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
TYL
Tyler Technologies Inc

Technology
1
+ 0.23%
$521.68 - $592.84 $522 - $593
438 $259K
U
Unity Software Inc.

Technology
46
+ 5.01%
$16.75 - $26.24 $771 - $1.21K
965 $23K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
17
+ 0.1%
$17.8 - $20.34 $303 - $346
16.3K $323K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
260
+ 10.95%
$26.94 - $34.72 $7K - $9.03K
2.64K $83K
AINV
Apollo Investment Corp

Financial Services
395
+ 1.13%
N/A
35.3K $392K
AGX
Argan Inc

Industrials
11
+ 78.57%
$120.08 - $243.11 $1.32K - $2.67K
25 $5K
IMO
Imperial Oil LTD

Energy
2
+ 0.41%
$60.22 - $81.91 $120 - $164
484 $38K
NTLA
Intellia Therapeutics, Inc.

Healthcare
290
+ 60.8%
$6.28 - $9.67 $1.82K - $2.8K
767 $7K
IPI
Intrepid Potash, Inc.

Basic Materials
83
+ 33.2%
$24.86 - $38.94 $2.06K - $3.23K
333 $11K
LQDA
Liquidia Corp

Healthcare
1.2K
+ 24.0%
$11.99 - $19.3 $14.4K - $23.2K
6.2K $77K
MORN
Morningstar, Inc.

Financial Services
5
+ 2.58%
$255.31 - $313.93 $1.28K - $1.57K
199 $62K
NAVI
Navient Corp

Financial Services
25
+ 1.07%
$10.76 - $14.33 $269 - $358
2.37K $33K
NWSA
News Corp

Communication Services
7
+ 0.43%
$23.97 - $29.72 $168 - $208
1.63K $48K
GAL
Ssga Active ETF Tr

ETFs
52
+ 13.0%
$41.46 - $47.0 $2.16K - $2.44K
452 $21K
TNL
Travel & Leisure Co.

Consumer Cyclical
38
+ 9.36%
$38.78 - $51.89 $1.47K - $1.97K
444 $22K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
40
+ 9.52%
$19.88 - $27.17 $795 - $1.09K
460 $12K
APA
Apa Corp

Energy
550
+ 19.65%
$14.03 - $21.24 $7.72K - $11.7K
3.35K $61K
BILL
Bill.Com Holdings, Inc.

Technology
50
+ 1.97%
$37.81 - $48.03 $1.89K - $2.4K
2.59K $119K
BRKR
Bruker Corp

Healthcare
61
+ 26.41%
$35.5 - $42.18 $2.17K - $2.57K
292 $12K
DFAE
Dimensional ETF Tr

ETFs
100
+ 100.0%
$22.87 - $28.95 $2.29K - $2.9K
200 $5K
ESAB
Esab Corp

Industrials
13
+ 4.28%
$104.48 - $130.25 $1.36K - $1.69K
317 $38K
GFL
Gfl Environmental Inc.

Industrials
42
+ 16.94%
$42.93 - $51.58 $1.8K - $2.17K
290 $14K
GDDY
Go Daddy Inc.

Technology
15
+ 2.15%
$162.11 - $192.36 $2.43K - $2.89K
712 $128K
HOMB
Home Bancshares Inc

Financial Services
72
+ 20.45%
$25.05 - $29.62 $1.8K - $2.13K
424 $12K
IRTC
I Rhythm Technologies, Inc.

Healthcare
17
+ 85.0%
$96.84 - $154.71 $1.65K - $2.63K
37 $5K
INGR
Ingredion Inc

Consumer Defensive
8
+ 0.25%
$123.22 - $140.95 $986 - $1.13K
3.25K $440K
DBB
Invesco Db Base Metals Fund

ETFs
146
+ 19.47%
$17.23 - $19.4 $2.52K - $2.83K
896 $17K
EWN
Ishares Msci Netherlnds ETF

ETFs
25
+ 23.58%
$41.88 - $54.73 $1.05K - $1.37K
131 $7K
SDG
Ishares Trust Ishares Msci Glo

ETFs
13
+ 3.25%
$65.66 - $77.49 $854 - $1.01K
413 $31K
NCR
Ncr Corp

Technology
159
+ 36.72%
N/A
592 $9K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
950
+ 8.71%
$9.7 - $10.52 $9.22K - $9.99K
11.9K $116K
NOVT
Novanta Inc

Technology
19
+ 172.73%
N/A
30 $4K
OCUL
Ocular Therapeutix, Inc

Healthcare
108
+ 10.8%
$6.02 - $9.46 $650 - $1.02K
1.11K $10K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
35
+ 37.23%
$55.5 - $69.0 $1.94K - $2.42K
129 $8K
SSNC
Ss&C Technologies Holdings Inc

Technology
39
+ 4.09%
$71.96 - $83.42 $2.81K - $3.25K
992 $82K
SITE
Site One Landscape Supply, Inc.

Industrials
25
+ 16.23%
$104.79 - $127.3 $2.62K - $3.18K
179 $21K
TRVI
Trevi Therapeutics, Inc.

Healthcare
2K
+ 20.0%
$5.28 - $7.06 $10.6K - $14.1K
12K $65K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
100
+ 140.85%
$18.34 - $25.13 $1.83K - $2.51K
171 $4K
UBSI
United Bankshares Inc

Financial Services
3
+ 0.14%
$31.5 - $37.32 $94.5 - $112
2.08K $75K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
146
+ 2.17%
$8.7 - $10.12 $1.27K - $1.48K
6.86K $68K
PAX
Patria Investments LTD

Financial Services
11
+ 1.06%
$9.68 - $14.06 $106 - $155
1.05K $14K
BLNK
Blink Charging Co.

Industrials
1.9K
+ 19.12%
$0.66 - $1.01 $1.25K - $1.92K
11.8K $11K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
85
+ 4.86%
$8.28 - $9.42 $704 - $801
1.84K $17K
CVEO
Civeo Corp

Industrials
70
+ 7.05%
$18.68 - $24.28 $1.31K - $1.7K
1.06K $24K
CRK
Comstock Resources Inc

Energy
15
+ 5.6%
$17.12 - $30.74 $257 - $461
283 $7K
DXPE
Dxp Enterprises Inc

Industrials
16
+ 19.51%
$71.8 - $92.02 $1.15K - $1.47K
98 $8K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
10
+ 0.16%
$22.03 - $22.83 $220 - $228
6.38K $145K
EXP
Eagle Materials Inc

Basic Materials
185
+ 10.27%
$193.68 - $241.95 $35.8K - $44.8K
1.99K $401K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
250
+ 3.05%
$10.72 - $12.16 $2.68K - $3.04K
8.45K $102K
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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