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
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3.99K
+ 16.13%
$50.03 - $50.27 $200K - $201K
28.7K $1.44M
SWK
Stanley Black & Decker, Inc.

Industrials
2.7K
+ 124.37%
$76.43 - $90.41 $206K - $244K
4.87K $374K
WES
Western Midstream Partners, LP

Energy
4.85K
+ 3488.49%
$37.87 - $42.89 $184K - $208K
4.99K $204K
AVDE
American Centy ETF Tr Avantis

ETFs
2.69K
+ 71.13%
$60.63 - $68.55 $163K - $184K
6.47K $429K
EMLP
First Tr Exchange Traded Iv

ETFs
4.09K
+ 17.75%
$35.79 - $38.28 $146K - $157K
27.1K $1.02M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
11.5K
+ 24.67%
$14.48 - $16.6 $167K - $191K
58.2K $867K
FPX
First Trust Us Equity Opportun

ETFs
2.51K
+ 22.78%
$106.21 - $143.53 $267K - $361K
13.5K $1.51M
ADSK
Autodesk, Inc.

Technology
778
+ 4.79%
N/A
17K $4.18M
AIQ
Global X Funds Global X Artifi

ETFs
6.21K
+ 40.39%
$36.38 - $42.77 $226K - $265K
21.6K $784K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
1.26K
+ 1.57%
$52.16 - $56.68 $65.9K - $71.6K
81.8K $4.55M
LEU
Centrus Energy Corp

Energy
3K
+ 1000.0%
$62.21 - $119.74 $187K - $359K
3.3K $205K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
863
+ 41.61%
$132.75 - $177.12 $115K - $153K
2.94K $448K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11.8K
+ 10.28%
$12.04 - $13.32 $141K - $157K
126K $1.58M
EXEL
Exelixis, Inc.

Healthcare
4.29K
+ 60.84%
$32.38 - $39.16 $139K - $168K
11.3K $418K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
2.9K
+ 6.94%
$29.06 - $32.62 $84.2K - $94.5K
44.6K $1.4M
FICO
Fair Isaac Corp

Technology
119
+ 48.18%
$1695.35 - $2030.47 $202K - $242K
366 $674K
RVT
Royce Value Trust, Inc.

Financial Services
30.9K
+ 18.64%
$14.07 - $16.68 $435K - $516K
197K $2.81M
AIG
American International Group, Inc.

Financial Services
267
+ 2.39%
$70.5 - $86.94 $18.8K - $23.2K
11.4K $993K
CLX
Clorox CO

Consumer Defensive
2.12K
+ 24.55%
$141.76 - $162.89 $300K - $345K
10.7K $1.58M
DOV
Dover Corp

Industrials
1.82K
+ 15.54%
$174.65 - $206.43 $317K - $375K
13.5K $2.37M
FIS
Fidelity National Information Services, Inc.

Technology
13.8K
+ 9.88%
$68.12 - $83.42 $939K - $1.15M
153K $11.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.5K
+ 20.85%
$50.72 - $50.92 $178K - $178K
20.3K $1.03M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3.6K
New
$49.75 - $50.27 $179K - $181K
3.6K $180K
GAB
Gabelli Equity Trust Inc

Financial Services
27K
+ 12.07%
$5.36 - $5.67 $145K - $153K
250K $1.38M
PINS
Pinterest, Inc.

Communication Services
5.13K
+ 58.8%
$29.79 - $40.0 $153K - $205K
13.8K $429K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.65K
+ 3.15%
$32.5 - $33.3 $119K - $122K
119K $3.97M
VNLA
Janus Henderson Short Duration

ETFs
2.85K
+ 1.97%
$48.89 - $49.21 $139K - $140K
147K $7.25M
SJM
J M Smucker CO

Consumer Defensive
1.08K
+ 19.82%
$100.41 - $118.41 $109K - $128K
6.54K $774K
EWL
Ishares Inc Msci Switzerlnd

ETFs
811
+ 3.67%
$45.85 - $53.59 $37.2K - $43.5K
22.9K $1.19M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
36.3K
+ 249.23%
$5.29 - $10.87 $192K - $395K
50.9K $269K
EPP
Ishares Inc

ETFs
3.78K
+ 25.79%
$43.24 - $46.56 $163K - $176K
18.4K $811K
AES
Aes Corp

Utilities
14.4K
+ 44.31%
$9.93 - $13.23 $143K - $191K
47K $584K
BBDC
Barings Bdc, Inc.

Financial Services
17.1K
+ 43.24%
$9.36 - $10.78 $160K - $184K
56.6K $539K
FE
Firstenergy Corp

Utilities
3.66K
+ 16.85%
$37.95 - $43.5 $139K - $159K
25.4K $1.03M
AGOX
Starboard Invt Tr

ETFs
6.66K
New
$24.2 - $29.41 $161K - $196K
6.66K $162K
THW
Tekla World Healthcare Fund

Financial Services
6.23K
+ 3.6%
$11.09 - $12.2 $69.1K - $76K
179K $2.07M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
3.11K
+ 6.3%
$25.98 - $28.41 $80.8K - $88.4K
52.5K $1.45M
JPIN
Jp Morgan Diversified Return I

ETFs
978
+ 3.44%
$52.75 - $58.91 $51.6K - $57.6K
29.4K $1.68M
COF
Capital One Financial Corp

Financial Services
757
+ 3.42%
$163.87 - $209.82 $124K - $159K
22.9K $4.11M
CEG
Constellation Energy Corp

Utilities
2.13K
+ 18.15%
$201.63 - $347.44 $429K - $740K
13.9K $2.8M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
5.78K
+ 8.1%
$12.14 - $13.31 $70.1K - $76.9K
77.1K $1.03M
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.23K
+ 29.02%
$28.92 - $29.24 $151K - $153K
23.3K $680K
HLI
Houlihan Lokey, Inc.

Financial Services
1.08K
+ 76.33%
$154.43 - $187.4 $166K - $202K
2.49K $401K
SCCO
Southern Copper Corp

Basic Materials
1.31K
+ 8.97%
$85.92 - $101.48 $113K - $133K
16K $1.49M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
4.12K
+ 22.76%
$73.27 - $96.21 $302K - $397K
22.2K $1.63M
VNO
Vornado Realty Trust

Real Estate
6.54K
+ 38.38%
$35.4 - $43.26 $232K - $283K
23.6K $872K
WTRG
Essential Utilities, Inc.

Utilities
785
+ 2.03%
$33.49 - $40.57 $26.3K - $31.8K
39.4K $1.56M
ODC
Oil Dri Corp Of America

Basic Materials
3.39K
New
$41.1 - $87.55 $139K - $297K
3.39K $155K
AR
Antero Resources Corp

Energy
2.47K
+ 25.37%
$33.64 - $41.42 $83.2K - $102K
12.2K $493K
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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