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
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.65K
+ 32.99%
$24.32 - $29.74 $64.5K - $78.9K
10.7K $315K
ROK
Rockwell Automation, Inc

Industrials
75
+ 7.52%
$218.97 - $332.17 $16.4K - $24.9K
1.07K $356K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
96
+ 5.73%
$164.46 - $237.28 $15.8K - $22.8K
1.77K $420K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.47K
+ 8.94%
$27.24 - $33.15 $40K - $48.6K
17.9K $589K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
759
+ 4.61%
$32.66 - $40.75 $24.8K - $30.9K
17.2K $697K
ASTS
Ast Space Mobile, Inc.

Communication Services
1.33K
+ 95.61%
$20.07 - $51.83 $26.7K - $68.9K
2.72K $127K
GBIL
Goldman Sachs Access Treasury

ETFs
968
+ 2.65%
$99.83 - $100.19 $96.6K - $97K
37.5K $3.75M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
4.61K
+ 950.31%
$19.55 - $21.78 $90.1K - $100K
5.09K $105K
GME
Game Stop Corp.

Consumer Cyclical
3.21K
+ 41.78%
$21.1 - $35.01 $67.7K - $112K
10.9K $265K
PAYX
Paychex Inc

Industrials
3.14K
+ 7.64%
$137.01 - $159.78 $430K - $501K
44.2K $6.43M
FNDB
Schwab Fundamental U S Broad M

ETFs
3.66K
+ 105.45%
$20.36 - $23.98 $74.5K - $87.7K
7.13K $170K
ICF
Ishares Tr

ETFs
1.49K
+ 136.36%
$54.56 - $62.47 $81.2K - $93K
2.58K $157K
ICLN
Ishares

ETFs
5.25K
+ 42.98%
$10.56 - $13.31 $55.5K - $69.9K
17.5K $229K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4.28K
+ 542.77%
$20.23 - $21.04 $86.5K - $90K
5.07K $106K
EWBC
East West Bancorp Inc

Financial Services
562
+ 19.66%
$71.03 - $101.75 $39.9K - $57.2K
3.42K $345K
PSTG
Pure Storage, Inc.

Technology
7
+ 0.1%
$37.18 - $57.58 $260 - $403
6.7K $385K
TXT
Textron Inc

Industrials
103
+ 1.02%
$60.72 - $80.34 $6.25K - $8.28K
10.2K $820K
UEC
Uranium Energy Corp

Energy
2.61K
+ 7.38%
$4.0 - $7.05 $10.4K - $18.4K
38K $258K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
2.83K
+ 202.29%
$24.53 - $29.78 $69.4K - $84.3K
4.23K $125K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
206
+ 4.03%
$94.74 - $118.43 $19.5K - $24.4K
5.32K $630K
PBA
Pembina Pipeline Corp

Energy
4.3K
+ 14.5%
$35.16 - $40.88 $151K - $176K
34K $1.27M
QLYS
Qualys, Inc.

Technology
562
+ 197.19%
$115.21 - $142.87 $64.7K - $80.3K
847 $121K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
1.76K
+ 10.55%
$16.5 - $21.35 $29K - $37.5K
18.4K $392K
FTHI
First Trust Exchange Traded Fd

ETFs
2.96K
+ 17.3%
$19.66 - $22.85 $58.1K - $67.5K
20K $458K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.24K
+ 21.9%
$24.94 - $25.42 $80.7K - $82.3K
18K $458K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.22K
+ 3.2%
$48.46 - $50.2 $108K - $111K
71.6K $3.55M
VNLA
Janus Henderson Short Duration

ETFs
1.57K
+ 1.07%
$48.74 - $49.2 $76.6K - $77.3K
149K $7.33M
TQQQ
Proshares Ultrapro Qqq

ETFs
925
+ 345.15%
$38.9 - $83.0 $36K - $76.8K
1.19K $99K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
427
+ 26.1%
$79.91 - $109.54 $34.1K - $46.8K
2.06K $225K
TBBK
Bancorp, Inc.

Financial Services
307
+ 1.93%
$40.93 - $57.59 $12.6K - $17.7K
16.2K $922K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.39K
+ 21.49%
$23.96 - $24.27 $81.2K - $82.3K
19.2K $464K
IBDV
Ishares Tr

Technology
3.74K
+ 128.01%
$21.28 - $21.98 $79.7K - $82.3K
6.67K $146K
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.85K
+ 54.03%
$43.89 - $45.45 $81.2K - $84K
5.27K $237K
AOA
Ishares Tr Core Aggressive All

ETFs
153
+ 1.53%
$69.46 - $83.4 $10.6K - $12.8K
10.1K $846K
PAA
Plains All American Pipeline LP

Energy
8.56K
+ 19.12%
$16.03 - $20.28 $137K - $174K
53.3K $977K
VOX
Vanguard Communication Service

ETFs
27
+ 0.79%
$133.12 - $171.03 $3.59K - $4.62K
3.44K $588K
CPNG
Coupang, Inc.

Consumer Cyclical
2.02K
+ 80.08%
$19.76 - $30.81 $40K - $62.3K
4.55K $136K
XLB
Select Sector Spdr Fd Material

ETFs
564
+ 3.26%
$74.27 - $88.92 $41.9K - $50.2K
17.8K $1.57M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
863
+ 47.03%
$25.35 - $64.65 $21.9K - $55.8K
2.7K $134K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
545
+ 2.92%
$41.3 - $47.0 $22.5K - $25.6K
19.2K $902K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.38K
+ 20.08%
N/A
20.2K $479K
ALT
Altimmune, Inc.

Healthcare
64.2K
+ 43.01%
$3.5 - $7.71 $225K - $495K
213K $825K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
999
+ 8.83%
$24.46 - $33.16 $24.4K - $33.1K
12.3K $402K
PODD
Insulet Corp

Healthcare
77
+ 7.33%
$238.57 - $327.47 $18.4K - $25.2K
1.13K $354K
RWK
Invesco Exchange Traded Fd Tr

ETFs
145
+ 2.1%
$94.8 - $117.22 $13.7K - $17K
7.06K $825K
PBT
Permian Basin Royalty Trust

Energy
41
+ 0.13%
$8.81 - $12.46 $361 - $511
30.9K $384K
ALLE
Allegion PLC

Industrials
496
+ 86.87%
$118.52 - $145.64 $58.8K - $72.2K
1.07K $153K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
1.87K
+ 361.78%
$32.65 - $41.54 $61.2K - $77.8K
2.39K $97K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.93K
+ 33.51%
$24.88 - $25.41 $72.8K - $74.4K
11.7K $296K
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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