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
IRM
Iron Mountain Inc

Real Estate
353
+ 0.93%
$76.93 - $105.25 $27.2K - $37.2K
38.4K $3.94M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.65K
+ 7.5%
$100.04 - $100.54 $665K - $669K
95.4K $9.59M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
122K
+ 96.94%
$4.83 - $5.39 $591K - $660K
249K $1.34M
CGUS
Capital Group Core Equity ETF
15.2K
+ 55.62%
$29.93 - $36.93 $456K - $563K
42.7K $1.58M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
489
+ 10.44%
$177.93 - $313.14 $87K - $153K
5.17K $1.62M
VEEV
Veeva Systems Inc

Healthcare
746
+ 9.56%
$209.39 - $289.94 $156K - $216K
8.55K $2.46M
MBB
Ishares Tr

ETFs
6.87K
+ 10.4%
$91.41 - $94.22 $628K - $647K
72.9K $6.85M
USMC
Principal ETF U S Mega Cap

ETFs
10.3K
+ 880.87%
$50.94 - $62.56 $525K - $645K
11.5K $718K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
4.52K
+ 44.8%
$83.67 - $109.12 $378K - $493K
14.6K $1.59M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
11K
+ 90.01%
$39.69 - $51.24 $435K - $561K
23.1K $1.18M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
1.41K
+ 1.72%
$51.36 - $62.5 $72.4K - $88.1K
83.2K $5.2M
BSJR
Invesco Indx Tr

ETFs
27.9K
+ 14853.72%
$21.81 - $22.71 $609K - $634K
28.1K $638K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
10.5K
+ 4.32%
$49.73 - $51.44 $521K - $539K
253K $13M
SMR
Nuscale Power Corp

Industrials
7.44K
+ 57.21%
$12.6 - $43.24 $93.7K - $321K
20.4K $808K
GDV
Gabelli Dividend & Income Trust

Financial Services
2.16K
+ 0.73%
$21.11 - $26.01 $45.6K - $56.1K
299K $7.77M
AVK
Advent Convertible & Income Fund

Financial Services
46.1K
+ 52.71%
$10.01 - $12.11 $462K - $559K
134K $1.62M
CWB
Spdr Bloomberg Convertible Sec

ETFs
695
+ 0.76%
$71.86 - $82.66 $49.9K - $57.4K
91.7K $7.58M
NU
Nu Holdings Ltd.

Financial Services
5.65K
+ 3.77%
$9.6 - $13.72 $54.2K - $77.5K
155K $2.13M
ECL
Ecolab Inc.

Basic Materials
1.06K
+ 5.38%
$225.65 - $270.95 $238K - $286K
20.7K $5.57M
SCHO
Schwab Short Term Us Treasury

ETFs
24.2K
+ 289.04%
$24.19 - $24.45 $584K - $591K
32.5K $792K
HMOP
Hartford Fds Exchange Traded T

ETFs
18.4K
+ 2.62%
$37.54 - $38.74 $691K - $713K
721K $27.6M
HEQT
Simplify Exchange Traded Fds H
10.3K
+ 5.56%
$27.22 - $30.05 $280K - $310K
196K $5.88M
FLMI
Franklin Dynamic Municipal Bon

ETFs
24.6K
+ 26.38%
$23.57 - $24.6 $579K - $604K
118K $2.86M
PKW
Invesco Exchange Traded Fd Tr

ETFs
3.02K
+ 16.67%
$98.58 - $123.6 $298K - $374K
21.1K $2.61M
BLOK
Amplify ETF Tr Trnsformational

ETFs
8.77K
+ 325.57%
$32.56 - $57.11 $286K - $501K
11.5K $654K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
7.65K
+ 20.13%
$46.04 - $53.67 $352K - $411K
45.6K $2.45M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
12.8K
+ 8.5%
$47.42 - $51.67 $605K - $659K
163K $8.26M
L
Loews Corp

Financial Services
5.88K
+ 236.83%
$80.89 - $92.09 $475K - $541K
8.36K $766K
URA
Global X Uranium ETF

ETFs
1.57K
+ 5.26%
$20.26 - $38.81 $31.9K - $61.1K
31.5K $1.22M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
65.7K
+ 61.36%
$7.05 - $8.02 $463K - $527K
173K $1.39M
IQLT
Ishares Msci Intl Quality Fact

ETFs
10.6K
+ 58.29%
$35.9 - $43.76 $381K - $465K
28.8K $1.25M
OSCR
Oscar Health, Inc.

Healthcare
24.2K
+ 12119.5%
$11.6 - $21.44 $281K - $520K
24.4K $523K
ABT
Abbott Laboratories

Healthcare
312
+ 0.22%
$123.95 - $138.08 $38.7K - $43.1K
143K $19.4M
AVDE
American Centy ETF Tr Avantis

ETFs
6.32K
+ 97.54%
$59.32 - $74.36 $375K - $470K
12.8K $946K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
10K
+ 5.68%
$23.19 - $25.35 $233K - $254K
187K $4.73M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
561
+ 3.37%
$101.69 - $139.02 $57K - $78K
17.2K $2.39M
MO
Altria Group, Inc.

Consumer Defensive
11.7K
+ 8.78%
$55.56 - $60.91 $650K - $712K
145K $8.5M
KMX
Carmax Inc

Consumer Cyclical
18.2K
+ 26.69%
$62.27 - $82.77 $1.13M - $1.5M
86.3K $5.8M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
32.6K
+ 5.4%
$18.11 - $18.97 $590K - $618K
636K $12M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
40.6K
+ 19.76%
$9.86 - $10.92 $400K - $443K
246K $2.69M
CLOI
Vaneck ETF Tr

ETFs
9.14K
+ 1134.37%
$51.16 - $53.02 $468K - $485K
9.95K $526K
VRSK
Verisk Analytics, Inc.

Industrials
1.5K
+ 144.89%
$277.03 - $321.33 $417K - $483K
2.54K $791K
GAB
Gabelli Equity Trust Inc

Financial Services
68.5K
+ 27.38%
$4.97 - $5.87 $341K - $402K
319K $1.86M
CL
Colgate Palmolive CO

Consumer Defensive
7.01K
+ 12.25%
$87.57 - $96.0 $614K - $673K
64.2K $5.84M
MCK
Mckesson Corp

Healthcare
156
+ 2.58%
$652.83 - $732.78 $102K - $114K
6.2K $4.54M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
5.74K
+ 26.58%
$45.13 - $56.88 $259K - $326K
27.3K $1.55M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
9.78K
+ 19.37%
$43.65 - $45.44 $427K - $444K
60.3K $2.74M
TOST
Toast, Inc.

Technology
7.06K
+ 51.51%
$30.03 - $45.23 $212K - $320K
20.8K $920K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.3K
+ 31.79%
$187.5 - $246.51 $243K - $319K
5.37K $1.32M
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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