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
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2.34K
+ 3.41%
$65.44 - $70.64 $153K - $165K
70.9K $4.84M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
20.9K
+ 20.8%
$15.0 - $15.91 $314K - $333K
122K $1.89M
OLED
Universal Display Corp Pa

Technology
2.6K
+ 313.91%
$139.48 - $161.59 $362K - $419K
3.42K $477K
MGV
Vanguard Mega Cap Value

ETFs
2.71K
+ 137.02%
$123.61 - $133.01 $335K - $361K
4.69K $604K
LHX
L3 Harris Technologies, Inc.

Industrials
2K
+ 3.11%
$194.65 - $222.86 $389K - $445K
66.2K $13.9M
CINF
Cincinnati Financial Corp

Financial Services
2.28K
+ 62.83%
$133.67 - $147.81 $305K - $337K
5.91K $872K
HTGC
Hercules Capital, Inc.

Financial Services
22.4K
+ 23.79%
$18.01 - $22.0 $403K - $493K
117K $2.24M
PFFA
Etfis Ser Tr I

ETFs
27.1K
+ 8.03%
$21.21 - $22.3 $575K - $605K
365K $7.74M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
14K
+ 14.74%
$12.61 - $14.92 $177K - $209K
109K $1.57M
SRLN
Ssga Active Trust

ETFs
9.65K
+ 10.44%
$41.02 - $41.99 $396K - $405K
102K $4.2M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
12.8K
+ 58.86%
$27.52 - $33.6 $352K - $430K
34.5K $1.03M
IOT
Samsara Inc.

Technology
8.81K
+ 2350.4%
$34.06 - $60.96 $300K - $537K
9.19K $352K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
18.1K
+ 17.76%
$67.24 - $84.27 $1.21M - $1.52M
120K $8.17M
ORCC
Owl Rock Capital Corp

Financial Services
24.7K
+ 8.97%
N/A
301K $4.03M
TD
Toronto Dominion Bank

Financial Services
4.25K
+ 38.6%
$53.12 - $61.15 $226K - $260K
15.3K $914K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
64.3K
+ 103.83%
$5.3 - $5.75 $341K - $370K
126K $679K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
3.69K
+ 3.13%
$21.95 - $24.74 $81.1K - $91.4K
122K $2.95M
GUG
Guggenheim Active Allocation Fund

ETFs
21K
+ 217.56%
$14.92 - $15.9 $314K - $334K
30.7K $462K
KLAC
Kla Corp

Technology
11
+ 0.18%
$636.62 - $777.63 $7K - $8.55K
6.21K $4.22M
PSA
Public Storage

Real Estate
1.05K
+ 21.47%
$288.99 - $313.98 $304K - $330K
5.95K $1.78M
EBAY
Ebay Inc

Consumer Cyclical
296
+ 0.59%
$61.61 - $70.93 $18.2K - $21K
50.8K $3.44M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.33K
+ 5.67%
$39.65 - $43.35 $172K - $188K
80.6K $3.39M
KMX
Carmax Inc

Consumer Cyclical
6.87K
+ 11.23%
$69.25 - $89.19 $476K - $613K
68.1K $5.31M
VAL
Valaris LTD

Energy
7.52K
+ 2032.7%
$32.85 - $49.52 $247K - $372K
7.89K $309K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.84K
+ 706.54%
$161.27 - $192.3 $296K - $353K
2.1K $338K
QDPL
Pacer Fds Tr Metaurus Us Large
11.1K
+ 18.18%
$36.5 - $40.04 $404K - $443K
71.9K $2.63M
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.79K
+ 39.18%
$69.82 - $78.67 $335K - $377K
17K $1.2M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
19.7K
+ 44.97%
$14.22 - $14.83 $280K - $292K
63.5K $918K
AON
Aon PLC

Financial Services
540
+ 29.88%
$348.44 - $409.32 $188K - $221K
2.35K $936K
ZTS
Zoetis Inc.

Healthcare
1.24K
+ 2.57%
$156.48 - $175.67 $193K - $217K
49.4K $8.13M
FTCS
First Trust Capital Strength E

ETFs
1.21K
+ 1.21%
$86.39 - $91.35 $104K - $110K
101K $9.05M
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.43K
+ 1.91%
$25.54 - $27.64 $87.5K - $94.7K
183K $4.98M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
11.3K
+ 155.24%
$23.66 - $24.55 $268K - $278K
18.6K $456K
HSBC
Hsbc Holdings PLC

Financial Services
4.08K
+ 73.6%
$48.68 - $61.58 $198K - $251K
9.61K $552K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
12.6K
+ 24.57%
$31.63 - $35.22 $398K - $443K
63.7K $2.04M
BIT
Black Rock Multi Sector Income Trust

Financial Services
19.5K
+ 28.35%
$14.43 - $14.85 $281K - $290K
88.3K $1.28M
EQT
Eqt Corp

Energy
4.13K
+ 61.23%
$46.16 - $54.25 $190K - $224K
10.9K $580K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.47K
+ 2.54%
$21.77 - $22.25 $163K - $166K
302K $6.72M
SGOL
Abrdn Gold ETF Trust

ETFs
8.14K
+ 159.05%
$25.14 - $29.82 $205K - $243K
13.3K $395K
DFAT
Dimensional ETF Tr U S Target

ETFs
7.51K
+ 26.22%
$50.44 - $58.1 $379K - $436K
36.2K $1.86M
USA
Liberty All Star Equity Fund

Financial Services
52.5K
+ 26.66%
$6.41 - $7.32 $336K - $384K
249K $1.63M
FLMI
Franklin Dynamic Municipal Bon

ETFs
10.7K
+ 12.93%
$24.22 - $24.86 $258K - $265K
93.1K $2.28M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.24K
+ 0.58%
$25.69 - $26.89 $31.9K - $33.4K
216K $5.8M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.87K
+ 18.34%
$211.47 - $267.17 $1.24M - $1.57M
37.9K $8.01M
COLD
Americold Realty Trust

Real Estate
12K
+ 1602.4%
$20.74 - $23.05 $249K - $277K
12.8K $274K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
12.9K
+ 56.34%
$20.7 - $21.15 $266K - $272K
35.7K $738K
MNST
Monster Beverage Corp

Consumer Defensive
19
+ 0.04%
$46.16 - $58.58 $877 - $1.11K
42.9K $2.51M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
3.9K
+ 185.18%
N/A
6K $388K
FNV
Franco Nevada Corp

Basic Materials
299
+ 5.85%
$120.72 - $157.56 $36.1K - $47.1K
5.41K $852K
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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