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
TLTD
Flexshares Morningstar Dev Mkt

ETFs
80
New
$67.85 - $77.32 $5.43K - $6.19K
80 $5K
ELY
Callaway Golf CO

Consumer Cyclical
215
New
N/A
215 $4K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
600
New
$7.06 - $9.39 $4.24K - $5.63K
600 $4K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
98
New
$43.24 - $48.72 $4.24K - $4.77K
98 $4K
NFE
New Fortress Energy Inc.

Utilities
501
New
$8.31 - $16.3 $4.16K - $8.17K
501 $4K
SMHI
Seacor Marine Holdings Inc.

Industrials
742
New
$4.86 - $7.31 $3.61K - $5.42K
742 $3K
NAK
Northern Dynasty Minerals LTD

Basic Materials
2.79K
New
$0.58 - $1.22 $1.62K - $3.4K
2.79K $3K
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
75
New
$41.85 - $49.61 $3.14K - $3.72K
75 $3K
JBGS
Jbg Smith Properties

Real Estate
211
New
$14.0 - $16.11 $2.95K - $3.4K
211 $3K
BRZE
Braze, Inc.

Technology
100
New
$32.44 - $47.22 $3.24K - $4.72K
100 $3K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
300
New
$7.93 - $13.21 $2.38K - $3.96K
300 $2K
PHR
Phreesia, Inc.

Healthcare
83
New
$21.97 - $30.01 $1.82K - $2.49K
83 $2K
UCTT
Ultra Clean Holdings, Inc.

Technology
130
New
$21.41 - $39.15 $2.78K - $5.09K
130 $2K
TELA
Tela Bio, Inc.

Healthcare
1.99K
New
$1.22 - $2.91 $2.43K - $5.79K
1.99K $2K
INMB
Inmune Bio, Inc.

Healthcare
350
New
$4.93 - $10.48 $1.73K - $3.67K
350 $2K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
61
New
$30.35 - $33.16 $1.85K - $2.02K
61 $1K
UNTY
Unity Bancorp Inc

Financial Services
45
New
$39.98 - $50.05 $1.8K - $2.25K
45 $1K
MFA
Mfa Financial, Inc.

Real Estate
125
New
$9.53 - $11.0 $1.19K - $1.38K
125 $1K
ACCO
Acco Brands Corp

Industrials
250
New
$4.19 - $5.65 $1.05K - $1.41K
250 $1K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
20
New
$86.58 - $87.99 $1.73K - $1.76K
20 $1K
LSCC
Lattice Semiconductor Corp

Technology
20
New
$52.45 - $68.78 $1.05K - $1.38K
20 $1K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
66
New
$15.88 - $17.78 $1.05K - $1.17K
66 $1K
BYSI
Beyond Spring Inc.

Healthcare
1.08K
New
$1.44 - $1.8 $1.56K - $1.94K
1.08K $1K
VIR
Vir Biotechnology, Inc.

Healthcare
300
New
$6.48 - $12.48 $1.94K - $3.74K
300 $1K
GMRE
Global Medical Reit Inc.

Real Estate
128
New
$7.52 - $9.08 $963 - $1.16K
128 $1K
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
500
New
$3.23 - $6.6 $1.62K - $3.3K
500 $1K
ANVS
Annovis Bio, Inc.

Healthcare
1K
New
$1.5 - $5.39 $1.5K - $5.39K
1K $1K
SGDM
Sprott ETF Tr Gold Miners ETF
2.22K
New
N/A
2.22K $0
Spinnaker ETF Series
1.7K
New
N/A
1.7K $0
BTCS
Btcs Inc.

Financial Services
17
New
$1.5 - $3.57 $25.5 - $60.7
17 $0
STEM
Stem, Inc.

Technology
100
New
$0.35 - $1.22 $35 - $122
100 $0
Skyward Specialty Ins Group
2.01K
New
N/A
2.01K $0
Ark 21 Shares Bitcoin ETF
225
New
N/A
225 $0
Source Capital
200
New
N/A
200 $0
BUCK
Simplify Exchange Traded Fds S
74.1K
New
N/A
74.1K $0
Calamos ETF Tr
2K
New
N/A
2K $0
CAE
Cae Inc

Industrials
35
New
$23.09 - $26.78 $808 - $937
35 $0
Blackrock ETF Trust Ii
3.81K
New
N/A
3.81K $0
Blackrock ETF Trust
446
New
N/A
446 $0
Blackrock ETF Trust Ii
1.27K
New
N/A
1.27K $0
HAIL
Spdr S&P Kensho Smart Mobility

ETFs
26
New
$25.81 - $30.13 $671 - $783
26 $0
Qiagen Nv
35
New
N/A
35 $0
Beta Bionics Inc
1.12K
New
N/A
1.12K $0
Bny Mellon ETF Trust Ii
7.31K
New
N/A
7.31K $0
Sharplink Gaming Inc
165
New
N/A
165 $0
Sandisk Corp
639
New
N/A
639 $0
Simplify Exchange Traded Fun
69.5K
New
N/A
69.5K $0
SFIX
Stitch Fix, Inc.

Consumer Cyclical
11
New
$3.25 - $5.47 $35.8 - $60.2
11 $0
AAOI
Applied Optoelectronics, Inc.

Technology
25
New
$14.15 - $37.9 $354 - $948
25 $0
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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