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
FNDA
Schwab Fundamental U S Small C

ETFs
26
+ 1.48%
$26.87 - $30.99 $699 - $806
1.78K $48K
VLY
Valley National Bancorp

Financial Services
62
+ 0.23%
$8.56 - $10.42 $531 - $646
27.5K $244K
PNR
Pentair PLC

Industrials
1
+ 0.31%
$84.0 - $105.35 $84 - $105
326 $28K
COTY
Coty Inc.

Consumer Defensive
369
+ 8.8%
$5.43 - $7.61 $2K - $2.81K
4.56K $24K
QBTS
D Wave Quantum Inc.

Technology
715
+ 5.47%
$3.83 - $11.18 $2.74K - $7.99K
13.8K $104K
ETNB
89bio, Inc.

Healthcare
550
+ 2.72%
$6.18 - $11.66 $3.4K - $6.41K
20.8K $150K
IEX
Idex Corp

Industrials
7
+ 2.99%
$178.23 - $224.31 $1.25K - $1.57K
241 $43K
CMF
Ishares California Muni Bond E

ETFs
5
+ 0.09%
$55.93 - $57.47 $280 - $287
5.42K $304K
MHO
M/I Homes, Inc.

Consumer Cyclical
46
+ 8.68%
$113.46 - $138.33 $5.22K - $6.36K
576 $65K
MTD
Mettler Toledo International Inc

Healthcare
7
+ 2.29%
$1177.09 - $1390.0 $8.24K - $9.73K
313 $369K
SPMD
Spdr Portfolio

ETFs
12
+ 0.74%
$50.21 - $57.73 $603 - $693
1.63K $83K
TEX
Terex Corp

Industrials
100
+ 8.89%
$37.65 - $48.97 $3.77K - $4.9K
1.23K $46K
UBSI
United Bankshares Inc

Financial Services
2
+ 0.1%
$34.03 - $39.27 $68.1 - $78.5
2.08K $72K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
440
+ 3.35%
$7.72 - $9.45 $3.4K - $4.16K
13.6K $108K
BURL
Burlington Stores, Inc.

Consumer Cyclical
32
+ 11.03%
$228.41 - $293.71 $7.31K - $9.4K
322 $76K
QDEL
Quidel Ortho Corp

Healthcare
18
+ 2.76%
$34.78 - $47.61 $626 - $857
671 $23K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
988
+ 5.86%
$8.46 - $9.3 $8.36K - $9.19K
17.9K $151K
FDUS
Fidus Investment Corp

Financial Services
409
+ 1.78%
$20.39 - $23.37 $8.34K - $9.56K
23.4K $477K
FCBC
First Community Bankshares Inc

Financial Services
194
+ 5.96%
$37.69 - $45.34 $7.31K - $8.8K
3.45K $129K
PMAR
Innovator U.S. Equity Power Bu

ETFs
143
+ 0.3%
$39.51 - $41.0 $5.65K - $5.86K
47.7K $1.9M
IYT
Ishares Tr U.S. Transportation

ETFs
880
+ 5.04%
$63.37 - $73.39 $55.8K - $64.6K
18.3K $1.17M
MORN
Morningstar, Inc.

Financial Services
2
+ 1.04%
$282.49 - $334.73 $565 - $669
194 $58K
UPST
Upstart Holdings, Inc.

Financial Services
17
+ 3.51%
$46.03 - $88.77 $783 - $1.51K
502 $23K
W
Wayfair Inc.

Consumer Cyclical
25
+ 4.59%
$30.07 - $50.1 $752 - $1.25K
570 $18K
WFG
West Fraser Timber Co., LTD

Basic Materials
1
+ 0.14%
$75.63 - $92.16 $75.6 - $92.2
709 $54K
CNI
Canadian National Railway CO

Industrials
49
+ 1.51%
$95.46 - $106.79 $4.68K - $5.23K
3.3K $321K
GDDY
Go Daddy Inc.

Technology
19
+ 2.8%
$172.13 - $214.35 $3.27K - $4.07K
697 $125K
AVY
Avery Dennison Corp

Industrials
15
+ 1.12%
$174.58 - $195.91 $2.62K - $2.94K
1.36K $241K
BNS
Bank Of Nova Scotia

Financial Services
11
+ 0.69%
$47.21 - $53.7 $519 - $591
1.61K $76K
CADE
Cadence Bank

Financial Services
4
+ 0.18%
$29.1 - $35.93 $116 - $144
2.28K $69K
COLM
Columbia Sportswear CO

Consumer Cyclical
13
+ 1.06%
$75.3 - $92.08 $979 - $1.2K
1.24K $93K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
501
+ 4.45%
$7.39 - $9.09 $3.7K - $4.55K
11.8K $87K
XRAY
Dentsply Sirona Inc.

Healthcare
6
+ 0.26%
$14.93 - $20.31 $89.6 - $122
2.31K $34K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
300
+ 0.42%
$8.24 - $8.68 $2.47K - $2.6K
71.2K $587K
FSLY
Fastly, Inc.

Technology
220
+ 6.56%
$6.33 - $10.92 $1.39K - $2.4K
3.58K $22K
GOOD
Gladstone Commercial Corp

Real Estate
114
+ 1.24%
$14.73 - $16.42 $1.68K - $1.87K
9.28K $139K
RLI
Rli Corp

Financial Services
2.33K
+ 100.52%
$71.75 - $163.21 $167K - $381K
4.65K $373K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
4.64K
+ 69.25%
$6.67 - $12.72 $30.9K - $59K
11.3K $75K
SYLD
Cambria Shareholder Yld ETF

ETFs
3.55K
+ 7.01%
$62.77 - $71.4 $223K - $253K
54.2K $3.45M
NVT
N Vent Electric PLC

Industrials
67
+ 7.4%
$52.42 - $75.4 $3.51K - $5.05K
973 $51K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
751
+ 4.73%
$18.47 - $21.1 $13.9K - $15.8K
16.6K $307K
FCNCA
First Citizens Bancshares Inc

Financial Services
4
+ 5.19%
$1728.36 - $2231.14 $6.91K - $8.92K
81 $150K
IBP
Installed Building Products, Inc.

Consumer Cyclical
3
+ 0.09%
$162.22 - $206.22 $487 - $619
3.49K $599K
QUBT
Quantum Computing Inc.

Technology
11
+ 0.86%
$4.46 - $18.76 $49.1 - $206
1.29K $10K
DY
Dycom Industries Inc

Industrials
10
+ 1.44%
$136.75 - $200.56 $1.37K - $2.01K
703 $107K
WAVE
Eco Wave Power Global Ab (Publ)
200
+ 7.35%
$6.25 - $11.84 $1.25K - $2.37K
2.92K $18K
PATH
Ui Path, Inc.

Technology
44
+ 0.76%
$9.97 - $15.19 $439 - $668
5.85K $60K
FDIS
Fidelity Covington Tr Msci Con

ETFs
85
+ 5.16%
$82.77 - $101.84 $7.04K - $8.66K
1.73K $146K
HST
Host Hotels & Resorts, Inc.

Real Estate
73
+ 1.58%
$14.21 - $17.45 $1.04K - $1.27K
4.68K $66K
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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