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
TXN
Texas Instruments Inc

Technology
11.4K
+ 18.15%
N/A
74.1K $14.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.35K
+ 4.5%
$273.67 - $366.17 $369K - $494K
31.3K $11.5M
IDEV
Ishares Core Msci Intl Develop

ETFs
16.5K
+ 12.62%
$61.79 - $76.67 $1.02M - $1.26M
147K $11.2M
EMR
Emerson Electric CO

Industrials
631
+ 0.72%
$94.15 - $133.33 $59.4K - $84.1K
88.5K $11.8M
FENY
Fidelity Covington Tr Msci Ene

ETFs
92.8K
+ 571.58%
$20.83 - $25.75 $1.93M - $2.39M
109K $2.56M
FEP
First Trust Europe Alphadex Fu

ETFs
44.6K
+ 4334.37%
$36.11 - $47.8 $1.61M - $2.13M
45.7K $2.18M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
20K
+ 4.29%
$32.86 - $40.05 $657K - $801K
487K $19.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
24.4K
+ 2079.74%
$60.61 - $87.72 $1.48M - $2.14M
25.6K $2.17M
APO
Apollo Global Management, Inc.

Financial Services
12.4K
+ 18.52%
$108.68 - $145.07 $1.35M - $1.8M
79.3K $11.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
616
+ 1.31%
$216.28 - $284.39 $133K - $175K
47.7K $13.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
26.1K
+ 23.44%
$83.97 - $92.85 $2.19M - $2.42M
137K $12.1M
BALT
Innovator Etfs Tr
60.9K
+ 120.06%
$30.33 - $32.1 $1.85M - $1.95M
112K $3.58M
CGGO
Capital Group Global Growth Eq

ETFs
31.9K
+ 12.02%
$25.31 - $32.17 $807K - $1.03M
297K $9.5M
CADE
Cadence Bank

Financial Services
61.4K
+ 2696.14%
$26.42 - $32.41 $1.62M - $1.99M
63.7K $2.04M
TDG
Trans Digm Group Inc

Industrials
630
+ 8.71%
$1231.75 - $1520.64 $776K - $958K
7.86K $12M
CTAS
Cintas Corp

Industrials
3.4K
+ 4.95%
$190.11 - $227.66 $647K - $774K
72.1K $16.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
43.4K
+ 28.09%
$22.27 - $29.21 $967K - $1.27M
198K $5.78M
IYH
Ishares Tr

ETFs
39.8K
+ 51.07%
$53.97 - $60.17 $2.15M - $2.39M
118K $6.65M
TTWO
Take Two Interactive Software Inc

Communication Services
6.07K
+ 51.22%
$194.58 - $243.05 $1.18M - $1.48M
17.9K $4.35M
SPGI
S&P Global Inc.

Financial Services
2.22K
+ 5.9%
$438.31 - $527.29 $972K - $1.17M
39.8K $21M
DXCM
Dexcom Inc

Healthcare
6.29K
+ 8.94%
$59.83 - $87.57 $377K - $551K
76.7K $6.7M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
77.6K
+ 82.38%
$15.84 - $20.94 $1.23M - $1.62M
172K $3.6M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
9.77K
+ 10.95%
$57.46 - $75.58 $561K - $738K
99K $7.48M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
8.96K
+ 40.28%
$66.89 - $111.18 $599K - $996K
31.2K $3.47M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
10.8K
+ 367.45%
$144.63 - $179.53 $1.56M - $1.94M
13.7K $2.26M
FIS
Fidelity National Information Services, Inc.

Technology
9.53K
+ 6.22%
$68.14 - $82.13 $649K - $783K
163K $13.3M
BMI
Badger Meter Inc

Technology
6.97K
+ 433.15%
$170.72 - $254.17 $1.19M - $1.77M
8.57K $2.1M
EMB
Ishares Tr

ETFs
18K
+ 35.01%
$86.54 - $92.62 $1.56M - $1.67M
69.5K $6.44M
DGRO
Ishares Core Dividend Growth E

ETFs
5.33K
+ 0.81%
$55.22 - $63.94 $295K - $341K
665K $42.5M
VRT
Vertiv Holdings CO

Industrials
20.2K
+ 228.22%
N/A
29.1K $2.52M
PSA
Public Storage

Real Estate
6.04K
+ 101.55%
$266.31 - $309.77 $1.61M - $1.87M
12K $3.52M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
17.5K
+ 107.41%
$99.1 - $99.49 $1.73M - $1.74M
33.7K $3.36M
WFC
Wells Fargo & Company

Financial Services
5.28K
+ 3.38%
$60.98 - $80.12 $322K - $423K
161K $12.9M
ETR
Entergy Corp

Utilities
21.2K
+ 104.91%
$79.01 - $86.61 $1.67M - $1.83M
41.4K $3.44M
MA
Mastercard Inc

Financial Services
1.25K
+ 1.72%
$479.92 - $590.74 $600K - $738K
73.7K $41.4M
BAR
Granite Shares Gold Trust

ETFs
45.3K
+ 39.79%
$29.34 - $33.87 $1.33M - $1.53M
159K $5.19M
IYC
Ishares U.S. Consumer Discreti

ETFs
15.8K
+ 183.13%
$79.19 - $99.64 $1.25M - $1.58M
24.5K $2.44M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.35K
+ 4.97%
$27.82 - $46.45 $121K - $202K
91.9K $4.27M
CME
Cme Group Inc.

Financial Services
3.19K
+ 4.33%
$252.37 - $290.71 $805K - $927K
76.8K $21.2M
DECK
Deckers Outdoor Corp

Consumer Cyclical
16.2K
+ 180.1%
$100.44 - $129.37 $1.62M - $2.09M
25.2K $2.59M
IYF
Ishares Tr

ETFs
12.1K
+ 85.62%
$99.23 - $120.99 $1.2M - $1.47M
26.3K $3.18M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.89K
+ 3.68%
$105.2 - $141.69 $199K - $268K
53.4K $7.56M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
30.6K
+ 24.59%
$50.1 - $51.02 $1.53M - $1.56M
155K $7.9M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
8.05K
+ 919.29%
$153.22 - $199.8 $1.23M - $1.61M
8.93K $1.67M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
38.9K
+ 16.01%
$39.34 - $40.41 $1.53M - $1.57M
282K $11.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
29.6K
+ 11.54%
$49.79 - $50.75 $1.48M - $1.5M
287K $14.5M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
133K
+ 221.32%
$10.78 - $11.57 $1.44M - $1.54M
194K $2.18M
RSG
Republic Services, Inc.

Industrials
5.79K
+ 47.19%
$227.2 - $258.07 $1.32M - $1.49M
18.1K $4.45M
CGXU
Capital Group Intl Focus Equit

ETFs
42.3K
+ 33.76%
$21.44 - $27.35 $906K - $1.16M
167K $4.54M
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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