Steward Partners Investment Advisory, LLC Incresed Positions in Q1 2025

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
72.6K
+ 43.97%
$576.36 - $736.67 $41.8M - $53.5M
238K $137M
PLTR
Palantir Technologies Inc.

Technology
208K
+ 102.87%
$64.98 - $124.62 $13.5M - $26M
411K $34.7M
APP
App Lovin Corp

Technology
65.6K
+ 3816.11%
$238.08 - $510.13 $15.6M - $33.5M
67.3K $17.8M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
227K
+ 95671.31%
$53.69 - $62.68 $12.2M - $14.2M
227K $13.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
67.8K
+ 26.92%
$182.82 - $196.21 $12.4M - $13.3M
320K $60.2M
HD
Home Depot, Inc.

Consumer Cyclical
46.7K
+ 23.26%
$347.25 - $424.87 $16.2M - $19.8M
247K $90.7M
JNJ
Johnson & Johnson

Healthcare
31.2K
+ 9.45%
$142.06 - $167.7 $4.44M - $5.24M
362K $60M
JPM
Jpmorgan Chase & CO

Financial Services
29.9K
+ 4.69%
$225.19 - $279.95 $6.73M - $8.36M
667K $164M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
142K
+ 3639.51%
$65.49 - $74.67 $9.28M - $10.6M
146K $10.4M
SQ
Block, Inc.

Technology
183K
+ 954.14%
$54.04 - $92.95 $9.87M - $17M
202K $11.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
70.9K
+ 6.6%
$95.85 - $99.25 $6.79M - $7.04M
1.14M $113M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
111K
+ 270.22%
$81.83 - $82.73 $9.05M - $9.15M
151K $12.5M
SHV
Ishares Tr

ETFs
81.6K
+ 48.03%
$110.11 - $110.51 $8.98M - $9.02M
251K $27.8M
ABBV
Abb Vie Inc.

Healthcare
1.91K
+ 0.71%
$169.2 - $216.66 $323K - $413K
272K $57M
IAU
Ishares Gold Trust

ETFs
91.7K
+ 25.09%
$49.74 - $58.96 $4.56M - $5.4M
457K $26.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
81.5K
+ 37.79%
$100.34 - $100.68 $8.18M - $8.2M
297K $29.9M
IBM
International Business Machines Corp

Technology
18.4K
+ 14.55%
$217.4 - $264.74 $4.01M - $4.88M
145K $36.1M
DUK
Duke Energy Corp

Utilities
53.2K
+ 45.73%
$105.87 - $121.97 $5.63M - $6.49M
170K $20.7M
XOM
Exxon Mobil Corp

Energy
1.61K
+ 0.24%
$105.44 - $118.93 $169K - $191K
669K $79.6M
BAC
Bank Of America Corp

Financial Services
212K
+ 41.96%
$39.61 - $47.74 $8.4M - $10.1M
718K $30M
XLV
Select Sector Spdr Fund Health

ETFs
44.5K
+ 41.35%
$137.61 - $149.68 $6.12M - $6.66M
152K $22.2M
CMI
Cummins Inc

Industrials
23.7K
+ 409.91%
$312.92 - $386.07 $7.43M - $9.17M
29.5K $9.26M
VZ
Verizon Communications Inc

Communication Services
67.2K
+ 8.69%
$37.81 - $46.49 $2.54M - $3.12M
840K $38.1M
GLD
Spdr Gold Trust

ETFs
540
+ 0.35%
$243.19 - $288.14 $131K - $156K
154K $44.2M
IGE
Ishares Tr North Amern Nat Res

ETFs
148K
+ 96.27%
$42.6 - $46.27 $6.32M - $6.87M
303K $13.8M
LVHI
Franklin International Low Vol

ETFs
211K
+ 2318.82%
$30.53 - $32.85 $6.44M - $6.92M
220K $7.12M
T
At&T Inc.

Communication Services
12.6K
+ 1.08%
$21.56 - $28.28 $271K - $355K
1.18M $33.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
230K
+ 136.43%
$29.34 - $31.31 $6.75M - $7.2M
399K $11.8M
IEFA
Ishares Tr

ETFs
37.2K
+ 5.17%
$69.57 - $78.65 $2.58M - $2.92M
756K $57.2M
ILF
Ishares Latin America 40 ETF

ETFs
261K
+ 1065.91%
$20.87 - $24.43 $5.44M - $6.37M
285K $6.71M
MCHI
Ishares Msci China ETF

ETFs
112K
+ 1341.01%
$43.71 - $58.65 $4.88M - $6.55M
120K $6.53M
LLY
Eli Lilly & CO

Healthcare
2.59K
+ 3.58%
$725.72 - $929.72 $1.88M - $2.41M
74.8K $61.8M
HMOP
Hartford Fds Exchange Traded T

ETFs
155K
+ 28.34%
$38.25 - $39.12 $5.94M - $6.07M
703K $27M
CVX
Chevron Corp

Energy
1.17K
+ 0.47%
$146.71 - $167.97 $171K - $196K
247K $41.4M
DRI
Darden Restaurants Inc

Consumer Cyclical
5.57K
+ 2.63%
$180.02 - $208.56 $1M - $1.16M
218K $45.2M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
132K
+ 19.93%
$39.61 - $42.65 $5.23M - $5.63M
795K $32.4M
CB
Chubb LTD

Financial Services
7.44K
+ 5.75%
$257.71 - $301.99 $1.92M - $2.25M
137K $41.3M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
81.6K
+ 114.88%
$65.27 - $71.18 $5.33M - $5.81M
153K $10.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
42K
+ 20.25%
$97.25 - $104.79 $4.08M - $4.4M
249K $25.9M
PM
Philip Morris International Inc.

Consumer Defensive
6.22K
+ 5.71%
$117.15 - $158.79 $728K - $987K
115K $18.3M
PVAL
Putnam ETF Tr Putnam Focused L
132K
+ 147.9%
$36.8 - $39.59 $4.87M - $5.24M
222K $8.45M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
94.4K
+ 1911.24%
$46.83 - $56.05 $4.42M - $5.29M
99.3K $5.29M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
204K
+ 204093.0%
$23.9 - $24.43 $4.88M - $4.99M
204K $4.91M
JEPI
J P Morgan Exchange Traded Fd

ETFs
88.5K
+ 11.35%
$56.17 - $59.71 $4.97M - $5.28M
868K $49.6M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
114K
+ 88.96%
$38.99 - $40.37 $4.46M - $4.61M
243K $9.78M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17.2K
+ 2.72%
$87.68 - $94.52 $1.51M - $1.63M
649K $60.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
29.9K
+ 5.5%
$126.11 - $135.06 $3.77M - $4.04M
573K $73.9M
PJAN
Innovator U.S. Equity Power Bu

ETFs
109K
+ 874.3%
$41.09 - $43.24 $4.47M - $4.7M
121K $5.02M
BJAN
Innovator U.S. Equity Buffer E

ETFs
95.3K
+ 8860.87%
$46.03 - $49.45 $4.39M - $4.71M
96.4K $4.5M
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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