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
TRIP
Trip Advisor, Inc.

Consumer Cyclical
19
+ 7.95%
$10.67 - $15.71 $203 - $298
258 $3K
Two Hbrs Invt Corp
9
+ 3.14%
N/A
296 $0
Unity Biotechnology Inc
1
+ 0.1%
N/A
1K $0
Vaneck Bitcoin ETF
36.8K
+ 18408.0%
N/A
37K $0
Vanguard Malvern Fds
2.99K
+ 228.64%
N/A
4.29K $0
Venture Global Inc
6.5K
+ 541.75%
N/A
7.7K $0
VET
Vermilion Energy Inc.

Energy
1
+ 1.0%
$5.43 - $8.24 $5.43 - $8.24
101 $0
Victory Portfolios Ii
4.22K
+ 11.76%
N/A
40.1K $0
Virgin Galactic Holdings Inc
17.5K
+ 220.93%
N/A
25.4K $0
Wk Kellogg CO
267
+ 16.29%
N/A
1.91K $0
DXJS
Wisdomtree Tr Japan Smallcap H
1.36K
+ 509.77%
N/A
1.62K $0
Wisdomtree Tr
14.8K
+ 14761.0%
N/A
14.9K $0
Xti Aerospace Inc
1K
+ 100000.0%
N/A
1K $0
Zacks Trust
40
+ 12.05%
N/A
372 $0
Alaunos Therapeutics Inc
1K
+ 1020.41%
N/A
1.1K $0
CRH.L
Crh PLC

Basic Materials
1.21K
+ 13.17%
N/A
10.4K $0
Aptiv PLC
179
+ 18.47%
N/A
1.15K $0
Kiniksa Pharmaceuticals Intl
16
+ 0.71%
N/A
2.27K $0
NAT
Nordic American Tankers LTD

Industrials
56
+ 2.61%
N/A
2.21K $8K
Te Connectivity PLC
163
+ 2.63%
N/A
6.36K $0
Viking Holdings LTD
14
+ 7.57%
N/A
199 $0
LOGI
Logitech International S.A.

Technology
2
+ 25.0%
$65.57 - $90.16 $131 - $180
10 $0
Frontline PLC
1.45K
+ 17.47%
N/A
9.73K $0
Mainz Biomed N V
9K
+ 900.0%
N/A
10K $0
Nebius Group N.V.
319K
+ 15153.5%
N/A
321K $0
BGS
B&G Foods, Inc.

Consumer Defensive
686
+ 58.88%
$4.02 - $7.07 $2.76K - $4.85K
1.85K $7K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
89
+ 1.7%
$9.28 - $10.1 $826 - $899
5.31K $51K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
100
+ 1.11%
$8.85 - $9.6 $885 - $960
9.1K $84K
WAVE
Eco Wave Power Global Ab (Publ)
3
+ 0.1%
$4.62 - $6.95 $13.9 - $20.9
2.92K $17K
FTGC
First Trust Global Tactical CO

ETFs
1.69K
+ 3.39%
$23.09 - $25.91 $39K - $43.8K
51.6K $1.27M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
15
+ 3.0%
$67.02 - $83.8 $1.01K - $1.26K
515 $39K
GNL
Global Net Lease, Inc.

Real Estate
14
+ 0.38%
$6.82 - $8.08 $95.5 - $113
3.74K $28K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
125
+ 1.69%
$20.85 - $24.04 $2.61K - $3.01K
7.5K $175K
HUN
Huntsman Corp

Basic Materials
4
+ 2.42%
$10.28 - $15.52 $41.1 - $62.1
169 $1K
IVT
Inven Trust Properties Corp.

Real Estate
28
+ 4.5%
$25.97 - $29.73 $727 - $832
650 $17K
IQI
Invesco Quality Municipal Income Trust

Financial Services
211
+ 2.21%
$9.09 - $9.79 $1.92K - $2.07K
9.77K $91K
LTC
Ltc Properties Inc

Real Estate
7
+ 0.6%
$32.83 - $36.24 $230 - $254
1.17K $40K
M
Macy'S, Inc.

Consumer Cyclical
2
+ 0.3%
$10.02 - $13.19 $20 - $26.4
677 $7K
NOK
Nokia Corp

Technology
1
+ 0.01%
$4.65 - $5.43 $4.65 - $5.43
7.91K $40K
PNF
Pimco New York Municipal Income Fund

Financial Services
43
+ 1.41%
$6.73 - $7.6 $289 - $327
3.1K $21K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
45
+ 1.3%
$6.58 - $7.16 $296 - $322
3.5K $23K
PYN
Pimco New York Municipal Income Fund Iii

Financial Services
56
+ 1.38%
$5.21 - $5.72 $292 - $320
4.12K $21K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
95
+ 7.54%
$28.81 - $34.65 $2.74K - $3.29K
1.36K $41K
TGNA
Tegna Inc

Communication Services
5
+ 1.24%
$15.42 - $18.98 $77.1 - $94.9
407 $6K
WDFC
Wd 40 CO

Basic Materials
37
+ 6.54%
$217.49 - $248.93 $8.05K - $9.21K
603 $137K
WVE
Wave Life Sciences Ltd.

Healthcare
150
+ 14.29%
$5.48 - $8.1 $822 - $1.22K
1.2K $7K
KNTK
Kinetik Holdings Inc.

Energy
27
+ 6.77%
$40.12 - $53.83 $1.08K - $1.45K
426 $18K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
23
+ 0.95%
$17.17 - $19.9 $395 - $458
2.43K $46K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
51
+ 4.76%
$86.97 - $102.82 $4.44K - $5.24K
1.12K $107K
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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