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
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
1.6K
+ 16.24%
$28.07 - $43.66 $44.9K - $69.9K
11.5K $499K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
668
+ 1.38%
$18.53 - $24.21 $12.4K - $16.2K
49K $1.19M
DVY
Ishares Tr

ETFs
2.24K
+ 2.53%
$118.37 - $134.86 $265K - $302K
90.7K $12M
SCCO
Southern Copper Corp

Basic Materials
419
+ 2.63%
$75.63 - $104.64 $31.7K - $43.8K
16.4K $1.66M
BKE
Buckle Inc

Consumer Cyclical
3.23K
+ 121.8%
$33.77 - $45.57 $109K - $147K
5.88K $266K
AMP
Ameriprise Financial Inc

Financial Services
6
+ 0.19%
$422.19 - $533.73 $2.53K - $3.2K
3.17K $1.69M
EPI
Wisdomtree Tr India Earnings F

ETFs
2.16K
+ 14.58%
$41.3 - $47.52 $89.2K - $103K
17K $806K
STWD
Starwood Property Trust, Inc.

Real Estate
4.49K
+ 2.0%
$17.28 - $20.41 $77.6K - $91.7K
230K $4.61M
FSTA
Fidelity Covington Tr Msci Con

ETFs
3.07K
+ 21.38%
$47.94 - $52.5 $147K - $161K
17.4K $890K
STN
Stantec Inc

Industrials
438
+ 10.34%
$78.92 - $109.58 $34.6K - $48K
4.67K $507K
DEO
Diageo PLC

Consumer Defensive
2.79K
+ 8.81%
$99.86 - $115.75 $279K - $323K
34.5K $3.48M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
23
+ 0.94%
$49.95 - $128.54 $1.15K - $2.96K
2.46K $306K
IAK
Ishares Tr

ETFs
1.25K
+ 28.64%
$122.44 - $138.47 $153K - $173K
5.62K $754K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
4.94K
+ 5.85%
$12.84 - $15.5 $63.5K - $76.6K
89.4K $1.39M
RY
Royal Bank Of Canada

Financial Services
900
+ 49.15%
$108.36 - $131.55 $97.5K - $118K
2.73K $359K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.83K
+ 19.15%
$20.12 - $21.0 $137K - $143K
42.5K $889K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
5.14K
+ 6.51%
$21.77 - $24.89 $112K - $128K
84.2K $1.96M
CNDT
Conduent Inc

Technology
61.8K
+ 25.75%
$1.97 - $2.81 $122K - $174K
302K $797K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.96K
+ 32.27%
$33.46 - $41.33 $98.9K - $122K
12.1K $500K
QBTS
D Wave Quantum Inc.

Technology
3.46K
+ 25.1%
$6.22 - $19.04 $21.5K - $65.8K
17.2K $252K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
5.95K
+ 11.04%
$22.43 - $23.23 $133K - $138K
59.9K $1.39M
ACI
Albertsons Companies, Inc.

Consumer Defensive
6.86K
+ 114.34%
$19.94 - $22.91 $137K - $157K
12.9K $276K
FDVV
Fidelity High Dividend ETF

ETFs
812
+ 1.94%
$43.6 - $52.02 $35.4K - $42.2K
42.6K $2.22M
PRI
Primerica, Inc.

Financial Services
692
+ 16.06%
$244.39 - $290.62 $169K - $201K
5K $1.37M
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.06K
+ 3.27%
$26.18 - $26.93 $185K - $190K
223K $5.94M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.26K
+ 2.14%
$47.89 - $48.65 $108K - $110K
108K $5.27M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
101
+ 0.19%
$34.78 - $43.42 $3.51K - $4.39K
52.5K $2.27M
MAG
Mag Silver Corp

Basic Materials
6.42K
+ 916.86%
$12.56 - $21.63 $80.6K - $139K
7.12K $150K
MANH
Manhattan Associates Inc

Technology
512
+ 32.45%
$143.9 - $197.47 $73.7K - $101K
2.09K $412K
ASA
Asa Gold & Precious Metals LTD

Financial Services
4.27K
+ 143.36%
$24.28 - $34.46 $104K - $147K
7.25K $228K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
13.5K
+ 71.99%
$13.55 - $16.25 $183K - $219K
32.2K $441K
JOBY
Joby Aviation, Inc.

Industrials
8.42K
+ 78.33%
$5.33 - $10.55 $44.9K - $88.9K
19.2K $202K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
3.52K
+ 11.73%
$19.51 - $23.9 $68.8K - $84.2K
33.6K $802K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
134
+ 0.27%
$68.45 - $79.52 $9.17K - $10.7K
49.6K $3.94M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.09K
+ 147.94%
$49.48 - $61.22 $103K - $128K
3.5K $213K
EWL
Ishares Inc Msci Switzerlnd

ETFs
1.15K
+ 5.0%
$47.04 - $56.27 $54K - $64.6K
24.1K $1.32M
CHWY
Chewy, Inc.

Consumer Cyclical
58
+ 0.46%
$31.21 - $48.21 $1.81K - $2.8K
12.8K $544K
QS
Quantum Scape Corp

Consumer Cyclical
17K
+ 284.23%
$3.47 - $7.65 $59K - $130K
23K $154K
SWK
Stanley Black & Decker, Inc.

Industrials
2.58K
+ 52.99%
$55.86 - $76.98 $144K - $199K
7.45K $504K
STKL
Sun Opta Inc.

Consumer Defensive
3.32K
+ 2.83%
$3.71 - $6.44 $12.3K - $21.4K
121K $699K
CF
Cf Industries Holdings, Inc.

Basic Materials
204
+ 2.58%
$68.47 - $102.48 $14K - $20.9K
8.1K $745K
BE
Bloom Energy Corp

Industrials
658
+ 2.5%
$16.32 - $23.92 $10.7K - $15.7K
26.9K $644K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
2.54K
+ 54.84%
$38.96 - $44.84 $99.1K - $114K
7.18K $322K
VFH
Vanguard Financial ETF

ETFs
226
+ 1.8%
$104.87 - $127.3 $23.7K - $28.8K
12.8K $1.63M
IYG
Ishares Tr

ETFs
1.24K
+ 44.95%
$68.9 - $85.6 $85.6K - $106K
4.01K $343K
KEYS
Keysight Technologies, Inc.

Technology
392
+ 8.89%
$127.02 - $165.4 $49.8K - $64.8K
4.8K $786K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
219
+ 1.6%
$62.11 - $78.98 $13.6K - $17.3K
13.9K $1.07M
ROAD
Construction Partners, Inc.

Industrials
30
+ 0.85%
$68.75 - $110.36 $2.06K - $3.31K
3.57K $379K
ITB
Ishares Tr

ETFs
1.47K
+ 25.72%
$85.52 - $96.61 $125K - $142K
7.17K $668K
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
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