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
VOOV
Vanguard S&P 500 Value ETF

ETFs
121
+ 6.17%
$179.71 - $192.06 $21.7K - $23.2K
2.08K $383K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
1.7K
+ 6.6%
$10.55 - $11.13 $17.9K - $18.9K
27.4K $293K
CPK
Chesapeake Utilities Corp

Utilities
147
+ 55.68%
$116.55 - $130.37 $17.1K - $19.2K
411 $52K
NCA
Nuveen California Municipal Value Fund

Financial Services
2K
+ 15.38%
$8.41 - $8.73 $16.8K - $17.5K
15K $129K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
687
+ 45.8%
$28.69 - $31.94 $19.7K - $21.9K
2.19K $64K
HEQT
Simplify Exchange Traded Fds H
6.34K
+ 3.54%
$28.48 - $30.52 $180K - $193K
185K $5.3M
CLOI
Vaneck ETF Tr

ETFs
372
+ 85.71%
$52.68 - $53.16 $19.6K - $19.8K
806 $42K
WEN
Wendy'S CO

Consumer Cyclical
1.56K
+ 110.02%
$14.17 - $16.17 $22.1K - $25.2K
2.98K $43K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
398
+ 11.8%
$92.51 - $102.81 $36.8K - $40.9K
3.77K $348K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
409
+ 37.87%
$33.37 - $38.01 $13.6K - $15.5K
1.49K $55K
UNM
Unum Group

Financial Services
170
+ 27.69%
$71.8 - $83.34 $12.2K - $14.2K
784 $63K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
363
+ 16.18%
$49.42 - $50.43 $17.9K - $18.3K
2.61K $130K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
3.06K
+ 1531.5%
$5.37 - $5.91 $16.4K - $18.1K
3.26K $19K
CDC
Victory Portfolios Ii Shs Inco

ETFs
2
+ 0.04%
$61.46 - $66.32 $123 - $133
5.63K $370K
NET
Cloudflare, Inc.

Technology
60
+ 3.01%
$110.71 - $176.5 $6.64K - $10.6K
2.05K $231K
FBT
First Trust Nyse Arca Biotechn

ETFs
34
+ 1.25%
$164.86 - $182.19 $5.61K - $6.19K
2.76K $470K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
160
+ 13.97%
$333.37 - $384.99 $53.3K - $61.6K
1.31K $436K
GENI
Genius Sports LTD

Communication Services
78
+ 0.64%
$8.32 - $11.08 $649 - $864
12.3K $122K
AIR
Aar Corp

Industrials
320
+ 97.56%
$55.99 - $72.21 $17.9K - $23.1K
648 $36K
ADMA
Adma Biologics, Inc.

Healthcare
488
+ 21.57%
$15.44 - $20.61 $7.53K - $10.1K
2.75K $54K
FPH
Five Point Holdings, LLC

Real Estate
1.86K
+ 48.92%
$3.68 - $6.53 $6.84K - $12.1K
5.66K $30K
DBA
Invesco Db Agriculture Fund

ETFs
1.03K
+ 2.5%
$26.05 - $28.38 $26.8K - $29.1K
42.2K $1.11M
OGE
Oge Energy Corp.

Utilities
100
+ 3.85%
$39.76 - $46.32 $3.98K - $4.63K
2.7K $123K
SCHO
Schwab Short Term Us Treasury

ETFs
584
+ 7.51%
$24.1 - $24.34 $14.1K - $14.2K
8.36K $203K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
1.16K
+ 1.58%
$11.8 - $12.22 $13.7K - $14.2K
74.8K $885K
RE
Everest Re Group LTD

Financial Services
44
+ 11.2%
N/A
437 $161K
CRSP
Crispr Therapeutics Ag

Healthcare
579
+ 67.25%
$34.03 - $53.02 $19.7K - $30.7K
1.44K $49K
HTRB
Hartford Fds Total Return Bd E

ETFs
400
+ 21.62%
$33.03 - $34.09 $13.2K - $13.6K
2.25K $76K
MP
Mp Materials Corp.

Basic Materials
175
+ 14.0%
$16.39 - $26.93 $2.87K - $4.71K
1.43K $34K
TAP
Molson Coors Beverage CO

Consumer Defensive
150
+ 8.59%
$52.44 - $62.91 $7.87K - $9.44K
1.9K $115K
KOMP
Spdr S&P Kensho New Economies

ETFs
336
+ 1344.0%
$46.49 - $54.36 $15.6K - $18.3K
361 $16K
FNDF
Schwab Fundamental Intl Large

ETFs
140
+ 4.09%
$32.9 - $37.45 $4.61K - $5.24K
3.57K $128K
ITRN
Ituran Location & Control Ltd.

Technology
400
+ 2352.94%
$31.47 - $43.91 $12.6K - $17.6K
417 $15K
DTM
Dt Midstream, Inc.

Energy
159
+ 23.35%
$86.95 - $113.75 $13.8K - $18.1K
840 $81K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
383
+ 1.37%
$42.38 - $43.28 $16.2K - $16.6K
28.3K $1.2M
MARA
Marathon Digital Holdings, Inc.

Financial Services
640
+ 4.04%
N/A
16.5K $371K
MPWR
Monolithic Power Systems Inc

Technology
125
+ 2.51%
$565.7 - $720.25 $70.7K - $90K
5.1K $2.96M
AA
Alcoa Corp

Basic Materials
987
+ 40.67%
$30.5 - $39.53 $30.1K - $39K
3.41K $104K
CGXU
Capital Group Intl Focus Equit

ETFs
1.5K
+ 1.21%
$24.48 - $26.59 $36.6K - $39.8K
125K $3.06M
ENTG
Entegris Inc

Technology
456
+ 19.8%
$87.48 - $109.53 $39.9K - $49.9K
2.76K $241K
FTV
Fortive Corp

Technology
240
+ 8.46%
$71.82 - $82.98 $17.2K - $19.9K
3.08K $225K
PBE
Invesco Exchange Traded Fd Tr

ETFs
229
+ 39.35%
$63.44 - $70.44 $14.5K - $16.1K
811 $51K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
347
+ 6.29%
$23.18 - $24.68 $8.04K - $8.56K
5.86K $142K
IXG
Ishares Global Fin'L ETF

ETFs
86
+ 15.06%
$94.45 - $105.01 $8.12K - $9.03K
657 $67K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
446
+ 1651.85%
$28.11 - $30.42 $12.5K - $13.6K
473 $13K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
109
+ 0.3%
$5.28 - $5.77 $576 - $629
36.2K $208K
ASTS
Ast Space Mobile, Inc.

Communication Services
450
+ 47.87%
$17.72 - $33.8 $7.97K - $15.2K
1.39K $31K
CWT
California Water Service Group

Utilities
15
+ 0.39%
$41.88 - $48.46 $628 - $727
3.81K $184K
DNP
Dnp Select Income Fund Inc

Financial Services
80
+ 0.75%
$8.93 - $9.92 $714 - $794
10.7K $105K
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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