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
IWO
Ishares Russell 2000 Gwt ETF

ETFs
8.91K
+ 25.35%
$224.16 - $285.86 $2M - $2.55M
44.1K $12.6M
CRDO
Credo Technology Group Holding LTD

Technology
3.22K
+ 5.12%
$33.3 - $95.05 $107K - $306K
66K $6.11M
SCHW
Schwab Charles Corp

Financial Services
16.2K
+ 10.05%
$69.06 - $91.24 $1.12M - $1.47M
177K $16.1M
DIS
Walt Disney CO

Communication Services
7.31K
+ 7.1%
$81.72 - $124.01 $597K - $906K
110K $13.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.64K
+ 0.34%
$74.88 - $91.97 $123K - $151K
482K $44.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.63K
+ 18.07%
$180.84 - $240.32 $1.38M - $1.83M
49.9K $12M
JBL
Jabil Inc

Technology
163
+ 0.39%
$116.88 - $218.1 $19.1K - $35.6K
41.7K $9.1M
FDIS
Fidelity Covington Tr Msci Con

ETFs
36.4K
+ 2104.16%
$75.33 - $94.56 $2.75M - $3.45M
38.2K $3.59M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
33.9K
+ 11.4%
$100.35 - $100.71 $3.4M - $3.41M
331K $33.3M
EQIX
Equinix Inc

Real Estate
4.35K
+ 111.74%
$740.07 - $914.43 $3.22M - $3.98M
8.24K $6.56M
IJK
Ishares S&P Midcap 400 Growth

ETFs
9.18K
+ 2.85%
$73.7 - $90.98 $676K - $835K
331K $30.1M
ABNB
Airbnb, Inc.

Consumer Cyclical
23.2K
+ 155.06%
$105.69 - $140.64 $2.45M - $3.26M
38.1K $5.04M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
60K
+ 1086.56%
$47.29 - $53.34 $2.84M - $3.2M
65.5K $3.44M
RDVY
First Trust Rising Dividend Ac

ETFs
14.9K
+ 2.82%
$51.6 - $62.74 $767K - $933K
542K $34M
FCOM
Fidelity Covington Tr Msci Com

ETFs
48.3K
+ 150853.12%
$50.44 - $64.81 $2.43M - $3.13M
48.3K $3.13M
EL
Estee Lauder Companies Inc

Consumer Defensive
33.7K
+ 128.1%
$50.06 - $80.8 $1.69M - $2.72M
60K $4.85M
SYK
Stryker Corp

Healthcare
6.26K
+ 23.55%
$337.37 - $395.63 $2.11M - $2.48M
32.9K $13M
IBKR
Interactive Brokers Group, Inc.

Financial Services
107K
+ 410.28%
$50.53 - $212.53 $5.41M - $22.8M
133K $7.38M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
134K
+ 44.39%
$22.09 - $22.44 $2.96M - $3.01M
436K $9.75M
OEF
Ishares S&P 100 ETF

ETFs
11.3K
+ 10.16%
N/A
122K $32.5M
VTWO
Vanguard Russell 2000 ETF

ETFs
33.8K
+ 1107.66%
$70.56 - $87.22 $2.39M - $2.95M
36.9K $3.22M
VST
Vistra Corp.

Utilities
5.89K
+ 24.9%
$98.07 - $195.04 $577K - $1.15M
29.5K $5.72M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.29K
+ 1.51%
$186.58 - $225.78 $615K - $744K
221K $48.2M
COF
Capital One Financial Corp

Financial Services
10K
+ 43.86%
$150.57 - $212.76 $1.51M - $2.14M
33K $7.01M
LMT
Lockheed Martin Corp

Industrials
4.67K
+ 10.52%
$430.82 - $486.45 $2.01M - $2.27M
49.1K $22.7M
ASML
Asml Holding Nv

Technology
1.12K
+ 7.94%
$595.37 - $815.24 $668K - $915K
15.2K $12.2M
FREL
Fidelity Covington Tr Msci Rea

ETFs
105K
+ 13304.05%
$24.18 - $27.61 $2.54M - $2.9M
106K $2.86M
AEP
American Electric Power CO Inc

Utilities
30.3K
+ 49.9%
$98.59 - $109.11 $2.99M - $3.31M
91K $9.44M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
55K
+ 23823.38%
$42.02 - $50.36 $2.31M - $2.77M
55.3K $2.76M
MSTR
Microstrategy Inc

Technology
3.85K
+ 38.89%
$237.95 - $421.61 $915K - $1.62M
13.7K $5.55M
SLV
I Shares Silver Trust

ETFs
67.5K
+ 26.35%
$27.08 - $33.74 $1.83M - $2.28M
324K $10.6M
HPE
Hewlett Packard Enterprise CO

Technology
76.8K
+ 35.03%
$12.51 - $20.45 $960K - $1.57M
296K $6.05M
PWR
Quanta Services, Inc.

Industrials
3.84K
+ 39.2%
$239.47 - $381.26 $919K - $1.46M
13.6K $5.15M
SNPS
Synopsys Inc

Technology
3.81K
+ 45.17%
$380.9 - $517.66 $1.45M - $1.97M
12.2K $6.27M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
31.2K
+ 12.5%
$97.29 - $105.63 $3.03M - $3.29M
280K $28.5M
NANR
Spdr Index Shs Fds S&P North A

ETFs
44.5K
+ 58.46%
$46.99 - $57.94 $2.09M - $2.58M
121K $6.83M
HGER
Harbor ETF Tr All Weather Infl
107K
+ 533.93%
$22.13 - $25.39 $2.37M - $2.72M
127K $3.09M
PVAL
Putnam ETF Tr Putnam Focused L
52.7K
+ 23.77%
$33.6 - $40.23 $1.77M - $2.12M
275K $11M
PJUL
Innovator U.S. Equity Power Bu

ETFs
56.4K
+ 353.85%
$37.66 - $43.85 $2.12M - $2.47M
72.3K $3.17M
LVHI
Franklin International Low Vol

ETFs
76K
+ 34.59%
$28.91 - $33.28 $2.2M - $2.53M
296K $9.63M
RBLX
Roblox Corp

Communication Services
22K
+ 527.18%
$51.22 - $105.59 $1.12M - $2.32M
26.1K $2.75M
FDD
First Trust Stoxx European Sel

ETFs
160K
+ 3531.65%
$12.08 - $15.54 $1.93M - $2.49M
165K $2.56M
GD
General Dynamics Corp

Industrials
5.86K
+ 15.58%
$247.68 - $291.66 $1.45M - $1.71M
43.5K $12.7M
ACWI
Ishares Msci Acwi ETF

ETFs
16.3K
+ 82.75%
$103.59 - $128.6 $1.69M - $2.09M
36K $4.63M
MS
Morgan Stanley

Financial Services
162
+ 0.17%
$99.83 - $140.86 $16.2K - $22.8K
95K $13.4M
SHOP
Shopify Inc.

Technology
13.1K
+ 34.12%
$76.89 - $115.35 $1.01M - $1.51M
51.6K $5.95M
CW
Curtiss Wright Corp

Industrials
4.27K
+ 388.45%
$283.18 - $488.55 $1.21M - $2.09M
5.37K $2.62M
CTRE
Care Trust Reit, Inc.

Real Estate
60.9K
+ 32.79%
$26.65 - $30.69 $1.62M - $1.87M
246K $7.54M
NXPI
Nxp Semiconductors N.V.

Technology
3.27K
+ 6.17%
$153.5 - $218.72 $502K - $715K
56.2K $12.3M
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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