Steward Partners Investment Advisory, LLC New Holdings in Q2 2025

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EPOL
Ishares Tr Msci Poland ETF

ETFs
308K
New
$24.54 - $32.26 $7.55M - $9.93M
308K $9.93M
USTB
Victory Portfolios Ii Victorys

ETFs
43.6K
New
$50.21 - $50.82 $2.19M - $2.22M
43.6K $2.22M
ALHC
Alignment Healthcare, Inc.

Healthcare
111K
New
$13.7 - $19.78 $1.53M - $2.21M
111K $1.56M
BLBD
Blue Bird Corp

Consumer Cyclical
22.4K
New
$31.28 - $43.16 $701K - $967K
22.4K $966K
LILA
Liberty Latin America Ltd.

Communication Services
153K
New
$4.5 - $6.45 $690K - $989K
153K $935K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
8.79K
New
$71.89 - $88.34 $632K - $776K
8.79K $769K
USVM
Victory Portfolios Ii Victorys

ETFs
8.3K
New
$69.28 - $84.0 $575K - $697K
8.3K $696K
JHCB
John Hancock Corporate Bond Et
29.1K
New
$20.55 - $21.44 $598K - $624K
29.1K $624K
JPIE
J P Morgan Exchange Traded Fd
12.1K
New
$45.12 - $46.32 $546K - $561K
12.1K $560K
LGOV
First Tr ETF Iv Long Duration

ETFs
21.4K
New
$20.73 - $21.92 $444K - $469K
21.4K $458K
FLQS
Franklin Templeton ETF Tr Libe

ETFs
9.25K
New
$35.07 - $41.28 $324K - $382K
9.25K $380K
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
16.3K
New
$11.49 - $22.74 $187K - $370K
16.3K $369K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
5.21K
New
$44.64 - $55.3 $233K - $288K
5.21K $288K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
11.4K
New
$21.06 - $24.14 $239K - $274K
11.4K $243K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
4.27K
New
$43.15 - $46.09 $184K - $197K
4.27K $196K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
2.12K
New
$60.99 - $77.53 $130K - $165K
2.12K $164K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
12.3K
New
$11.76 - $13.64 $144K - $168K
12.3K $155K
PINK
Simplify Exchange Traded Fds S

ETFs
4.96K
New
$26.92 - $30.05 $133K - $149K
4.96K $148K
TAGG
T Rowe Price Exchange Traded F

ETFs
3.37K
New
$41.84 - $43.57 $141K - $147K
3.37K $143K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
7.74K
New
$8.01 - $16.55 $62K - $128K
7.74K $128K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
5.18K
New
$22.66 - $23.35 $117K - $121K
5.18K $120K
KINS
Kingstone Companies, Inc.

Financial Services
7.65K
New
$14.66 - $21.67 $112K - $166K
7.65K $117K
MLN
Vaneck Long Muni ETF

ETFs
6.6K
New
$16.49 - $17.52 $109K - $116K
6.6K $111K
RING
Ishares Inc Msci Global Gold M

ETFs
2.36K
New
$34.72 - $45.62 $81.9K - $108K
2.36K $103K
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
1.85K
New
$44.56 - $53.45 $82.4K - $98.8K
1.85K $98K
AMSC
American Superconductor Corp

Industrials
2.63K
New
$15.8 - $37.12 $41.5K - $97.4K
2.63K $96K
MLI
Mueller Industries Inc

Industrials
1K
New
$68.45 - $79.6 $68.5K - $79.6K
1K $79K
HTZ
Hertz Global Holdings, Inc

Industrials
10K
New
$3.65 - $8.65 $36.5K - $86.5K
10K $68K
DMRC
Digimarc Corp

Technology
4.94K
New
$10.66 - $14.34 $52.7K - $70.9K
4.94K $65K
DAIO
Data I/O Corp

Technology
20.9K
New
$1.95 - $3.1 $40.8K - $64.8K
20.9K $64K
FTSD
Franklin ETF Tr Liberty Short

ETFs
693
New
$90.19 - $91.19 $62.5K - $63.2K
693 $62K
AGQ
Pro Shares Trust Ii

ETFs
1.17K
New
$33.07 - $50.62 $38.7K - $59.2K
1.17K $55K
ESGB
Indexiq Active ETF Tr Iq Macka
2.67K
New
N/A
2.67K $55K
FMX
Mexican Economic Development Inc

Consumer Defensive
385
New
$92.5 - $107.84 $35.6K - $41.5K
385 $39K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
778
New
$50.29 - $50.56 $39.1K - $39.3K
778 $39K
BBSC
Jp Morgan Exc Trd Tr Betabuild
586
New
$52.57 - $65.98 $30.8K - $38.7K
586 $38K
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
719
New
$37.36 - $52.3 $26.9K - $37.6K
719 $35K
SSB
South State Corp

Financial Services
372
New
$80.59 - $94.67 $30K - $35.2K
372 $34K
PPTA
Perpetua Resources Corp.

Basic Materials
2.58K
New
$8.98 - $17.13 $23.1K - $44.1K
2.58K $31K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
126
New
$208.91 - $238.66 $26.3K - $30.1K
126 $30K
MYTE
Myt Netherlands Parent B.V.

Consumer Cyclical
3K
New
$6.51 - $10.12 $19.5K - $30.4K
3K $29K
YLD
Principal Exchange Traded Fds

ETFs
1.31K
New
$18.16 - $19.37 $23.8K - $25.4K
1.31K $25K
IETC
Ishares U S ETF Tr

ETFs
267
New
$67.28 - $94.0 $18K - $25.1K
267 $25K
COOP
Mr. Cooper Group Inc.

Financial Services
169
New
$107.26 - $155.96 $18.1K - $26.4K
169 $25K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
1.06K
New
$23.2 - $23.63 $24.6K - $25K
1.06K $24K
PHK
Pimco High Income Fund

Financial Services
4.92K
New
$4.43 - $4.88 $21.8K - $24K
4.92K $23K
PHYL
Pgim ETF Tr

ETFs
663
New
$33.41 - $35.49 $22.2K - $23.5K
663 $23K
NHC
National Healthcare Corp

Healthcare
202
New
$89.91 - $109.05 $18.2K - $22K
202 $21K
IBHG
Ishares Tr Ibonds 2027 Term Hi
888
New
$21.56 - $22.54 $19.1K - $20K
888 $20K
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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