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
EFA
Ishares Tr Msci Eafe ETF

ETFs
319
+ 0.17%
$72.96 - $90.39 $23.3K - $28.8K
188K $16.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
48.3K
+ 12.36%
$29.0 - $30.68 $1.4M - $1.48M
439K $13.5M
VXF
Vanguard Extended Market ETF

ETFs
2.15K
+ 4.19%
$150.43 - $192.71 $323K - $414K
53.4K $10.3M
IDU
Ishares Tr U S Utils ETF

ETFs
13.5K
+ 89.1%
$93.98 - $106.11 $1.27M - $1.43M
28.6K $2.99M
VKTX
Viking Therapeutics, Inc.

Healthcare
32.4K
+ 13.6%
$19.98 - $29.49 $647K - $955K
270K $7.17M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
23.9K
+ 13.58%
$51.1 - $53.29 $1.22M - $1.27M
200K $10.7M
BTI
British American Tobacco P.L.C.

Consumer Defensive
28.7K
+ 394.39%
$39.43 - $49.34 $1.13M - $1.41M
35.9K $1.7M
WMB
Williams Companies, Inc.

Energy
15.2K
+ 11.52%
$54.33 - $62.87 $826K - $956K
147K $9.25M
NRZ
New Residential Investment Corp.

Real Estate
185K
+ 384.67%
N/A
233K $1.69M
EWJ
Ishares Msci Japan ETF

ETFs
15.5K
+ 56.39%
$61.32 - $75.28 $951K - $1.17M
43K $3.22M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
29.5K
+ 37.01%
$29.12 - $35.84 $858K - $1.06M
109K $3.91M
CMF
Ishares California Muni Bond E

ETFs
23K
+ 424.74%
$54.52 - $56.7 $1.25M - $1.3M
28.4K $1.58M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
24.3K
+ 18.34%
$49.57 - $50.27 $1.2M - $1.22M
157K $7.89M
UGI
Ugi Corp

Utilities
31.1K
+ 75.02%
$30.18 - $36.59 $938K - $1.14M
72.5K $2.64M
TDIV
First Trust Nasdaq Technology

ETFs
163
+ 0.22%
$64.41 - $90.17 $10.5K - $14.7K
75.3K $6.79M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.96K
+ 6.71%
$63.36 - $80.23 $378K - $478K
94.8K $7.6M
NKE
Nike, Inc.

Consumer Cyclical
6.33K
+ 5.99%
$53.27 - $72.04 $337K - $456K
112K $7.96M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
2.61K
+ 12.37%
$212.85 - $266.59 $555K - $695K
23.7K $6.32M
IWS
Ishares Russell Midcap Value E

ETFs
3.7K
+ 3.1%
$110.58 - $132.14 $409K - $488K
123K $16.3M
CB
Chubb LTD

Financial Services
9.98K
+ 7.3%
$274.32 - $302.46 $2.74M - $3.02M
147K $42.5M
IDV
Ishares Tr

ETFs
11.2K
+ 4.81%
$27.79 - $34.84 $312K - $391K
245K $8.45M
MKL
Markel Corp

Financial Services
442
+ 19.76%
$1678.5 - $1997.36 $742K - $883K
2.68K $5.35M
AVUV
American Centy ETF Tr Avantis

ETFs
9.96K
+ 16.37%
$75.17 - $91.21 $748K - $908K
70.8K $6.45M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
14.7K
+ 14.0%
$51.81 - $61.79 $760K - $907K
120K $7.38M
IXUS
Ishares Tr

ETFs
11.5K
+ 34.93%
$62.37 - $77.63 $716K - $891K
44.3K $3.43M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.09K
+ 3.39%
$58.41 - $72.69 $239K - $297K
125K $9.05M
STE
Steris PLC

Healthcare
2.89K
+ 9.07%
$208.55 - $252.55 $603K - $730K
34.8K $8.35M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.63K
+ 2.17%
$27.3 - $31.8 $236K - $274K
407K $13M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
31.9K
+ 21.47%
$45.07 - $52.57 $1.44M - $1.68M
181K $8.83M
DFAX
Dimensional ETF Tr
31.8K
+ 68.66%
$23.37 - $29.39 $744K - $935K
78.2K $2.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
488
+ 2.01%
$468.22 - $566.51 $228K - $276K
24.8K $14.1M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
6.67K
+ 64.32%
$106.81 - $136.49 $712K - $910K
17K $2.33M
CRM
Salesforce, Inc.

Technology
1.83K
+ 1.4%
$236.26 - $291.15 $432K - $532K
132K $36.1M
CRMD
Cor Medix Inc.

Healthcare
5.93K
+ 3.71%
$5.86 - $16.56 $34.7K - $98.1K
166K $2.04M
DFSD
Dimensional ETF Tr Short Durat

ETFs
20.1K
+ 11.88%
$47.09 - $48.01 $945K - $963K
189K $9.07M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5.45K
+ 7.24%
$75.29 - $91.16 $410K - $496K
80.7K $7.27M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
10.1K
+ 42.75%
$102.02 - $103.5 $1.03M - $1.04M
33.7K $3.47M
FSLR
First Solar, Inc.

Technology
5.93K
+ 571.0%
$120.38 - $192.98 $713K - $1.14M
6.97K $1.15M
CMI
Cummins Inc

Industrials
1.72K
+ 5.82%
$267.12 - $336.65 $459K - $579K
31.3K $10.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
77
+ 0.06%
$55.54 - $69.09 $4.28K - $5.32K
139K $9.6M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
63.2K
+ 82.03%
$11.7 - $14.28 $740K - $903K
140K $1.99M
IAI
Ishares Tr Us Broker Dealers &

ETFs
883
+ 3.19%
$122.04 - $169.14 $108K - $149K
28.5K $4.83M
MSI
Motorola Solutions, Inc.

Technology
5.84K
+ 6.71%
$394.72 - $440.39 $2.3M - $2.57M
92.8K $39M
IDXX
Idexx Laboratories Inc

Healthcare
1.17K
+ 43.23%
$361.04 - $536.34 $421K - $625K
3.86K $2.07M
STX
Seagate Technology Holdings PLC

Technology
1.2K
+ 9.34%
$66.54 - $144.33 $79.5K - $172K
14K $2.02M
SO
Southern CO

Utilities
10.3K
+ 6.52%
$84.91 - $92.56 $878K - $957K
169K $15.5M
CCJ
Cameco Corp

Energy
1.28K
+ 5.11%
$36.68 - $74.46 $47K - $95.3K
26.3K $1.95M
BX
Blackstone Inc.

Financial Services
579
+ 0.68%
$120.07 - $151.11 $69.5K - $87.5K
85.8K $12.8M
EW
Edwards Lifesciences Corp

Healthcare
5.75K
+ 7.02%
$67.07 - $78.22 $385K - $449K
87.6K $6.85M
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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