Steward Partners Investment Advisory, LLC New Holdings in Q3 2025

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAOI
Applied Optoelectronics, Inc.

Technology
368K
New
$20.86 - $30.54 $7.67M - $11.2M
368K $9.38M
PRME
Prime Medicine, Inc.
126K
New
$2.73 - $5.56 $345K - $703K
126K $700K
DBE
Invesco Db Energy Fund

ETFs
36.8K
New
$18.5 - $20.04 $680K - $737K
36.8K $696K
XSW
Spdr S&P Software & Services E

ETFs
3.2K
New
$177.48 - $205.24 $568K - $657K
3.2K $633K
JXI
Ishares Tr Global Utils ETF

ETFs
7.25K
New
$73.06 - $77.66 $529K - $563K
7.25K $562K
EMF
Templeton Emerging Markets Fund

Financial Services
29.1K
New
$14.64 - $16.98 $426K - $494K
29.1K $493K
IPO
Renaissance Cap Greenwich Fds

ETFs
9.85K
New
$44.11 - $53.82 $435K - $530K
9.85K $488K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
30K
New
$9.4 - $10.36 $282K - $310K
30K $306K
MFM
Mfs Municipal Income Trust

Financial Services
55.8K
New
$5.04 - $5.38 $281K - $300K
55.8K $298K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
27.1K
New
$10.4 - $11.07 $282K - $300K
27.1K $297K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
3.7K
New
$43.8 - $46.03 $162K - $170K
3.7K $170K
ARLO
Arlo Technologies, Inc.

Industrials
9.07K
New
$15.72 - $18.54 $143K - $168K
9.07K $153K
OVV
Ovintiv Inc.

Energy
3.79K
New
$38.53 - $43.17 $146K - $164K
3.79K $152K
TRFM
ETF Ser Solutions Aam Transfor
3.08K
New
$42.56 - $49.21 $131K - $152K
3.08K $149K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
5.3K
New
$25.39 - $26.21 $135K - $139K
5.3K $138K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.5K
New
$29.55 - $32.52 $104K - $114K
3.5K $112K
DBX
Dropbox, Inc.

Technology
3.44K
New
$26.13 - $32.17 $89.9K - $111K
3.44K $103K
HWKN
Hawkins Inc

Basic Materials
557
New
$144.17 - $184.75 $80.3K - $103K
557 $101K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
4.43K
New
$14.51 - $22.53 $64.3K - $99.8K
4.43K $90K
GCMG
Gcm Grosvenor Inc.

Financial Services
7.3K
New
$11.5 - $13.12 $83.9K - $95.7K
7.3K $88K
CACC
Credit Acceptance Corp

Financial Services
186
New
$447.51 - $543.74 $83.2K - $101K
186 $86K
ECPG
Encore Capital Group Inc

Financial Services
2K
New
$35.97 - $46.09 $71.9K - $92.2K
2K $83K
ATLC
Atlanticus Holdings Corp

Financial Services
1.37K
New
$48.02 - $76.15 $65.8K - $104K
1.37K $80K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
15.5K
New
$4.36 - $5.16 $67.6K - $80K
15.5K $79K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.08K
New
$68.58 - $69.85 $74K - $75.4K
1.08K $75K
CSWI
Csw Industrials, Inc.

Industrials
247
New
$289.31 - $293.0 $71.5K - $72.4K
247 $72K
CNYA
Ishares Tr Msci China A ETF (D

ETFs
2K
New
$28.68 - $34.34 $57.4K - $68.7K
2K $68K
DSP
Viant Technology Inc.

Technology
8K
New
$8.37 - $14.84 $67K - $119K
8K $66K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.08K
New
$54.9 - $59.81 $59.4K - $64.7K
1.08K $64K
HWC
Hancock Whitney Corp

Financial Services
1.01K
New
$57.63 - $64.31 $58.4K - $65.1K
1.01K $63K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
5K
New
$11.79 - $12.45 $58.9K - $62.3K
5K $58K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
2.28K
New
$25.09 - $30.99 $57.1K - $70.5K
2.28K $58K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
1.75K
New
$28.34 - $28.67 $49.5K - $50.1K
1.75K $50K
GSHD
Goosehead Insurance, Inc.

Financial Services
620
New
$73.5 - $104.57 $45.6K - $64.8K
620 $46K
AORT
Artivion, Inc.

Healthcare
1.08K
New
$30.29 - $44.83 $32.8K - $48.5K
1.08K $45K
EWTX
Edgewise Therapeutics, Inc.

Healthcare
2.3K
New
$12.61 - $16.59 $29.1K - $38.2K
2.3K $37K
RVMD
Revolution Medicines, Inc.

Healthcare
779
New
$34.7 - $46.7 $27K - $36.4K
779 $36K
RMBS
Rambus Inc

Technology
343
New
$62.85 - $107.38 $21.6K - $36.8K
343 $35K
ELS
Equity Lifestyle Properties Inc

Real Estate
566
New
$58.43 - $62.12 $33.1K - $35.2K
566 $34K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
1.04K
New
$27.91 - $34.0 $29.1K - $35.5K
1.04K $32K
FNLC
First Bancorp, Inc

Financial Services
1.2K
New
$24.78 - $27.54 $29.7K - $33K
1.2K $31K
PRAA
Pra Group Inc

Financial Services
2K
New
$15.06 - $17.34 $30.1K - $34.7K
2K $30K
BRY
Berry Corp (Bry)

Energy
8.11K
New
$2.8 - $4.11 $22.7K - $33.3K
8.11K $30K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.52K
New
$19.01 - $19.39 $28.8K - $29.4K
1.52K $29K
BCAL
Southern Calif Bancorp Com

Financial Services
1.71K
New
$14.6 - $17.64 $25K - $30.2K
1.71K $28K
COMP
Compass, Inc.

Technology
3.54K
New
$6.15 - $9.69 $21.8K - $34.3K
3.54K $28K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
397
New
$65.91 - $70.63 $26.2K - $28K
397 $27K
COGT
Cogent Biosciences, Inc.

Healthcare
1.86K
New
$7.17 - $14.36 $13.3K - $26.7K
1.86K $26K
RDY
Dr Reddys Laboratories LTD

Healthcare
1.79K
New
$13.33 - $15.08 $23.9K - $27K
1.79K $25K
Activity Summary
Buys All Purchases 2129 New Holdings 332 Increased Positions 1797 Sells All Sells 1130 Reductions 1130 Sold out 0 Options Calls 0 Puts 0
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