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
HON
Honeywell International Inc

Industrials
1.17K
+ 1.37%
$202.75 - $226.52 $237K - $265K
86.2K $18.3M
LOW
Lowes Companies Inc

Consumer Cyclical
212
+ 0.29%
$222.66 - $268.42 $47.2K - $56.9K
74.4K $17.4M
FV
First Trust Dorsey Wright Focu

ETFs
2.09K
+ 0.82%
$53.91 - $63.03 $112K - $131K
258K $14.1M
VTI
Vanguard Total Stock Market Et

ETFs
5.88K
+ 3.42%
$271.18 - $303.12 $1.6M - $1.78M
178K $48.9M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
7.13K
+ 6.2%
$21.87 - $34.63 $156K - $247K
122K $2.67M
CDNS
Cadence Design Systems Inc

Technology
206
+ 0.84%
$233.96 - $324.52 $48.2K - $66.9K
24.9K $6.33M
EMR
Emerson Electric CO

Industrials
437
+ 0.5%
$108.64 - $131.17 $47.5K - $57.3K
87.8K $9.63M
AXP
American Express CO

Financial Services
1.79K
+ 2.51%
$255.39 - $325.87 $457K - $583K
73.2K $19.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
30.2K
+ 6.04%
$92.45 - $106.69 $2.79M - $3.22M
529K $49.1M
ARES
Ares Management Corp

Financial Services
350
+ 0.64%
$140.19 - $198.28 $49.1K - $69.4K
54.7K $8.02M
APO
Apollo Global Management, Inc.

Financial Services
1.09K
+ 1.65%
$126.01 - $172.06 $137K - $187K
66.9K $9.16M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.05K
+ 2.21%
$47.79 - $59.89 $242K - $303K
234K $11.7M
BX
Blackstone Inc.

Financial Services
4.19K
+ 5.16%
$136.53 - $186.74 $571K - $782K
85.3K $11.9M
CAT
Caterpillar Inc

Industrials
2.52K
+ 2.51%
$326.75 - $407.63 $824K - $1.03M
103K $34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
36.4K
+ 5.97%
$102.49 - $119.96 $3.74M - $4.37M
647K $67.6M
XLK
Technology Sector Spdr

ETFs
7.36K
+ 4.49%
$206.38 - $242.18 $1.52M - $1.78M
171K $35.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.79K
+ 2.46%
$551.42 - $612.93 $3.19M - $3.55M
241K $135M
VKTX
Viking Therapeutics, Inc.

Healthcare
13.6K
+ 6.07%
$24.15 - $42.89 $329K - $584K
238K $5.75M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
51.1K
+ 3.2%
$57.21 - $65.8 $2.93M - $3.36M
1.65M $96.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
14.3K
+ 6.55%
$360.07 - $417.26 $5.15M - $5.96M
232K $83.9M
MRK
Merck & Co., Inc.

Healthcare
7.48K
+ 1.55%
$83.01 - $101.02 $621K - $756K
492K $44.1M
ORCL
Oracle Corp

Technology
7.06K
+ 3.2%
$139.81 - $186.47 $987K - $1.32M
227K $31.8M
VUG
Vanguard Growth ETF

ETFs
8.09K
+ 3.82%
$369.1 - $427.61 $2.98M - $3.46M
220K $81.5M
CRM
Salesforce, Inc.

Technology
4.95K
+ 3.94%
$268.36 - $359.95 $1.33M - $1.78M
131K $35M
ETN
Eaton Corp PLC

Industrials
4.96K
+ 3.48%
$271.83 - $371.23 $1.35M - $1.84M
148K $40.1M
AMZN
Amazon Com Inc

Consumer Cyclical
22.6K
+ 1.92%
$190.26 - $242.06 $4.3M - $5.47M
1.2M $229M
MSFT
Microsoft Corp

Technology
4.83K
+ 0.62%
$375.39 - $447.2 $1.81M - $2.16M
789K $296M
AVGO
Broadcom Inc.

Technology
9.58K
+ 1.57%
$167.43 - $244.7 $1.6M - $2.34M
618K $103M
NVDA
Nvidia Corp

Technology
33.3K
+ 1.39%
$106.98 - $149.43 $3.56M - $4.98M
2.43M $263M
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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