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
SUI
Sun Communities Inc

Real Estate
113
+ 0.49%
$114.62 - $132.25 $13K - $14.9K
23.1K $2.92M
AZO
Autozone Inc

Consumer Cyclical
58
+ 2.28%
$3478.38 - $3880.15 $202K - $225K
2.6K $9.64M
CLBT
Cellebrite Di Ltd.

Technology
440
+ 3.21%
$15.47 - $20.14 $6.81K - $8.86K
14.2K $226K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
2.5K
+ 22.05%
$2.33 - $8.01 $5.83K - $20K
13.8K $33K
FRT
Federal Realty Investment Trust

Real Estate
9
+ 0.06%
$83.56 - $99.08 $752 - $892
16K $1.52M
PRU
Prudential Financial Inc

Financial Services
1.32K
+ 3.0%
$95.12 - $112.71 $126K - $149K
45.3K $4.87M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
358
+ 9.49%
$67.83 - $92.33 $24.3K - $33.1K
4.13K $299K
BP
Bp PLC

Energy
7.9K
+ 10.68%
$26.11 - $33.81 $206K - $267K
81.9K $2.45M
WTRG
Essential Utilities, Inc.

Utilities
1.19K
+ 3.01%
$36.92 - $41.39 $43.9K - $49.2K
40.6K $1.51M
CPRT
Copart Inc

Consumer Cyclical
211
+ 2.43%
$47.72 - $63.84 $10.1K - $13.5K
8.9K $436K
FNF
Fidelity National Financial, Inc.

Financial Services
131
+ 1.75%
$53.62 - $66.59 $7.02K - $8.72K
7.63K $427K
WTW
Willis Towers Watson PLC

Financial Services
7
+ 0.35%
$295.96 - $337.43 $2.07K - $2.36K
2K $613K
CPRI
Capri Holdings LTD

Consumer Cyclical
890
+ 2.31%
$12.48 - $19.63 $11.1K - $17.5K
39.4K $696K
PLD
Prologis, Inc.

Real Estate
1.38K
+ 4.3%
$89.76 - $112.34 $124K - $155K
33.5K $3.52M
OTIS
Otis Worldwide Corp

Industrials
174
+ 0.82%
$90.88 - $104.3 $15.8K - $18.1K
21.4K $2.12M
AVB
Avalonbay Communities Inc

Real Estate
76
+ 0.94%
$187.23 - $215.61 $14.2K - $16.4K
8.13K $1.65M
ED
Consolidated Edison Inc

Utilities
831
+ 5.05%
$98.05 - $113.3 $81.5K - $94.2K
17.3K $1.73M
BXSL
Blackstone Secured Lending Fund

Financial Services
9.27K
+ 3.93%
$26.88 - $32.74 $249K - $303K
245K $7.54M
SJM
J M Smucker CO

Consumer Defensive
274
+ 4.19%
$94.41 - $118.52 $25.9K - $32.5K
6.81K $669K
AZN
Astrazeneca PLC

Healthcare
967
+ 1.94%
$64.87 - $75.0 $62.7K - $72.5K
50.9K $3.56M
NJR
New Jersey Resources Corp

Utilities
236
+ 0.76%
$44.23 - $49.97 $10.4K - $11.8K
31.3K $1.4M
CTA
Simplify Exch Traded Fds Simpl

ETFs
17.1K
+ 8.43%
$26.61 - $29.9 $456K - $512K
220K $5.89M
WSO
Watsco Inc

Industrials
68
+ 2.75%
$421.84 - $520.66 $28.7K - $35.4K
2.54K $1.12M
IP
International Paper CO

Consumer Cyclical
658
+ 2.48%
$43.89 - $54.46 $28.9K - $35.8K
27.2K $1.27M
ET
Energy Transfer LP

Energy
2.02K
+ 0.51%
$15.65 - $18.93 $31.6K - $38.2K
400K $7.25M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
4.12K
+ 3.77%
$11.11 - $14.46 $45.8K - $59.6K
113K $1.42M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.07K
+ 6.3%
$53.23 - $70.65 $57.1K - $75.7K
18.1K $1.05M
WY
Weyerhaeuser CO

Real Estate
85
+ 0.19%
$24.69 - $29.48 $2.1K - $2.51K
46K $1.18M
HES
Hess Corp

Energy
200
+ 2.11%
$126.32 - $161.29 $25.3K - $32.3K
9.68K $1.34M
TRGP
Targa Resources Corp.

Energy
176
+ 2.13%
$157.32 - $205.72 $27.7K - $36.2K
8.43K $1.47M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
545
+ 7.07%
$225.56 - $335.19 $123K - $183K
8.26K $1.96M
KHC
Kraft Heinz CO

Consumer Defensive
1.71K
+ 2.92%
$25.61 - $30.81 $43.8K - $52.7K
60.2K $1.56M
BRO
Brown & Brown, Inc.

Financial Services
1.44K
+ 5.05%
$104.48 - $124.43 $151K - $179K
30K $3.33M
HDV
Ishares Core High Dividend ETF

ETFs
7.5K
+ 2.68%
$108.41 - $120.51 $813K - $903K
287K $33.7M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
18.8K
+ 15.39%
$16.36 - $23.0 $308K - $432K
141K $2.44M
SBUX
Starbucks Corp

Consumer Cyclical
7.37K
+ 5.13%
$79.69 - $99.41 $587K - $732K
151K $13.8M
ZTS
Zoetis Inc.

Healthcare
1.09K
+ 2.21%
$144.41 - $170.3 $158K - $186K
50.5K $7.87M
SNY
Sanofi

Healthcare
3.6K
+ 5.68%
$47.62 - $55.44 $171K - $200K
67K $3.24M
CHD
Church & Dwight CO Inc

Consumer Defensive
217
+ 0.97%
$91.57 - $110.76 $19.9K - $24K
22.6K $2.18M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.96K
+ 7.56%
$212.1 - $244.27 $628K - $723K
42.1K $9.21M
PSX
Phillips 66

Energy
699
+ 0.65%
$92.87 - $125.73 $64.9K - $87.9K
108K $12.9M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
18.1K
+ 6.56%
$8.6 - $10.66 $156K - $193K
295K $2.58M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1.26K
+ 0.5%
$17.7 - $20.39 $22.3K - $25.7K
255K $4.68M
EPD
Enterprise Products Partners L.P.

Energy
14.5K
+ 4.37%
$28.95 - $34.22 $420K - $496K
347K $10.7M
IQV
Iqvia Holdings Inc.

Healthcare
2.33K
+ 3.72%
$137.0 - $174.37 $319K - $406K
64.9K $10.2M
GPN
Global Payments Inc

Industrials
2.79K
+ 4.44%
$67.47 - $99.6 $188K - $277K
65.5K $5.24M
LLY
Eli Lilly & CO

Healthcare
3.09K
+ 4.12%
$713.71 - $898.95 $2.2M - $2.77M
77.9K $60.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
518
+ 1.26%
$421.16 - $509.5 $218K - $264K
41.6K $18.5M
VZ
Verizon Communications Inc

Communication Services
7.37K
+ 0.88%
$41.67 - $45.62 $307K - $336K
848K $36.7M
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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