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
DXC
Dxc Technology CO

Technology
465
+ 534.48%
$14.03 - $17.63 $6.52K - $8.2K
552 $8K
EMQQ
Emqq Emerging Markets Internet

ETFs
101
+ 14.45%
$33.1 - $41.67 $3.34K - $4.21K
800 $33K
FINX
Global X Fds Fintech ETF (De)

ETFs
13
+ 1.39%
$24.27 - $34.22 $316 - $445
950 $32K
HST
Host Hotels & Resorts, Inc.

Real Estate
87
+ 1.86%
$12.7 - $16.07 $1.1K - $1.4K
4.77K $73K
INCY
Incyte Corp

Healthcare
15
+ 1.85%
$55.17 - $71.22 $828 - $1.07K
827 $56K
JPSE
J P Morgan Diversified Return

ETFs
155
+ 336.96%
$38.2 - $45.49 $5.92K - $7.05K
201 $9K
LCII
Lci Industries

Consumer Cyclical
14
+ 0.93%
$75.07 - $92.4 $1.05K - $1.29K
1.52K $138K
LNC
Lincoln National Corp

Financial Services
479
+ 6.41%
$28.95 - $37.27 $13.9K - $17.9K
7.96K $275K
NDSN
Nordson Corp

Industrials
20
+ 9.71%
$167.51 - $223.5 $3.35K - $4.47K
226 $48K
RUM
Rumble Inc.

Technology
125
+ 4.26%
$6.94 - $10.56 $868 - $1.32K
3.06K $27K
SON
Sonoco Products CO

Consumer Cyclical
180
+ 89.11%
$40.6 - $47.93 $7.31K - $8.63K
382 $16K
BLD
Top Build Corp

Industrials
7
+ 2.62%
$275.93 - $326.59 $1.93K - $2.29K
274 $88K
UVV
Universal Corp

Consumer Defensive
110
+ 28.95%
$50.84 - $65.39 $5.59K - $7.19K
490 $28K
UHS
Universal Health Services Inc

Healthcare
46
+ 40.71%
$157.05 - $197.94 $7.22K - $9.11K
159 $28K
SIVR
Abrdn Silver ETF Trust

ETFs
113
+ 11.95%
$28.36 - $35.37 $3.2K - $4K
1.06K $36K
BKH
Black Hills Corp

Utilities
107
+ 184.48%
$55.66 - $61.75 $5.96K - $6.61K
165 $9K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
75
+ 59.52%
$44.23 - $62.66 $3.32K - $4.7K
201 $12K
DLB
Dolby Laboratories, Inc.

Industrials
194
+ 13.93%
$69.36 - $81.21 $13.5K - $15.8K
1.59K $117K
FICO
Fair Isaac Corp

Technology
6
+ 1.64%
$1503.62 - $2206.01 $9.02K - $13.2K
372 $680K
HLNE
Hamilton Lane Inc

Financial Services
41
+ 77.36%
$126.65 - $175.49 $5.19K - $7.2K
94 $13K
IEP
Icahn Enterprises L.P.

Industrials
774
+ 89.27%
$7.81 - $9.75 $6.04K - $7.55K
1.64K $13K
IBRX
Immunity Bio, Inc.

Healthcare
3K
+ 56.86%
$1.89 - $3.44 $5.67K - $10.3K
8.28K $21K
NOV
Nov Inc.

Energy
502
+ 269.89%
$11.11 - $15.41 $5.58K - $7.74K
688 $8K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
500
+ 5.88%
$10.86 - $11.48 $5.43K - $5.74K
9K $102K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
69
+ 3.1%
$30.28 - $36.05 $2.09K - $2.49K
2.29K $82K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
26
+ 11.61%
$103.49 - $133.44 $2.69K - $3.47K
250 $32K
BOND
Pimco Active Bond Exchange Tra

ETFs
142
+ 0.56%
$89.87 - $92.93 $12.8K - $13.2K
25.4K $2.34M
ASX
Ase Technology Holding Co., Ltd.

Technology
66
+ 2.4%
$7.42 - $10.65 $490 - $703
2.82K $29K
PPLT
Abrdn Platinum ETF Trust

ETFs
55
+ 3.15%
N/A
1.8K $161K
AMG
Affiliated Managers Group, Inc.

Financial Services
1
+ 0.57%
$143.35 - $197.67 $143 - $198
175 $34K
AGI
Alamos Gold Inc

Basic Materials
218
+ 14.06%
$23.81 - $30.33 $5.19K - $6.61K
1.77K $46K
BSY
Bentley Systems Inc

Technology
34
+ 15.96%
$38.62 - $53.97 $1.31K - $1.83K
247 $13K
DUOL
Duolingo, Inc.

Technology
1
+ 2.27%
$292.88 - $540.68 $293 - $541
45 $18K
FR
First Industrial Realty Trust Inc

Real Estate
119
+ 276.74%
$43.07 - $54.05 $5.13K - $6.43K
162 $7K
FXU
First Tr Exchange Traded Fd Ut

ETFs
73
+ 4.99%
$37.86 - $43.29 $2.76K - $3.16K
1.54K $65K
GATX
Gatx Corp

Industrials
34
+ 11.07%
$141.27 - $159.24 $4.8K - $5.41K
341 $52K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
191
+ 2.76%
$20.16 - $20.49 $3.85K - $3.91K
7.11K $145K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
49
+ 14.98%
$55.73 - $68.72 $2.73K - $3.37K
376 $25K
JBLU
Jetblue Airways Corp

Industrials
1.5K
+ 48.23%
$3.43 - $5.42 $5.15K - $8.13K
4.61K $19K
LMND
Lemonade, Inc.

Financial Services
6
+ 1.67%
$25.12 - $45.79 $151 - $275
366 $16K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
281
+ 6.29%
$10.79 - $14.14 $3.03K - $3.97K
4.75K $65K
NFE
New Fortress Energy Inc.

Utilities
2.42K
+ 483.23%
$2.04 - $8.57 $4.94K - $20.7K
2.92K $9K
NNY
Nuveen New York Municipal Value Fund

Financial Services
1K
+ 4.35%
$7.96 - $8.35 $7.96K - $8.35K
24K $194K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
79
+ 45.4%
$38.61 - $49.26 $3.05K - $3.89K
253 $12K
DGX
Quest Diagnostics Inc

Healthcare
31
+ 0.92%
N/A
3.39K $464K
RYN
Rayonier Inc

Real Estate
692
+ 38.42%
$22.12 - $28.02 $15.3K - $19.4K
2.49K $55K
SEE
Sealed Air Corp

Consumer Cyclical
36
+ 1.9%
$23.93 - $32.95 $861 - $1.19K
1.93K $59K
THO
Thor Industries Inc

Consumer Cyclical
19
+ 6.79%
$64.83 - $89.72 $1.23K - $1.7K
299 $26K
TY
Tri Continental Corp

Financial Services
9
+ 0.21%
$27.37 - $31.84 $246 - $287
4.34K $137K
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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