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
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
653
+ 28.26%
$88.44 - $101.55 $57.8K - $66.3K
2.96K $267K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
170
+ 0.9%
$30.38 - $34.94 $5.16K - $5.94K
19.2K $655K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
497
+ 80.81%
$96.85 - $111.39 $48.1K - $55.4K
1.11K $109K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
689
+ 32.93%
$61.9 - $66.89 $42.6K - $46.1K
2.78K $176K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.08K
+ 1.58%
$49.69 - $50.76 $53.8K - $54.9K
69.4K $3.47M
TKR
Timken CO

Industrials
608
+ 25.52%
$69.85 - $83.79 $42.5K - $50.9K
2.99K $214K
MNDY
Monday.Com Ltd.

Technology
170
+ 59.65%
$213.0 - $327.92 $36.2K - $55.7K
455 $110K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
909
+ 2.28%
$17.03 - $18.6 $15.5K - $16.9K
40.8K $750K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
4.48K
+ 4.2%
$13.1 - $13.52 $58.6K - $60.5K
111K $1.46M
EVRG
Evergy, Inc.

Utilities
200
+ 5.16%
$59.9 - $69.52 $12K - $13.9K
4.07K $280K
ILCV
Ishares Morningstar Value ETF

ETFs
486
+ 10.62%
$79.37 - $85.24 $38.6K - $41.4K
5.06K $412K
CHTR
Charter Communications, Inc.

Communication Services
62
+ 8.86%
$334.89 - $384.77 $20.8K - $23.9K
762 $280K
EWI
Ishares Inc Msci Italy ETF

ETFs
768
+ 55.09%
$35.58 - $43.99 $27.3K - $33.8K
2.16K $91K
VTR
Ventas, Inc.

Real Estate
219
+ 8.26%
$56.9 - $70.47 $12.5K - $15.4K
2.87K $197K
HYLS
First Tr Tactical High Yield L

ETFs
992
+ 29.87%
$40.95 - $41.77 $40.6K - $41.4K
4.31K $177K
GH
Guardant Health, Inc.

Healthcare
912
+ 1216.0%
$31.77 - $49.94 $29K - $45.5K
987 $42K
VMO
Invesco Municipal Opportunity Trust

Financial Services
7.03K
+ 6.1%
$9.44 - $9.93 $66.3K - $69.8K
122K $1.16M
IEO
Ishares Tr

ETFs
366
+ 31.12%
$86.02 - $99.13 $31.5K - $36.3K
1.54K $145K
MEDP
Medpace Holdings, Inc.

Healthcare
325
+ 15.19%
$304.69 - $360.97 $99K - $117K
2.46K $750K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
1.08K
+ 236.92%
$38.78 - $44.63 $41.8K - $48.1K
1.53K $59K
FIDI
Fidelity Covington Tr

ETFs
469
+ 3.22%
$19.41 - $22.35 $9.1K - $10.5K
15K $322K
FUBO
Fubo Tv Inc.

Communication Services
9.43K
+ 142.31%
$1.41 - $5.46 $13.3K - $51.5K
16.1K $46K
AWI
Armstrong World Industries Inc

Industrials
264
+ 21.0%
$136.0 - $154.19 $35.9K - $40.7K
1.52K $214K
CRL
Charles River Laboratories International, Inc.

Healthcare
458
+ 48.06%
$150.52 - $190.14 $68.9K - $87.1K
1.41K $212K
FDLO
Fidelity Covington Tr Low Vola

ETFs
603
+ 16.39%
$59.43 - $63.22 $35.8K - $38.1K
4.28K $259K
EWP
Ishares Inc Msci Spain ETF

ETFs
610
+ 31.23%
$30.96 - $38.87 $18.9K - $23.7K
2.56K $97K
IGR
Cbre Global Real Estate Income Fund

Financial Services
6.36K
+ 57.38%
$4.79 - $5.34 $30.5K - $34K
17.4K $89K
EWQ
Ishares Msci France ETF

ETFs
788
+ 67.12%
$35.35 - $41.99 $27.9K - $33.1K
1.96K $78K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.23K
+ 9.1%
$24.79 - $25.26 $30.6K - $31.1K
14.8K $373K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
7.96K
+ 8.5%
$3.92 - $4.13 $31.2K - $32.9K
102K $404K
SAN
Banco Santander, S.A.

Financial Services
1.47K
+ 12.47%
$4.46 - $7.14 $6.53K - $10.5K
13.2K $88K
HRB
H&R Block Inc

Consumer Cyclical
617
+ 152.72%
$49.96 - $55.97 $30.8K - $34.5K
1.02K $56K
HLN
Haleon PLC

Healthcare
221
+ 0.49%
$9.02 - $10.67 $1.99K - $2.36K
45.7K $470K
RWL
Invesco Exchange Traded Fd Tr

ETFs
176
+ 1.48%
$96.9 - $104.39 $17.1K - $18.4K
12.1K $1.2M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.6K
+ 12.84%
$94.32 - $110.46 $151K - $177K
14.1K $1.36M
AMCR
Amcor PLC

Consumer Cyclical
3.39K
+ 46.33%
$9.33 - $10.39 $31.6K - $35.2K
10.7K $103K
AINV
Apollo Investment Corp

Financial Services
3.02K
+ 9.46%
N/A
34.9K $388K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.25K
+ 8.64%
$23.9 - $24.18 $30K - $30.3K
15.8K $381K
VFH
Vanguard Financial ETF

ETFs
140
+ 1.13%
$114.07 - $127.34 $16K - $17.8K
12.5K $1.5M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.25K
+ 6.52%
$48.02 - $53.02 $60K - $66.3K
20.4K $1.01M
DCI
Donaldson CO Inc

Industrials
505
+ 9.67%
$66.51 - $72.28 $33.6K - $36.5K
5.73K $384K
SUB
Ishares Short Term National Mu

ETFs
286
+ 1.26%
$105.3 - $106.24 $30.1K - $30.4K
22.9K $2.42M
KRG
Kite Realty Group Trust

Real Estate
3.02K
+ 25.01%
$21.24 - $25.05 $64.1K - $75.6K
15.1K $337K
TSN
Tyson Foods, Inc.

Consumer Defensive
179
+ 5.18%
$54.27 - $63.81 $9.71K - $11.4K
3.63K $231K
UEC
Uranium Energy Corp

Energy
15K
+ 73.6%
$4.77 - $8.2 $71.6K - $123K
35.4K $169K
CHE
Chemed Corp

Healthcare
11
+ 3.77%
$521.84 - $615.32 $5.74K - $6.77K
303 $186K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
2.34K
+ 39.75%
$11.34 - $12.23 $26.5K - $28.6K
8.23K $100K
FOXA
Fox Corp

Communication Services
106
+ 3.23%
$47.9 - $58.0 $5.08K - $6.15K
3.39K $191K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
489
+ 29.53%
$72.01 - $79.94 $35.2K - $39.1K
2.15K $158K
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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