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
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
723
+ 1.38%
$24.57 - $29.72 $17.8K - $21.5K
53.3K $1.57M
AM
Antero Midstream Corp

Energy
3.32K
+ 5.29%
$15.88 - $18.99 $52.7K - $63.1K
66.1K $1.25M
AIT
Applied Industrial Technologies Inc

Industrials
326
+ 4.97%
$206.03 - $243.28 $67.2K - $79.3K
6.88K $1.6M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
7.73K
+ 316.41%
$15.44 - $16.72 $119K - $129K
10.2K $163K
DOV
Dover Corp

Industrials
118
+ 0.87%
$151.14 - $186.7 $17.8K - $22K
13.6K $2.49M
EAPR
Innovator Etfs Tr Emerging Mkt
3.92K
+ 40.53%
$24.71 - $27.99 $96.8K - $110K
13.6K $379K
ELV
Elevance Health, Inc.

Healthcare
2.61K
+ 13.45%
$372.27 - $452.69 $970K - $1.18M
22K $8.55M
AX
Axos Financial, Inc.

Financial Services
1.23K
+ 49.44%
$56.36 - $76.85 $69.2K - $94.3K
3.71K $282K
PMAR
Innovator U.S. Equity Power Bu

ETFs
248
+ 0.52%
$37.18 - $42.23 $9.22K - $10.5K
47.9K $2.02M
PSCC
Invesco S&P Smallcap Consumer

ETFs
3.94K
+ 66.15%
$32.3 - $36.01 $127K - $142K
9.88K $328K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
58
+ 0.13%
$27.79 - $34.16 $1.61K - $1.98K
44.7K $1.52M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
522
+ 3.71%
$83.8 - $101.39 $43.7K - $52.9K
14.6K $1.48M
POST
Post Holdings, Inc.

Consumer Defensive
1.14K
+ 135.43%
$107.47 - $118.46 $123K - $135K
1.99K $216K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.38K
+ 15.45%
$47.02 - $47.83 $112K - $114K
17.8K $849K
D
Dominion Energy, Inc

Utilities
840
+ 0.55%
$49.66 - $58.0 $41.7K - $48.7K
153K $8.65M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
946
+ 0.34%
$15.52 - $17.13 $14.7K - $16.2K
278K $4.76M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
854
+ 13.54%
$81.84 - $93.53 $69.9K - $79.9K
7.16K $664K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
1.6K
+ 3.92%
$16.83 - $20.38 $26.9K - $32.6K
42.4K $864K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
6.07K
+ 5.65%
$41.09 - $50.61 $249K - $307K
114K $5.45M
TOL
Toll Brothers, Inc.

Consumer Cyclical
154
+ 1.38%
$90.5 - $114.3 $13.9K - $17.6K
11.3K $1.29M
RGLD
Royal Gold Inc

Basic Materials
585
+ 107.54%
$155.48 - $186.71 $91K - $109K
1.13K $200K
SMMT
Summit Therapeutics Inc.

Healthcare
4.49K
+ 56.29%
$16.64 - $36.7 $74.7K - $165K
12.5K $265K
FSK
Fs Kkr Capital Corp

Financial Services
6K
+ 7.88%
$17.95 - $21.5 $108K - $129K
82.2K $1.71M
FITB
Fifth Third Bancorp

Financial Services
2.35K
+ 33.03%
$33.32 - $41.51 $78.4K - $97.6K
9.47K $389K
RGTI
Rigetti Computing, Inc.

Technology
3.52K
+ 20.28%
$7.5 - $14.29 $26.4K - $50.3K
20.9K $247K
OPFI
Opp Fi Inc.

Technology
7.48K
+ 747.9%
$7.92 - $14.61 $59.2K - $109K
8.48K $118K
THC
Tenet Healthcare Corp

Healthcare
41
+ 1.68%
$110.41 - $176.0 $4.53K - $7.22K
2.49K $437K
FLEX
Flex Ltd.

Technology
1.58K
+ 87.81%
$26.68 - $50.09 $42.1K - $79K
3.37K $168K
CROX
Crocs, Inc.

Consumer Cyclical
1.22K
+ 39.88%
$88.67 - $120.26 $108K - $146K
4.27K $431K
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
2.15K
+ 3.53%
$32.83 - $38.57 $70.7K - $83.1K
63.2K $2.41M
MDU
Mdu Resources Group Inc

Industrials
6.57K
+ 127.68%
$15.6 - $17.76 $103K - $117K
11.7K $195K
MP
Mp Materials Corp.

Basic Materials
2.87K
+ 201.33%
$18.77 - $37.74 $53.9K - $108K
4.29K $142K
CLH
Clean Harbors Inc

Industrials
172
+ 8.79%
$182.1 - $233.5 $31.3K - $40.2K
2.13K $492K
HCA
Hca Healthcare, Inc.

Healthcare
110
+ 6.41%
$317.61 - $387.52 $34.9K - $42.6K
1.83K $699K
PTF
Invesco Exchange Traded Fd Tr

ETFs
1K
+ 24.45%
$51.29 - $68.29 $51.5K - $68.6K
5.11K $349K
NXST
Nexstar Media Group, Inc.

Communication Services
626
+ 176.34%
$144.68 - $181.86 $90.6K - $114K
981 $169K
STLG
Ishares Factors Us Growth Styl

ETFs
2.09K
+ 232.33%
N/A
2.99K $150K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
929
+ 83.54%
$86.58 - $104.98 $80.4K - $97.5K
2.04K $214K
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.07K
+ 252.35%
$26.66 - $33.09 $81.7K - $101K
4.28K $141K
ETON
Eton Pharmaceuticals, Inc.

Healthcare
6.57K
+ 87.55%
$11.47 - $20.24 $75.3K - $133K
14.1K $200K
EXTR
Extreme Networks Inc

Technology
5.65K
+ 2616.2%
$10.84 - $17.97 $61.3K - $102K
5.87K $105K
AGYS
Agilysys Inc

Technology
791
+ 291.88%
$65.76 - $118.19 $52K - $93.5K
1.06K $121K
PII
Polaris Inc.

Consumer Cyclical
2.54K
+ 61.46%
$31.97 - $42.61 $81.3K - $108K
6.68K $271K
SONY
Sony Group Corp

Technology
3.55K
+ 22.98%
$21.24 - $26.88 $75.4K - $95.4K
19K $494K
ETNB
89bio, Inc.

Healthcare
4.81K
+ 23.16%
$4.83 - $10.57 $23.2K - $50.8K
25.6K $251K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
681
+ 2.26%
$34.28 - $41.6 $23.3K - $28.3K
30.8K $1.28M
STRL
Sterling Construction CO Inc

Industrials
16
+ 1.95%
$104.96 - $231.51 $1.68K - $3.7K
837 $193K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.69K
+ 41.09%
$55.32 - $65.02 $93.3K - $110K
5.79K $362K
NJUL
Innovator Growth 100 Power Buf

Technology
88
+ 0.75%
$56.05 - $68.06 $4.93K - $5.99K
11.8K $803K
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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