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
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
276
+ 48.08%
$65.04 - $82.18 $18K - $22.7K
850 $69K
CYBR
Cyber Ark Software Ltd.

Technology
3
+ 0.77%
$305.98 - $406.88 $918 - $1.22K
395 $160K
UUUU
Energy Fuels Inc

Energy
2.37K
+ 38.45%
$3.44 - $5.9 $8.15K - $14K
8.53K $49K
MET
Metlife Inc

Financial Services
267
+ 0.66%
$68.42 - $82.49 $18.3K - $22K
40.8K $3.28M
PEGA
Pegasystems Inc

Technology
700
+ 100.0%
$49.95 - $103.29 $35K - $72.3K
1.4K $75K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
2.9K
+ 45.72%
$9.72 - $10.39 $28.2K - $30.1K
9.24K $91K
HRB
H&R Block Inc

Consumer Cyclical
470
+ 46.03%
$54.32 - $63.04 $25.5K - $29.6K
1.49K $81K
DTM
Dt Midstream, Inc.

Energy
130
+ 15.48%
$87.23 - $109.91 $11.3K - $14.3K
970 $106K
NEXT
Next Decade Corp.

Energy
1.96K
+ 27.53%
$5.68 - $9.2 $11.1K - $18K
9.06K $80K
KBE
Spdr S&P Bank ETF

ETFs
6
+ 0.07%
$45.85 - $55.78 $275 - $335
8.85K $493K
HRL
Hormel Foods Corp

Consumer Defensive
809
+ 77.42%
$29.11 - $31.44 $23.5K - $25.4K
1.85K $56K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
582
+ 52.15%
$32.79 - $36.78 $19.1K - $21.4K
1.7K $62K
DBA
Invesco Db Agriculture Fund

ETFs
1.2K
+ 2.85%
$25.27 - $27.68 $30.4K - $33.3K
43.4K $1.13M
RIO
Rio Tinto PLC

Basic Materials
781
+ 6.23%
$52.32 - $62.75 $40.9K - $49K
13.3K $776K
WULF
Terawulf Inc.

Financial Services
4.8K
+ 265.34%
$2.24 - $4.53 $10.8K - $21.7K
6.61K $28K
BUR
Burford Capital LTD

Financial Services
697
+ 5.11%
$10.91 - $14.43 $7.6K - $10.1K
14.3K $204K
DFAI
Dimensional ETF Tr

ETFs
325
+ 9.77%
$28.02 - $34.71 $9.11K - $11.3K
3.65K $126K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
1.24K
+ 92.31%
$18.21 - $18.97 $22.5K - $23.5K
2.58K $48K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
9
+ 0.26%
$52.84 - $65.52 $476 - $590
3.42K $224K
SAN
Banco Santander, S.A.

Financial Services
43
+ 0.33%
$5.72 - $8.32 $246 - $358
13.3K $110K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
1.25K
+ 52.08%
$14.62 - $16.23 $18.3K - $20.3K
3.65K $59K
EFC
Ellington Financial Inc.

Real Estate
1.74K
+ 93.94%
$11.53 - $13.28 $20K - $23K
3.58K $46K
HAE
Haemonetics Corp

Healthcare
111
+ 8.86%
$56.04 - $74.77 $6.22K - $8.3K
1.36K $101K
XBJL
Innovator Etfs Tr Us Equity Ac
369
+ 9.93%
$30.83 - $35.99 $11.4K - $13.3K
4.09K $147K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.49K
+ 8.34%
$22.18 - $23.36 $33K - $34.7K
19.3K $432K
EUSB
Ishares Tr Esg Advanced Total

Technology
427
+ 2.75%
$42.54 - $43.56 $18.2K - $18.6K
16K $695K
NNN
National Retail Properties, Inc.

Real Estate
257
+ 1.24%
$37.56 - $43.42 $9.65K - $11.2K
21K $907K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
227
+ 13.48%
$66.87 - $79.47 $15.2K - $18K
1.91K $151K
VONV
Vanguard Russell 1000 Value Et

ETFs
57
+ 0.91%
$73.19 - $85.21 $4.17K - $4.86K
6.33K $539K
AGCO
Agco Corp

Industrials
157
+ 30.72%
$75.77 - $108.43 $11.9K - $17K
668 $68K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
311
+ 5.95%
$17.11 - $21.71 $5.32K - $6.75K
5.54K $120K
AAL
American Airlines Group Inc.

Industrials
1.9K
+ 16.71%
N/A
13.3K $146K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
2K
+ 72.91%
$6.26 - $9.51 $12.5K - $19K
4.74K $40K
JEF
Jefferies Financial Group Inc.

Financial Services
309
+ 10.23%
$41.06 - $56.09 $12.7K - $17.3K
3.33K $182K
MGEE
Mge Energy Inc

Utilities
251
+ 107.26%
$86.85 - $93.48 $21.8K - $23.5K
485 $42K
NGS
Natural Gas Services Group Inc

Energy
731
+ 105.48%
$17.35 - $27.4 $12.7K - $20K
1.42K $36K
A
Agilent Technologies, Inc.

Healthcare
110
+ 1.74%
$99.29 - $120.52 $10.9K - $13.3K
6.44K $760K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
60
+ 0.29%
$8.65 - $10.52 $519 - $631
20.7K $217K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
884
+ 6.6%
$22.57 - $23.23 $20K - $20.5K
14.3K $331K
KRP
Kimbell Royalty Partners, LP

Energy
1.6K
+ 2.77%
$11.58 - $14.61 $18.5K - $23.4K
59.4K $829K
AIVI
Kemiao Garment Holding Group

ETFs
300
+ 22.08%
$39.72 - $49.07 $11.9K - $14.7K
1.66K $79K
EWW
Ishares Inc Msci Mexico ETF

ETFs
341
+ 11.09%
N/A
3.42K $194K
NI
Nisource Inc.

Utilities
459
+ 16.39%
$37.11 - $40.64 $17K - $18.7K
3.26K $131K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
356
+ 0.5%
$13.7 - $14.3 $4.88K - $5.09K
71.6K $1.02M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
228
+ 22.31%
$30.14 - $45.12 $6.87K - $10.3K
1.25K $53K
FSV
First Service Corp

Real Estate
11
+ 0.61%
$158.93 - $179.74 $1.75K - $1.98K
1.81K $316K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
50
+ 2.81%
$42.84 - $56.9 $2.14K - $2.85K
1.83K $104K
XT
Ishares Tr Exponential Technol

ETFs
82
+ 4.95%
$49.86 - $65.25 $4.09K - $5.35K
1.74K $113K
PSMT
Pricesmart Inc

Consumer Defensive
125
+ 52.52%
$82.12 - $108.35 $10.3K - $13.5K
363 $38K
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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