Steward Partners Investment Advisory, LLC Incresed Positions in Q1 2025

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
12.8K
+ 72.13%
$235.61 - $291.22 $3.01M - $3.73M
30.5K $8.64M
MDT
Medtronic PLC

Healthcare
23.1K
+ 10.12%
$79.84 - $94.5 $1.85M - $2.18M
252K $22.6M
HEFA
Ishares Currency Hedged Msci E

ETFs
117K
+ 336.93%
$34.83 - $37.52 $4.08M - $4.39M
152K $5.51M
APH
Amphenol Corp

Technology
68.2K
+ 127.27%
$61.62 - $78.55 $4.2M - $5.36M
122K $7.99M
GE
General Electric CO

Industrials
4.21K
+ 4.17%
$168.59 - $212.13 $709K - $892K
105K $21M
RTX
Raytheon Technologies Corp

Industrials
8.48K
+ 4.67%
$114.1 - $135.66 $967K - $1.15M
190K $25.2M
NANR
Spdr Index Shs Fds S&P North A

ETFs
74.7K
+ 5128.5%
$51.78 - $56.0 $3.87M - $4.18M
76.1K $4.23M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
299K
+ 1820.95%
$13.05 - $13.97 $3.9M - $4.17M
315K $4.29M
XLP
Consumer Staples Sector Spdr

ETFs
52.1K
+ 62.13%
N/A
136K $10.3M
UBER
Uber Technologies, Inc

Technology
32.5K
+ 26.03%
$63.17 - $81.49 $2.05M - $2.65M
157K $11.5M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
35.4K
+ 230.08%
$106.44 - $113.12 $3.77M - $4M
50.8K $5.54M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.23K
+ 3.08%
$402.49 - $513.76 $493K - $629K
41K $19.9M
TMUS
T Mobile Us, Inc.

Communication Services
9
+ 0.01%
$211.3 - $272.83 $1.9K - $2.46K
82.7K $22M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
40.8K
+ 151.73%
$91.76 - $103.26 $3.74M - $4.21M
67.7K $6.26M
HDV
Ishares Core High Dividend ETF

ETFs
8.33K
+ 3.07%
$110.86 - $121.12 $923K - $1.01M
280K $33.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
33K
+ 59.26%
$100.32 - $100.76 $3.31M - $3.33M
88.7K $8.93M
COPX
Global X Copper Miners ETF

ETFs
85.2K
+ 1624.64%
$37.72 - $43.32 $3.21M - $3.69M
90.4K $3.53M
MCD
Mcdonalds Corp

Consumer Cyclical
1.69K
+ 1.41%
$279.74 - $321.29 $471K - $541K
121K $37.7M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
56.4K
+ 13.75%
$34.25 - $37.6 $1.93M - $2.12M
467K $17.2M
OEF
Ishares S&P 100 ETF

ETFs
11.1K
+ 11.18%
N/A
111K $29.5M
ASML
Asml Holding Nv

Technology
4.9K
+ 53.05%
$662.63 - $776.99 $3.24M - $3.8M
14.1K $9.36M
SLB
Schlumberger Limited

Energy
68.2K
+ 254.82%
$38.4 - $43.74 $2.62M - $2.98M
95K $3.97M
MU
Micron Technology Inc

Technology
33.3K
+ 181.75%
$86.89 - $109.38 $2.89M - $3.64M
51.6K $4.48M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
218K
+ 1050.04%
$13.21 - $14.63 $2.88M - $3.18M
238K $3.15M
IVE
Ishares S&P 500 Value ETF

ETFs
14.8K
+ 27.34%
$185.78 - $198.58 $2.75M - $2.94M
68.9K $13.1M
VTV
Vanguard Value ETF

ETFs
8.82K
+ 2.38%
$167.73 - $179.21 $1.48M - $1.58M
379K $65.5M
O
Realty Income Corp

Real Estate
30.6K
+ 14.32%
$51.67 - $58.49 $1.58M - $1.79M
244K $14.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
55.2K
+ 40.73%
$45.56 - $47.23 $2.52M - $2.61M
191K $8.98M
EMN
Eastman Chemical CO

Basic Materials
31.1K
+ 213.83%
$87.05 - $103.47 $2.71M - $3.22M
45.7K $4.02M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
53.5K
+ 46.16%
$48.31 - $49.23 $2.58M - $2.63M
169K $8.33M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16
+ 0.15%
$1187.71 - $1432.58 $19K - $22.9K
10.7K $15.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
95K
+ 19.27%
$51.45 - $58.51 $4.89M - $5.56M
588K $30.4M
NFLX
Netflix Inc

Communication Services
1.28K
+ 3.78%
$828.4 - $1058.6 $1.06M - $1.36M
35.1K $32.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
22.5K
+ 5.08%
$79.17 - $82.04 $1.78M - $1.85M
466K $38.1M
NN
Nextnav Inc.

Communication Services
199K
+ 1381.65%
$9.4 - $16.11 $1.87M - $3.21M
214K $2.6M
DELL
Dell Technologies Inc.

Technology
31K
+ 160.2%
$90.34 - $124.66 $2.8M - $3.87M
50.4K $4.6M
EWG
Ishares Msci Germany ETF

ETFs
62.4K
+ 1102.15%
$31.57 - $39.31 $1.97M - $2.45M
68.1K $2.52M
FOUR
Shift4 Payments, Inc.

Technology
29.1K
+ 1481.6%
$81.71 - $125.66 $2.38M - $3.66M
31.1K $2.54M
USFR
Wisdomtree Floating Rate Treas

ETFs
46K
+ 7.57%
$50.29 - $50.5 $2.31M - $2.32M
654K $32.9M
CSCO
Cisco Systems, Inc.

Technology
18.4K
+ 3.92%
$58.74 - $64.87 $1.08M - $1.19M
486K $30M
APD
Air Products & Chemicals, Inc.

Basic Materials
6.4K
+ 7.48%
$283.24 - $338.07 $1.81M - $2.16M
91.9K $27.1M
STLD
Steel Dynamics Inc

Basic Materials
23.5K
+ 203.25%
N/A
35K $3.44M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
49.3K
+ 74.07%
$41.61 - $44.72 $2.05M - $2.2M
116K $5.01M
IJK
Ishares S&P Midcap 400 Growth

ETFs
51.8K
+ 19.2%
$81.62 - $96.63 $4.23M - $5.01M
322K $26.8M
KMB
Kimberly Clark Corp

Consumer Defensive
13K
+ 36.9%
$124.46 - $147.4 $1.62M - $1.92M
48.4K $6.88M
AZO
Autozone Inc

Consumer Cyclical
201
+ 8.59%
$3193.96 - $3828.11 $642K - $769K
2.54K $9.68M
ELV
Elevance Health, Inc.

Healthcare
2.43K
+ 14.35%
$365.9 - $436.25 $890K - $1.06M
19.4K $8.43M
LEN
Lennar Corp

Consumer Cyclical
20.8K
+ 199.88%
$113.93 - $141.54 $2.37M - $2.94M
31.2K $3.58M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
200K
+ 3534.01%
$10.47 - $10.92 $2.09M - $2.18M
205K $2.2M
Activity Summary
Buys All Purchases 1720 New Holdings 240 Increased Positions 1480 Sells All Sells 1196 Reductions 1196 Sold out 0 Options Calls 0 Puts 0
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