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
XSMO
Invesco S&P Smallcap Momentum

ETFs
13.3K
+ 560.77%
$55.15 - $68.11 $735K - $908K
15.7K $1.07M
FLJP
Franklin Templeton ETF Tr

ETFs
1.56K
+ 0.5%
$26.35 - $32.28 $41.1K - $50.4K
313K $10.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.74K
+ 17.05%
$105.23 - $109.61 $815K - $849K
53.1K $5.82M
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.38K
+ 14.22%
$40.94 - $52.1 $384K - $488K
75.3K $3.92M
MTN
Vail Resorts Inc

Consumer Cyclical
5.67K
+ 317.66%
$131.42 - $164.64 $745K - $933K
7.45K $1.17M
BK
Bank Of New York Mellon Corp

Financial Services
5.13K
+ 9.14%
$73.31 - $91.62 $376K - $470K
61.2K $5.58M
IEF
Ishares Barclays

ETFs
8.58K
+ 7.08%
$93.15 - $96.56 $799K - $828K
130K $12.4M
PEG
Public Service Enterprise Group Inc

Utilities
7.69K
+ 6.58%
$77.13 - $84.18 $593K - $648K
125K $10.5M
HWM
Howmet Aerospace Inc.

Industrials
1.83K
+ 19.81%
$112.33 - $186.13 $206K - $341K
11.1K $2.06M
GNRC
Generac Holdings Inc.

Industrials
4.7K
+ 42.93%
$101.92 - $143.21 $479K - $674K
15.7K $2.24M
KKR
Kkr & Co. Inc.

Financial Services
418
+ 0.92%
$92.79 - $134.29 $38.8K - $56.1K
45.9K $6.11M
VLO
Valero Energy Corp

Energy
5.77K
+ 20.1%
$104.69 - $141.77 $604K - $818K
34.5K $4.63M
NDAQ
Nasdaq, Inc.

Financial Services
5.97K
+ 27.34%
$66.4 - $89.42 $396K - $534K
27.8K $2.49M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
26.6K
+ 22.72%
$27.29 - $29.28 $726K - $779K
144K $4.21M
GLW
Corning Inc

Technology
3.56K
+ 3.81%
$39.07 - $52.59 $139K - $187K
96.8K $5.09M
SPSB
Spdr Portfolio Short Term Corp

ETFs
26.9K
+ 25.28%
$29.82 - $30.19 $802K - $812K
133K $4.02M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
28.3K
+ 807.25%
$26.4 - $29.61 $747K - $837K
31.8K $921K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
18.3K
+ 149.98%
$35.42 - $43.89 $648K - $803K
30.5K $1.34M
MRVL
Marvell Technology, Inc.

Technology
4.63K
+ 16.28%
$49.38 - $79.97 $229K - $370K
33.1K $2.56M
O
Realty Income Corp

Real Estate
15.7K
+ 6.45%
$52.27 - $58.52 $822K - $921K
260K $15M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
12.2K
+ 15.95%
$30.87 - $39.17 $377K - $478K
88.7K $3.48M
OMC
Omnicom Group Inc.

Communication Services
13.3K
+ 94.36%
$69.22 - $79.77 $918K - $1.06M
27.3K $1.97M
T
At&T Inc.

Communication Services
242
+ 0.02%
$26.33 - $28.94 $6.37K - $7K
1.18M $34M
SPYG
Spdr Portfolio

ETFs
808
+ 1.72%
$71.83 - $95.32 $58K - $77K
47.7K $4.54M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.2K
+ 22.43%
$50.36 - $50.68 $763K - $768K
82.7K $4.19M
QDPL
Pacer Fds Tr Metaurus Us Large
14.1K
+ 19.64%
$32.46 - $39.77 $458K - $562K
86K $3.39M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
16.5K
+ 178.04%
$45.2 - $46.6 $745K - $768K
25.8K $1.19M
DFIV
Dimensional ETF Tr

ETFs
7.59K
+ 6.04%
$34.67 - $43.21 $263K - $328K
133K $5.71M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
18.9K
+ 29.69%
$23.66 - $29.99 $448K - $568K
82.8K $2.48M
VHT
Vanguard Health Care ETF

ETFs
4.22K
+ 22.95%
$236.71 - $261.92 $999K - $1.11M
22.6K $5.62M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
7.5K
+ 5.61%
$17.61 - $24.82 $132K - $186K
141K $3.5M
MDT
Medtronic PLC

Healthcare
16.3K
+ 6.46%
$80.68 - $88.86 $1.31M - $1.45M
268K $23.4M
OWL
Blue Owl Capital Inc.

Financial Services
52.4K
+ 16.35%
$15.9 - $21.16 $833K - $1.11M
373K $7.16M
NN
Nextnav Inc.

Communication Services
6.05K
+ 2.83%
$10.96 - $15.32 $66.3K - $92.7K
220K $3.34M
ADP
Automatic Data Processing Inc

Industrials
1.7K
+ 2.31%
$276.76 - $326.81 $472K - $557K
75.6K $23.3M
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.59K
+ 1.69%
$43.34 - $55.24 $68.7K - $87.6K
95.4K $5.27M
GUG
Guggenheim Active Allocation Fund

ETFs
45.1K
+ 147.11%
$13.98 - $15.75 $631K - $711K
75.8K $1.19M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
9.47K
+ 7.02%
$65.75 - $71.57 $622K - $678K
144K $10.3M
EME
Emcor Group, Inc.

Industrials
294
+ 8.68%
$342.02 - $534.89 $101K - $157K
3.68K $1.97M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
28K
+ 138.9%
N/A
48.1K $1.23M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
28.1K
+ 145.53%
$25.04 - $25.18 $704K - $708K
47.4K $1.19M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
22.4K
+ 35.23%
$28.02 - $32.37 $629K - $727K
86.2K $2.74M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
38.9K
+ 16.32%
$11.53 - $13.87 $449K - $540K
277K $3.85M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
11.9K
+ 35.48%
$46.92 - $55.01 $556K - $652K
45.3K $2.46M
RECS
Columbia ETF Tr I

ETFs
10.9K
+ 13.78%
$29.4 - $36.79 $321K - $401K
90.1K $3.31M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.31K
+ 6.48%
$54.28 - $67.95 $234K - $293K
70.9K $4.82M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.5K
+ 3.29%
$51.68 - $52.76 $540K - $551K
328K $17.3M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
19.5K
+ 387.36%
$28.28 - $34.34 $551K - $669K
24.5K $831K
MCY
Mercury General Corp

Financial Services
9.6K
+ 451.76%
$49.04 - $67.34 $471K - $646K
11.7K $789K
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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