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
ABC
Amerisourcebergen Corp

Healthcare
507
+ 0.96%
N/A
53.5K $9.9M
HCKT
Hackett Group, Inc.

Technology
3.27K
+ 163.55%
$28.16 - $32.09 $92.1K - $105K
5.27K $154K
WSO
Watsco Inc

Industrials
14
+ 0.57%
$463.86 - $530.75 $6.49K - $7.43K
2.48K $1.26M
CSM
Proshares Large Cap Core Plus

ETFs
1.69K
+ 23.05%
$63.0 - $69.13 $107K - $117K
9.04K $576K
BWX
Spdr Bloomberg International T

ETFs
3.97K
+ 43.35%
$20.94 - $22.04 $83K - $87.4K
13.1K $286K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
984
+ 44.13%
$200.77 - $270.08 $198K - $266K
3.21K $645K
DOCN
Digital Ocean Holdings, Inc.

Technology
2.69K
+ 12245.45%
$33.39 - $46.69 $90K - $126K
2.72K $90K
AGZ
Ishares Agency Bond ETF

ETFs
795
+ 41.69%
$107.46 - $109.48 $85.4K - $87K
2.7K $295K
MAIN
Main Street Capital Corp

Financial Services
2.55K
+ 9.41%
$54.71 - $63.1 $140K - $161K
29.6K $1.68M
OSIS
Osi Systems Inc

Technology
448
+ 448.0%
$153.35 - $219.6 $68.7K - $98.4K
548 $106K
NRZ
New Residential Investment Corp.

Real Estate
12.3K
+ 34.23%
N/A
48K $348K
FEMS
First Trust Emerging Markets S

ETFs
5.79K
+ 2.55%
$36.09 - $39.16 $209K - $227K
233K $8.65M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
2.38K
+ 7.95%
$21.48 - $22.98 $51.2K - $54.8K
32.4K $728K
JUPW
Jupiter Wellness, Inc.

Healthcare
30K
+ 16.64%
N/A
210K $614K
SU
Suncor Energy Inc

Energy
1.41K
+ 12.87%
$34.27 - $40.63 $48.3K - $57.2K
12.4K $478K
PLUS
Eplus Inc

Technology
1.5K
+ 458.1%
$61.03 - $82.23 $91.4K - $123K
1.83K $111K
SMR
Nuscale Power Corp

Industrials
7.58K
+ 139.89%
$14.16 - $29.08 $107K - $220K
13K $184K
IXN
Ishares Global Information Tec

ETFs
2.15K
+ 25.01%
$75.73 - $88.4 $163K - $190K
10.7K $812K
DOCS
Doximity, Inc.

Healthcare
1.26K
+ 55.31%
$49.71 - $83.14 $62.4K - $104K
3.52K $204K
RNR
Renaissancere Holdings LTD

Financial Services
580
+ 9.0%
$226.55 - $263.22 $131K - $153K
7.02K $1.69M
WTW
Willis Towers Watson PLC

Financial Services
98
+ 5.16%
$306.61 - $340.78 $30K - $33.4K
2K $674K
DFAX
Dimensional ETF Tr
796
+ 1.75%
$24.45 - $27.2 $19.5K - $21.7K
46.3K $1.21M
ENS
Ener Sys

Industrials
896
+ 617.93%
$89.62 - $103.2 $80.3K - $92.5K
1.04K $95K
HII
Huntington Ingalls Industries, Inc.

Industrials
324
+ 30.74%
$159.75 - $208.61 $51.8K - $67.6K
1.38K $281K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.65K
+ 2624.46%
$21.23 - $22.14 $77.4K - $80.8K
3.79K $83K
OUNZ
Van Eck Merk Gold Trust

ETFs
1.25K
+ 14.06%
$25.41 - $30.14 $31.9K - $37.8K
10.2K $306K
NJR
New Jersey Resources Corp

Utilities
97
+ 0.31%
$45.25 - $49.37 $4.39K - $4.79K
31.1K $1.52M
OKTA
Okta, Inc.

Technology
291
+ 15.87%
$78.83 - $116.72 $22.9K - $34K
2.13K $223K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.99K
+ 54.23%
$24.05 - $24.86 $71.8K - $74.2K
8.49K $211K
FNF
Fidelity National Financial, Inc.

Financial Services
169
+ 2.31%
$54.25 - $65.27 $9.17K - $11K
7.5K $488K
FPI
Farmland Partners Inc.

Real Estate
6.99K
+ 237.57%
$10.72 - $12.51 $75K - $87.5K
9.94K $110K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
2.19K
+ 7.02%
$51.3 - $56.76 $113K - $124K
33.4K $1.77M
DIV
Global X Superdividend Us ETF

ETFs
4.43K
+ 17.6%
N/A
29.6K $508K
EWJ
Ishares Msci Japan ETF

ETFs
536
+ 1.99%
$65.24 - $71.7 $35K - $38.4K
27.5K $1.89M
SONY
Sony Group Corp

Technology
451
+ 3.01%
$19.88 - $25.64 $8.97K - $11.6K
15.4K $392K
FISV
Fiserv Inc

Technology
595
+ 0.49%
N/A
121K $15.2M
OHI
Omega Healthcare Investors Inc

Real Estate
1.9K
+ 35.03%
$35.7 - $38.33 $67.9K - $72.9K
7.33K $279K
TRS
Trimas Corp

Consumer Cyclical
3.14K
+ 8711.11%
$20.49 - $25.42 $64.3K - $79.7K
3.17K $74K
CSGP
Costar Group, Inc.

Real Estate
227
+ 3.18%
$69.29 - $80.37 $15.7K - $18.2K
7.36K $583K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
809
+ 97.82%
$81.61 - $96.36 $66K - $78K
1.64K $141K
FLS
Flowserve Corp

Industrials
1.55K
+ 297.12%
$46.47 - $64.75 $71.9K - $100K
2.07K $101K
EUFN
Ishares Msci Europe Financials

ETFs
350
+ 2.94%
$23.03 - $29.47 $8.06K - $10.3K
12.3K $349K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.34K
+ 18.86%
$21.75 - $24.28 $94.5K - $105K
27.4K $604K
WING
Wingstop Inc.

Consumer Cyclical
331
+ 580.7%
$207.0 - $311.93 $68.5K - $103K
388 $87K
IP
International Paper CO

Consumer Cyclical
1.52K
+ 6.09%
$49.38 - $60.09 $75.1K - $91.4K
26.5K $1.41M
RPG
Invesco Exchange Traded Fd Tr

ETFs
2.85K
+ 22.01%
$37.33 - $45.03 $106K - $128K
15.8K $603K
RWR
Spdr Dow Jones Reit ETF

ETFs
696
+ 156.76%
$95.15 - $104.06 $66.2K - $72.4K
1.14K $112K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
3.32K
+ 19.37%
$24.88 - $26.85 $82.6K - $89.1K
20.5K $516K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
5.17K
+ 10.94%
$11.01 - $11.72 $57K - $60.6K
52.5K $590K
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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