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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
34.4K
+ 62.73%
$62.72 - $71.92 $2.16M - $2.47M
89.3K $5.62M
RECS
Columbia ETF Tr I

ETFs
64.3K
+ 433.99%
$32.64 - $36.08 $2.1M - $2.32M
79.2K $2.63M
MKL
Markel Corp

Financial Services
1.04K
+ 86.57%
$1660.14 - $2059.83 $1.72M - $2.14M
2.24K $4.18M
CARR
Carrier Global Corp

Industrials
41.8K
+ 37.56%
$62.07 - $70.55 $2.59M - $2.95M
153K $9.7M
MS
Morgan Stanley

Financial Services
23.5K
+ 32.9%
$111.68 - $141.08 $2.62M - $3.31M
94.8K $11.1M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
34.3K
+ 9.13%
$46.86 - $50.66 $1.61M - $1.74M
411K $19.9M
AEP
American Electric Power CO Inc

Utilities
11K
+ 22.25%
$90.32 - $109.27 $998K - $1.21M
60.7K $6.63M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
30.1K
+ 25.37%
$48.65 - $53.06 $1.46M - $1.6M
149K $7.73M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
70.2K
+ 7.92%
$55.58 - $62.24 $3.9M - $4.37M
957K $54M
SBUX
Starbucks Corp

Consumer Cyclical
11.1K
+ 8.37%
$91.75 - $115.81 $1.02M - $1.29M
144K $14.1M
FXI
Ishares Tr

ETFs
54.3K
+ 1243.54%
$28.65 - $38.55 $1.56M - $2.09M
58.7K $2.1M
ALL
Allstate Corp

Financial Services
1.75K
+ 1.57%
$180.99 - $210.18 $317K - $368K
113K $23.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
17.5K
+ 62.46%
$105.1 - $109.61 $1.83M - $1.91M
45.4K $4.93M
CTA
Simplify Exch Traded Fds Simpl

ETFs
55.2K
+ 37.36%
$27.81 - $30.21 $1.54M - $1.67M
203K $6.01M
MA
Mastercard Inc

Financial Services
606
+ 0.84%
$504.67 - $576.31 $306K - $349K
72.5K $39.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
4.14K
+ 13.38%
$308.86 - $455.36 $1.28M - $1.89M
35.1K $12.4M
IDV
Ishares Tr

ETFs
32.1K
+ 15.94%
$27.0 - $31.7 $867K - $1.02M
233K $7.24M
SYK
Stryker Corp

Healthcare
3.88K
+ 17.09%
$355.18 - $399.9 $1.38M - $1.55M
26.6K $9.9M
COP
Conocophillips

Energy
9.79K
+ 8.27%
$88.6 - $105.85 $867K - $1.04M
128K $13.5M
FLJP
Franklin Templeton ETF Tr

ETFs
50K
+ 19.1%
$27.82 - $30.67 $1.39M - $1.53M
312K $9.16M
NEE
Nextera Energy Inc

Utilities
27.5K
+ 7.99%
$66.96 - $76.16 $1.84M - $2.09M
371K $26.3M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 14.29%
$663000.0 - $801950.0 $663K - $802K
8 $6.39M
EPD
Enterprise Products Partners L.P.

Energy
21.9K
+ 7.06%
$31.75 - $34.14 $695K - $747K
332K $11.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
31.3K
+ 13.87%
$50.48 - $51.04 $1.58M - $1.6M
257K $13M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
15.9K
+ 3849.27%
$99.16 - $99.52 $1.57M - $1.58M
16.3K $1.62M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.5K
+ 3.91%
$42.5 - $46.71 $869K - $955K
544K $24.6M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
48.2K
+ 122.61%
$24.39 - $35.22 $1.18M - $1.7M
87.6K $2.6M
SLV
I Shares Silver Trust

ETFs
13.8K
+ 5.68%
$26.93 - $31.32 $371K - $432K
256K $7.94M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
20.2K
+ 142.68%
$63.07 - $73.5 $1.28M - $1.49M
34.4K $2.42M
WFRD
Weatherford International PLC

Energy
28.2K
+ 43375.38%
$51.89 - $74.8 $1.46M - $2.11M
28.3K $1.51M
TJX
Tjx Companies Inc

Consumer Cyclical
11K
+ 6.56%
$112.81 - $126.16 $1.24M - $1.39M
178K $21.7M
IEMG
Ishares Inc

ETFs
28K
+ 9.48%
N/A
324K $17.4M
VRIG
Invesco Actively Managed ETF F

ETFs
59.3K
+ 775.49%
$25.06 - $25.19 $1.49M - $1.49M
67K $1.68M
NU
Nu Holdings Ltd.

Financial Services
144K
+ 2532.1%
$10.12 - $13.95 $1.46M - $2.01M
150K $1.53M
GILD
Gilead Sciences, Inc.

Healthcare
5.11K
+ 11.15%
$89.14 - $117.41 $455K - $600K
50.9K $5.71M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
19.9K
+ 34.23%
$165.25 - $224.62 $3.29M - $4.47M
78K $12.9M
D
Dominion Energy, Inc

Utilities
20.9K
+ 15.87%
$52.85 - $57.43 $1.1M - $1.2M
152K $8.54M
PG
Procter & Gamble CO

Consumer Defensive
3.76K
+ 1.29%
$158.56 - $176.26 $596K - $662K
295K $50.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
32K
+ 3.01%
$78.0 - $84.37 $2.5M - $2.7M
1.1M $87.6M
MO
Altria Group, Inc.

Consumer Defensive
7.33K
+ 5.82%
$50.81 - $60.02 $372K - $440K
133K $7.99M
GM
General Motors CO

Consumer Cyclical
34.9K
+ 93.98%
$45.22 - $54.92 $1.58M - $1.92M
72.1K $3.39M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
749
+ 1.95%
$208.48 - $244.03 $156K - $183K
39.2K $9.56M
XLF
Financial Sector Spdr

ETFs
19.3K
+ 6.83%
$47.32 - $52.19 $914K - $1.01M
302K $15.1M
WMB
Williams Companies, Inc.

Energy
11.5K
+ 9.57%
$54.02 - $61.09 $623K - $705K
132K $7.89M
WM
Waste Management Inc

Industrials
1.29K
+ 3.74%
$200.54 - $233.78 $258K - $301K
35.7K $8.26M
MPC
Marathon Petroleum Corp

Energy
1.44K
+ 0.81%
$134.72 - $159.03 $195K - $230K
179K $26.1M
WFC
Wells Fargo & Company

Financial Services
14.8K
+ 10.51%
$66.78 - $81.42 $990K - $1.21M
156K $11.2M
BMY
Bristol Myers Squibb CO

Healthcare
9.44K
+ 6.02%
$53.9 - $63.11 $509K - $596K
166K $10.1M
RDVY
First Trust Rising Dividend Ac

ETFs
26.7K
+ 5.33%
$57.22 - $63.39 $1.53M - $1.69M
527K $30.8M
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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