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
FBNC
First Bancorp

Financial Services
2
+ 0.46%
$36.02 - $44.09 $72 - $88.2
436 $19K
GEO
Geo Group Inc

Real Estate
85
+ 51.2%
$23.11 - $31.67 $1.96K - $2.69K
251 $6K
PI
Impinj Inc

Technology
9
+ 15.52%
$62.54 - $125.05 $563 - $1.13K
67 $7K
XBAP
Innovator ETF Tr Us Equity Acc
13
+ 1.61%
$32.27 - $36.74 $420 - $478
818 $30K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
384
+ 6.4%
$8.05 - $8.68 $3.09K - $3.33K
6.38K $53K
RPV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.08%
$81.66 - $93.76 $81.7 - $93.8
1.3K $122K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.47%
$43.17 - $48.53 $259 - $291
1.28K $60K
REET
Ishares Global Reit ETF

ETFs
84
+ 30.77%
$21.59 - $25.16 $1.81K - $2.11K
357 $8K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
25
+ 1.76%
$46.47 - $47.67 $1.16K - $1.19K
1.45K $69K
JHX
James Hardie Industries PLC

Basic Materials
50
+ 21.93%
$20.27 - $27.59 $1.01K - $1.38K
278 $7K
LMAT
Lemaitre Vascular Inc

Healthcare
22
+ 70.97%
$77.89 - $92.6 $1.71K - $2.04K
53 $4K
MTCH
Match Group, Inc.

Communication Services
89
+ 15.32%
$27.03 - $31.93 $2.41K - $2.84K
670 $20K
NAK
Northern Dynasty Minerals LTD

Basic Materials
1K
+ 35.87%
$0.8 - $1.55 $800 - $1.55K
3.79K $5K
RDNT
Rad Net, Inc.

Healthcare
16
+ 80.0%
$47.36 - $61.14 $758 - $978
36 $2K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
80
+ 9.45%
$12.82 - $18.15 $1.03K - $1.45K
927 $15K
VLY
Valley National Bancorp

Financial Services
65
+ 0.24%
$7.87 - $9.2 $512 - $598
27.6K $246K
WEN
Wendy'S CO

Consumer Cyclical
1.04K
+ 34.98%
$11.11 - $14.72 $11.6K - $15.3K
4.02K $45K
ZWS
Zurn Water Solutions Corp

Industrials
47
+ 130.56%
$28.5 - $37.54 $1.34K - $1.76K
83 $3K
GFS
Globalfoundries Inc.

Technology
26
+ 3.61%
$30.37 - $40.03 $790 - $1.04K
746 $28K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
1K
+ 178.57%
$0.51 - $1.64 $510 - $1.64K
1.56K $2K
PRQR
Pro Qr Therapeutics N.V.

Healthcare
650
+ 100.0%
$1.12 - $2.16 $728 - $1.4K
1.3K $2K
AQN
Algonquin Power & Utilities Corp.

Utilities
19
+ 1.22%
$4.56 - $6.22 $86.6 - $118
1.58K $9K
AXSM
Axsome Therapeutics, Inc.

Healthcare
6
+ 150.0%
$95.65 - $116.49 $574 - $699
10 $1K
BHB
Bar Harbor Bankshares

Financial Services
3
+ 0.1%
$27.37 - $31.26 $82.1 - $93.8
2.86K $85K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
55
+ 1.12%
$9.13 - $10.58 $502 - $582
4.96K $52K
BIGZ
Black Rock Innovation & Growth Trust
152
+ 0.17%
N/A
88K $581K
CNS
Cohen & Steers, Inc.

Financial Services
23
+ 85.19%
$70.24 - $83.51 $1.62K - $1.92K
50 $3K
CNXC
Concentrix Corp

Technology
13
+ 7.26%
$45.73 - $57.88 $594 - $752
192 $10K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
11
+ 3.49%
$64.97 - $78.38 $715 - $862
326 $24K
DSGX
Descartes Systems Group Inc

Technology
16
+ 40.0%
$94.15 - $116.93 $1.51K - $1.87K
56 $5K
EXPO
Exponent Inc

Industrials
21
+ 65.63%
$72.88 - $81.75 $1.53K - $1.72K
53 $3K
FMNB
Farmers National Banc Corp

Financial Services
4
+ 1.32%
$11.92 - $13.89 $47.7 - $55.6
308 $4K
GTX
Garrett Motion Inc.

Consumer Cyclical
1
+ 0.5%
$7.34 - $12.04 $7.34 - $12
201 $2K
GKOS
Glaukos Corp

Healthcare
15
+ 48.39%
$82.27 - $103.29 $1.23K - $1.55K
46 $4K
DRIV
Global X Fds Global X Autonomo

ETFs
17
+ 4.3%
$17.75 - $23.51 $302 - $400
412 $9K
MILN
Global X Funds Global X Millen

ETFs
8
+ 3.72%
$38.03 - $48.8 $304 - $390
223 $10K
TILE
Interface Inc

Consumer Cyclical
1
+ 0.5%
$17.79 - $21.16 $17.8 - $21.2
202 $4K
PBE
Invesco Exchange Traded Fd Tr

ETFs
14
+ 1.73%
$56.01 - $65.43 $784 - $916
825 $52K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
4
+ 1.37%
$28.17 - $33.34 $113 - $133
295 $9K
PHG
Koninklijke Philips Nv

Healthcare
58
+ 34.94%
$21.67 - $25.64 $1.26K - $1.49K
224 $5K
LCID
Lucid Group, Inc.

Consumer Cyclical
791
+ 27.99%
$2.1 - $2.96 $1.66K - $2.34K
3.62K $7K
MHO
M/I Homes, Inc.

Consumer Cyclical
13
+ 2.26%
$103.9 - $115.72 $1.35K - $1.5K
589 $66K
JFR
Nuveen Floating Rate Income Fund

Financial Services
174
+ 0.3%
$7.51 - $8.49 $1.31K - $1.48K
57.7K $488K
PLMR
Palomar Holdings, Inc.

Financial Services
2
+ 11.11%
$129.99 - $175.67 $260 - $351
20 $3K
PB
Prosperity Bancshares Inc

Financial Services
26
+ 5.53%
$63.76 - $73.75 $1.66K - $1.92K
496 $34K
RGEN
Repligen Corp

Healthcare
10
+ 16.13%
$108.89 - $145.23 $1.09K - $1.45K
72 $8K
ROL
Rollins Inc

Consumer Cyclical
25
+ 22.32%
$50.65 - $58.58 $1.27K - $1.46K
137 $7K
SXC
Sun Coke Energy, Inc.

Basic Materials
137
+ 91.95%
$7.75 - $9.8 $1.06K - $1.34K
286 $2K
UFPT
Ufp Technologies Inc

Healthcare
4
+ 40.0%
$186.83 - $253.3 $747 - $1.01K
14 $3K
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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