Steward Partners Investment Advisory, LLC Reduced Holdings in Q2 2025

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-57.1K
- 2.66%
$172.42 - $223.89 $9.85M - $12.8M
2.09M $429M
UNH
Unitedhealth Group Inc

Healthcare
-9.27K
- 7.88%
$274.35 - $599.47 $2.54M - $5.56M
108K $33.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-439K
- 26.68%
$51.16 - $62.02 $22.5M - $27.3M
1.21M $74.9M
MRK
Merck & Co., Inc.

Healthcare
-174K
- 35.42%
$73.47 - $87.12 $12.8M - $15.2M
317K $25.1M
APP
App Lovin Corp

Technology
-65.1K
- 96.65%
$219.37 - $417.89 $14.3M - $27.2M
2.26K $790K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-579K
- 97.26%
$28.21 - $28.85 $16.3M - $16.7M
16.3K $469K
VCIT
Vanguard Intermediate Term Cor

ETFs
-201K
- 43.1%
$79.56 - $82.92 $16M - $16.7M
265K $22M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-365K
- 87.42%
$42.72 - $44.24 $15.6M - $16.2M
52.6K $2.31M
BSCV
Invesco ETF Self Indexed Fd Tr
-803K
- 99.7%
$15.97 - $16.53 $12.8M - $13.3M
2.42K $40K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-228K
- 24.6%
$47.46 - $55.3 $10.8M - $12.6M
698K $38.4M
SQ
Block, Inc.

Technology
-182K
- 90.36%
N/A
19.5K $1.11M
XLV
Select Sector Spdr Fund Health

ETFs
-51.1K
- 33.61%
$128.77 - $144.3 $6.58M - $7.37M
101K $13.6M
FEMS
First Trust Emerging Markets S

ETFs
-229K
- 98.29%
$32.56 - $40.98 $7.45M - $9.38M
3.98K $161K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-96.7K
- 32.41%
N/A
202K $17.3M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-335K
- 86.77%
$23.29 - $23.38 $7.81M - $7.84M
51.2K $1.19M
C
Citigroup Inc

Financial Services
-125K
- 60.33%
$58.13 - $85.12 $7.26M - $10.6M
82.2K $6.99M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10.9K
- 32.94%
$390.26 - $489.06 $4.26M - $5.34M
22.2K $9.02M
BNDX
Vanguard Total International B

ETFs
-151K
- 94.4%
$48.77 - $49.55 $7.38M - $7.5M
8.98K $444K
SHV
Ishares Tr

ETFs
-61.7K
- 24.52%
$110.06 - $110.46 $6.79M - $6.81M
190K $21M
IGE
Ishares Tr North Amern Nat Res

ETFs
-137K
- 45.36%
$38.21 - $46.01 $5.24M - $6.32M
165K $7.32M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-238K
- 83.12%
$24.14 - $25.43 $5.74M - $6.04M
48.3K $1.2M
MCHI
Ishares Msci China ETF

ETFs
-100K
- 83.72%
$45.22 - $55.86 $4.54M - $5.61M
19.5K $1.08M
VTV
Vanguard Value ETF

ETFs
-38.8K
- 10.23%
$153.67 - $176.74 $5.97M - $6.86M
340K $60.2M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-65K
- 44.62%
$62.08 - $73.58 $4.04M - $4.78M
80.7K $5.41M
OKE
Oneok Inc

Energy
-30.5K
- 23.21%
$78.71 - $100.37 $2.4M - $3.06M
101K $8.24M
GIS
General Mills Inc

Consumer Defensive
-524
- 0.09%
$50.37 - $60.97 $26.4K - $31.9K
576K $29.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-78.6K
- 80.6%
$50.08 - $63.14 $3.94M - $4.96M
18.9K $1.19M
IWD
Ishares Russell 1000 Val ETF

ETFs
-30.8K
- 9.64%
$166.82 - $194.23 $5.14M - $5.99M
289K $56.1M
TSCO
Tractor Supply CO

Consumer Cyclical
-68.6K
- 49.89%
$47.86 - $55.77 $3.28M - $3.83M
68.9K $3.64M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-288K
- 91.31%
$12.21 - $13.9 $3.51M - $4M
27.4K $356K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-76.4K
- 76.92%
$47.63 - $60.01 $3.64M - $4.58M
22.9K $1.36M
XLU
Utilities Sector Spdr

ETFs
-53.8K
- 26.83%
$73.09 - $82.77 $3.93M - $4.45M
147K $12M
LHX
L3 Harris Technologies, Inc.

Industrials
-26.2K
- 39.51%
$200.21 - $256.99 $5.24M - $6.72M
40K $10M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-27.6K
- 1.33%
$24.32 - $27.87 $671K - $768K
2.05M $54.3M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-334K
- 63.87%
$10.78 - $11.28 $3.6M - $3.76M
189K $2.1M
PG
Procter & Gamble CO

Consumer Defensive
-560
- 0.19%
$157.66 - $172.39 $88.3K - $96.5K
294K $46.9M
INTU
Intuit Inc

Technology
-7.65K
- 48.25%
$544.07 - $787.63 $4.16M - $6.02M
8.2K $6.46M
BMY
Bristol Myers Squibb CO

Healthcare
-16.3K
- 9.79%
$44.12 - $59.6 $718K - $970K
150K $6.94M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-28.5K
- 89.96%
$95.74 - $115.54 $2.73M - $3.29M
3.18K $363K
XLP
Consumer Staples Sector Spdr

ETFs
-40.5K
- 29.78%
N/A
95.4K $7.26M
SLB
Schlumberger Limited

Energy
-65.2K
- 68.65%
$31.95 - $42.2 $2.08M - $2.75M
29.8K $1.01M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-119K
- 29.88%
$22.81 - $22.97 $2.71M - $2.73M
278K $6.38M
XLE
Energy Sector Spdr

ETFs
-9.57K
- 4.47%
$76.44 - $94.13 $732K - $901K
204K $17.3M
LEN
Lennar Corp

Consumer Cyclical
-21.5K
- 68.84%
$102.76 - $115.66 $2.21M - $2.48M
9.72K $1.07M
ARCC
Ares Capital Corp

Financial Services
-106K
- 17.63%
$18.91 - $22.43 $2.01M - $2.38M
496K $10.9M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-39.3K
- 98.86%
$45.71 - $61.66 $1.8M - $2.43M
453 $21K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-97.8K
- 16.3%
$29.52 - $35.31 $2.89M - $3.45M
502K $17.7M
MUB
Ishares National Muni Bond ETF

ETFs
-20.3K
- 10.32%
$102.31 - $105.8 $2.07M - $2.15M
176K $18.4M
CASY
Caseys General Stores Inc

Consumer Cyclical
-6.46K
- 48.96%
$415.82 - $510.91 $2.68M - $3.3M
6.73K $3.43M
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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