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
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.6K
+ 7.99%
$80.73 - $94.96 $372K - $437K
62.2K $5.16M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
10.1K
+ 1.97%
$11.22 - $11.8 $113K - $119K
522K $5.86M
LII
Lennox International Inc

Industrials
47
+ 3.18%
$553.05 - $666.93 $26K - $31.3K
1.52K $854K
CSL
Carlisle Companies Inc

Industrials
482
+ 6.51%
$326.43 - $408.24 $157K - $197K
7.88K $2.68M
CGNX
Cognex Corp

Technology
654
+ 6.02%
$29.83 - $41.02 $19.5K - $26.8K
11.5K $343K
SYM
Symbotic Inc.

Financial Services
2.73K
+ 9.6%
$20.16 - $33.5 $54.9K - $91.3K
31.1K $628K
AXON
Axon Enterprise, Inc.

Industrials
1.93K
+ 12.4%
$496.65 - $710.01 $961K - $1.37M
17.5K $9.22M
CCL
Carnival Corp

Consumer Cyclical
772
+ 6.5%
$19.08 - $28.49 $14.7K - $22K
12.6K $246K
AIT
Applied Industrial Technologies Inc

Industrials
173
+ 2.71%
$218.93 - $269.18 $37.9K - $46.6K
6.56K $1.48M
AME
Ametek Inc

Industrials
409
+ 2.67%
$170.39 - $190.43 $69.7K - $77.9K
15.7K $2.7M
ON
On Semiconductor Corp

Technology
1.7K
+ 30.92%
$40.69 - $64.51 $69.1K - $109K
7.19K $292K
DDOG
Datadog, Inc.

Technology
91
+ 6.19%
$98.68 - $151.89 $8.98K - $13.8K
1.56K $154K
ITW
Illinois Tool Works Inc

Industrials
417
+ 1.46%
$244.9 - $274.48 $102K - $114K
28.9K $7.17M
TER
Teradyne, Inc

Technology
84
+ 5.63%
$82.6 - $140.0 $6.94K - $11.8K
1.58K $130K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
11.8K
+ 7.38%
$16.57 - $18.85 $195K - $222K
172K $2.86M
BIGZ
Black Rock Innovation & Growth Trust
2.19K
+ 2.56%
$6.4 - $8.25 $14K - $18.1K
87.9K $580K
EBC
Eastern Bankshares, Inc.

Financial Services
200
+ 0.28%
$15.29 - $19.15 $3.06K - $3.83K
72.9K $1.2M
MOD
Modine Manufacturing CO

Consumer Cyclical
383
+ 16.58%
$76.06 - $142.68 $29.1K - $54.6K
2.69K $206K
LSTR
Landstar System Inc

Industrials
5
+ 0.17%
$146.63 - $177.82 $733 - $889
2.94K $441K
UAL
United Airlines Holdings, Inc.

Industrials
2.13K
+ 28.07%
$69.05 - $110.52 $147K - $235K
9.72K $671K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
3.89K
+ 2.15%
$14.21 - $15.67 $55.3K - $60.9K
185K $2.63M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
320
+ 3.46%
$126.86 - $146.45 $40.6K - $46.9K
9.56K $1.21M
KRE
Spdr S&P Regional Banking ETF

ETFs
9
+ 0.04%
$55.11 - $65.5 $496 - $590
21.6K $1.23M
CCJ
Cameco Corp

Energy
3.46K
+ 16.01%
$40.64 - $56.86 $140K - $197K
25K $1.03M
NOVA
Sunnova Energy International Inc.

Technology
6.17K
+ 23.16%
$0.3 - $4.51 $1.85K - $27.8K
32.8K $12K
IOO
Ishares Tr Global 100 ETF

ETFs
12
+ 0.06%
$96.2 - $105.12 $1.15K - $1.26K
18.7K $1.8M
PDP
Invesco Exchange Traded Fd Tr

ETFs
309
+ 1.97%
$96.95 - $116.13 $30K - $35.9K
16K $1.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.02K
+ 6.48%
$168.84 - $202.89 $172K - $206K
16.7K $2.93M
IWB
Ishares Tr Russell 1000 ETF

ETFs
51
+ 0.74%
$302.31 - $337.54 $15.4K - $17.2K
6.98K $2.14M
BWXT
Bwx Technologies, Inc.

Industrials
4.38K
+ 10.62%
$96.59 - $128.46 $423K - $563K
45.6K $4.5M
SKYY
First Trust Cloud Computing Et

ETFs
372
+ 4.76%
$102.23 - $131.18 $38K - $48.8K
8.19K $837K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.83K
+ 3.11%
$46.38 - $52.65 $84.8K - $96.2K
60.6K $2.83M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
784
+ 0.94%
$14.32 - $16.14 $11.2K - $12.7K
84.5K $1.23M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
1.54K
+ 3.3%
$21.0 - $24.67 $32.4K - $38K
48.3K $1.02M
WCC
Wesco International Inc

Industrials
393
+ 6.21%
$155.3 - $199.95 $61K - $78.6K
6.72K $1.04M
CATH
Global X Fds Global X S&P 500

ETFs
65
+ 0.2%
$66.14 - $74.2 $4.3K - $4.82K
32.5K $2.19M
TRUP
Trupanion, Inc.

Financial Services
750
+ 6.35%
$32.4 - $49.87 $24.3K - $37.4K
12.6K $467K
STT
State Street Corp

Financial Services
98
+ 0.75%
$84.47 - $102.23 $8.28K - $10K
13.1K $1.18M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
145
+ 1.04%
$81.1 - $94.7 $11.8K - $13.7K
14.1K $1.14M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.04K
+ 5.79%
$47.25 - $67.02 $49.2K - $69.8K
19K $905K
IBB
Ishares Biotechnology ETF

ETFs
46
+ 0.16%
$127.9 - $140.56 $5.88K - $6.47K
28.4K $3.63M
CMCSA
Comcast Corp

Communication Services
7.49K
+ 1.2%
$33.19 - $38.23 $249K - $286K
632K $23.3M
GWW
W.W. Grainger, Inc.

Industrials
174
+ 3.99%
$953.54 - $1132.42 $166K - $197K
4.53K $4.48M
MANH
Manhattan Associates Inc

Technology
111
+ 7.57%
$163.5 - $295.1 $18.1K - $32.8K
1.58K $273K
BKNG
Booking Holdings Inc.

Consumer Cyclical
240
+ 7.05%
$4295.4 - $5141.88 $1.03M - $1.23M
3.64K $16.8M
TRN
Trinity Industries Inc

Industrials
1
+ 0.01%
$28.06 - $39.45 $28.1 - $39.5
17.7K $496K
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
1.23K
+ 4.6%
$7.46 - $18.47 $9.17K - $22.7K
27.9K $232K
VTHR
Vanguard Russell 3000 ETF

ETFs
217
+ 1.53%
$243.2 - $272.04 $52.8K - $59K
14.4K $3.55M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
2.81K
+ 2.75%
$58.11 - $65.29 $163K - $183K
105K $6.25M
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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