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
IPAR
Inter Parfums Inc

Consumer Defensive
255
New
$98.38 - $138.55 $25.1K - $35.3K
255 $25K
MRCY
Mercury Systems Inc

Industrials
300
New
$50.09 - $77.4 $15K - $23.2K
300 $23K
VCYT
Veracyte, Inc.

Healthcare
646
New
$23.03 - $34.33 $14.9K - $22.2K
646 $22K
BLW
Blackrock LTD Duration Income Trust

Financial Services
1.63K
New
$14.0 - $14.26 $22.8K - $23.2K
1.63K $22K
EMHC
Spdr Bloomberg Emerging Market
891
New
$24.31 - $25.33 $21.7K - $22.6K
891 $22K
VTWV
Vanguard Russell 2000 Value Et

ETFs
140
New
$138.45 - $158.63 $19.4K - $22.2K
140 $21K
BHV
Blackrock Virginia Municipal Bond Trust

Financial Services
2K
New
$10.01 - $10.88 $20K - $21.8K
2K $21K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
436
New
$42.78 - $47.77 $18.7K - $20.8K
436 $20K
JHEM
John Hancock Exchange Traded

ETFs
626
New
$29.05 - $31.71 $18.2K - $19.9K
626 $19K
PLTM
Granite Shares Platinum Trust

ETFs
1.23K
New
$12.47 - $15.43 $15.3K - $18.9K
1.23K $18K
IAUM
I Shares Gold Trust Micro

ETFs
457
New
$32.6 - $38.5 $14.9K - $17.6K
457 $17K
AVXL
Anavex Life Sciences Corp.

Healthcare
1.82K
New
$8.44 - $13.41 $15.4K - $24.4K
1.82K $16K
QURE
Uni Qure N.V.

Healthcare
250
New
$13.28 - $59.4 $3.32K - $14.9K
250 $14K
ALVO
Alvotech

Healthcare
1.72K
New
$7.82 - $9.81 $13.4K - $16.8K
1.72K $14K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
550
New
$25.39 - $25.57 $14K - $14.1K
550 $14K
AQST
Aquestive Therapeutics, Inc.

Healthcare
2.5K
New
$3.4 - $5.99 $8.5K - $15K
2.5K $13K
KRNY
Kearny Financial Corp.

Financial Services
1.85K
New
$5.85 - $6.95 $10.8K - $12.9K
1.85K $12K
MT
Arcelor Mittal

Basic Materials
351
New
$30.39 - $36.94 $10.7K - $13K
351 $12K
ACVF
ETF Opportunities Tr American

ETFs
245
New
$47.19 - $49.42 $11.6K - $12.1K
245 $12K
INFA
Informatica Inc.

Technology
487
New
$24.21 - $24.95 $11.8K - $12.2K
487 $12K
TPG
Tpg Inc.

Financial Services
200
New
$52.84 - $64.4 $10.6K - $12.9K
200 $11K
USAU
U.S. Gold Corp.

Basic Materials
700
New
$10.22 - $16.4 $7.15K - $11.5K
700 $11K
TPC
Tutor Perini Corp

Industrials
170
New
$45.65 - $66.81 $7.76K - $11.4K
170 $11K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
900
New
$12.4 - $14.47 $11.2K - $13K
900 $11K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
233
New
$40.04 - $45.11 $9.33K - $10.5K
233 $10K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
200
New
$50.16 - $55.21 $10K - $11K
200 $10K
VERA
Vera Therapeutics, Inc.

Healthcare
350
New
$19.25 - $28.96 $6.74K - $10.1K
350 $10K
QTWO
Q2 Holdings, Inc.

Technology
137
New
$72.39 - $94.97 $9.92K - $13K
137 $9K
WERN
Werner Enterprises Inc

Industrials
348
New
$26.03 - $29.98 $9.06K - $10.4K
348 $9K
SOCL
Global X Fds Global X Social M

ETFs
164
New
$52.7 - $62.63 $8.64K - $10.3K
164 $9K
SJW
Sjw Group

Utilities
184
New
N/A
184 $9K
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
265
New
N/A
265 $9K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
179
New
$40.76 - $47.94 $7.3K - $8.58K
179 $8K
IESC
Ies Holdings, Inc.

Industrials
21
New
$289.3 - $397.65 $6.08K - $8.35K
21 $8K
REPL
Replimune Group, Inc.

Healthcare
2.06K
New
$2.81 - $12.63 $5.8K - $26.1K
2.06K $8K
TWIN
Twin Disc Inc

Industrials
600
New
$8.5 - $14.57 $5.1K - $8.74K
600 $8K
NUVL
Nuvalent, Inc.

Healthcare
86
New
$72.16 - $86.48 $6.21K - $7.44K
86 $7K
ADPT
Adaptive Biotechnologies Corp

Healthcare
469
New
$10.24 - $14.96 $4.8K - $7.02K
469 $7K
LASR
Nlight, Inc.

Technology
250
New
$18.28 - $31.55 $4.57K - $7.89K
250 $7K
SYNL
Synalloy Corp
508
New
N/A
508 $7K
FOLD
Amicus Therapeutics, Inc.

Healthcare
1K
New
$5.84 - $8.57 $5.84K - $8.57K
1K $7K
AVIG
American Centy ETF Tr Avantis

ETFs
181
New
$41.02 - $42.32 $7.42K - $7.66K
181 $7K
MFA
Mfa Financial, Inc.

Real Estate
800
New
$9.09 - $10.4 $7.27K - $8.32K
800 $7K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
501
New
$13.2 - $17.81 $6.61K - $8.92K
501 $6K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
28
New
$167.19 - $219.52 $4.68K - $6.15K
28 $6K
LEGN
Legend Biotech Corp

Healthcare
200
New
$32.61 - $44.32 $6.52K - $8.86K
200 $6K
RFV
Invesco Exchange Traded Fd Tr

ETFs
47
New
$119.35 - $132.13 $5.61K - $6.21K
47 $6K
AKRO
Akero Therapeutics, Inc.

Healthcare
136
New
$42.18 - $54.33 $5.74K - $7.39K
136 $6K
PINC
Premier, Inc.

Healthcare
183
New
$20.88 - $28.25 $3.82K - $5.17K
183 $5K
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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