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
GFF
Griffon Corp

Industrials
1.55K
+ 2.02%
$68.06 - $80.91 $105K - $125K
78K $5.58M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
8.89K
+ 6.01%
$3.88 - $4.37 $34.5K - $38.9K
157K $686K
HYLB
Xtrackers Usd High Yield Corp

ETFs
3.45K
+ 27.68%
$35.96 - $36.72 $124K - $127K
15.9K $575K
CBRE
Cbre Group, Inc.

Real Estate
1.02K
+ 5.73%
$121.79 - $147.13 $125K - $151K
18.9K $2.47M
RPRX
Royalty Pharma PLC

Healthcare
3.23K
+ 72.92%
$25.75 - $33.86 $83.2K - $109K
7.66K $238K
IDXX
Idexx Laboratories Inc

Healthcare
259
+ 10.63%
$406.29 - $469.04 $105K - $121K
2.7K $1.13M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.51K
+ 9.93%
$37.07 - $40.63 $93K - $102K
27.8K $1.09M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
3.6K
+ 13.36%
$46.77 - $52.97 $168K - $191K
30.5K $1.44M
ZS
Zscaler, Inc.

Technology
459
+ 27.78%
$181.66 - $216.87 $83.4K - $99.5K
2.11K $418K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14.7K
+ 6.15%
$48.06 - $53.73 $705K - $788K
253K $12.3M
BLDR
Builders First Source, Inc.

Industrials
1.13K
+ 84.33%
$122.8 - $173.51 $138K - $195K
2.46K $307K
PAAS
Pan American Silver Corp

Basic Materials
541
+ 2.92%
$20.61 - $26.7 $11.2K - $14.4K
19K $491K
PAGP
Plains Gp Holdings LP

Energy
4.89K
+ 125.1%
$18.52 - $22.13 $90.6K - $108K
8.81K $188K
GUT
Gabelli Utility Trust

Financial Services
16.5K
+ 18.86%
$5.11 - $5.55 $84.3K - $91.6K
104K $555K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.82K
+ 1.15%
$22.25 - $23.0 $107K - $111K
425K $9.76M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
8.06K
+ 78.13%
$14.27 - $15.19 $115K - $122K
18.4K $263K
ANSS
Ansys Inc

Technology
477
+ 26.9%
$316.56 - $360.36 $151K - $172K
2.25K $712K
ES
Eversource Energy

Utilities
439
+ 2.37%
$55.63 - $63.8 $24.4K - $28K
19K $1.18M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.01K
+ 17.14%
$221.78 - $273.45 $223K - $275K
6.87K $1.56M
PRU
Prudential Financial Inc

Financial Services
3.5K
+ 8.64%
$105.04 - $122.33 $367K - $428K
44K $4.91M
GPC
Genuine Parts CO

Consumer Cyclical
683
+ 5.21%
$115.91 - $129.02 $79.2K - $88.1K
13.8K $1.64M
JKHY
Henry Jack & Associates Inc

Technology
102
+ 0.78%
$166.47 - $191.28 $17K - $19.5K
13.1K $2.4M
IFF
International Flavors & Fragrances Inc

Basic Materials
2.04K
+ 31.37%
$76.48 - $87.72 $156K - $179K
8.52K $661K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.74K
+ 10.56%
$36.91 - $41.03 $64.2K - $71.4K
18.2K $723K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
10.7K
+ 5146.63%
$10.14 - $10.82 $109K - $116K
10.9K $113K
NGG
National Grid PLC

Utilities
1.23K
+ 25.12%
$56.13 - $65.61 $68.8K - $80.4K
6.11K $400K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
741
+ 16.01%
$634.14 - $744.83 $470K - $552K
5.37K $3.4M
SMMT
Summit Therapeutics Inc.

Healthcare
5.47K
+ 218.66%
$16.65 - $23.76 $91.1K - $130K
7.98K $153K
OWL
Blue Owl Capital Inc.

Financial Services
48.9K
+ 18.02%
$18.49 - $26.68 $905K - $1.31M
320K $6.42M
IRBO
Ishares Robotics & Artificial

ETFs
3.3K
+ 60.27%
N/A
8.77K $281K
PDI
Pimco Dynamic Income Fund

Financial Services
1.47K
+ 2.79%
$18.51 - $20.05 $27.2K - $29.5K
54.2K $1.07M
S
Sentinel One, Inc.

Technology
7.73K
+ 89.37%
$18.17 - $24.97 $140K - $193K
16.4K $297K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
2.9K
+ 14.31%
$23.43 - $25.55 $67.8K - $74K
23.1K $590K
TRP
Tc Energy Corp

Energy
2.14K
+ 45.4%
$44.29 - $49.27 $94.9K - $106K
6.86K $323K
HQL
Tekla Life Sciences Investors

Financial Services
8.35K
+ 171.77%
$12.69 - $14.36 $106K - $120K
13.2K $167K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
7.58K
+ 8.08%
$22.77 - $24.73 $173K - $187K
101K $2.36M
EXR
Extra Space Storage Inc.

Real Estate
751
+ 10.27%
$143.8 - $161.28 $108K - $121K
8.07K $1.2M
MC
Moelis & CO

Financial Services
4.35K
+ 44.6%
$57.91 - $81.2 $252K - $353K
14.1K $822K
ATO
Atmos Energy Corp

Utilities
54
+ 0.9%
$136.51 - $154.58 $7.37K - $8.35K
6.08K $940K
CNP
Centerpoint Energy Inc

Utilities
294
+ 1.49%
$30.87 - $36.25 $9.08K - $10.7K
20K $725K
FSIG
First Tr ETF Iv LTD Duration I
5.08K
+ 14.13%
$18.74 - $19.04 $95.2K - $96.8K
41K $777K
E
Eni Spa

Energy
2.97K
+ 201.77%
$27.51 - $31.47 $81.6K - $93.4K
4.44K $137K
PPA
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.06%
$113.59 - $123.29 $3.29K - $3.58K
51.5K $6M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.51K
+ 512.24%
$58.04 - $65.84 $87.4K - $99.2K
1.8K $114K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
4.59K
+ 209.22%
$25.0 - $39.76 $115K - $182K
6.78K $169K
ICUI
Icu Medical Inc

Healthcare
701
+ 1523.91%
$130.05 - $172.3 $91.2K - $121K
747 $103K
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.2K
+ 65.92%
$25.1 - $27.85 $80.2K - $89K
8.04K $216K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
142
+ 0.47%
$59.28 - $66.1 $8.42K - $9.39K
30.6K $1.95M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.34K
+ 21.63%
$42.3 - $53.69 $56.6K - $71.8K
7.52K $391K
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
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