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
ARB
Altshares Tr Merger Arbitrage

Industrials
20K
+ 340.74%
$27.6 - $28.24 $551K - $564K
25.8K $728K
GS
Goldman Sachs Group Inc

Financial Services
2.64K
+ 7.89%
$524.81 - $672.19 $1.38M - $1.77M
36.1K $19.7M
PEG
Public Service Enterprise Group Inc

Utilities
9.65K
+ 8.99%
$78.2 - $90.39 $754K - $872K
117K $9.63M
TRV
Travelers Companies, Inc.

Financial Services
196
+ 0.92%
$232.43 - $265.13 $45.6K - $52K
21.5K $5.68M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.07K
+ 504.27%
$175.5 - $209.86 $539K - $644K
3.68K $667K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
10.3K
New
$52.01 - $61.99 $535K - $638K
10.3K $549K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
5.12K
+ 2.07%
$18.63 - $21.12 $95.5K - $108K
253K $5.23M
ALT
Altimmune, Inc.

Healthcare
121K
+ 431.94%
$5.0 - $7.45 $606K - $903K
149K $746K
IYF
Ishares Tr

ETFs
4.63K
+ 48.48%
$107.69 - $119.37 $498K - $552K
14.2K $1.6M
IDU
Ishares Tr U S Utils ETF

ETFs
4.76K
+ 45.99%
$95.33 - $102.77 $454K - $489K
15.1K $1.53M
SPSB
Spdr Portfolio Short Term Corp

ETFs
17.1K
+ 19.12%
$29.82 - $30.1 $509K - $514K
106K $3.2M
EHC
Encompass Health Corp

Healthcare
187
+ 0.33%
$91.05 - $102.2 $17K - $19.1K
57.7K $5.84M
GL
Globe Life Inc.

Financial Services
249
+ 1.01%
$111.2 - $131.72 $27.7K - $32.8K
24.9K $3.28M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
7.24K
+ 15.81%
$79.96 - $87.71 $579K - $635K
53.1K $4.36M
ECL
Ecolab Inc.

Basic Materials
632
+ 3.33%
$229.72 - $269.82 $145K - $171K
19.6K $4.98M
AJG
Arthur J. Gallagher & Co.

Financial Services
946
+ 29.55%
$275.89 - $345.24 $261K - $327K
4.15K $1.43M
DTH
Wisdomtree Tr

ETFs
2.03K
+ 2.31%
$37.33 - $43.33 $75.9K - $88.1K
90K $3.82M
AWK
American Water Works Company, Inc.

Utilities
275
+ 1.39%
$121.01 - $149.31 $33.3K - $41.1K
20K $2.95M
QCOM
Qualcomm Inc

Technology
3.2K
+ 3.56%
$151.94 - $175.86 $487K - $563K
93.2K $14.3M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
11K
+ 914.17%
$40.34 - $45.45 $443K - $499K
12.2K $537K
AZTA
Azenta, Inc.

Healthcare
14.1K
+ 16030.68%
$34.61 - $54.75 $488K - $772K
14.2K $491K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
59.9K
+ 126.84%
$7.89 - $8.07 $473K - $484K
107K $852K
KNSL
Kinsale Capital Group, Inc.

Financial Services
757
+ 14.86%
$416.48 - $494.72 $315K - $375K
5.85K $2.85M
VHT
Vanguard Health Care ETF

ETFs
1.09K
+ 6.29%
$254.06 - $273.83 $277K - $298K
18.4K $4.87M
EEM
Ishares Msci Emerging Markets

ETFs
8.65K
+ 17.47%
$40.81 - $45.34 $353K - $392K
58.2K $2.54M
STWD
Starwood Property Trust, Inc.

Real Estate
14.9K
+ 7.1%
$18.41 - $20.53 $275K - $306K
225K $4.45M
GBDC
Golub Capital Bdc, Inc.

Financial Services
30.8K
+ 4397.0%
$14.46 - $15.96 $445K - $491K
31.5K $476K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
15.5K
+ 1723.56%
$28.25 - $31.5 $438K - $489K
16.4K $491K
HGER
Harbor ETF Tr All Weather Infl
19.2K
+ 2316.75%
$22.23 - $24.05 $427K - $462K
20.1K $482K
PLD
Prologis, Inc.

Real Estate
2.51K
+ 8.47%
$103.59 - $124.04 $260K - $311K
32.1K $3.59M
BR
Broadridge Financial Solutions, Inc.

Technology
927
+ 6.54%
$221.46 - $244.83 $205K - $227K
15.1K $3.66M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
10.8K
+ 48.47%
$44.11 - $47.04 $477K - $509K
33.1K $1.48M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.08K
+ 13.96%
$120.29 - $134.6 $731K - $819K
49.7K $6.06M
XLI
Industrial Sector Spdr

ETFs
3.78K
+ 6.18%
$128.78 - $141.67 $487K - $536K
65K $8.51M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
9.44K
+ 22.99%
$43.76 - $45.31 $413K - $428K
50.5K $2.27M
TPL
Texas Pacific Land Corp

Energy
29
+ 1.56%
$1180.08 - $1431.01 $34.2K - $41.5K
1.89K $2.5M
ITA
Ishares Tr

ETFs
1.13K
+ 3.24%
$144.84 - $159.5 $164K - $181K
36.1K $5.53M
DPZ
Dominos Pizza Inc

Consumer Cyclical
519
+ 10.21%
$402.33 - $489.71 $209K - $254K
5.6K $2.57M
GBIL
Goldman Sachs Access Treasury

ETFs
4.31K
+ 13.38%
$99.85 - $100.19 $430K - $432K
36.5K $3.66M
BSCV
Invesco ETF Self Indexed Fd Tr
14.2K
+ 1.8%
$15.87 - $16.38 $226K - $233K
805K $13.1M
ACGL
Arch Capital Group Ltd.

Financial Services
3.16K
+ 9.92%
$88.13 - $96.94 $278K - $306K
35K $3.37M
HES
Hess Corp

Energy
1.29K
+ 15.78%
$135.42 - $160.52 $175K - $207K
9.48K $1.51M
CTVA
Corteva, Inc.

Basic Materials
3.55K
+ 10.88%
$55.94 - $66.15 $198K - $235K
36.1K $2.27M
ESLT
Elbit Systems LTD

Industrials
644
+ 48.79%
$261.47 - $413.0 $168K - $266K
1.96K $753K
CTRE
Care Trust Reit, Inc.

Real Estate
4.49K
+ 2.48%
$24.93 - $29.13 $112K - $131K
186K $5.3M
VEEV
Veeva Systems Inc

Healthcare
1.13K
+ 16.99%
$210.58 - $246.8 $239K - $280K
7.8K $1.81M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.73K
+ 3.0%
$68.32 - $75.06 $118K - $129K
59.2K $4.42M
LNG
Cheniere Energy, Inc.

Energy
682
+ 4.67%
$209.32 - $253.66 $143K - $173K
15.3K $3.53M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.9K
+ 7.68%
$44.72 - $46.25 $308K - $319K
96.7K $4.46M
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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