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
DSI
Ishares Msci Kld 400 Social Et

ETFs
788
+ 2.97%
$91.62 - $116.16 $72.2K - $91.5K
27.3K $3.17M
ONON
On Holding Ag

Consumer Cyclical
1.61K
+ 3.54%
$37.65 - $60.68 $60.5K - $97.5K
47K $2.45M
KNSL
Kinsale Capital Group, Inc.

Financial Services
968
+ 16.55%
$419.99 - $501.97 $407K - $486K
6.82K $3.3M
INDA
Ishares Msci India Index Fund

ETFs
6.31K
+ 27.47%
$49.13 - $55.86 $310K - $352K
29.3K $1.63M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2.37K
+ 1.92%
$33.13 - $40.67 $78.5K - $96.3K
126K $5.1M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6.03K
+ 335.17%
$56.88 - $70.77 $343K - $427K
7.83K $554K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
35
+ 0.18%
$40.51 - $71.03 $1.42K - $2.49K
19.1K $1.34M
ORCC
Owl Rock Capital Corp

Financial Services
32.4K
+ 10.77%
N/A
333K $4.46M
UL
Unilever PLC

Consumer Defensive
4.92K
+ 6.29%
$57.9 - $65.43 $285K - $322K
83K $5.08M
BEN
Franklin Resources Inc

Financial Services
17.6K
+ 1004.97%
$16.66 - $23.85 $293K - $419K
19.3K $460K
IXN
Ishares Global Information Tec

ETFs
2.58K
+ 24.05%
$65.81 - $92.34 $170K - $238K
13.3K $1.23M
FXG
First Tr Exchange Traded First

ETFs
6.82K
+ 86.76%
$61.21 - $66.04 $417K - $450K
14.7K $928K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.8K
+ 98.08%
$19.1 - $23.83 $303K - $378K
32K $762K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
5.02K
+ 445.0%
$62.75 - $79.31 $315K - $398K
6.15K $487K
MAS
Masco Corp

Industrials
7.43K
+ 53.48%
$58.73 - $71.06 $436K - $528K
21.3K $1.37M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
11.7K
+ 6.35%
$12.25 - $15.47 $144K - $181K
196K $3.04M
NSC
Norfolk Southern Corp

Industrials
40
+ 0.2%
$206.34 - $257.46 $8.25K - $10.3K
20.3K $5.19M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.15K
+ 3.28%
$93.75 - $114.45 $107K - $131K
36.1K $4.13M
AFRM
Affirm Holdings, Inc.

Technology
4.78K
+ 178.49%
$35.75 - $69.14 $171K - $330K
7.46K $515K
VTHR
Vanguard Russell 3000 ETF

ETFs
55
+ 0.38%
$218.71 - $272.75 $12K - $15K
14.4K $3.94M
BR
Broadridge Financial Solutions, Inc.

Technology
1.56K
+ 10.32%
$217.22 - $246.25 $339K - $384K
16.7K $4.05M
WWD
Woodward, Inc.

Industrials
2
+ 0.03%
$157.29 - $247.55 $315 - $495
6.18K $1.51M
BJAN
Innovator U.S. Equity Buffer E

ETFs
808
+ 0.84%
$42.58 - $50.22 $34.4K - $40.6K
97.2K $4.88M
LYV
Live Nation Entertainment, Inc.

Communication Services
146
+ 0.83%
$118.81 - $151.28 $17.3K - $22.1K
17.7K $2.68M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.65K
+ 16.7%
$50.34 - $51.86 $385K - $397K
53.5K $2.75M
GFF
Griffon Corp

Industrials
4.3K
+ 5.51%
$64.73 - $74.97 $278K - $322K
82.3K $5.96M
AFL
Aflac Inc

Financial Services
8.31K
+ 9.53%
$99.77 - $112.45 $829K - $935K
95.5K $10.1M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
767
+ 23.86%
$160.63 - $257.78 $123K - $198K
3.98K $1.02M
XYL
Xylem Inc.

Industrials
1.33K
+ 6.55%
$102.86 - $129.5 $137K - $172K
21.7K $2.8M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
4.65K
+ 1907.38%
$78.57 - $89.09 $366K - $415K
4.9K $391K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
12.8K
+ 2311.57%
$23.44 - $28.85 $300K - $369K
13.3K $384K
EEM
Ishares Msci Emerging Markets

ETFs
2.19K
+ 3.77%
$38.52 - $48.28 $84.4K - $106K
60.4K $2.91M
ARB
Altshares Tr Merger Arbitrage

Industrials
12.6K
+ 48.97%
$27.88 - $28.49 $352K - $360K
38.4K $1.1M
WYNN
Wynn Resorts LTD

Consumer Cyclical
3.78K
+ 501.99%
$66.1 - $97.75 $250K - $369K
4.53K $424K
IAPR
Innovator Etfs Tr Internationa

ETFs
11.8K
+ 117.8%
$25.9 - $29.24 $305K - $344K
21.8K $636K
RNR
Renaissancere Holdings LTD

Financial Services
1.4K
+ 19.9%
$220.37 - $253.95 $308K - $355K
8.42K $2.04M
IBND
Spdr Bloomberg International C

ETFs
9.67K
+ 71.45%
$29.46 - $32.59 $285K - $315K
23.2K $755K
ALL
Allstate Corp

Financial Services
5.01K
+ 4.42%
$180.53 - $212.64 $904K - $1.06M
118K $23.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.97K
+ 34.36%
$50.52 - $50.92 $352K - $355K
27.3K $1.39M
VKQ
Invesco Municipal Trust

Financial Services
39K
+ 773.51%
$9.02 - $9.76 $352K - $380K
44K $402K
QTEC
First Trust Nasdaq 100 Technol

ETFs
599
+ 10.43%
$149.56 - $212.83 $89.6K - $127K
6.34K $1.35M
PJAN
Innovator U.S. Equity Power Bu

ETFs
908
+ 0.75%
$38.7 - $44.05 $35.1K - $40K
122K $5.37M
QJUN
First Tr ETF
310
+ 0.28%
$24.35 - $29.57 $7.55K - $9.17K
110K $3.25M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
14.6K
+ 78.62%
$23.0 - $24.7 $336K - $361K
33.2K $800K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
14.8K
+ 25.85%
$20.29 - $21.52 $301K - $319K
72.2K $1.55M
PFE
Pfizer Inc

Healthcare
29.5K
+ 8.71%
$21.59 - $24.84 $638K - $734K
369K $8.94M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
950
+ 6.6%
$101.93 - $128.63 $96.8K - $122K
15.4K $1.97M
SPMD
Spdr Portfolio

ETFs
6.07K
+ 372.09%
$44.89 - $54.38 $272K - $330K
7.7K $418K
SAP
Sap Se

Technology
790
+ 29.97%
$237.53 - $309.8 $188K - $245K
3.43K $1.04M
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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