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
UCTT
Ultra Clean Holdings, Inc.

Technology
22
+ 16.92%
$17.84 - $22.81 $392 - $502
152 $3K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
18
+ 2.35%
$61.25 - $63.4 $1.1K - $1.14K
784 $49K
VNQI
Vanguard Global Ex U.S. Real

ETFs
18
+ 22.22%
$37.77 - $46.15 $680 - $831
99 $4K
VITL
Vital Farms, Inc.

Consumer Defensive
19
+ 79.17%
$30.52 - $38.52 $580 - $732
43 $1K
WEC
Wec Energy Group, Inc.

Utilities
1.6K
+ 4.6%
$102.24 - $109.76 $163K - $176K
36.3K $3.79M
XRX
Xerox Holdings Corp

Technology
161
+ 50.16%
$3.64 - $5.95 $586 - $958
482 $2K
AGO
Assured Guaranty LTD

Financial Services
5
+ 3.21%
$76.56 - $90.18 $383 - $451
161 $14K
PRGO
Perrigo CO PLC

Healthcare
7
+ 10.29%
$24.36 - $27.91 $171 - $195
75 $2K
ASC
Ardmore Shipping Corp

Industrials
110
+ 51.64%
$8.51 - $10.54 $936 - $1.16K
323 $3K
FAN
First Tr Exchange Traded Fd Ii
1
+ 0.12%
N/A
809 $0
AAON
Aaon, Inc.

Industrials
8
+ 42.11%
$71.78 - $106.87 $574 - $855
27 $1K
YEAR
Ab Active Etfs Inc Ultra Short
9.87K
+ 418.4%
N/A
12.2K $0
EDOG
Alps ETF Emerging Sector Divi

ETFs
4
+ 1.86%
$18.9 - $22.41 $75.6 - $89.6
219 $4K
Albemarle Corp
802
+ 168.49%
N/A
1.28K $0
STRV
Ea Ser Tr Strive 500 ETF
1.19K
+ 20.99%
N/A
6.86K $0
Amplify ETF Tr
3.8K
+ 37.64%
N/A
13.9K $0
Amplify ETF Tr
10.1K
+ 47.57%
N/A
31.2K $0
IDVO
Amplify ETF Tr Intl Enhanced D
28.5K
+ 93.26%
N/A
59.1K $0
Apollo Global Mgmt Inc
5.71K
+ 400.98%
N/A
7.13K $0
AROC
Archrock, Inc.

Energy
41
+ 34.75%
$21.0 - $27.11 $861 - $1.11K
159 $3K
Ares Management Corporation
15.1K
+ 138.72%
N/A
26K $0
Astera Labs Inc
100
+ 333.33%
N/A
130 $0
Aurora Cannabis Inc
3
+ 6.0%
N/A
53 $0
Bny Mellon ETF Trust Ii
359K
+ 4906.62%
N/A
366K $0
Beta Bionics Inc
400
+ 35.87%
N/A
1.52K $0
Bgc Group Inc
34
+ 3.18%
N/A
1.1K $0
Bitwise Bitcoin ETF Tr
5.15K
+ 161.22%
N/A
8.34K $0
BYM
Blackrock Municipal Income Quality Trust

Financial Services
43
+ 1.56%
$10.17 - $10.91 $437 - $469
2.8K $29K
Blackrock Income Tr Inc
7.66K
+ 63.93%
N/A
19.6K $0
Blackrock ETF Trust Ii
975
+ 77.08%
N/A
2.24K $0
Blackrock ETF Trust Ii
31.8K
+ 27.68%
N/A
147K $0
Blackrock ETF Trust Ii
3.66K
+ 95.99%
N/A
7.47K $0
MVF
Blackrock Munivest Fund, Inc.

Financial Services
354
+ 5.4%
$6.54 - $7.1 $2.32K - $2.51K
6.91K $45K
Blackrock Inc
328
+ 1.8%
N/A
18.5K $0
Boeing CO
2.62K
+ 44.48%
N/A
8.52K $0
Brookfield Corp
412
+ 0.87%
N/A
47.7K $0
BFB
Brown Forman Corp Cl B
4.14K
+ 15.44%
N/A
30.9K $0
CECE
Ceco Environmental Corp

Industrials
27
+ 207.69%
N/A
40 $0
Capital Group Conservative E
7.18K
+ 1110.05%
N/A
7.83K $0
CGMU
Capital Group Core Plus Income
45.6K
+ 151.11%
N/A
75.8K $0
CGMS
Capital Grp Core Plus Income E
1.47K
+ 7.76%
N/A
20.4K $0
Capital Grp Fixed Incm ETF T
7.21K
+ 422.87%
N/A
8.92K $0
Capital Grp Fixed Incm ETF T
16.8K
+ 68.72%
N/A
41.3K $0
Capital Group Core Balanced
6.75K
+ 14.97%
N/A
51.8K $0
Capital Group Dividend Growe
22.6K
+ 46.96%
N/A
70.7K $0
Capital Group International
1.61K
+ 619.62%
N/A
1.87K $0
Capital Group New Geography
3.83K
+ 10.18%
N/A
41.5K $0
Capital Group International
14.5K
+ 595.85%
N/A
16.9K $0
Capital Group Equity ETF Tr
57
+ 37.5%
N/A
209 $0
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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