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
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
21
+ 2.02%
$10.7 - $12.22 $225 - $257
1.06K $12K
DWAC
Digital World Acquisition Corp.

Financial Services
27
+ 0.47%
N/A
5.79K $0
Digitalbridge Group Inc
1
+ 0.22%
N/A
459 $0
Disc Medicine Inc
8
+ 1.52%
N/A
533 $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
3
+ 0.12%
N/A
2.47K $100K
QTUM
ETF Ser Solutions Defiance Qua
1.39K
+ 41.42%
N/A
4.73K $0
UTES
Virtus Reaves Utilities ETF
300
+ 4.8%
N/A
6.55K $0
ETF Opportunities Trust
5.37K
+ 20.53%
N/A
31.5K $0
Tcw ETF Trust
18.1K
+ 25.09%
N/A
90.3K $0
Everus Constr Group
2.01K
+ 203.44%
N/A
3K $0
FHYS
Federated Hermes ETF Tr Short
10.4K
+ 2421.16%
N/A
10.8K $0
FDV
Federated Hermes ETF Tr U S St
14.2K
+ 7.02%
N/A
216K $0
Federated Hermes ETF Trust
1.01K
+ 38.72%
N/A
3.61K $0
Fidelity Covington Trust
5.39K
+ 192.91%
N/A
8.18K $0
Fidelity Covington Trust
9.08K
+ 16.28%
N/A
64.8K $0
Fidelity Covington Trust
1.28K
+ 313.48%
N/A
1.69K $0
Fidelity Covington Trust
33.8K
+ 1036.05%
N/A
37K $0
Fidelity Covington Trust
3.55K
+ 10.08%
N/A
38.8K $0
FTGS
First Tr Exchange Traded Fd Gr
4.46K
+ 10.45%
N/A
47.2K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
19.9K
+ 23.14%
N/A
106K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
575
+ 27.19%
N/A
2.69K $0
First Tr Exchng Traded Fd Vi
814
+ 1.82%
N/A
45.6K $0
First Tr Exchng Traded Fd Vi
1.13K
+ 8.77%
N/A
14K $0
First Tr Exchng Traded Fd Vi
920
+ 10.51%
N/A
9.67K $0
First Tr Exchng Traded Fd Vi
5.31K
+ 123.57%
N/A
9.61K $0
First Tr Exchng Traded Fd Vi
684
+ 2.6%
N/A
27K $0
FLQH
Franklin Templeton Libertyq In

ETFs
28K
+ 99.33%
N/A
56.2K $0
Franklin Templeton ETF Tr
17.2K
+ 15.15%
N/A
131K $0
Franklin Templeton ETF Tr
500
+ 13.31%
N/A
4.26K $0
Ge Healthcare Technologies I
549
+ 4.95%
N/A
11.6K $0
Ge Vernova Inc
22.6K
+ 148.16%
N/A
37.8K $0
Ginkgo Bioworks Holdings Inc
17
+ 1.32%
N/A
1.31K $0
Global X Fds
63.6K
+ 773.4%
N/A
71.8K $0
Goldman Sachs ETF Tr
3.28K
+ 36.64%
N/A
12.2K $0
Grayscale Ethereum Mini Tr E
561
+ 93.5%
N/A
1.16K $0
Grayscale Bitcoin Mini Tr Et
32.2K
+ 16175.88%
N/A
32.4K $0
Harbor ETF Trust
10.2K
+ 126.88%
N/A
18.3K $0
HAPI
Harbor ETF Tr Corporate Cultur
14.3K
+ 22.25%
N/A
78.5K $0
Harris Oakmark ETF Trust
186K
+ 190.13%
N/A
284K $0
HEIA
Heico Crp Cl A
32
+ 7.71%
N/A
447 $0
HP
Helmerich & Payne, Inc.

Energy
5
+ 125.0%
$15.16 - $26.78 $75.8 - $134
9 $0
Hewlett Packard Enterprise C
894
+ 132.25%
N/A
1.57K $0
Tidal Trust Iii
617
+ 6.65%
N/A
9.89K $0
INDB
Independent Bank Corp

Financial Services
3
+ 0.81%
$53.62 - $65.63 $161 - $197
373 $23K
IIPR
Innovative Industrial Properties Inc

Real Estate
1
+ 10.0%
$48.03 - $58.9 $48 - $58.9
11 $0
Innovator Etfs Trust
122
+ 2.27%
N/A
5.5K $0
Innovator Etfs Trust
53
+ 1.76%
N/A
3.06K $0
EOCT
Innovator Etfs Tr Emerging Mar
60
+ 0.77%
N/A
7.83K $0
Innovator Etfs Trust
1.13K
+ 10.49%
N/A
11.9K $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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