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
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
2.62K
New
$10.11 - $10.58 $26.4K - $27.7K
2.62K $26K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
1.11K
New
$22.2 - $23.74 $24.7K - $26.4K
1.11K $25K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
1.34K
New
$18.55 - $18.81 $24.9K - $25.2K
1.34K $25K
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
337
New
$68.9 - $76.16 $23.2K - $25.7K
337 $24K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
283
New
$81.58 - $109.72 $23.1K - $31.1K
283 $24K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
3.46K
New
$7.02 - $7.46 $24.3K - $25.8K
3.46K $24K
TSBK
Timberland Bancorp Inc

Financial Services
770
New
$28.5 - $32.04 $21.9K - $24.7K
770 $23K
DBND
Doubleline ETF Tr Opportunisti

ETFs
500
New
$44.88 - $46.36 $22.4K - $23.2K
500 $23K
IQ
I Qiyi, Inc.

Communication Services
10K
New
$1.83 - $2.54 $18.3K - $25.4K
10K $22K
PYN
Pimco New York Municipal Income Fund Iii

Financial Services
4.07K
New
$5.61 - $5.98 $22.8K - $24.3K
4.07K $22K
BEAT
Heart Beam, Inc.

Healthcare
11K
New
$1.94 - $2.48 $21.3K - $27.3K
11K $22K
KNTK
Kinetik Holdings Inc.

Energy
399
New
$49.51 - $66.5 $19.8K - $26.5K
399 $20K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
427
New
$46.18 - $47.84 $19.7K - $20.4K
427 $20K
PAXS
Pimco Access Income Fund

Financial Services
1.25K
New
$15.31 - $16.37 $19.1K - $20.5K
1.25K $20K
WAL
Western Alliance Bancorporation

Financial Services
250
New
$72.65 - $94.0 $18.2K - $23.5K
250 $19K
HERO
Global X Fds Video Games & Esp

ETFs
747
New
$23.07 - $27.32 $17.2K - $20.4K
747 $18K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.35K
New
$13.81 - $14.82 $18.7K - $20K
1.35K $18K
SKOR
Flexshares Tr Credit Scored Us

ETFs
380
New
$47.35 - $48.46 $18K - $18.4K
380 $18K
VFMV
Vanguard Wellington Fd

ETFs
130
New
$119.38 - $128.27 $15.5K - $16.7K
130 $16K
NGS
Natural Gas Services Group Inc

Energy
693
New
$20.78 - $29.35 $14.4K - $20.3K
693 $15K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
300
New
$50.21 - $51.23 $15.1K - $15.4K
300 $15K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
4.02K
New
$3.77 - $6.08 $15.1K - $24.4K
4.02K $15K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
1.75K
New
$8.92 - $11.7 $15.6K - $20.5K
1.75K $15K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
750
New
$20.08 - $21.07 $15.1K - $15.8K
750 $15K
KURE
Kraneshares Tr Msci All China

ETFs
900
New
$13.2 - $15.82 $11.9K - $14.2K
900 $14K
XSW
Spdr S&P Software & Services E

ETFs
76
New
$159.76 - $197.42 $12.1K - $15K
76 $12K
ARVN
Arvinas, Inc.

Healthcare
1.6K
New
$7.02 - $20.5 $11.2K - $32.8K
1.6K $11K
ADTN
Adtran Inc

Technology
1.35K
New
$8.49 - $11.83 $11.4K - $15.9K
1.35K $11K
POET
Poet Technologies Inc.

Technology
2.76K
New
$3.29 - $6.75 $9.07K - $18.6K
2.76K $10K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
175
New
$54.53 - $63.21 $9.54K - $11.1K
175 $10K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
2K
New
$3.68 - $5.58 $7.36K - $11.2K
2K $10K
QRFT
Qraft Ai Enhanced U S Large Ca

ETFs
200
New
$50.27 - $56.84 $10.1K - $11.4K
200 $10K
EXI
Ishares Global Industrials ETF

ETFs
62
New
$140.1 - $150.86 $8.69K - $9.35K
62 $9K
MILN
Global X Funds Global X Millen

ETFs
215
New
$41.85 - $49.7 $9K - $10.7K
215 $9K
FJP
First Trust Japan Alphadex Fun

ETFs
175
New
$49.98 - $57.59 $8.75K - $10.1K
175 $9K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
104
New
$78.26 - $95.21 $8.14K - $9.9K
104 $8K
SRRK
Scholar Rock Holding Corp

Healthcare
276
New
$32.15 - $45.55 $8.87K - $12.6K
276 $8K
OPRX
Optimize Rx Corp

Healthcare
1K
New
$4.14 - $9.47 $4.14K - $9.47K
1K $8K
BITO
Proshares Tr Bitcoin Strategy

ETFs
404
New
$17.57 - $25.81 $7.1K - $10.4K
404 $7K
JHSC
John Hancock ETF Tr Multifacto

ETFs
200
New
$36.26 - $41.89 $7.25K - $8.38K
200 $7K
DXPE
Dxp Enterprises Inc

Industrials
82
New
$76.67 - $107.03 $6.29K - $8.78K
82 $6K
EVF
Eaton Vance Senior Income Trust

Financial Services
1.09K
New
$5.84 - $6.28 $6.37K - $6.85K
1.09K $6K
LGND
Ligand Pharmaceuticals Inc

Healthcare
61
New
$105.14 - $122.23 $6.41K - $7.46K
61 $6K
IWX
Ishares Tr Russell 200 Value E

ETFs
73
New
$78.54 - $84.86 $5.73K - $6.19K
73 $5K
SKY
Skyline Champion Corp

Consumer Cyclical
61
New
$85.72 - $108.14 $5.23K - $6.6K
61 $5K
JHX
James Hardie Industries PLC

Basic Materials
228
New
$23.56 - $34.63 $5.37K - $7.9K
228 $5K
TASK
Task Us, Inc.

Technology
437
New
$12.9 - $17.21 $5.64K - $7.52K
437 $5K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
94
New
$61.91 - $66.79 $5.82K - $6.28K
94 $5K
CARS
Cars.Com Inc.

Consumer Cyclical
500
New
$11.14 - $18.86 $5.57K - $9.43K
500 $5K
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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