $1.47M - $1.64M
120K $7.92M
JCI
Johnson Controls International PLC

Industrials
12.4K
+ 7.95%
$76.12 - $90.6 $945K - $1.12M
169K $13.5M
VT
Vanguard Total World Stk Index

ETFs
10.4K
+ 36.87%
$115.08 - $123.97 $1.2M - $1.29M
38.6K $4.48M
BALT
Innovator Etfs Tr
36.6K
+ 260.04%
$31.31 - $31.89 $1.15M - $1.17M
50.7K $1.59M
VNQ
Vanguard Specialized Funds Van

ETFs
10.6K
+ 8.56%
$85.55 - $94.34 $907K - $1M
135K $12.2M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
423
+ 0.97%
$88.0 - $115.5 $37.2K - $48.9K
44.1K $5.03M
VO
Vanguard Mid Cap ETF

ETFs
7.56K
+ 5.02%
$251.87 - $277.95 $1.9M - $2.1M
158K $40.9M
XLC
Select Sector Spdr Tr Communic

ETFs
12K
+ 10.53%
$94.84 - $105.31 $1.13M - $1.26M
126K $12.1M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
72.4K
+ 35.32%
$16.76 - $17.69 $1.21M - $1.28M
277K $4.65M
BXSL
Blackstone Secured Lending Fund

Financial Services
33.4K
+ 16.46%
$31.3 - $34.5 $1.04M - $1.15M
236K $7.64M
AMT
American Tower Corp

Real Estate
23
+ 0.07%
$173.46 - $217.6 $3.99K - $5K
31.6K $6.87M
AMRN
Amarin Corp Plcuk

Healthcare
105K
+ 666.14%
$0.4 - $8.96 $41.9K - $939K
120K $1.08M
STE
Steris PLC

Healthcare
1.94K
+ 6.48%
$202.46 - $232.74 $393K - $452K
31.9K $7.22M
FDL
First Tr Morningstar Dividend

ETFs
9.05K
+ 4.39%
$39.69 - $43.83 $359K - $396K
215K $9.35M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
10.1K
+ 31.7%
$43.79 - $57.46 $441K - $579K
41.9K $2.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
14.8K
+ 13.32%
$57.44 - $59.4 $851K - $880K
126K $7.49M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
42.5K
+ 3337.16%
$19.53 - $25.74 $830K - $1.09M
43.8K $1.06M
HURN
Huron Consulting Group Inc.

Industrials
7.06K
+ 78433.33%
$121.09 - $152.46 $855K - $1.08M
7.07K $1.01M
SPGI
S&P Global Inc.

Financial Services
1.26K
+ 3.48%
$478.26 - $543.77 $605K - $687K
37.6K $19.1M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
9.82K
+ 15.0%
$78.97 - $85.82 $775K - $843K
75.3K $6.24M
SLDP
Solid Power, Inc.

Industrials
955K
+ 31819.8%
$1.05 - $2.21 $1M - $2.11M
958K $1.01M
CGGO
Capital Group Global Growth Eq

ETFs
41.8K
+ 18.68%
$28.33 - $30.84 $1.18M - $1.29M
265K $7.52M
MCK
Mckesson Corp

Healthcare
626
+ 11.55%
$566.21 - $672.99 $354K - $421K
6.04K $4.07M
AMAT
Applied Materials Inc

Technology
17K
+ 19.99%
$145.06 - $195.51 $2.46M - $3.32M
102K $14.8M
MPLX
Mplx LP

Energy
12.4K
+ 23.11%
$47.88 - $54.65 $596K - $680K
66.3K $3.55M
ADI
Analog Devices Inc

Technology
9.71K
+ 10.54%
$201.56 - $243.82 $1.96M - $2.37M
102K $20.5M
LRN
Stride, Inc.

Consumer Defensive
7.55K
+ 7260.58%
$106.34 - $142.28 $803K - $1.07M
7.66K $968K
IEZ
Ishares Tr

ETFs
49.8K
+ 99.16%
$18.42 - $22.2 $917K - $1.11M
100K $1.95M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
8.86K
+ 159.64%
$110.9 - $132.93 $982K - $1.18M
14.4K $1.64M
BFH
Bread Financial Holdings, Inc.

Financial Services
19.4K
+ 1131.79%
$46.51 - $65.07 $901K - $1.26M
21.1K $1.06M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
10.1K
New
$91.68 - $109.93 $925K - $1.11M
10.1K $945K
KD
Kyndryl Holdings, Inc.

Technology
30.5K
+ 591.91%
$31.32 - $43.45 $955K - $1.33M
35.7K $1.12M
DGRO
Ishares Core Dividend Growth E

ETFs
10.6K
+ 1.62%
$60.46 - $64.42 $638K - $680K
660K $40.8M
CHKP
Check Point Software Technologies LTD

Technology
997
+ 5.84%
$179.88 - $231.31 $179K - $231K
18.1K $4.12M
CTLP
Cantaloupe, Inc.

Technology
115K
+ 22812.25%
$7.52 - $11.15 $868K - $1.29M
116K $912K
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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