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
RVT
Royce Value Trust, Inc.

Financial Services
30.9K
+ 18.64%
$14.07 - $16.68 $435K - $516K
197K $2.81M
AIG
American International Group, Inc.

Financial Services
267
+ 2.39%
$70.5 - $86.94 $18.8K - $23.2K
11.4K $993K
CLX
Clorox CO

Consumer Defensive
2.12K
+ 24.55%
$141.76 - $162.89 $300K - $345K
10.7K $1.58M
DOV
Dover Corp

Industrials
1.82K
+ 15.54%
$174.65 - $206.43 $317K - $375K
13.5K $2.37M
FIS
Fidelity National Information Services, Inc.

Technology
13.8K
+ 9.88%
$68.12 - $83.42 $939K - $1.15M
153K $11.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.5K
+ 20.85%
$50.72 - $50.92 $178K - $178K
20.3K $1.03M
GAB
Gabelli Equity Trust Inc

Financial Services
27K
+ 12.07%
$5.36 - $5.67 $145K - $153K
250K $1.38M
PINS
Pinterest, Inc.

Communication Services
5.13K
+ 58.8%
$29.79 - $40.0 $153K - $205K
13.8K $429K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.65K
+ 3.15%
$32.5 - $33.3 $119K - $122K
119K $3.97M
VNLA
Janus Henderson Short Duration

ETFs
2.85K
+ 1.97%
$48.89 - $49.21 $139K - $140K
147K $7.25M
EWL
Ishares Inc Msci Switzerlnd

ETFs
811
+ 3.67%
$45.85 - $53.59 $37.2K - $43.5K
22.9K $1.19M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
36.3K
+ 249.23%
$5.29 - $10.87 $192K - $395K
50.9K $269K
EPP
Ishares Inc

ETFs
3.78K
+ 25.79%
$43.24 - $46.56 $163K - $176K
18.4K $811K
AES
Aes Corp

Utilities
14.4K
+ 44.31%
$9.93 - $13.23 $143K - $191K
47K $584K
BBDC
Barings Bdc, Inc.

Financial Services
17.1K
+ 43.24%
$9.36 - $10.78 $160K - $184K
56.6K $539K
FE
Firstenergy Corp

Utilities
3.66K
+ 16.85%
$37.95 - $43.5 $139K - $159K
25.4K $1.03M
THW
Tekla World Healthcare Fund

Financial Services
6.23K
+ 3.6%
$11.09 - $12.2 $69.1K - $76K
179K $2.07M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
3.11K
+ 6.3%
$25.98 - $28.41 $80.8K - $88.4K
52.5K $1.45M
JPIN
Jp Morgan Diversified Return I

ETFs
978
+ 3.44%
$52.75 - $58.91 $51.6K - $57.6K
29.4K $1.68M
COF
Capital One Financial Corp

Financial Services
757
+ 3.42%
$163.87 - $209.82 $124K - $159K
22.9K $4.11M
CEG
Constellation Energy Corp

Utilities
2.13K
+ 18.15%
$201.63 - $347.44 $429K - $740K
13.9K $2.8M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
5.78K
+ 8.1%
$12.14 - $13.31 $70.1K - $76.9K
77.1K $1.03M
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.23K
+ 29.02%
$28.92 - $29.24 $151K - $153K
23.3K $680K
HLI
Houlihan Lokey, Inc.

Financial Services
1.08K
+ 76.33%
$154.43 - $187.4 $166K - $202K
2.49K $401K
SCCO
Southern Copper Corp

Basic Materials
1.31K
+ 8.97%
$85.92 - $101.48 $113K - $133K
16K $1.49M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
4.12K
+ 22.76%
$73.27 - $96.21 $302K - $397K
22.2K $1.63M
VNO
Vornado Realty Trust

Real Estate
6.54K
+ 38.38%
$35.4 - $43.26 $232K - $283K
23.6K $872K
WTRG
Essential Utilities, Inc.

Utilities
785
+ 2.03%
$33.49 - $40.57 $26.3K - $31.8K
39.4K $1.56M
AR
Antero Resources Corp

Energy
2.47K
+ 25.37%
$33.64 - $41.42 $83.2K - $102K
12.2K $493K
BGB
Blackstone Strategic Credit Fund

Financial Services
14K
+ 11.41%
$11.96 - $12.62 $168K - $177K
137K $1.65M
VICI
Vici Properties Inc.

Real Estate
1.42K
+ 4.67%
$28.21 - $32.68 $40.1K - $46.5K
31.9K $1.04M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
8.19K
+ 9.52%
$18.12 - $19.21 $148K - $157K
94.2K $1.72M
PEP
Pepsico Inc

Consumer Defensive
3K
+ 2.11%
$142.64 - $156.42 $428K - $470K
145K $21.8M
TTE
Total Energies Se

Energy
2.15K
+ 13.11%
N/A
18.5K $1.27M
GXO
Gxo Logistics, Inc.

Industrials
3.85K
+ 474.97%
$36.31 - $46.18 $140K - $178K
4.66K $182K
CHK
Chesapeake Energy Corp

Energy
1.69K
+ 12.5%
N/A
15.2K $1.31M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
5.13K
+ 7.39%
$12.52 - $13.63 $64.2K - $69.9K
74.5K $999K
MLM
Martin Marietta Materials Inc

Basic Materials
459
+ 22.63%
$460.39 - $552.64 $211K - $254K
2.49K $1.19M
XYL
Xylem Inc.

Industrials
619
+ 3.14%
$114.02 - $132.04 $70.6K - $81.7K
20.3K $2.43M
BOND
Pimco Active Bond Exchange Tra

ETFs
990
+ 4.08%
$89.27 - $92.9 $88.4K - $92K
25.3K $2.34M
PARA
Paramount Global

Communication Services
1.15K
+ 1.39%
$10.16 - $12.14 $11.7K - $14K
84K $1M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
170
+ 0.34%
$38.54 - $41.5 $6.55K - $7.06K
49.9K $2.03M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.57K
+ 33.32%
$80.21 - $86.14 $126K - $135K
6.27K $517K
IWY
Ishares Tr Russell 200 Growth

ETFs
985
+ 31.86%
$210.19 - $243.33 $207K - $240K
4.08K $860K
DTE
Dte Energy CO

Utilities
438
+ 10.86%
$117.6 - $138.27 $51.5K - $60.6K
4.47K $618K
GMED
Globus Medical Inc

Healthcare
1.82K
+ 1016.76%
$69.68 - $93.32 $127K - $170K
2K $146K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.68K
+ 0.78%
$39.4 - $42.61 $106K - $114K
348K $14M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
4.03K
+ 403.0%
$28.65 - $33.18 $115K - $134K
5.03K $159K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.53K
+ 19.81%
$73.16 - $83.16 $112K - $127K
9.25K $689K
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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