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
UNM
Unum Group

Financial Services
221
+ 28.19%
$70.48 - $82.91 $15.6K - $18.3K
1.01K $81K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
281
+ 29.74%
N/A
1.23K $76K
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
5.52K
+ 19.76%
$7.11 - $9.83 $39.2K - $54.2K
33.4K $250K
ADUS
Addus Home Care Corp

Healthcare
133
+ 198.51%
$96.32 - $118.0 $12.8K - $15.7K
200 $23K
LNT
Alliant Energy Corp

Utilities
360
+ 29.93%
$58.79 - $64.85 $21.2K - $23.3K
1.56K $94K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
700
+ 50.14%
$54.08 - $68.32 $37.9K - $47.8K
2.1K $115K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
108
+ 0.06%
$14.97 - $16.79 $1.62K - $1.81K
172K $2.87M
HGTY
Hagerty, Inc.

Financial Services
469
+ 4.2%
$8.34 - $10.18 $3.91K - $4.77K
11.6K $117K
ITW
Illinois Tool Works Inc

Industrials
155
+ 0.54%
$218.41 - $252.43 $33.9K - $39.1K
29.1K $7.19M
AOR
Ishares Tr Core Growth Allocat

ETFs
18
+ 0.45%
$53.36 - $61.57 $960 - $1.11K
4.03K $247K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
675
+ 113.26%
$24.98 - $25.66 $16.9K - $17.3K
1.27K $32K
TECK
Teck Resources LTD

Basic Materials
21
+ 0.52%
$29.05 - $41.48 $610 - $871
4.03K $162K
VNT
Vontier Corp

Technology
338
+ 28.96%
$28.04 - $37.3 $9.48K - $12.6K
1.51K $55K
WSBC
Wesbanco Inc

Financial Services
500
+ 34.92%
$26.79 - $32.33 $13.4K - $16.2K
1.93K $61K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
632
+ 23.1%
$15.5 - $20.28 $9.8K - $12.8K
3.37K $68K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
490
+ 2578.95%
$28.45 - $33.08 $13.9K - $16.2K
509 $16K
EXR
Extra Space Storage Inc.

Real Estate
167
+ 2.07%
$126.61 - $152.99 $21.1K - $25.5K
8.23K $1.21M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
335
+ 31.78%
$36.26 - $40.45 $12.1K - $13.6K
1.39K $56K
OMFL
Invesco Exchange Traded Self I

ETFs
23
+ 0.67%
$48.43 - $57.78 $1.11K - $1.33K
3.44K $198K
IONS
Ionis Pharmaceuticals Inc

Healthcare
131
+ 12.02%
$25.51 - $40.0 $3.34K - $5.24K
1.22K $48K
NEAR
Blackrock Short Maturity Bond

ETFs
182
+ 0.63%
$50.41 - $51.17 $9.17K - $9.31K
29.2K $1.49M
RGA
Reinsurance Group Of America Inc

Financial Services
69
+ 3.53%
$168.32 - $209.71 $11.6K - $14.5K
2.02K $400K
STM
St Microelectronics N.V.

Technology
266
+ 27.77%
$17.78 - $30.41 $4.73K - $8.09K
1.22K $37K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
190
+ 475.0%
$70.93 - $86.0 $13.5K - $16.3K
230 $19K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
1.24K
+ 52.52%
$13.77 - $16.67 $17.1K - $20.7K
3.6K $54K
GTLS
Chart Industries Inc

Industrials
16
+ 2.59%
$115.08 - $175.5 $1.84K - $2.81K
634 $104K
EVN
Eaton Vance Municipal Income Trust

Financial Services
1.69K
+ 1.95%
$9.82 - $10.45 $16.6K - $17.6K
88.2K $902K
RDN
Radian Group Inc

Financial Services
400
+ 165.29%
$30.48 - $36.53 $12.2K - $14.6K
642 $23K
RCAT
Red Cat Holdings, Inc.

Technology
1.67K
+ 111.26%
$4.66 - $9.19 $7.78K - $15.3K
3.17K $23K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
257
+ 6.16%
N/A
4.43K $255K
PATH
Ui Path, Inc.

Technology
9
+ 0.15%
$9.79 - $13.31 $88.1 - $120
5.86K $75K
VSH
Vishay Intertechnology Inc

Technology
957
+ 208.95%
$10.57 - $15.97 $10.1K - $15.3K
1.42K $22K
ALGT
Allegiant Travel CO

Industrials
205
+ 28.28%
$40.9 - $59.35 $8.38K - $12.2K
930 $51K
AVEM
American Centy ETF Tr Avantis

ETFs
27
+ 1.8%
$53.08 - $68.54 $1.43K - $1.85K
1.53K $104K
AVTR
Avantor, Inc.

Basic Materials
3.83K
+ 28.18%
$11.94 - $16.29 $45.8K - $62.4K
17.4K $234K
EOSE
Eos Energy Enterprises, Inc.

Industrials
1.47K
+ 30.5%
$3.3 - $7.11 $4.84K - $10.4K
6.27K $32K
DINO
Hf Sinclair Corp

Energy
32
+ 2.08%
$25.91 - $41.85 $829 - $1.34K
1.57K $64K
THG
Hanover Insurance Group, Inc.

Financial Services
81
+ 56.64%
$150.66 - $178.04 $12.2K - $14.4K
224 $38K
KJUL
Innovator U.S. Small Cap Power

Technology
377
+ 16.24%
$25.96 - $29.2 $9.79K - $11K
2.7K $78K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
18
+ 0.84%
$65.41 - $79.66 $1.18K - $1.43K
2.16K $172K
LUMN
Lumen Technologies, Inc.

Communication Services
950
+ 4.09%
$3.07 - $4.51 $2.92K - $4.28K
24.2K $105K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
109
+ 0.46%
$16.43 - $18.82 $1.79K - $2.05K
23.7K $445K
DFAS
Dimensional ETF Tr U S Small C

ETFs
87
+ 4.13%
$52.31 - $63.72 $4.55K - $5.54K
2.2K $139K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
721
+ 3.35%
$9.25 - $10.26 $6.67K - $7.4K
22.2K $227K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
517
+ 5.74%
$21.57 - $21.99 $11.2K - $11.4K
9.52K $208K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
1.2K
+ 10.43%
$10.92 - $11.45 $13.1K - $13.7K
12.7K $142K
WPP
Wpp PLC

Communication Services
398
+ 188.63%
$32.03 - $40.64 $12.7K - $16.2K
609 $21K
ACIW
Aci Worldwide, Inc.

Technology
323
+ 106.25%
$44.59 - $57.17 $14.4K - $18.5K
627 $28K
AIZ
Assurant, Inc.

Financial Services
79
+ 27.34%
$179.73 - $211.56 $14.2K - $16.7K
368 $72K
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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