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
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
50.5K
+ 12.08%
$16.18 - $17.82 $818K - $901K
469K $7.86M
BAR
Granite Shares Gold Trust

ETFs
12.6K
+ 12.43%
$26.01 - $30.84 $327K - $388K
114K $3.51M
UGI
Ugi Corp

Utilities
24.2K
+ 139.94%
$28.0 - $34.16 $676K - $825K
41.4K $1.37M
ISRG
Intuitive Surgical Inc

Healthcare
2.56K
+ 17.64%
$476.63 - $610.45 $1.22M - $1.56M
17.1K $8.46M
PULS
Pgim ETF Tr

ETFs
17.4K
+ 135.63%
$49.56 - $49.78 $863K - $867K
30.3K $1.51M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.94K
+ 5.26%
$58.01 - $64.46 $402K - $447K
139K $8.62M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.65K
+ 47.67%
$114.57 - $118.14 $761K - $785K
20.6K $2.43M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
14.4K
+ 2.48%
$27.64 - $28.58 $399K - $412K
595K $17M
HSY
Hershey CO

Consumer Defensive
4.6K
+ 35.57%
$144.74 - $186.36 $666K - $857K
17.5K $3M
ENB
Enbridge Inc

Energy
14.1K
+ 15.22%
$41.54 - $45.45 $585K - $640K
107K $4.72M
YUM
Yum Brands Inc

Consumer Cyclical
1.72K
+ 7.55%
$123.25 - $162.53 $211K - $279K
24.4K $3.84M
BA
Boeing CO

Industrials
6.51K
+ 13.07%
$148.15 - $186.25 $965K - $1.21M
56.3K $9.6M
DFIV
Dimensional ETF Tr

ETFs
8.49K
+ 7.25%
$35.33 - $40.77 $300K - $346K
126K $4.94M
VIRT
Virtu Financial, Inc.

Financial Services
20.7K
+ 207000.0%
$34.19 - $40.96 $708K - $848K
20.7K $789K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
7.09K
+ 28.84%
$106.46 - $114.75 $755K - $814K
31.7K $3.49M
CPRI
Capri Holdings LTD

Consumer Cyclical
38.5K
New
$19.02 - $25.84 $732K - $994K
38.5K $759K
TBBK
Bancorp, Inc.

Financial Services
14.1K
+ 766.1%
$49.74 - $62.75 $699K - $882K
15.9K $839K
AVK
Advent Convertible & Income Fund

Financial Services
64.8K
+ 285.09%
$11.44 - $12.34 $741K - $800K
87.5K $1.01M
FTLS
First Tr Long/Short Equity ETF

ETFs
13.5K
+ 19.08%
$63.42 - $68.17 $855K - $919K
84.1K $5.39M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
25.1K
+ 27.22%
$28.55 - $29.09 $715K - $729K
117K $3.38M
TALK
Talkspace, Inc.

Healthcare
286K
New
$2.56 - $4.17 $732K - $1.19M
286K $732K
AZN
Astrazeneca PLC

Healthcare
4.89K
+ 10.86%
$65.37 - $77.96 $320K - $381K
50K $3.67M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
10.5K
+ 6.32%
$50.82 - $52.7 $532K - $552K
176K $9.25M
PAYX
Paychex Inc

Industrials
889
+ 2.21%
$136.06 - $154.52 $121K - $137K
41.1K $6.34M
VDE
Vanguard Energy ETF

ETFs
4.74K
+ 51.72%
$119.14 - $132.76 $565K - $630K
13.9K $1.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.31K
+ 11.37%
$196.12 - $229.48 $845K - $989K
42.2K $8.53M
MAS
Masco Corp

Industrials
10.1K
+ 266.04%
$68.67 - $81.85 $693K - $826K
13.9K $965K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
15.3K
+ 8.88%
$49.25 - $50.66 $755K - $776K
188K $9.33M
PRI
Primerica, Inc.

Financial Services
2.26K
+ 110.45%
$271.41 - $296.43 $614K - $670K
4.31K $1.23M
EMB
Ishares Tr

ETFs
6.6K
+ 14.71%
$88.64 - $92.03 $585K - $608K
51.5K $4.67M
IMTB
Ishares Tr

ETFs
15.2K
New
$41.91 - $43.46 $635K - $658K
15.2K $657K
FCFS
First Cash Holdings, Inc.

Financial Services
5.38K
+ 2400.45%
$102.59 - $120.32 $552K - $647K
5.6K $673K
UL
Unilever PLC

Consumer Defensive
7.55K
+ 10.69%
$54.72 - $60.29 $413K - $455K
78.1K $4.65M
CNDT
Conduent Inc

Technology
240K
New
$2.7 - $4.42 $648K - $1.06M
240K $648K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
11.1K
+ 82.07%
$53.35 - $58.68 $592K - $651K
24.6K $1.38M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
14K
+ 11.61%
$70.83 - $76.62 $993K - $1.07M
135K $9.57M
MSTR
Microstrategy Inc

Technology
2.22K
+ 28.98%
$239.27 - $396.5 $532K - $881K
9.89K $2.85M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
8.59K
+ 3.68%
$49.67 - $51.43 $427K - $442K
242K $12.4M
SNY
Sanofi

Healthcare
3.46K
+ 5.76%
$48.15 - $59.42 $166K - $205K
63.4K $3.52M
TRGP
Targa Resources Corp.

Energy
2.44K
+ 42.01%
$178.44 - $217.22 $436K - $530K
8.26K $1.65M
WEC
Wec Energy Group, Inc.

Utilities
894
+ 2.64%
$92.12 - $108.98 $82.4K - $97.4K
34.7K $3.79M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
9.53K
+ 1621.26%
$60.05 - $72.21 $572K - $688K
10.1K $635K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
44.9K
+ 8.04%
$19.04 - $20.15 $854K - $904K
603K $11.5M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
3.84K
+ 22.29%
$238.2 - $273.85 $916K - $1.05M
21.1K $5.08M
DVY
Ishares Tr

ETFs
2.46K
+ 2.86%
$128.58 - $138.1 $317K - $340K
88.5K $11.9M
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
15.7K
+ 803.32%
$33.7 - $43.19 $530K - $679K
17.7K $661K
MX
Magnachip Semiconductor Corp

Technology
170K
New
$3.43 - $5.03 $583K - $854K
170K $582K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
13.1K
+ 236.39%
$43.63 - $46.01 $572K - $603K
18.7K $822K
STKL
Sun Opta Inc.

Consumer Defensive
117K
New
$4.86 - $7.86 $570K - $922K
117K $569K
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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