Steward Partners Investment Advisory, LLC Incresed Positions in Q2 2025

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
375
+ 28.74%
$299.15 - $396.54 $112K - $149K
1.68K $666K
HPQ
Hp Inc

Technology
13K
+ 47.31%
$21.88 - $29.32 $284K - $381K
40.4K $989K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.62K
+ 3.63%
$17.76 - $22.1 $46.5K - $57.9K
74.8K $1.65M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
2.28K
+ 6.89%
$41.22 - $48.01 $94.1K - $110K
35.4K $1.7M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.7K
+ 9.12%
$39.93 - $46.67 $108K - $126K
32.3K $1.51M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
2.16K
+ 4.23%
$24.21 - $29.58 $52.2K - $63.8K
53.1K $1.57M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.08K
+ 4.06%
$58.13 - $69.92 $62.5K - $75.2K
27.6K $1.93M
MGC
Vanguard Mega Cap ETF

ETFs
113
+ 1.38%
$179.23 - $224.92 $20.3K - $25.4K
8.3K $1.87M
WM
Waste Management Inc

Industrials
1.37K
+ 3.85%
$216.47 - $242.1 $297K - $333K
37.1K $8.48M
SRLN
Ssga Active Trust

ETFs
4.08K
+ 4.0%
$39.47 - $41.59 $161K - $170K
106K $4.41M
VONG
Vanguard Russell 1000 Growth E

ETFs
627
+ 7.07%
$82.51 - $109.2 $51.7K - $68.5K
9.49K $1.04M
AME
Ametek Inc

Industrials
412
+ 2.62%
$151.41 - $182.75 $62.4K - $75.3K
16.1K $2.92M
IMTB
Ishares Tr

ETFs
4.8K
+ 31.67%
$42.53 - $43.63 $204K - $209K
19.9K $870K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.69K
+ 44.28%
$75.05 - $77.34 $202K - $208K
8.76K $677K
MX
Magnachip Semiconductor Corp

Technology
29.8K
+ 17.54%
$2.65 - $4.14 $79K - $123K
200K $794K
RJF
Raymond James Financial Inc

Financial Services
121
+ 0.91%
$123.65 - $153.88 $15K - $18.6K
13.3K $2.05M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
4.4K
+ 177.33%
$42.44 - $49.08 $187K - $216K
6.89K $329K
STLD
Steel Dynamics Inc

Basic Materials
2.11K
+ 6.04%
N/A
37.1K $3.64M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
5.49K
+ 22.9%
$26.18 - $30.91 $144K - $170K
29.5K $887K
SYLD
Cambria Shareholder Yld ETF

ETFs
2.13K
+ 3.93%
$55.35 - $65.57 $118K - $140K
56.3K $3.66M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.28K
+ 2.24%
$45.9 - $47.2 $197K - $202K
195K $9.18M
MNST
Monster Beverage Corp

Consumer Defensive
436
+ 1.02%
$55.01 - $64.24 $24K - $28K
43.4K $2.72M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.19K
+ 52.26%
$136.63 - $176.62 $162K - $210K
3.46K $584K
TALK
Talkspace, Inc.

Healthcare
50.1K
+ 17.5%
$2.58 - $3.35 $129K - $168K
336K $934K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.39K
+ 18.87%
$146.74 - $176.07 $203K - $244K
8.72K $1.42M
NET
Cloudflare, Inc.

Technology
144
+ 7.01%
$97.08 - $195.83 $14K - $28.2K
2.2K $430K
EQT
Eqt Corp

Energy
2.51K
+ 23.1%
$46.11 - $60.44 $116K - $152K
13.4K $779K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
2.27K
+ 4.48%
$95.52 - $109.98 $217K - $250K
53K $5.74M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.41K
+ 8.68%
$34.72 - $42.74 $83.6K - $103K
30.2K $1.29M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
8.34K
+ 291.91%
$22.7 - $23.33 $189K - $195K
11.2K $261K
LDOS
Leidos Holdings, Inc.

Technology
894
+ 37.42%
$132.9 - $160.3 $119K - $143K
3.28K $517K
IREN
Iris Energy LTD

Financial Services
12.6K
+ 929.31%
$5.3 - $14.57 $66.9K - $184K
14K $203K
SHAK
Shake Shack Inc.

Consumer Cyclical
854
+ 63.49%
$75.85 - $140.6 $64.8K - $120K
2.2K $309K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.76K
+ 5.08%
$26.99 - $33.86 $47.4K - $59.4K
36.3K $1.22M
BIT
Black Rock Multi Sector Income Trust

Financial Services
11.9K
+ 13.49%
$13.11 - $14.6 $156K - $174K
100K $1.46M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
8.46K
+ 76.95%
$16.64 - $19.62 $141K - $166K
19.4K $381K
WELL
Welltower Inc.

Real Estate
1.15K
+ 9.02%
$136.49 - $155.22 $157K - $179K
13.9K $2.14M
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.59K
+ 3.63%
$41.05 - $48.17 $65.4K - $76.7K
45.4K $2.19M
IRBO
Ishares Robotics & Artificial

ETFs
5.67K
+ 64.66%
N/A
14.4K $463K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
19.3K
+ 18.55%
$10.29 - $11.24 $199K - $217K
124K $1.35M
UTG
Reaves Utility Income Fund

Financial Services
1.88K
+ 6.06%
$29.08 - $36.18 $54.8K - $68.2K
33K $1.19M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
7.65K
+ 586.8%
$23.03 - $23.64 $176K - $181K
8.95K $210K
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.09K
+ 3.42%
$32.62 - $33.58 $133K - $137K
124K $4.15M
VAL
Valaris LTD

Energy
3.64K
+ 46.17%
$28.94 - $46.88 $105K - $171K
11.5K $485K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
534
+ 0.24%
$35.3 - $37.51 $18.9K - $20K
223K $8.37M
IJS
Ishares S&P Smallcap 600 Value

ETFs
276
+ 0.38%
$83.54 - $100.04 $23.1K - $27.6K
72.7K $7.23M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 12.5%
$725400.0 - $809350.0 $725K - $809K
9 $6.56M
OUNZ
Van Eck Merk Gold Trust

ETFs
4.75K
+ 46.72%
$28.68 - $33.09 $136K - $157K
14.9K $475K
FAST
Fastenal CO

Industrials
23.9K
+ 101.7%
$40.65 - $83.16 $970K - $1.98M
47.3K $1.99M
Activity Summary
Buys All Purchases 1766 New Holdings 307 Increased Positions 1459 Sells All Sells 1301 Reductions 1301 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email