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
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.31K
+ 15.17%
$120.24 - $134.3 $398K - $444K
25.1K $3.06M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.75K
+ 14.3%
$307.43 - $357.48 $1.15M - $1.34M
30K $9.25M
CGGR
Capital Group Growth ETF Shs C

ETFs
30.9K
+ 11.15%
$33.98 - $39.84 $1.05M - $1.23M
308K $10.6M
FSK
Fs Kkr Capital Corp

Financial Services
14.2K
+ 22.91%
$20.47 - $24.06 $291K - $342K
76.2K $1.6M
IWS
Ishares Russell Midcap Value E

ETFs
5.05K
+ 4.42%
$122.59 - $135.24 $619K - $683K
119K $15M
CBOE
Cboe Global Markets, Inc.

Financial Services
494
+ 11.07%
$190.84 - $226.29 $94.3K - $112K
4.96K $1.12M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.48K
+ 13.3%
$18.36 - $20.51 $156K - $174K
72.2K $1.43M
ATI
Allegheny Technologies Inc

Industrials
4.78K
+ 788.45%
$50.0 - $65.86 $239K - $315K
5.38K $280K
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.99K
+ 29.75%
$59.61 - $66.71 $297K - $333K
21.8K $1.32M
ETR
Entergy Corp

Utilities
633
+ 3.24%
$75.26 - $87.89 $47.6K - $55.6K
20.2K $1.73M
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.17K
+ 13.32%
$50.17 - $51.45 $259K - $266K
44K $2.22M
SHW
Sherwin Williams CO

Basic Materials
328
+ 2.45%
$330.16 - $365.55 $108K - $120K
13.7K $4.8M
CGDV
Capital Group Divid Value ETF

ETFs
3.96K
+ 1.65%
$34.95 - $37.36 $138K - $148K
243K $8.67M
SASR
Sandy Spring Bancorp Inc

Financial Services
8.35K
+ 4465.24%
$27.6 - $35.08 $230K - $293K
8.54K $238K
XEL
Xcel Energy Inc

Utilities
2.45K
+ 14.6%
$63.37 - $72.1 $155K - $177K
19.2K $1.36M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
9.6K
+ 49.45%
$24.66 - $26.1 $237K - $250K
29K $723K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.12K
+ 6.48%
$50.39 - $50.66 $207K - $208K
67.6K $3.42M
IHF
Ishares Tr

ETFs
3.29K
+ 31.78%
$47.84 - $53.21 $157K - $175K
13.6K $720K
DASH
Door Dash, Inc.

Communication Services
1.11K
+ 89.37%
$168.37 - $213.38 $187K - $237K
2.35K $429K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
459
+ 0.35%
$48.43 - $49.9 $22.2K - $22.9K
133K $6.62M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
4.9K
+ 191.78%
$46.12 - $52.9 $226K - $259K
7.46K $346K
CHWY
Chewy, Inc.

Consumer Cyclical
6.77K
+ 113.72%
$31.83 - $39.8 $215K - $269K
12.7K $413K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
10.7K
+ 191.13%
$18.9 - $20.05 $202K - $214K
16.3K $318K
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.27K
+ 392.33%
$59.6 - $67.2 $195K - $220K
4.11K $262K
PAA
Plains All American Pipeline LP

Energy
4.66K
+ 11.61%
$17.32 - $20.96 $80.6K - $97.6K
44.8K $895K
NSC
Norfolk Southern Corp

Industrials
699
+ 3.58%
$227.69 - $259.76 $159K - $182K
20.2K $4.79M
PBA
Pembina Pipeline Corp

Energy
3.13K
+ 11.79%
$35.13 - $40.12 $110K - $126K
29.7K $1.19M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
8.85K
+ 194.14%
$23.13 - $23.41 $205K - $207K
13.4K $311K
BTO
John Hancock Financial Opportunities Fund

Financial Services
7.3K
+ 26.25%
$32.12 - $38.37 $235K - $280K
35.1K $1.2M
AM
Antero Midstream Corp

Energy
1.36K
+ 2.22%
$15.47 - $18.04 $21.1K - $24.6K
62.8K $1.13M
UMBF
Umb Financial Corp

Financial Services
2.12K
+ 231.62%
$98.0 - $122.56 $207K - $259K
3.03K $306K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.77K
+ 14.21%
$67.08 - $76.14 $118K - $134K
14.2K $1.05M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3.99K
+ 16.13%
$50.03 - $50.27 $200K - $201K
28.7K $1.44M
SWK
Stanley Black & Decker, Inc.

Industrials
2.7K
+ 124.37%
$76.43 - $90.41 $206K - $244K
4.87K $374K
WES
Western Midstream Partners, LP

Energy
4.85K
+ 3488.49%
$37.87 - $42.89 $184K - $208K
4.99K $204K
AVDE
American Centy ETF Tr Avantis

ETFs
2.69K
+ 71.13%
$60.63 - $68.55 $163K - $184K
6.47K $429K
EMLP
First Tr Exchange Traded Iv

ETFs
4.09K
+ 17.75%
$35.79 - $38.28 $146K - $157K
27.1K $1.02M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
11.5K
+ 24.67%
$14.48 - $16.6 $167K - $191K
58.2K $867K
FPX
First Trust Us Equity Opportun

ETFs
2.51K
+ 22.78%
$106.21 - $143.53 $267K - $361K
13.5K $1.51M
ADSK
Autodesk, Inc.

Technology
778
+ 4.79%
N/A
17K $4.18M
AIQ
Global X Funds Global X Artifi

ETFs
6.21K
+ 40.39%
$36.38 - $42.77 $226K - $265K
21.6K $784K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
1.26K
+ 1.57%
$52.16 - $56.68 $65.9K - $71.6K
81.8K $4.55M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.53K
+ 11.14%
$42.18 - $45.16 $149K - $160K
35.2K $1.56M
LEU
Centrus Energy Corp

Energy
3K
+ 1000.0%
$62.21 - $119.74 $187K - $359K
3.3K $205K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
863
+ 41.61%
$132.75 - $177.12 $115K - $153K
2.94K $448K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11.8K
+ 10.28%
$12.04 - $13.32 $141K - $157K
126K $1.58M
EXEL
Exelixis, Inc.

Healthcare
4.29K
+ 60.84%
$32.38 - $39.16 $139K - $168K
11.3K $418K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
2.9K
+ 6.94%
$29.06 - $32.62 $84.2K - $94.5K
44.6K $1.4M
FICO
Fair Isaac Corp

Technology
119
+ 48.18%
$1695.35 - $2030.47 $202K - $242K
366 $674K
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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