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
DVAX
Dynavax Technologies Corp

Healthcare
1
+ 0.2%
$9.4 - $12.87 $9.4 - $12.9
501 $4K
ENS
Ener Sys

Industrials
54
+ 5.19%
$78.52 - $100.4 $4.24K - $5.42K
1.1K $93K
EXPD
Expeditors International Of Washington Inc

Industrials
31
+ 3.57%
$102.84 - $122.24 $3.19K - $3.79K
900 $102K
PSR
Invesco Actively

ETFs
56
+ 0.96%
$81.92 - $93.07 $4.59K - $5.21K
5.88K $537K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
18
+ 1.5%
$6.07 - $8.61 $109 - $155
1.22K $8K
OLN
Olin Corp

Basic Materials
2
+ 0.36%
$17.96 - $24.7 $35.9 - $49.4
550 $11K
OPCH
Option Care Health, Inc.

Healthcare
50
+ 2.93%
$30.69 - $34.95 $1.53K - $1.75K
1.76K $57K
PKG
Packaging Corp Of America

Consumer Cyclical
78
+ 4.42%
$175.97 - $201.36 $13.7K - $15.7K
1.84K $347K
WU
Western Union CO

Financial Services
578
+ 17.63%
$8.37 - $10.63 $4.84K - $6.14K
3.86K $32K
WTM
White Mountains Insurance Group LTD

Financial Services
6
+ 6.06%
$1699.35 - $1901.99 $10.2K - $11.4K
105 $188K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
31
+ 0.61%
$13.62 - $15.14 $422 - $469
5.15K $73K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
25
+ 0.2%
$9.33 - $10.06 $233 - $252
12.6K $121K
IXJ
Ishares Global Healthcare ETF

ETFs
282
+ 5.25%
$82.3 - $90.02 $23.2K - $25.4K
5.66K $486K
OGE
Oge Energy Corp.

Utilities
3
+ 0.11%
$42.23 - $46.38 $127 - $139
2.7K $119K
ORI
Old Republic International Corp

Financial Services
86
+ 0.88%
$35.25 - $39.79 $3.03K - $3.42K
9.83K $377K
NSA
National Storage Affiliates Trust

Real Estate
14
+ 1.83%
$31.82 - $39.04 $445 - $547
781 $24K
PPC
Pilgrims Pride Corp

Consumer Defensive
105
+ 9.82%
$44.55 - $56.26 $4.68K - $5.91K
1.17K $52K
PSEC
Prospect Capital Corp

Financial Services
2
+ 0.03%
$3.14 - $4.06 $6.28 - $8.12
7K $22K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
270
+ 900.0%
$105.72 - $1416.0 $28.5K - $382K
300 $33K
HUBS
Hubspot Inc

Technology
39
+ 2.03%
$487.07 - $672.24 $19K - $26.2K
1.96K $1.09M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.71K
+ 6.65%
$61.03 - $67.59 $288K - $318K
75.6K $4.83M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
54
+ 2.23%
$101.91 - $134.83 $5.5K - $7.28K
2.48K $311K
SU
Suncor Energy Inc

Energy
220
+ 1.78%
$31.54 - $41.04 $6.94K - $9.03K
12.6K $470K
CABO
Cable One, Inc.

Communication Services
20
+ 20.0%
$126.05 - $276.15 $2.52K - $5.52K
120 $16K
CWT
California Water Service Group

Utilities
12
+ 0.31%
$44.67 - $51.36 $536 - $616
3.83K $174K
SIGI
Selective Insurance Group Inc

Financial Services
2
+ 0.09%
$82.37 - $92.83 $165 - $186
2.17K $187K
TECH
Bio Techne Corp

Healthcare
10
+ 0.56%
$46.66 - $58.38 $467 - $584
1.81K $93K
RH
Rh

Consumer Cyclical
65
+ 12.04%
$145.66 - $249.35 $9.47K - $16.2K
605 $114K
CPT
Camden Property Trust

Real Estate
38
+ 2.18%
$106.53 - $122.8 $4.05K - $4.67K
1.78K $200K
EQNR
Equinor Asa

Energy
1
+ 0.01%
$22.04 - $28.08 $22 - $28.1
10.3K $259K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
261
+ 1.36%
$32.56 - $35.71 $8.5K - $9.32K
19.4K $642K
PAGP
Plains Gp Holdings LP

Energy
250
+ 2.84%
$17.24 - $21.61 $4.31K - $5.4K
9.06K $175K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
83
+ 0.81%
$47.79 - $56.03 $3.97K - $4.65K
10.4K $534K
UFPI
Ufp Industries Inc

Basic Materials
13
+ 0.6%
$94.93 - $109.1 $1.23K - $1.42K
2.19K $217K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
538
+ 1.45%
$10.66 - $11.83 $5.74K - $6.36K
37.7K $419K
COLM
Columbia Sportswear CO

Consumer Cyclical
23
+ 1.86%
$59.62 - $77.36 $1.37K - $1.78K
1.26K $77K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6.79K
+ 16.24%
$99.37 - $134.05 $674K - $910K
48.6K $5.51M
INVH
Invitation Homes Inc.

Real Estate
5
+ 0.06%
$30.53 - $35.47 $153 - $177
8.41K $275K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
326
+ 0.69%
$19.78 - $21.29 $6.45K - $6.94K
47.3K $975K
IFF
International Flavors & Fragrances Inc

Basic Materials
213
+ 2.5%
$66.85 - $79.33 $14.2K - $16.9K
8.74K $642K
RLI
Rli Corp

Financial Services
214
+ 4.6%
$71.27 - $80.82 $15.3K - $17.3K
4.87K $351K
PEY
Invesco Exchange Traded Fd Tr

ETFs
100
+ 0.42%
$18.68 - $21.54 $1.87K - $2.15K
23.7K $482K
BKR
Baker Hughes CO

Energy
275
+ 4.22%
$35.0 - $44.92 $9.63K - $12.4K
6.79K $260K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
242
+ 0.86%
$19.2 - $22.42 $4.65K - $5.43K
28.3K $571K
MPLX
Mplx LP

Energy
2.01K
+ 3.04%
$46.68 - $53.89 $94K - $108K
68.3K $3.52M
COLD
Americold Realty Trust

Real Estate
1.9K
+ 14.88%
$16.31 - $21.47 $31K - $40.8K
14.7K $243K
MDLZ
Mondelez International, Inc.

Consumer Defensive
514
+ 0.33%
$63.54 - $68.5 $32.7K - $35.2K
159K $10.7M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
403
+ 2.08%
$44.37 - $50.04 $17.9K - $20.2K
19.7K $939K
SNA
Snap On Inc

Industrials
56
+ 2.88%
$292.36 - $342.2 $16.4K - $19.2K
2K $622K
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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