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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
75.8K
+ 27.81%
$91.43 - $91.74 $6.93M - $6.96M
348K $32M
VO
Vanguard Mid Cap ETF

ETFs
12.8K
+ 8.07%
$228.54 - $279.83 $2.92M - $3.57M
171K $47.8M
SOXX
Ishares Semiconductor ETF

ETFs
26.7K
+ 268.51%
$154.86 - $239.07 $4.13M - $6.38M
36.6K $8.74M
BA
Boeing CO

Industrials
22.3K
+ 39.58%
$136.59 - $217.51 $3.04M - $4.85M
78.6K $16.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.2K
+ 9.11%
$171.4 - $227.1 $1.92M - $2.54M
134K $30.5M
MELI
Mercadolibre Inc

Consumer Cyclical
708
+ 9.78%
$1794.73 - $2613.63 $1.27M - $1.85M
7.95K $20.8M
GS
Goldman Sachs Group Inc

Financial Services
1.16K
+ 3.21%
$462.22 - $707.75 $535K - $819K
37.3K $26.4M
NOW
Service Now, Inc.

Technology
621
+ 2.45%
$721.65 - $1040.18 $448K - $646K
26K $26.7M
ABBV
Abb Vie Inc.

Healthcare
70.1K
+ 25.75%
$170.16 - $206.27 $11.9M - $14.4M
342K $63.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
91.2K
+ 36.03%
$43.53 - $54.46 $3.97M - $4.97M
344K $18.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.35K
+ 9.42%
$141.37 - $228.57 $1.04M - $1.68M
85.3K $19.3M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
163K
+ 247.49%
$32.61 - $38.62 $5.32M - $6.3M
229K $8.73M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
141K
+ 96.75%
$32.0 - $39.87 $4.52M - $5.63M
287K $11.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
11.8K
+ 31.26%
$179.95 - $278.88 $2.13M - $3.3M
49.7K $13.9M
COST
Costco Wholesale Corp

Consumer Defensive
2.82K
+ 4.34%
$908.13 - $1056.85 $2.56M - $2.98M
67.9K $67.3M
IYW
Ishares Dj Us Tech ETF

ETFs
16.3K
+ 19.84%
$122.57 - $173.27 $2M - $2.82M
98.4K $17M
IAU
Ishares Gold Trust

ETFs
63.5K
+ 13.89%
$56.1 - $64.74 $3.56M - $4.11M
520K $32.5M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
96.1K
+ 12.1%
$37.18 - $42.55 $3.57M - $4.09M
891K $37.9M
IVE
Ishares S&P 500 Value ETF

ETFs
26.4K
+ 38.25%
$168.34 - $195.42 $4.44M - $5.15M
95.3K $18.6M
HD
Home Depot, Inc.

Consumer Cyclical
14.8K
+ 6.0%
$335.24 - $380.78 $4.98M - $5.65M
262K $96.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
83.4K
+ 27.04%
$30.53 - $40.65 $2.55M - $3.39M
392K $15.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
147
+ 4.04%
$4164.15 - $5789.24 $612K - $851K
3.79K $21.9M
ITA
Ishares Tr

ETFs
20.1K
+ 55.74%
$135.31 - $188.64 $2.72M - $3.8M
56.2K $10.6M
JCI
Johnson Controls International PLC

Industrials
7.1K
+ 4.21%
$71.14 - $105.62 $505K - $749K
176K $18.6M
ADI
Analog Devices Inc

Technology
5.45K
+ 5.35%
$164.6 - $238.02 $897K - $1.3M
107K $25.5M
VEA
Vanguard Ftse Developed Market

ETFs
104
+ 0.01%
$45.65 - $57.01 $4.75K - $5.93K
803K $45.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
51.2K
+ 7.89%
$85.42 - $94.39 $4.38M - $4.84M
701K $65.8M
EFV
Msci Eafe Value ETF

ETFs
63.8K
+ 32.79%
$52.4 - $64.65 $3.34M - $4.12M
258K $16.4M
TJX
Tjx Companies Inc

Consumer Cyclical
37.4K
+ 20.96%
$119.13 - $135.03 $4.46M - $5.05M
216K $26.7M
AXP
American Express CO

Financial Services
3.78K
+ 5.17%
$231.39 - $318.98 $876K - $1.21M
76.9K $24.5M
CSCO
Cisco Systems, Inc.

Technology
16.2K
+ 3.34%
$53.19 - $69.38 $863K - $1.13M
503K $34.9M
MPC
Marathon Petroleum Corp

Energy
6.59K
+ 3.68%
$118.55 - $170.08 $781K - $1.12M
186K $30.9M
APH
Amphenol Corp

Technology
6.86K
+ 5.63%
$59.09 - $98.75 $405K - $677K
129K $12.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8.4K
+ 18.99%
$376.48 - $440.65 $3.16M - $3.7M
52.6K $23.2M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
40.1K
+ 30.32%
$73.02 - $90.22 $2.93M - $3.61M
172K $15.4M
IGM
Ishares Expanded Tech Sector E

ETFs
36.5K
+ 189.56%
$79.8 - $112.34 $2.91M - $4.1M
55.8K $6.27M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
32.9K
+ 19.61%
$121.58 - $136.74 $4M - $4.5M
201K $27.3M
V
Visa Inc.

Financial Services
8.95K
+ 3.31%
$308.27 - $373.31 $2.76M - $3.34M
279K $99.1M
NVO
Novo Nordisk A S

Healthcare
64K
+ 86.19%
$58.08 - $81.05 $3.72M - $5.19M
138K $9.54M
IYK
Ishares U.S. Consumer Staples

ETFs
59.2K
+ 1294.03%
$67.29 - $72.42 $3.98M - $4.28M
63.7K $4.49M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
55.2K
+ 3394.4%
$61.08 - $74.04 $3.37M - $4.09M
56.8K $4.21M
PM
Philip Morris International Inc.

Consumer Defensive
7.14K
+ 6.2%
$149.23 - $184.95 $1.07M - $1.32M
122K $22.3M
UWMC
Uwm Holdings Corp

Financial Services
962K
+ 76205.07%
$3.94 - $5.79 $3.79M - $5.57M
964K $3.99M
VBK
Vanguard Small Cap Growth ETF

ETFs
10.3K
+ 24.86%
$219.76 - $276.94 $2.26M - $2.85M
51.7K $14.3M
VIG
Vanguard Dividend Appreciation

ETFs
21.1K
+ 5.2%
N/A
427K $77.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
70.1K
+ 8.07%
$51.14 - $57.0 $3.59M - $4M
938K $53.4M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
270K
+ 425.13%
$12.71 - $14.52 $3.43M - $3.92M
334K $4.64M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.6K
+ 5.25%
$39.89 - $49.46 $1.14M - $1.41M
572K $28.3M
IYJ
Ishares Tr

ETFs
25.1K
+ 438.18%
$115.07 - $142.31 $2.89M - $3.57M
30.9K $4.39M
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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