Steward Partners Investment Advisory, LLC New Holdings in Q1 2025

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
276K
New
$9.92 - $11.41 $2.74M - $3.15M
276K $2.98M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
65.9K
New
$34.23 - $36.9 $2.26M - $2.43M
65.9K $2.35M
EWX
Spdr S&P Emerging Markets Smal

ETFs
38.4K
New
$55.48 - $59.47 $2.13M - $2.28M
38.4K $2.17M
UTI
Universal Technical Institute Inc

Consumer Defensive
64.9K
New
$24.77 - $29.54 $1.61M - $1.92M
64.9K $1.67M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
10.1K
New
$91.68 - $109.93 $925K - $1.11M
10.1K $945K
CPRI
Capri Holdings LTD

Consumer Cyclical
38.5K
New
$19.02 - $25.84 $732K - $994K
38.5K $759K
TALK
Talkspace, Inc.

Healthcare
286K
New
$2.56 - $4.17 $732K - $1.19M
286K $732K
IMTB
Ishares Tr

ETFs
15.2K
New
$41.91 - $43.46 $635K - $658K
15.2K $657K
CNDT
Conduent Inc

Technology
240K
New
$2.7 - $4.42 $648K - $1.06M
240K $648K
MX
Magnachip Semiconductor Corp

Technology
170K
New
$3.43 - $5.03 $583K - $854K
170K $582K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
10.3K
New
$52.01 - $61.99 $535K - $638K
10.3K $549K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
17.7K
New
$20.27 - $28.57 $358K - $505K
17.7K $360K
JHMB
John Hancock Exchange Traded

ETFs
15.3K
New
$21.17 - $22.05 $324K - $337K
15.3K $334K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
10.1K
New
$21.77 - $22.56 $220K - $228K
10.1K $226K
SLG
Sl Green Realty Corp

Real Estate
3.66K
New
$55.58 - $68.38 $203K - $250K
3.66K $211K
PSCC
Invesco S&P Smallcap Consumer

ETFs
5.95K
New
$34.35 - $38.58 $204K - $230K
5.95K $208K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3.6K
New
$49.75 - $50.27 $179K - $181K
3.6K $180K
AGOX
Starboard Invt Tr

ETFs
6.66K
New
$24.2 - $29.41 $161K - $196K
6.66K $162K
ODC
Oil Dri Corp Of America

Basic Materials
3.39K
New
$41.1 - $87.55 $139K - $297K
3.39K $155K
PRDO
Perdoceo Education Corp

Consumer Defensive
5.39K
New
$24.21 - $29.15 $130K - $157K
5.39K $135K
IMMP
Immutep LTD

Healthcare
61K
New
$1.7 - $2.21 $104K - $135K
61K $107K
ETON
Eton Pharmaceuticals, Inc.

Healthcare
7.5K
New
$11.75 - $18.25 $88.1K - $137K
7.5K $97K
GCMG
Gcm Grosvenor Inc.

Financial Services
7.11K
New
$12.49 - $14.41 $88.8K - $102K
7.11K $94K
ENVA
Enova International, Inc.

Financial Services
918
New
$87.18 - $116.49 $80K - $107K
918 $88K
ATLC
Atlanticus Holdings Corp

Financial Services
1.61K
New
$42.79 - $61.59 $68.7K - $98.9K
1.61K $82K
ESTA
Establishment Labs Holdings Inc.

Healthcare
2K
New
$28.51 - $47.28 $57K - $94.6K
2K $81K
AIA
Ishares S&P Asia 50 ETF

ETFs
1.03K
New
$65.86 - $77.42 $67.5K - $79.4K
1.03K $74K
SMLR
Semler Scientific, Inc.

Healthcare
1.94K
New
$32.62 - $64.94 $63.1K - $126K
1.94K $70K
FTDR
Frontdoor, Inc.

Consumer Cyclical
1.74K
New
$37.07 - $62.39 $64.5K - $108K
1.74K $66K
TRVI
Trevi Therapeutics, Inc.

Healthcare
10K
New
$3.66 - $6.81 $36.6K - $68.1K
10K $62K
VFF
Village Farms International, Inc.

Consumer Defensive
99.9K
New
$0.6 - $0.85 $59.9K - $84.9K
99.9K $59K
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
6.45K
New
$7.97 - $8.55 $51.4K - $55.2K
6.45K $53K
FOX
Fox Corp Cl B (De)

Communication Services
1K
New
$45.64 - $54.23 $45.6K - $54.2K
1K $52K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
2.65K
New
$19.17 - $20.25 $50.8K - $53.7K
2.65K $51K
PXI
Invesco Exchange Traded Fd Tr

ETFs
1.07K
New
$40.69 - $48.82 $43.5K - $52.2K
1.07K $46K
COUR
Coursera, Inc.

Consumer Defensive
7K
New
$6.66 - $9.69 $46.6K - $67.8K
7K $46K
STLG
Ishares Factors Us Growth Styl

ETFs
900
New
N/A
900 $45K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
865
New
$48.33 - $54.35 $41.8K - $47K
865 $42K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
2.75K
New
$14.31 - $14.8 $39.4K - $40.7K
2.75K $39K
QDEF
Flexshares Quality Div Defensi

ETFs
527
New
$68.8 - $72.94 $36.3K - $38.4K
527 $36K
WDIV
Spdr S&P Global Dividend ETF

ETFs
550
New
$60.51 - $66.3 $33.3K - $36.5K
550 $35K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
2.49K
New
$13.33 - $14.08 $33.2K - $35.1K
2.49K $34K
QDF
Flexshares Quality Dividend In

ETFs
500
New
$67.19 - $73.37 $33.6K - $36.7K
500 $34K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
1.59K
New
$21.79 - $23.09 $34.5K - $36.6K
1.59K $34K
BILI
Bilibili Inc.

Communication Services
1.7K
New
$15.97 - $24.1 $27.1K - $41K
1.7K $32K
IEDI
Ishares U S ETF Tr Ishares Evo

ETFs
626
New
$49.21 - $57.4 $30.8K - $35.9K
626 $31K
MDIV
First Trust Multi Asset Divers

ETFs
1.91K
New
$16.02 - $16.68 $30.6K - $31.9K
1.91K $31K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
1.77K
New
$16.62 - $17.97 $29.4K - $31.8K
1.77K $29K
GRPN
Groupon, Inc.

Communication Services
1.5K
New
$9.77 - $18.83 $14.7K - $28.2K
1.5K $28K
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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