Steward Partners Investment Advisory, LLC New Holdings in Q2 2025

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Angi Inc
173
New
N/A
173 $0
Fitlife Brands Inc
100
New
N/A
100 $0
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
33
New
$8.76 - $9.82 $289 - $324
33 $0
Mfs Active Exchange Traded F
1.23K
New
N/A
1.23K $0
Lenz Therapeutics Inc
19
New
N/A
19 $0
LZ
Legalzoom.Com, Inc.

Industrials
35
New
$6.61 - $9.71 $231 - $340
35 $0
Lmp Cap & Income Fd Inc
158K
New
N/A
158K $0
KOS
Kosmos Energy Ltd.

Energy
0
New
$1.52 - $2.28 $0 - $0
0 $0
Karman Hldgs Inc
8
New
N/A
8 $0
Listed Fds Tr
331
New
N/A
331 $0
J P Morgan Exchange Traded F
927
New
N/A
927 $0
Ishares Ethereum Tr
2.3K
New
N/A
2.3K $0
Ishares Tr
452
New
N/A
452 $0
Mfs Active Exchange Traded F
14.8K
New
N/A
14.8K $0
Mfs Active Exchange Traded F
18.2K
New
N/A
18.2K $0
MGNI
Magnite, Inc.

Communication Services
40
New
$9.0 - $24.12 $360 - $965
40 $0
PHI
Pldt Inc.

Communication Services
4
New
$20.74 - $23.86 $83 - $95.4
4 $0
OVV
Ovintiv Inc.

Energy
0
New
$31.18 - $44.14 $0 - $0
0 $0
Organigram Global Inc
26
New
N/A
26 $0
Or Royalties Inc.
2.62K
New
N/A
2.62K $0
ZEUS
Olympic Steel Inc

Basic Materials
20
New
$28.11 - $34.92 $562 - $698
20 $0
Nushares ETF Tr
200
New
N/A
200 $0
MNSO
Miniso Group Holding LTD

Consumer Cyclical
8
New
$14.31 - $22.19 $114 - $178
8 $0
Nektar Therapeutics
2
New
N/A
2 $0
Nxu Inc
1
New
N/A
1 $0
MIR
Mirion Technologies, Inc.

Industrials
37
New
$12.7 - $21.71 $470 - $803
37 $0
Marketwise Inc
194
New
N/A
194 $0
Ishares Tr
575
New
N/A
575 $0
Ishares Tr
51.7K
New
N/A
51.7K $0
Ishares Tr
334
New
N/A
334 $0
Harbor ETF Trust
38.2K
New
N/A
38.2K $0
Harbor ETF Trust
79.7K
New
N/A
79.7K $0
SIFI
Harbor ETF Tr Harbor Scientifi
3.14K
New
N/A
3.14K $0
Ryvyl Inc
9
New
N/A
9 $0
Gran Tierra Energy Inc
4K
New
N/A
4K $0
Goldman Sachs ETF Tr
985
New
N/A
985 $0
GOGO
Gogo Inc.

Communication Services
54
New
$6.62 - $14.79 $357 - $799
54 $0
Global X Fds
22
New
N/A
22 $0
Gladstone Capital Corp
1.37K
New
N/A
1.37K $0
Franklin Templeton Digital H
3.52K
New
N/A
3.52K $0
Forward Air Corp
151
New
N/A
151 $0
Howard Hughes Holdings Inc
12.6K
New
N/A
12.6K $0
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
318
New
$1.14 - $1.91 $363 - $607
318 $0
Innovex International Inc
216
New
N/A
216 $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
49
New
N/A
49 $0
Invesco Exch Trd Slf Idx Fd
250
New
N/A
250 $0
Invesco Exch Trd Slf Idx Fd
65
New
N/A
65 $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
28.6K
New
N/A
28.6K $0
PRN
Invesco Dwa Industrials Moment

ETFs
6
New
$122.83 - $157.05 $737 - $942
6 $0
Activity Summary
Buys All Purchases 1766 New Holdings 307 Increased Positions 1459 Sells All Sells 1301 Reductions 1301 Sold out 0 Options Calls 0 Puts 0
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