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
BNS
Bank Of Nova Scotia

Financial Services
1
+ 0.06%
$44.56 - $55.27 $44.6 - $55.3
1.61K $88K
EPR
Epr Properties

Real Estate
59
+ 4.15%
$43.53 - $59.11 $2.57K - $3.49K
1.48K $86K
PICK
Ishares Inc Msci Global Select

ETFs
50
+ 0.85%
$30.23 - $38.24 $1.51K - $1.91K
5.94K $223K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
1
+ 0.01%
$18.54 - $19.95 $18.5 - $20
13.7K $268K
LANC
Lancaster Colony Corp

Consumer Defensive
70
+ 250.0%
$159.67 - $192.9 $11.2K - $13.5K
98 $16K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
89
+ 42.38%
$90.58 - $109.05 $8.06K - $9.71K
299 $32K
TDC
Teradata Corp

Technology
533
+ 64.14%
$19.2 - $23.59 $10.2K - $12.6K
1.36K $30K
INSW
International Seaways, Inc.

Energy
3
+ 0.08%
$28.76 - $40.96 $86.3 - $123
3.64K $132K
APLE
Apple Hospitality Reit, Inc.

Real Estate
971
+ 260.32%
$10.66 - $12.92 $10.4K - $12.5K
1.34K $15K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
16
+ 3.77%
$210.85 - $245.99 $3.37K - $3.94K
440 $104K
BURL
Burlington Stores, Inc.

Consumer Cyclical
54
+ 16.77%
$215.78 - $270.12 $11.7K - $14.6K
376 $87K
FTSL
First Trust Senior Ln Fund

ETFs
172
+ 1.3%
$44.58 - $46.07 $7.67K - $7.92K
13.4K $613K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
700
+ 155.56%
$14.92 - $20.09 $10.4K - $14.1K
1.15K $18K
GHC
Graham Holdings CO

Consumer Defensive
14
+ 9.72%
$876.56 - $1003.53 $12.3K - $14K
158 $149K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
662
+ 0.16%
$22.54 - $23.17 $14.9K - $15.3K
425K $9.77M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
526
+ 55.72%
$19.44 - $19.88 $10.2K - $10.5K
1.47K $29K
JD
Jd.Com, Inc.

Consumer Cyclical
630
+ 54.5%
$31.44 - $41.32 $19.8K - $26K
1.79K $58K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
100
+ 0.47%
$0.42 - $0.95 $42 - $95
21.4K $20K
NCA
Nuveen California Municipal Value Fund

Financial Services
1.2K
+ 8.0%
$8.24 - $8.73 $9.89K - $10.5K
16.2K $140K
PLBY
Plby Group, Inc.

Consumer Cyclical
3.12K
+ 29.62%
$0.93 - $1.67 $2.9K - $5.21K
13.7K $22K
EBND
Spdr Bloomberg Emerging Market

ETFs
378
+ 14.26%
$19.57 - $21.4 $7.4K - $8.09K
3.03K $64K
BEP
Brookfield Renewable Partners L.P.

Utilities
32
+ 1.05%
$20.16 - $26.41 $645 - $845
3.07K $78K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
1.3K
+ 22.81%
$9.36 - $10.03 $12.2K - $13K
7K $66K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
206
+ 2.5%
$167.22 - $212.42 $34.4K - $43.8K
8.43K $1.67M
ETSY
Etsy Inc

Consumer Cyclical
198
+ 210.64%
$40.8 - $63.88 $8.08K - $12.6K
292 $14K
HDB
Hdfc Bank LTD

Financial Services
101
+ 61.59%
$63.78 - $77.48 $6.44K - $7.83K
265 $20K
PID
Invesco Exchange Traded Fd Tr

ETFs
531
+ 40.08%
N/A
1.86K $33K
AOK
Ishares Tr Core Conservative A

ETFs
226
+ 33.14%
$36.09 - $39.07 $8.16K - $8.83K
908 $35K
TM
Toyota Motor Corp

Consumer Cyclical
133
+ 4.39%
$158.63 - $195.39 $21.1K - $26K
3.16K $544K
CGCP
Capital Group Core Plus Income

ETFs
372
+ 4.89%
$21.92 - $22.56 $8.15K - $8.39K
7.97K $179K
CCK
Crown Holdings Inc

Consumer Cyclical
10
+ 1.72%
$78.47 - $104.45 $785 - $1.04K
593 $61K
EARN
Ellington Residential Mortgage Reit

Real Estate
669
+ 4.33%
$4.54 - $5.77 $3.04K - $3.86K
16.1K $92K
PDT
John Hancock Premium Dividend Fund

Financial Services
447
+ 1.13%
$11.7 - $13.23 $5.23K - $5.91K
40.1K $528K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
57
+ 5.49%
$89.28 - $103.8 $5.09K - $5.92K
1.1K $113K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
268
+ 1.9%
$4.41 - $5.47 $1.18K - $1.47K
14.4K $78K
RIOT
Riot Blockchain, Inc.

Technology
100
+ 5.0%
$6.29 - $11.3 $629 - $1.13K
2.1K $23K
UNF
Unifirst Corp

Industrials
46
+ 112.2%
$161.86 - $189.64 $7.45K - $8.72K
87 $16K
UTL
Unitil Corp

Utilities
209
+ 83.6%
$51.68 - $59.77 $10.8K - $12.5K
459 $23K
VALE
Vale S.A.

Basic Materials
1.42K
+ 7.51%
$8.26 - $10.1 $11.7K - $14.4K
20.3K $197K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
375
+ 2.46%
$10.6 - $12.44 $3.98K - $4.67K
15.6K $193K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
53
+ 2.05%
$24.54 - $30.41 $1.3K - $1.61K
2.64K $80K
GNW
Genworth Financial Inc

Financial Services
759
+ 35.99%
$6.12 - $7.89 $4.65K - $5.99K
2.87K $22K
H
Hyatt Hotels Corp

Consumer Cyclical
10
+ 2.65%
$104.22 - $139.65 $1.04K - $1.4K
387 $54K
EWA
Ishares Msci Australia ETF

ETFs
111
+ 6.94%
$20.82 - $26.71 $2.31K - $2.96K
1.71K $45K
LYG
Lloyds Banking Group PLC

Financial Services
33
+ 0.19%
$3.32 - $4.29 $110 - $142
17.3K $73K
EURN
Euronav Nv

Energy
478
+ 8.86%
N/A
5.87K $91K
BCS
Barclays PLC

Financial Services
240
+ 34.04%
$12.69 - $18.61 $3.05K - $4.47K
945 $17K
BNTX
Bio N Tech Se

Healthcare
32
+ 11.64%
$86.65 - $120.54 $2.77K - $3.86K
307 $32K
CFLT
Confluent, Inc.

Technology
250
+ 103.31%
$19.44 - $24.93 $4.86K - $6.23K
492 $12K
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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