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
PBW
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.4%
$15.74 - $22.48 $220 - $315
3.51K $55K
RPM
Rpm International Inc

Basic Materials
39
+ 1.58%
$114.03 - $128.31 $4.45K - $5K
2.5K $289K
EARN
Ellington Residential Mortgage Reit

Real Estate
599
+ 4.04%
$5.41 - $6.82 $3.24K - $4.09K
15.4K $83K
ISCB
International Speedway Corp

ETFs
158
+ 3.11%
$53.73 - $61.7 $8.49K - $9.75K
5.24K $283K
EXAS
Exact Sciences Corp

Healthcare
41
+ 2.88%
$43.04 - $58.51 $1.76K - $2.4K
1.47K $63K
LBRT
Liberty Energy Inc.

Energy
150
+ 3.16%
$14.13 - $23.12 $2.12K - $3.47K
4.89K $77K
OMF
One Main Holdings, Inc.

Financial Services
41
+ 0.7%
$45.35 - $58.06 $1.86K - $2.38K
5.93K $289K
IMXI
International Money Express, Inc.

Technology
3.72K
+ 46.73%
$12.62 - $21.21 $47K - $78.9K
11.7K $147K
JOBY
Joby Aviation, Inc.

Industrials
600
+ 5.91%
$5.99 - $10.27 $3.59K - $6.16K
10.8K $64K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
200
+ 1.54%
$28.64 - $32.91 $5.73K - $6.58K
13.2K $381K
SLVM
Sylvamo Corp

Basic Materials
76
+ 3.78%
$63.64 - $81.86 $4.84K - $6.22K
2.09K $139K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
324
+ 3.67%
$37.84 - $44.02 $12.3K - $14.3K
9.16K $351K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
687
+ 3.8%
$16.18 - $18.56 $11.1K - $12.8K
18.8K $303K
FIX
Comfort Systems Usa Inc

Industrials
491
+ 27.82%
$313.26 - $550.27 $154K - $270K
2.26K $727K
BOTZ
Global X Fds

ETFs
1.52K
+ 8.3%
$28.46 - $34.53 $43.2K - $52.4K
19.8K $563K
PBT
Permian Basin Royalty Trust

Energy
1.39K
+ 4.71%
$9.67 - $12.15 $13.4K - $16.9K
30.9K $305K
FNX
First Tr Mid Cap Core Alphadex

ETFs
138
+ 2.49%
$105.28 - $121.93 $14.5K - $16.8K
5.68K $619K
MGA
Magna International Inc

Consumer Cyclical
3
+ 0.11%
$33.99 - $41.85 $102 - $126
2.85K $96K
CMC
Commercial Metals CO

Basic Materials
1
+ 0.02%
$43.22 - $53.05 $43.2 - $53.1
6.4K $294K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
736
+ 5.86%
$19.0 - $24.32 $14K - $17.9K
13.3K $252K
APLD
Applied Blockchain, Inc.

Financial Services
4.04K
+ 15.85%
$5.62 - $10.65 $22.7K - $43.1K
29.6K $166K
CSQ
Calamos Strategic Total Return Fund

Financial Services
11.5K
+ 8.35%
$15.97 - $18.5 $184K - $213K
149K $2.41M
ITT
Itt Inc.

Industrials
40
+ 1.83%
$128.71 - $153.88 $5.15K - $6.16K
2.23K $288K
JFR
Nuveen Floating Rate Income Fund

Financial Services
46
+ 0.08%
$8.41 - $9.05 $387 - $416
57.6K $487K
ITB
Ishares Tr

ETFs
197
+ 3.58%
$93.86 - $111.45 $18.5K - $22K
5.7K $543K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
267
+ 1.28%
$8.4 - $10.21 $2.24K - $2.73K
21.1K $177K
CARG
Car Gurus, Inc.

Communication Services
244
+ 5.33%
$28.82 - $40.55 $7.03K - $9.89K
4.82K $140K
FYX
First Tr Small Cap Core Alphad

ETFs
375
+ 6.8%
$89.26 - $104.61 $33.5K - $39.2K
5.89K $530K
FSV
First Service Corp

Real Estate
1
+ 0.06%
$159.66 - $185.88 $160 - $186
1.8K $298K
NCNO
N Cino, Inc.

Technology
17
+ 0.36%
$27.36 - $34.81 $465 - $592
4.79K $131K
ODFL
Old Dominion Freight Line, Inc.

Industrials
286
+ 4.06%
$161.13 - $209.29 $46.1K - $59.9K
7.34K $1.21M
ZBRA
Zebra Technologies Corp

Technology
31
+ 8.33%
$271.72 - $421.11 $8.42K - $13.1K
403 $113K
FLYW
Flywire Corp

Technology
906
+ 25.23%
$9.5 - $21.27 $8.61K - $19.3K
4.5K $42K
RWK
Invesco Exchange Traded Fd Tr

ETFs
217
+ 3.24%
$106.43 - $123.29 $23.1K - $26.8K
6.92K $746K
RGA
Reinsurance Group Of America Inc

Financial Services
1
+ 0.05%
$186.01 - $231.1 $186 - $231
1.95K $384K
AVUS
American Centy ETF Tr Avantis

ETFs
76
+ 0.87%
$90.7 - $101.57 $6.89K - $7.72K
8.82K $814K
IYY
Ishares Tr

ETFs
389
+ 3.19%
$134.05 - $149.75 $52.1K - $58.3K
12.6K $1.71M
LVS
Las Vegas Sands Corp

Consumer Cyclical
565
+ 13.22%
$38.18 - $50.93 $21.6K - $28.8K
4.84K $186K
CLBT
Cellebrite Di Ltd.

Technology
128
+ 0.94%
$16.78 - $26.0 $2.15K - $3.33K
13.7K $266K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
58
+ 1.38%
$28.45 - $41.08 $1.65K - $2.38K
4.27K $129K
STRL
Sterling Construction CO Inc

Industrials
69
+ 9.18%
$108.65 - $200.56 $7.5K - $13.8K
821 $92K
ARKQ
Ark Autonomous Technology & Ro

ETFs
602
+ 8.9%
$65.76 - $84.94 $39.6K - $51.1K
7.36K $487K
MTN
Vail Resorts Inc

Consumer Cyclical
73
+ 4.27%
$153.58 - $184.72 $11.2K - $13.5K
1.78K $285K
PSTG
Pure Storage, Inc.

Technology
1.28K
+ 23.55%
$44.27 - $72.37 $56.4K - $92.3K
6.69K $296K
GME
Game Stop Corp.

Consumer Cyclical
1.03K
+ 15.41%
$21.73 - $33.37 $22.3K - $34.2K
7.68K $171K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
8.52K
+ 26.37%
$7.89 - $12.48 $67.2K - $106K
40.8K $364K
CLH
Clean Harbors Inc

Industrials
111
+ 6.01%
$188.14 - $246.1 $20.9K - $27.3K
1.96K $385K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
375
+ 1.09%
$19.17 - $21.07 $7.19K - $7.9K
34.7K $670K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
512
+ 3.18%
$113.13 - $127.79 $57.9K - $65.4K
16.6K $1.88M
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email