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
CORP
Pimco Investment Grade Corp Bd

ETFs
371
+ 20.91%
$94.14 - $97.31 $34.9K - $36.1K
2.15K $208K
ROKU
Roku, Inc

Communication Services
310
+ 53.91%
$55.1 - $87.89 $17.1K - $27.2K
885 $77K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
442
+ 4.13%
$16.1 - $20.85 $7.12K - $9.22K
11.1K $232K
CHTR
Charter Communications, Inc.

Communication Services
11
+ 1.44%
$321.68 - $427.25 $3.54K - $4.7K
773 $316K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
116
+ 0.5%
$22.63 - $26.95 $2.63K - $3.13K
23.2K $626K
IHF
Ishares Tr

ETFs
1.91K
+ 13.98%
$46.2 - $54.6 $88.1K - $104K
15.6K $756K
ENFR
Alerian Energy Infrastructure

ETFs
1.07K
+ 185.62%
$28.49 - $33.44 $30.5K - $35.8K
1.65K $53K
HAS
Hasbro, Inc.

Consumer Cyclical
20
+ 0.75%
$50.71 - $73.82 $1.01K - $1.48K
2.7K $199K
REZ
Ishares Tr Residential And Mul

ETFs
442
+ 89.11%
$76.14 - $86.35 $33.7K - $38.2K
938 $77K
AOM
Ishares Tr Core Moderate Alloc

ETFs
67
+ 0.45%
$41.55 - $46.04 $2.78K - $3.08K
14.8K $682K
VMI
Valmont Industries Inc

Industrials
6
+ 0.74%
$263.86 - $333.86 $1.58K - $2K
819 $267K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
604
+ 6.82%
$66.5 - $71.25 $40.2K - $43K
9.46K $658K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
6.33K
+ 8.57%
$9.83 - $10.92 $62.2K - $69.1K
80.2K $833K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
414
+ 4.66%
$32.77 - $36.44 $13.6K - $15.1K
9.29K $338K
ISCB
International Speedway Corp

ETFs
210
+ 4.01%
$47.12 - $58.28 $9.9K - $12.2K
5.45K $317K
MXI
Ishares Global Materials ETF

ETFs
371
+ 82.44%
$71.63 - $86.87 $26.6K - $32.2K
821 $70K
JNPR
Juniper Networks Inc

Technology
404
+ 8.46%
$33.93 - $39.93 $13.7K - $16.1K
5.18K $206K
MNDY
Monday.Com Ltd.

Technology
6
+ 1.32%
$217.77 - $314.48 $1.31K - $1.89K
461 $144K
BTG
B2 Gold Corp

Basic Materials
8.75K
+ 875.0%
$2.64 - $3.77 $23.1K - $33K
9.75K $35K
FDUS
Fidus Investment Corp

Financial Services
1.85K
+ 7.89%
$17.32 - $20.65 $32K - $38.2K
25.3K $510K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
490
+ 9.92%
$37.24 - $41.76 $18.2K - $20.5K
5.43K $226K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
236
+ 1.22%
$19.16 - $23.81 $4.52K - $5.62K
19.5K $464K
BAH
Booz Allen Hamilton Holding Corp

Industrials
337
+ 5.4%
$99.97 - $129.69 $33.7K - $43.7K
6.58K $685K
DPZ
Dominos Pizza Inc

Consumer Cyclical
180
+ 3.21%
$430.72 - $497.52 $77.5K - $89.6K
5.78K $2.6M
BSEP
Innovator U.S. Equity Buffer E

ETFs
50
+ 0.57%
$38.32 - $45.16 $1.92K - $2.26K
8.89K $401K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.34K
+ 39.95%
$22.68 - $23.28 $30.5K - $31.3K
4.71K $109K
UPST
Upstart Holdings, Inc.

Financial Services
362
+ 72.11%
$34.8 - $64.85 $12.6K - $23.5K
864 $55K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
5.37K
+ 14.84%
$5.09 - $5.8 $27.3K - $31.1K
41.5K $240K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
1.83K
+ 2.44%
$11.34 - $11.98 $20.7K - $21.9K
76.6K $917K
CHY
Calamos Convertible & High Income Fund

Financial Services
2.69K
+ 169.99%
$9.18 - $10.99 $24.7K - $29.6K
4.27K $46K
ENSG
Ensign Group, Inc

Healthcare
198
+ 638.71%
$119.93 - $156.36 $23.7K - $31K
229 $35K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
600
+ 2.09%
$49.98 - $50.26 $30K - $30.2K
29.3K $1.47M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
1.48K
+ 7.0%
$7.35 - $9.25 $10.9K - $13.7K
22.6K $208K
CWST
Casella Waste Systems Inc

Industrials
158
+ 5.34%
$103.78 - $120.37 $16.4K - $19K
3.12K $359K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
2.44K
+ 7.53%
$20.16 - $23.26 $49.1K - $56.6K
34.8K $758K
MSA
Msa Safety Inc

Industrials
175
+ 397.73%
$130.21 - $169.16 $22.8K - $29.6K
219 $36K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
1K
+ 285.71%
$22.65 - $28.29 $22.7K - $28.3K
1.35K $38K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
316
+ 734.88%
$89.58 - $95.01 $28.3K - $30K
359 $34K
AL
Air Lease Corp

Industrials
432
+ 120.67%
$40.46 - $58.71 $17.5K - $25.4K
790 $46K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
1.01K
+ 91.1%
$20.72 - $25.75 $21K - $26.1K
2.13K $54K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
3.08K
+ 117.78%
$9.54 - $10.33 $29.4K - $31.8K
5.7K $55K
DNP
Dnp Select Income Fund Inc

Financial Services
3.02K
+ 28.25%
$8.89 - $9.88 $26.9K - $29.9K
13.7K $134K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
425
+ 5.65%
$23.73 - $27.68 $10.1K - $11.8K
7.95K $219K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
2.53K
+ 2.96%
$12.41 - $14.27 $31.4K - $36.1K
87.9K $1.25M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
446
+ 2.52%
$10.8 - $16.92 $4.82K - $7.55K
18.1K $248K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
794
+ 135.96%
$25.92 - $33.03 $20.6K - $26.2K
1.38K $45K
LITE
Lumentum Holdings Inc.

Technology
153
+ 39.84%
$49.56 - $95.06 $7.58K - $14.5K
537 $51K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
6.36K
+ 4.12%
$11.34 - $12.35 $72.1K - $78.5K
161K $1.92M
TKR
Timken CO

Industrials
355
+ 11.87%
$57.34 - $74.03 $20.4K - $26.3K
3.35K $242K
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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