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
Capital Grp Fixed Incm ETF T
300
+ 21.35%
N/A
1.71K $0
Capital Group Core Balanced
17.3K
+ 62.07%
N/A
45.1K $0
Capital Group Dividend Growe
22.3K
+ 86.39%
N/A
48.1K $0
Capital Group New Geography
36.1K
+ 2365.88%
N/A
37.7K $0
Cava Group Inc
126K
+ 7003.9%
N/A
127K $0
Celestica Inc
2.05K
+ 12.14%
N/A
19K $0
Chimera Invt Corp
175
+ 10.3%
N/A
1.87K $0
Cibus Inc
36
+ 0.15%
N/A
24.6K $0
Coherent Corp
298
+ 23.17%
N/A
1.58K $0
CBSH
Commerce Bancshares Inc

Financial Services
46
+ 0.13%
$58.85 - $68.59 $2.71K - $3.16K
34.2K $2.13M
Elevation Series Trust
1.13K
+ 3.62%
N/A
32.4K $0
Corpay Inc
90
+ 9.94%
N/A
995 $0
CPNG
Coupang, Inc.

Consumer Cyclical
13
+ 0.52%
$21.34 - $25.52 $277 - $332
2.53K $55K
Crane Company
567
+ 128.28%
N/A
1.01K $0
DXC
Dxc Technology CO

Technology
3
+ 3.57%
$16.43 - $22.61 $49.3 - $67.8
87 $1K
Desktop Metal Inc
3
+ 1.97%
N/A
155 $0
Dexcom Inc
7K
+ 24.14%
N/A
36K $0
Dexcom Inc
8K
+ 32.0%
N/A
33K $0
DWAC
Digital World Acquisition Corp.

Financial Services
1.05K
+ 22.21%
N/A
5.76K $0
Dimensional ETF Trust
28.2K
+ 299.46%
N/A
37.7K $0
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
2
+ 100.0%
$135.34 - $188.66 $271 - $377
4 $0
Duke Energy Corp New
26K
+ 45.61%
N/A
83K $0
QTUM
ETF Ser Solutions Defiance Qua
1.69K
+ 102.05%
N/A
3.34K $0
UTES
Virtus Reaves Utilities ETF
1.34K
+ 27.22%
N/A
6.25K $0
ETF Opportunities Trust
14.9K
+ 132.84%
N/A
26.1K $0
ETF Opportunities Trust
1.97K
+ 33.15%
N/A
7.93K $0
DEA
Easterly Government Properties, Inc.

Real Estate
28
+ 2.51%
$10.26 - $11.77 $287 - $330
1.14K $12K
Tcw ETF Trust
35.3K
+ 95.95%
N/A
72.2K $0
Envista Holdings Corporation
27K
+ 43.55%
N/A
89K $0
Euronet Worldwide Inc
16K
+ 35.56%
N/A
61K $0
Exchange Traded Concepts Tru
3.17K
+ 2114.67%
N/A
3.32K $0
Exchange Traded Concepts Tru
1
+ 10.0%
N/A
11 $0
Exchange Traded Concepts Tru
2.3K
+ 9.92%
N/A
25.5K $0
Expedia Group Inc
26K
+ 44.07%
N/A
85K $0
FSCO
Fs Cr Opportunities Corp Com
1.08K
+ 0.98%
N/A
111K $0
FDV
Federated Hermes ETF Tr U S St
19.7K
+ 10.79%
N/A
202K $0
Federated Hermes ETF Trust
19
+ 0.74%
N/A
2.6K $0
Federated Hermes ETF Trust
15.5K
+ 155.02%
N/A
25.5K $0
Federated Hermes ETF Trust
19.3K
+ 2568.53%
N/A
20K $0
Federated Hermes ETF Trust
255K
+ 553.12%
N/A
301K $0
Federated Hermes ETF Trust
72.6K
+ 10388.13%
N/A
73.3K $0
Fidelity Wise Origin Bitcoin
575
+ 287.5%
N/A
775 $0
Fidelity Covington Trust
178
+ 6.8%
N/A
2.79K $0
Fidelity Covington Trust
54.8K
+ 5480.68%
N/A
55.8K $0
Fidelity Covington Trust
1.33K
+ 68.86%
N/A
3.26K $0
Fidelity Covington Trust
34.7K
+ 6008.49%
N/A
35.2K $0
FA
First Advantage Corp

Industrials
47
+ 26.4%
$12.66 - $20.01 $595 - $940
225 $3K
FIBK
First Interstate Bancsystem Inc

Financial Services
27
+ 43.55%
$27.77 - $33.5 $750 - $905
89 $2K
EDOW
First Tr Exchange Traded Fd

ETFs
5
+ 0.29%
$35.58 - $38.24 $178 - $191
1.76K $63K
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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