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
EPR
Epr Properties

Real Estate
15
+ 1.07%
$43.98 - $53.81 $660 - $807
1.42K $74K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
150
+ 10.16%
$66.3 - $74.17 $9.95K - $11.1K
1.63K $113K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
200
+ 2.25%
$49.92 - $50.3 $9.98K - $10.1K
9.1K $456K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
403
+ 4.53%
$26.64 - $27.14 $10.7K - $10.9K
9.3K $249K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
107
+ 0.12%
$12.18 - $12.91 $1.3K - $1.38K
93K $1.15M
PNM
Pnm Resources Inc

Utilities
291
+ 20.45%
N/A
1.71K $71K
SSNC
Ss&C Technologies Holdings Inc

Technology
68
+ 7.68%
$74.75 - $89.13 $5.08K - $6.06K
953 $79K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
374
+ 2.09%
$8.25 - $8.79 $3.09K - $3.29K
18.3K $160K
BUR
Burford Capital LTD

Financial Services
406
+ 3.07%
$12.5 - $15.6 $5.08K - $6.33K
13.6K $180K
BRX
Brixmor Property Group Inc.

Real Estate
499
+ 19.9%
N/A
3.01K $68K
DAX
Global X Fds Dax Germany ETF

ETFs
150
+ 15.0%
$33.12 - $41.49 $4.97K - $6.22K
1.15K $44K
HALO
Halozyme Therapeutics, Inc.

Healthcare
44
+ 8.8%
$47.74 - $65.16 $2.1K - $2.87K
544 $34K
KXI
Ishares Tr Global Consumer Sta

ETFs
29
+ 1.26%
$58.57 - $64.8 $1.7K - $1.88K
2.33K $149K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
520
+ 15.94%
$47.48 - $53.82 $24.7K - $28K
3.78K $179K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
800
+ 80.0%
$14.19 - $15.67 $11.4K - $12.5K
1.8K $26K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
424
+ 9.57%
$96.93 - $109.51 $41.1K - $46.4K
4.86K $475K
AXS
Axis Capital Holdings LTD

Financial Services
34
+ 5.7%
$85.54 - $100.24 $2.91K - $3.41K
630 $63K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
617
+ 31.32%
$27.98 - $33.9 $17.3K - $20.9K
2.59K $72K
ILMN
Illumina, Inc.

Healthcare
931
+ 78.76%
$79.34 - $144.22 $73.9K - $134K
2.11K $167K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
869
+ 25.86%
$23.71 - $27.77 $20.6K - $24.1K
4.23K $100K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
92
+ 0.06%
$12.03 - $12.69 $1.11K - $1.17K
155K $1.89M
SNA
Snap On Inc

Industrials
45
+ 2.37%
$324.09 - $358.62 $14.6K - $16.1K
1.95K $655K
WD
Walker & Dunlop, Inc.

Financial Services
153
+ 49.68%
$82.09 - $96.76 $12.6K - $14.8K
461 $39K
AFG
American Financial Group Inc

Financial Services
76
+ 85.39%
$119.82 - $138.45 $9.11K - $10.5K
165 $21K
APPN
Appian Corp

Technology
418
+ 67.2%
$28.81 - $37.23 $12K - $15.6K
1.04K $29K
CX
Cemex Sab De Cv

Basic Materials
1.61K
+ 428.0%
$5.36 - $6.78 $8.6K - $10.9K
1.98K $11K
FXU
First Tr Exchange Traded Fd Ut

ETFs
112
+ 8.28%
$37.42 - $41.14 $4.19K - $4.61K
1.46K $60K
GAIN
Gladstone Investment Corporation\De

Financial Services
600
+ 20.0%
$12.65 - $13.97 $7.59K - $8.38K
3.6K $48K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
20.9K
+ 5230.75%
$0.29 - $0.96 $6.07K - $20.1K
21.3K $9K
SEIC
Sei Investments CO

Financial Services
185
+ 19.29%
$72.08 - $86.58 $13.3K - $16K
1.14K $88K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
117
+ 0.68%
$40.24 - $40.65 $4.71K - $4.76K
17.2K $700K
TRNO
Terreno Realty Corp

Real Estate
104
+ 18.37%
$57.4 - $68.5 $5.97K - $7.12K
670 $42K
TRMB
Trimble Inc.

Technology
334
+ 12.8%
$65.52 - $77.49 $21.9K - $25.9K
2.94K $193K
CASS
Cass Information Systems Inc

Industrials
170
+ 56.67%
$38.87 - $45.08 $6.61K - $7.66K
470 $20K
DFAI
Dimensional ETF Tr

ETFs
55
+ 1.68%
$28.88 - $32.4 $1.59K - $1.78K
3.33K $103K
EMQQ
Emqq Emerging Markets Internet

ETFs
149
+ 27.09%
$33.17 - $40.71 $4.94K - $6.07K
699 $26K
IDA
Idacorp Inc

Utilities
25
+ 3.53%
$105.58 - $119.04 $2.64K - $2.98K
734 $85K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
169
+ 0.35%
$11.96 - $13.56 $2.02K - $2.29K
47.8K $613K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
212
+ 65.84%
$37.37 - $42.55 $7.92K - $9.02K
534 $21K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
59
+ 35.76%
$96.27 - $116.36 $5.68K - $6.87K
224 $26K
OR
Osisko Gold Royalties LTD

Basic Materials
1
+ 0.04%
$17.92 - $21.16 $17.9 - $21.2
2.68K $56K
PSC
Principal ETF U.S. Small Cap M

ETFs
822
+ 7.12%
$47.13 - $54.5 $38.7K - $44.8K
12.4K $600K
SPT
Sprout Social, Inc.

Technology
360
+ 692.31%
$21.99 - $34.03 $7.92K - $12.3K
412 $9K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
102
+ 34.69%
$89.89 - $100.28 $9.17K - $10.2K
396 $36K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
1.99K
+ 46.02%
$7.95 - $11.79 $15.8K - $23.4K
6.3K $50K
AFRM
Affirm Holdings, Inc.

Technology
800
+ 42.6%
$43.7 - $80.98 $35K - $64.8K
2.68K $121K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
900
+ 12.33%
$12.24 - $13.31 $11K - $12K
8.2K $100K
MXI
Ishares Global Materials ETF

ETFs
70
+ 18.42%
$77.39 - $84.98 $5.42K - $5.95K
450 $36K
HYDB
Ishares Tr Edge High Yield Def

ETFs
125
+ 1.51%
$46.82 - $47.8 $5.85K - $5.98K
8.42K $396K
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email