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
IBDV
Ishares Tr

Technology
1.45K
+ 97.7%
$21.11 - $21.73 $30.5K - $31.4K
2.92K $63K
PDD
Pinduoduo Inc.

Consumer Cyclical
100
+ 10.71%
$94.68 - $131.34 $9.47K - $13.1K
1.03K $122K
POST
Post Holdings, Inc.

Consumer Defensive
264
+ 45.52%
$104.57 - $116.92 $27.6K - $30.9K
844 $98K
UBS
Ubs Group Ag

Financial Services
1K
+ 33.56%
$30.28 - $35.78 $30.4K - $35.9K
3.99K $122K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.16K
+ 6.4%
$25.05 - $25.16 $29.1K - $29.2K
19.3K $485K
ICVT
Ishares Tr Convertible Bond Et

ETFs
447
+ 9.11%
$83.18 - $89.27 $37.2K - $39.9K
5.35K $447K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
1.33K
+ 26.35%
$22.31 - $22.79 $29.6K - $30.3K
6.37K $143K
EQNR
Equinor Asa

Energy
65
+ 0.63%
$22.37 - $26.45 $1.45K - $1.72K
10.3K $272K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
556
+ 89.82%
$62.43 - $84.12 $34.7K - $46.8K
1.18K $76K
IBND
Spdr Bloomberg International C

ETFs
517
+ 3.97%
$27.72 - $29.79 $14.3K - $15.4K
13.5K $398K
ERC
Allspring Multi Sector Income Fund

Financial Services
3.26K
+ 30.43%
$9.04 - $9.39 $29.5K - $30.6K
14K $128K
INSM
Insmed Inc

Healthcare
340
+ 82.32%
$65.25 - $83.83 $22.2K - $28.5K
753 $57K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
486
+ 1.89%
$39.96 - $43.3 $19.4K - $21K
26.2K $1.08M
ESE
Esco Technologies Inc

Technology
49
+ 6.32%
$128.92 - $169.65 $6.32K - $8.31K
824 $131K
PFM
Invesco Exchange Traded Fd Tr

ETFs
692
+ 1.6%
$44.92 - $48.18 $31.1K - $33.3K
43.8K $2.01M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
729
+ 27.4%
$38.0 - $38.88 $27.7K - $28.3K
3.39K $129K
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
725
+ 2.45%
$22.89 - $23.3 $16.6K - $16.9K
30.3K $707K
LUV
Southwest Airlines CO

Industrials
844
+ 5.08%
$28.18 - $34.84 $23.8K - $29.4K
17.5K $586K
TDY
Teledyne Technologies Inc

Technology
14
+ 2.19%
$455.51 - $518.84 $6.38K - $7.26K
654 $325K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
3.22K
+ 26.59%
$8.38 - $8.86 $26.9K - $28.5K
15.3K $128K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
495
+ 10.71%
$105.24 - $117.4 $52.1K - $58.1K
5.12K $544K
HBAN
Huntington Bancshares Inc

Financial Services
7.46K
+ 11.04%
$14.28 - $17.39 $107K - $130K
75K $1.13M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
2.7K
+ 19.03%
$12.17 - $13.83 $32.9K - $37.4K
16.9K $207K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
8.87K
+ 67.21%
$3.27 - $3.68 $29K - $32.7K
22.1K $72K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
6.4K
+ 86.11%
$4.18 - $4.41 $26.8K - $28.2K
13.8K $57K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
655
+ 19.09%
$68.37 - $87.97 $44.8K - $57.6K
4.09K $280K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.33K
+ 1.65%
$18.54 - $18.88 $24.7K - $25.2K
82.3K $1.54M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
796
+ 812.24%
$26.71 - $31.58 $21.3K - $25.1K
894 $27K
LYFT
Lyft, Inc.

Technology
2.92K
+ 32.41%
$11.27 - $15.12 $33K - $44.2K
11.9K $141K
INVH
Invitation Homes Inc.

Real Estate
21
+ 0.25%
$30.28 - $34.85 $636 - $732
8.41K $292K
EUSB
Ishares Tr Esg Advanced Total

Technology
260
+ 1.7%
$42.05 - $43.43 $10.9K - $11.3K
15.6K $673K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
20
+ 0.45%
$71.58 - $79.91 $1.43K - $1.6K
4.42K $341K
CM
Canadian Imperial Bank Of Commerce

Financial Services
499
+ 63.32%
$55.05 - $64.52 $27.5K - $32.2K
1.29K $72K
HTAB
Hartford Fds Exchange Traded

ETFs
1.24K
+ 21.94%
$18.95 - $19.6 $23.5K - $24.3K
6.89K $132K
MHK
Mohawk Industries Inc

Consumer Cyclical
263
+ 20.32%
$110.92 - $130.83 $29.2K - $34.4K
1.56K $177K
X
United States Steel Corp

Basic Materials
394
+ 54.8%
$30.47 - $43.0 $12K - $16.9K
1.11K $47K
PJP
Invesco Exchange Traded Fd Tr

ETFs
216
+ 23.35%
$81.43 - $87.33 $17.6K - $18.9K
1.14K $98K
L
Loews Corp

Financial Services
49
+ 2.01%
$81.13 - $91.91 $3.98K - $4.5K
2.48K $228K
NI
Nisource Inc.

Utilities
340
+ 13.82%
$35.57 - $41.23 $12.1K - $14K
2.8K $112K
SYY
Sysco Corp

Consumer Defensive
679
+ 3.33%
$70.0 - $77.13 $47.5K - $52.4K
21.1K $1.58M
AVB
Avalonbay Communities Inc

Real Estate
292
+ 3.76%
$207.86 - $228.08 $60.7K - $66.6K
8.05K $1.73M
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
2.2K
+ 32.35%
$9.47 - $9.85 $20.8K - $21.7K
9K $85K
FTC
First Tr Lge Cap Growth

ETFs
249
+ 13.29%
$127.87 - $148.89 $31.8K - $37.1K
2.12K $278K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
2.3K
+ 9.11%
$15.38 - $17.01 $35.4K - $39.1K
27.6K $424K
NEXT
Next Decade Corp.

Energy
2.63K
+ 58.63%
$6.75 - $9.43 $17.7K - $24.8K
7.11K $55K
NNY
Nuveen New York Municipal Value Fund

Financial Services
1.97K
+ 9.38%
$8.05 - $8.36 $15.9K - $16.5K
23K $189K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
2.1K
+ 49.49%
$10.17 - $10.76 $21.4K - $22.6K
6.34K $65K
QLYS
Qualys, Inc.

Technology
180
+ 171.43%
$121.57 - $147.7 $21.9K - $26.6K
285 $35K
SNEX
Stone X Group Inc.

Financial Services
491
+ 64.44%
$76.12 - $126.89 $37.4K - $62.3K
1.25K $95K
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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