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
Grayscale Ethereum Mini Tr E
600
New
N/A
600 $0
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
123
New
$2.6 - $3.19 $320 - $392
123 $0
GPRO
Go Pro, Inc.

Technology
408
New
$0.66 - $1.15 $269 - $469
408 $0
IDRV
Ishares Tr Self Driving Ev & T

ETFs
32
New
$28.9 - $31.59 $925 - $1.01K
32 $0
GEVO
Gevo, Inc.

Basic Materials
30
New
$1.14 - $2.85 $34.2 - $85.5
30 $0
Ishares Bitcoin Trust ETF
1.18K
New
N/A
1.18K $0
JPRE
J P Morgan Exchange Traded Fd

ETFs
13
New
$45.34 - $49.96 $589 - $649
13 $0
JPEM
Jp Morgan Diversified Return

ETFs
14
New
$50.81 - $54.04 $711 - $757
14 $0
Microstrategy Inc
7.16K
New
N/A
7.16K $0
Millrose Pptys Inc
4.68K
New
N/A
4.68K $0
Curis Inc
1.6K
New
N/A
1.6K $0
CDE
Coeur Mining, Inc.

Basic Materials
100
New
$5.02 - $7.29 $502 - $729
100 $0
CMRX
Chimerix Inc

Healthcare
25
New
$3.25 - $8.51 $81.3 - $213
25 $0
CHGG
Chegg, Inc

Consumer Defensive
44
New
$0.62 - $1.81 $27.3 - $79.6
44 $0
Capital Group Equity ETF Tr
152
New
N/A
152 $0
Capital Group International
2.43K
New
N/A
2.43K $0
Rbb Fd Inc
5.8K
New
N/A
5.8K $0
RFL
Rafael Holdings, Inc.

Real Estate
32
New
$1.62 - $2.1 $51.8 - $67.2
32 $0
Rbb Fund Trust
7.66K
New
N/A
7.66K $0
RPTX
Repare Therapeutics Inc.

Healthcare
11
New
$0.99 - $1.39 $10.9 - $15.3
11 $0
Capital Grp Fixed Incm ETF T
24.5K
New
N/A
24.5K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
1.85K
New
N/A
1.85K $0
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
5
New
$24.1 - $27.73 $121 - $139
5 $0
PEBPRF
Pebblebrook Hotel Tr Cum Red P
1K
New
N/A
1K $0
PEBPRE
Pebblebrook Hotel Tr Cum Red P
55.9K
New
N/A
55.9K $0
NNDM
Nano Dimension Ltd.

Technology
41
New
$1.59 - $2.66 $65.2 - $109
41 $0
Nano Nuclear Energy Inc
439
New
N/A
439 $0
Entrepreneurshares Series Tr
2.2K
New
N/A
2.2K $0
Newsmax Inc
26
New
N/A
26 $0
ENIC
Enel Chile S.A.

Utilities
161
New
$2.85 - $3.47 $459 - $559
161 $0
Oatly Group Ab
1.16K
New
N/A
1.16K $0
OPTT
Ocean Power Technologies, Inc.

Industrials
603
New
$0.45 - $1.61 $271 - $971
603 $0
1847 Hldgs LLC
34
New
N/A
34 $0
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
50
New
$1.26 - $1.69 $63 - $84.5
50 $0
Tidal Trust Iii
665
New
N/A
665 $0
Ouster Inc
3
New
N/A
3 $0
Outfront Media Inc
243
New
N/A
243 $0
Outset Med Inc
1.16K
New
N/A
1.16K $0
Neos ETF Trust
250
New
N/A
250 $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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email