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
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
3.9K
+ 5.78%
$23.95 - $29.34 $93.4K - $114K
71.3K $2.09M
AVDV
American Centy ETF Tr Avantis

ETFs
4.11K
+ 1532.84%
$61.76 - $79.32 $254K - $326K
4.38K $346K
ACHR
Archer Aviation Inc.

Industrials
3.3K
+ 4.23%
$6.2 - $13.3 $20.5K - $43.9K
81.3K $882K
VNQ
Vanguard Specialized Funds Van

ETFs
5.91K
+ 4.39%
$79.79 - $91.42 $472K - $540K
140K $12.5M
MINO
Pimco ETF Tr Municipal Income

ETFs
7.34K
+ 12658.62%
$43.42 - $45.15 $319K - $331K
7.4K $327K
RACE
Ferrari N.V.

Consumer Cyclical
600
+ 127.39%
$397.86 - $499.02 $239K - $299K
1.07K $525K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.68K
+ 11.32%
$90.85 - $102.31 $335K - $377K
36.2K $3.65M
LIT
Global X Fds Global X Lithium

ETFs
8.41K
+ 128.53%
$31.82 - $39.24 $268K - $330K
15K $574K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
198
+ 2.88%
$201.28 - $266.34 $39.9K - $52.7K
7.07K $1.88M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
15.7K
+ 806.18%
N/A
17.6K $356K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3.61K
+ 103.94%
$67.22 - $81.54 $243K - $294K
7.08K $577K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
3.21K
+ 31.57%
$28.15 - $47.93 $90.4K - $154K
13.4K $641K
CSL
Carlisle Companies Inc

Industrials
133
+ 1.69%
$317.1 - $408.5 $42.2K - $54.3K
8.02K $2.99M
PFFA
Etfis Ser Tr I

ETFs
21.3K
+ 5.83%
$19.49 - $21.31 $414K - $453K
386K $8.04M
CAH
Cardinal Health Inc

Healthcare
228
+ 2.69%
$125.0 - $168.0 $28.5K - $38.3K
8.71K $1.46M
AER
Aer Cap Holdings N.V.

Industrials
2.42K
+ 342.86%
$88.97 - $117.24 $216K - $284K
3.13K $366K
IWB
Ishares Tr Russell 1000 ETF

ETFs
187
+ 2.68%
$272.36 - $339.57 $50.9K - $63.5K
7.17K $2.44M
EEMV
Ishares Msci Emerging Markets

ETFs
585
+ 1.03%
$54.12 - $62.8 $31.7K - $36.7K
57.6K $3.62M
IFRA
Ishares Tr

ETFs
3.09K
+ 9.19%
$40.97 - $49.19 $126K - $152K
36.7K $1.8M
LNTH
Lantheus Holdings, Inc.

Healthcare
3.59K
+ 1539.48%
$73.86 - $108.74 $265K - $390K
3.82K $312K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
2.2K
+ 2.72%
$16.12 - $20.75 $35.4K - $45.6K
82.9K $1.72M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
6.13K
+ 31.21%
$37.32 - $42.19 $229K - $259K
25.8K $1.09M
RKT
Rocket Companies, Inc.

Financial Services
19.8K
+ 1176.62%
$11.11 - $15.4 $220K - $305K
21.5K $304K
ESS
Essex Property Trust, Inc.

Real Estate
1.02K
+ 1442.25%
N/A
1.1K $298K
IONQ
Ion Q, Inc.

Technology
1.89K
+ 19.94%
$20.68 - $48.04 $39K - $90.6K
11.3K $487K
FVD
First Tr Value Line Divid Inde

ETFs
5.44K
+ 1.75%
$40.62 - $45.12 $221K - $246K
316K $14.1M
RF
Regions Financial Corp

Financial Services
7.16K
+ 11.88%
$18.34 - $23.52 $131K - $168K
67.4K $1.59M
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
14K
+ 50.8%
$13.46 - $16.8 $188K - $235K
41.6K $698K
PSC
Principal ETF U.S. Small Cap M

ETFs
3.98K
+ 32.18%
$43.14 - $53.28 $172K - $212K
16.4K $871K
STT
State Street Corp

Financial Services
423
+ 3.22%
$75.33 - $106.34 $31.9K - $45K
13.6K $1.44M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
172
+ 0.21%
$37.51 - $45.52 $6.45K - $7.83K
80.7K $3.66M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.15K
+ 27.78%
$310.86 - $348.77 $358K - $402K
5.3K $1.7M
ADSK
Autodesk, Inc.

Technology
1.05K
+ 6.15%
N/A
18.1K $4.44M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
20.6K
+ 8.11%
$7.6 - $8.89 $157K - $183K
275K $2.44M
AIQ
Global X Funds Global X Artifi

ETFs
2.22K
+ 10.31%
$31.5 - $43.69 $70K - $97.1K
23.8K $1.04M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
466
+ 4.05%
$86.93 - $117.31 $40.5K - $54.7K
12K $1.4M
SIL
Global X Silver Miners ETF

ETFs
5K
+ 384.77%
$33.97 - $49.02 $170K - $245K
6.3K $303K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.52K
+ 7.64%
$73.0 - $85.5 $111K - $130K
21.5K $1.8M
IOO
Ishares Tr Global 100 ETF

ETFs
314
+ 1.68%
$84.95 - $107.81 $26.7K - $33.9K
19K $2.05M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1.11K
+ 3.63%
$42.95 - $53.21 $47.6K - $59K
31.7K $1.68M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.09K
+ 14.98%
$54.27 - $63.01 $168K - $195K
23.7K $1.49M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
7.38K
+ 25.46%
$23.45 - $26.56 $173K - $196K
36.4K $966K
TD
Toronto Dominion Bank

Financial Services
507
+ 3.32%
$55.71 - $73.45 $28.2K - $37.2K
15.8K $1.16M
AWK
American Water Works Company, Inc.

Utilities
2.94K
+ 14.67%
$133.82 - $151.96 $393K - $446K
23K $3.19M
DHS
Wisdomtree Tr U.S

ETFs
2.64K
+ 53.11%
$87.71 - $98.37 $232K - $260K
7.62K $731K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
2.26K
+ 51.03%
$69.01 - $86.17 $156K - $194K
6.67K $575K
RELX
Relx PLC

Communication Services
4.11K
+ 150.33%
$45.31 - $55.66 $186K - $229K
6.84K $371K
PWB
Invesco Exchange Traded Fd Tr

ETFs
100
+ 0.97%
$86.24 - $117.44 $8.62K - $11.7K
10.4K $1.22M
UBS
Ubs Group Ag

Financial Services
6.5K
+ 162.73%
$26.12 - $33.82 $170K - $220K
10.5K $354K
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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