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
ORI
Old Republic International Corp

Financial Services
1.04K
+ 11.92%
$33.46 - $39.22 $34.7K - $40.7K
9.75K $382K
CYBR
Cyber Ark Software Ltd.

Technology
194
+ 97.98%
$312.8 - $414.31 $60.7K - $80.4K
392 $132K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
122
+ 12.98%
$233.07 - $290.7 $28.4K - $35.5K
1.06K $286K
XAR
Spdr S&P Aerospace & Defense E

ETFs
498
+ 15.97%
$157.71 - $180.77 $78.5K - $90K
3.62K $581K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
135
+ 0.27%
$74.87 - $79.99 $10.1K - $10.8K
49.4K $3.8M
FTHI
First Trust Exchange Traded Fd

ETFs
3.73K
+ 27.93%
$21.62 - $23.74 $80.7K - $88.6K
17.1K $373K
IFN
India Fund Inc

Financial Services
3.99K
+ 12.91%
$14.32 - $16.19 $57.2K - $64.6K
34.9K $550K
RF
Regions Financial Corp

Financial Services
7.23K
+ 13.63%
$20.84 - $24.77 $151K - $179K
60.2K $1.31M
XLB
Select Sector Spdr Fd Material

ETFs
363
+ 2.15%
$83.19 - $90.99 $30.2K - $33K
17.3K $1.49M
TDOC
Teladoc Health, Inc.

Healthcare
8.12K
+ 1042.88%
$7.96 - $14.33 $64.7K - $116K
8.9K $70K
FDVV
Fidelity High Dividend ETF

ETFs
1.51K
+ 3.76%
$48.86 - $52.28 $73.9K - $79.1K
41.8K $2.07M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
7.87K
+ 2240.74%
$7.75 - $7.98 $61K - $62.8K
8.22K $64K
WOLF
Wolfspeed, Inc.

Technology
25.4K
+ 573.18%
$2.59 - $7.48 $65.7K - $190K
29.8K $91K
PFGC
Performance Food Group CO

Consumer Defensive
800
+ 355.56%
$74.86 - $90.93 $59.9K - $72.7K
1.03K $80K
ZETA
Zeta Global Holdings Corp.

Technology
4.54K
+ 3028.67%
$13.56 - $24.69 $61.6K - $112K
4.69K $63K
OMC
Omnicom Group Inc.

Communication Services
1.21K
+ 9.44%
$79.43 - $88.34 $96.3K - $107K
14.1K $1.17M
GEL
Genesis Energy LP

Energy
3.3K
+ 263.6%
$10.31 - $16.03 $34K - $52.8K
4.55K $71K
RKLB
Rocket Lab Usa, Inc.

Industrials
3.91K
+ 281.14%
$17.12 - $31.57 $66.9K - $123K
5.29K $94K
BHK
Blackrock Core Bond Trust

Financial Services
4.95K
+ 46.64%
$10.15 - $10.86 $50.2K - $53.7K
15.6K $168K
ET
Energy Transfer LP

Energy
23.3K
+ 6.21%
$17.26 - $21.08 $401K - $490K
398K $7.39M
SBAC
Sba Communications Corp

Real Estate
115
+ 5.62%
$192.76 - $224.91 $22.2K - $25.9K
2.16K $475K
STN
Stantec Inc

Industrials
497
+ 13.29%
$74.62 - $89.33 $37.1K - $44.4K
4.24K $350K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
759
+ 19.34%
$203.38 - $274.79 $154K - $209K
4.68K $962K
FHB
First Hawaiian, Inc.

Financial Services
3.15K
+ 23.27%
$24.13 - $28.18 $76K - $88.7K
16.7K $407K
TPYP
Managed Portfolio Ser Tortoise

ETFs
1.26K
+ 30.89%
$34.32 - $37.26 $43.2K - $46.9K
5.34K $194K
BMO
Bank Of Montreal

Financial Services
654
+ 14.16%
$94.92 - $104.14 $62.1K - $68.1K
5.27K $503K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.28K
+ 15.63%
N/A
16.8K $399K
MAA
Mid America Apartment Communities Inc.

Real Estate
82
+ 2.61%
$146.9 - $170.92 $12K - $14K
3.22K $539K
RGTI
Rigetti Computing, Inc.

Technology
11.9K
+ 219.06%
$6.05 - $19.51 $72K - $232K
17.3K $137K
MPW
Medical Properties Trust Inc

Real Estate
1.3K
+ 5.89%
$3.83 - $6.21 $4.97K - $8.05K
23.3K $140K
NUDM
Nuveen Esg International Devel

ETFs
1.3K
+ 19.31%
$29.75 - $33.12 $38.7K - $43.1K
8.03K $255K
SPH
Suburban Propane Partners LP

Utilities
1.54K
+ 27.75%
$17.64 - $22.2 $27.1K - $34.1K
7.07K $148K
HQH
Tekla Healthcare Investors

Financial Services
2.86K
+ 12.81%
$16.23 - $18.27 $46.5K - $52.3K
25.2K $409K
GPI
Group 1 Automotive Inc

Consumer Cyclical
167
+ 48.83%
$375.96 - $484.08 $62.8K - $80.8K
509 $194K
MCY
Mercury General Corp

Financial Services
1.1K
+ 107.32%
$47.18 - $65.75 $51.9K - $72.3K
2.13K $118K
GTLB
Gitlab Inc.

Technology
1.3K
+ 99.09%
$47.0 - $73.14 $61.1K - $95.1K
2.61K $122K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
319
+ 1.97%
$33.84 - $37.77 $10.8K - $12K
16.5K $600K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3K
+ 22.81%
$21.23 - $23.75 $63.7K - $71.3K
16.2K $347K
XT
Ishares Tr Exponential Technol

ETFs
867
+ 110.03%
$57.56 - $64.0 $49.9K - $55.5K
1.66K $95K
MET
Metlife Inc

Financial Services
1.37K
+ 3.49%
$77.7 - $87.0 $106K - $119K
40.5K $3.26M
USMC
Principal ETF U S Mega Cap

ETFs
871
+ 290.33%
$55.72 - $63.13 $48.5K - $55K
1.17K $66K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
1.14K
+ 2.5%
$20.11 - $21.21 $23K - $24.2K
46.9K $992K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
208
+ 1.09%
$47.08 - $50.67 $9.79K - $10.5K
19.3K $971K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.19K
+ 4.03%
$25.77 - $27.6 $30.7K - $32.9K
30.7K $816K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
883
+ 1.29%
$10.35 - $11.79 $9.14K - $10.4K
69.4K $775K
DG
Dollar General Corp

Consumer Defensive
107
+ 3.58%
$68.44 - $87.93 $7.32K - $9.41K
3.1K $272K
IXJ
Ishares Global Healthcare ETF

ETFs
205
+ 3.97%
$86.01 - $94.19 $17.6K - $19.3K
5.37K $490K
AVTR
Avantor, Inc.

Basic Materials
5.29K
+ 63.69%
$15.5 - $22.57 $82K - $119K
13.6K $220K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
836
+ 10.82%
$96.88 - $111.25 $81K - $93K
8.56K $854K
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