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
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-395
- 10.3%
$22.66 - $26.12 $8.95K - $10.3K
3.44K $84K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
-199
- 1.08%
$13.05 - $14.45 $2.6K - $2.88K
18.2K $243K
PEAK
Healthpeak Properties, Inc.

Real Estate
-995
- 21.19%
N/A
3.7K $70K
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-1.03K
- 11.46%
$29.8 - $35.39 $30.5K - $36.3K
7.92K $280K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-929
- 20.11%
$26.82 - $30.48 $24.9K - $28.3K
3.69K $112K
SPH
Suburban Propane Partners LP

Utilities
-60
- 0.85%
$17.75 - $21.62 $1.07K - $1.3K
7.01K $129K
BHK
Blackrock Core Bond Trust

Financial Services
-126
- 0.81%
$9.5 - $11.0 $1.2K - $1.39K
15.4K $150K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
-500
- 1.37%
$17.67 - $18.32 $8.84K - $9.16K
36K $649K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-353
- 80.96%
$46.22 - $57.51 $16.3K - $20.3K
83 $4K
MHK
Mohawk Industries Inc

Consumer Cyclical
-35
- 2.25%
$97.99 - $117.15 $3.43K - $4.1K
1.52K $159K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-1.15K
- 21.27%
$13.63 - $14.4 $15.7K - $16.6K
4.26K $59K
TW
Tradeweb Markets Inc.

Financial Services
-78
- 2.18%
$125.37 - $149.02 $9.78K - $11.6K
3.5K $512K
ALC
Alcon Inc

Healthcare
-23
- 0.96%
$82.88 - $98.3 $1.91K - $2.26K
2.38K $210K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-871
- 5.24%
$10.23 - $11.0 $8.91K - $9.58K
15.8K $165K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-217
- 2.34%
N/A
9.04K $672K
HTAB
Hartford Fds Exchange Traded

ETFs
-719
- 10.44%
$18.44 - $19.31 $13.3K - $13.9K
6.17K $115K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-1.03K
- 7.47%
$18.28 - $18.7 $18.8K - $19.2K
12.7K $238K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-82
- 0.78%
$1.66 - $3.61 $136 - $296
10.5K $18K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-504
- 14.87%
$36.2 - $38.97 $18.2K - $19.6K
2.89K $112K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-219
- 5.8%
$50.56 - $59.57 $11.1K - $13K
3.55K $184K
RRX
Regal Rexnord Corp

Industrials
-298
- 35.1%
$94.06 - $147.0 $28K - $43.8K
551 $79K
WST
West Pharmaceutical Services Inc

Healthcare
-67
- 11.82%
$190.39 - $227.7 $12.8K - $15.3K
500 $109K
WES
Western Midstream Partners, LP

Energy
-139
- 2.79%
$34.99 - $41.61 $4.86K - $5.78K
4.85K $187K
WIX
Wix.Com Ltd.

Technology
-100
- 47.17%
$146.5 - $189.61 $14.7K - $19K
112 $17K
BCE
Bce Inc

Communication Services
-602
- 15.19%
$20.87 - $22.95 $12.6K - $13.8K
3.36K $74K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-377
- 2.39%
$19.39 - $20.21 $7.31K - $7.62K
15.4K $302K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-399
- 1.65%
$44.68 - $45.96 $17.8K - $18.3K
23.8K $1.09M
FCAL
First Tr Iii Calif Mun High In

ETFs
-268
- 4.99%
$47.18 - $49.3 $12.6K - $13.2K
5.1K $244K
MLPA
Global X Mlp ETF

ETFs
-233
- 15.83%
$46.47 - $54.16 $10.8K - $12.6K
1.24K $62K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-670
- 18.26%
$23.36 - $24.11 $15.7K - $16.2K
3K $71K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-320
- 4.04%
$47.55 - $50.44 $15.2K - $16.1K
7.59K $381K
MATX
Matson, Inc.

Industrials
-92
- 28.48%
$93.11 - $132.21 $8.57K - $12.2K
231 $25K
MBLY
Mobileye Global Inc.
-3.39K
- 26.99%
$11.77 - $18.44 $39.9K - $62.6K
9.18K $165K
NWN
Northwest Natural Holding CO

Utilities
-190
- 6.64%
$39.62 - $44.11 $7.53K - $8.38K
2.67K $106K
WMG
Warner Music Group Corp.

Communication Services
-467
- 76.43%
$25.91 - $31.32 $12.1K - $14.6K
144 $3K
G
Genpact LTD

Technology
-300
- 88.5%
$40.65 - $50.56 $12.2K - $15.2K
39 $1K
AIR
Aar Corp

Industrials
-332
- 51.23%
$48.56 - $69.04 $16.1K - $22.9K
316 $21K
ADT
Adt Inc.

Industrials
-2K
- 35.45%
$7.54 - $8.6 $15.1K - $17.2K
3.64K $30K
ADC
Agree Realty Corp

Real Estate
-127
- 10.31%
$70.68 - $79.12 $8.98K - $10K
1.11K $80K
AI
C3.Ai, Inc.

Technology
-1.65K
- 22.34%
$18.24 - $27.8 $30K - $45.7K
5.72K $140K
COTY
Coty Inc.

Consumer Defensive
-2.52K
- 55.35%
$4.57 - $5.65 $11.5K - $14.3K
2.04K $9K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-359
- 25.61%
$21.02 - $26.3 $7.55K - $9.44K
1.04K $21K
JBHT
Hunt J B Transport Services Inc

Industrials
-70
- 6.28%
$124.73 - $152.78 $8.73K - $10.7K
1.04K $149K
JUPW
Jupiter Wellness, Inc.

Healthcare
-5K
- 2.38%
N/A
205K $599K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-4.01K
- 99.9%
$3.37 - $4.33 $13.5K - $17.4K
4 $0
OHI
Omega Healthcare Investors Inc

Real Estate
-123
- 1.68%
$35.55 - $39.05 $4.37K - $4.8K
7.21K $264K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-102
- 37.5%
$17.1 - $63.66 $1.74K - $6.49K
170 $2K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-200
- 17.39%
$60.77 - $68.5 $12.2K - $13.7K
950 $63K
CNA
Cna Financial Corp

Financial Services
-270
- 73.57%
$45.03 - $50.88 $12.2K - $13.7K
97 $4K
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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