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
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
6.95K
+ 15.59%
$8.45 - $9.78 $58.8K - $68K
51.6K $502K
MC
Moelis & CO

Financial Services
313
+ 2.22%
$48.86 - $62.99 $15.3K - $19.7K
14.4K $897K
FNDX
Schwab Fundamental U S Large C

ETFs
1.9K
+ 6.31%
$20.84 - $24.54 $39.6K - $46.7K
32K $786K
SAIC
Science Applications International Corp

Technology
665
+ 74.14%
$100.22 - $123.41 $66.6K - $82.1K
1.56K $175K
AKAM
Akamai Technologies Inc

Technology
811
+ 21.3%
N/A
4.62K $419K
APG
A Pi Group Corp

Industrials
64
+ 1.4%
$32.2 - $51.23 $2.06K - $3.28K
4.62K $235K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.45K
+ 2.58%
$46.41 - $47.7 $67.4K - $69.3K
57.9K $2.75M
HSBC
Hsbc Holdings PLC

Financial Services
653
+ 6.79%
$46.68 - $61.09 $30.5K - $39.9K
10.3K $624K
FEM
First Trust Emerging Markets A

ETFs
15
+ 0.04%
$19.94 - $24.69 $299 - $370
41.9K $1.03M
IOT
Samsara Inc.

Technology
1.42K
+ 15.49%
$33.46 - $47.74 $47.6K - $67.9K
10.6K $422K
IYM
Ishares Tr

ETFs
243
+ 3.67%
$116.16 - $140.01 $28.2K - $34K
6.87K $961K
EPAM
Epam Systems, Inc.

Technology
359
+ 40.75%
N/A
1.24K $230K
AR
Antero Resources Corp

Energy
1.66K
+ 13.62%
$31.92 - $43.78 $53.1K - $72.8K
13.9K $559K
BTO
John Hancock Financial Opportunities Fund

Financial Services
568
+ 1.62%
$28.44 - $35.42 $16.2K - $20.1K
35.7K $1.26M
DIV
Global X Superdividend Us ETF

ETFs
3.82K
+ 12.93%
N/A
33.4K $573K
BUG
Global X Fds Cybersecurity ETF

ETFs
1.28K
+ 34.15%
$29.9 - $37.1 $38.2K - $47.5K
5.02K $186K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
2.92K
+ 639.47%
$20.6 - $29.93 $60.1K - $87.3K
3.37K $76K
VTR
Ventas, Inc.

Real Estate
1.25K
+ 43.57%
$62.45 - $70.08 $78.1K - $87.6K
4.12K $260K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
2.85K
+ 2.57%
$12.19 - $13.37 $34.7K - $38.1K
114K $1.52M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
981
+ 47.85%
$38.39 - $51.11 $37.7K - $50.1K
3.03K $154K
BBY
Best Buy CO Inc

Consumer Cyclical
11.7K
+ 10.47%
$56.17 - $75.73 $658K - $888K
124K $8.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
56
+ 0.23%
$81.46 - $94.63 $4.56K - $5.3K
24.1K $2.28M
GBDC
Golub Capital Bdc, Inc.

Financial Services
5.17K
+ 16.41%
$13.03 - $15.28 $67.3K - $78.9K
36.6K $536K
ILCB
Ishares Morningstar U.S. Equit

ETFs
357
+ 10.42%
$68.63 - $85.78 $24.5K - $30.6K
3.78K $324K
POET
Poet Technologies Inc.

Technology
10.8K
+ 390.39%
$3.21 - $5.45 $34.5K - $58.7K
13.5K $70K
CIEN
Ciena Corp

Technology
298
+ 17.62%
$53.5 - $83.89 $15.9K - $25K
1.99K $161K
QUBT
Quantum Computing Inc.

Technology
2.34K
+ 181.59%
$5.87 - $21.22 $13.7K - $49.6K
3.62K $69K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
1.23K
+ 18.16%
$23.18 - $30.7 $28.5K - $37.8K
8.01K $227K
TRMB
Trimble Inc.

Technology
363
+ 12.33%
$55.12 - $75.98 $20K - $27.6K
3.31K $251K
VGSH
Vanguard

ETFs
962
+ 8.45%
$58.32 - $58.95 $56.1K - $56.7K
12.3K $725K
VONE
Vanguard Russell 1000 ETF

ETFs
12
+ 0.59%
$225.48 - $280.86 $2.71K - $3.37K
2.05K $574K
WTFC
Wintrust Financial Corp

Financial Services
144
+ 4.11%
$95.17 - $124.21 $13.7K - $17.9K
3.64K $451K
BGB
Blackstone Strategic Credit Fund

Financial Services
4.15K
+ 3.03%
$10.85 - $12.12 $45K - $50.3K
141K $1.71M
CINF
Cincinnati Financial Corp

Financial Services
330
+ 5.59%
$126.6 - $151.6 $41.8K - $50K
6.24K $928K
ATO
Atmos Energy Corp

Utilities
374
+ 6.15%
$145.06 - $162.66 $54.3K - $60.8K
6.46K $995K
SYF
Synchrony Financial

Financial Services
183
+ 5.99%
$43.81 - $66.74 $8.02K - $12.2K
3.24K $216K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
844
+ 4.13%
$43.28 - $50.37 $36.5K - $42.5K
21.3K $1.07M
ACA
Arcosa, Inc.

Industrials
15
+ 0.27%
$70.66 - $90.53 $1.06K - $1.36K
5.58K $483K
INDY
Ishares India 50 ETF

ETFs
909
+ 70.79%
$48.44 - $54.73 $44K - $49.7K
2.19K $119K
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.66K
+ 0.74%
$30.29 - $30.83 $50.4K - $51.3K
226K $6.96M
NVT
N Vent Electric PLC

Industrials
470
+ 48.3%
$45.2 - $73.35 $21.2K - $34.5K
1.44K $105K
STEW
Boulder Growth & Income Fund

Financial Services
2.81K
+ 37.27%
$15.52 - $17.85 $43.7K - $50.2K
10.4K $183K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
160K
+ 1494.86%
$87.84 - $1441.89 $14.1M - $231M
171K $15.4M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
260
+ 14.09%
$120.49 - $141.16 $31.3K - $36.7K
2.11K $290K
GTLB
Gitlab Inc.

Technology
1.25K
+ 47.86%
$40.52 - $53.43 $50.7K - $66.8K
3.86K $174K
NTR
Nutrien Ltd.

Basic Materials
294
+ 7.27%
$46.88 - $62.89 $13.8K - $18.5K
4.34K $252K
APD
Air Products & Chemicals, Inc.

Basic Materials
4.37K
+ 4.75%
$248.61 - $294.96 $1.09M - $1.29M
96.2K $27.1M
FIDI
Fidelity Covington Tr

ETFs
1K
+ 6.66%
$19.44 - $23.7 $19.5K - $23.7K
16K $373K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.4K
+ 8.4%
$37.08 - $42.26 $51.9K - $59.2K
18.1K $748K
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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