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
BSX
Boston Scientific Corp

Healthcare
-159
- 0.32%
$89.7 - $107.41 $14.3K - $17.1K
49.9K $5.36M
KD
Kyndryl Holdings, Inc.

Technology
-1.49K
- 4.19%
$27.77 - $41.96 $41.5K - $62.6K
34.2K $1.43M
FSMD
Fidelity Covington Tr Small Mi

ETFs
-3.61K
- 1.76%
$34.67 - $41.47 $125K - $150K
202K $8.36M
XLY
Select Sector Spdr Consumer Di

ETFs
-4.75K
- 6.82%
$176.34 - $218.59 $838K - $1.04M
65K $14.1M
CTVA
Corteva, Inc.

Basic Materials
-682
- 1.89%
$55.52 - $74.53 $37.9K - $50.8K
35.4K $2.64M
URI
United Rentals, Inc.

Industrials
-653
- 9.22%
$551.94 - $753.4 $360K - $492K
6.43K $4.85M
FTNT
Fortinet, Inc.

Technology
-1.04K
- 1.9%
$84.71 - $108.69 $87.9K - $113K
53.6K $5.66M
QCOM
Qualcomm Inc

Technology
-559
- 0.6%
$124.66 - $159.48 $69.7K - $89.1K
92.6K $14.7M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.97K
- 1.14%
$35.77 - $42.27 $142K - $168K
344K $14.5M
MPWR
Monolithic Power Systems Inc

Technology
-394
- 7.73%
$455.19 - $737.73 $179K - $291K
4.71K $3.44M
COPX
Global X Copper Miners ETF

ETFs
-624
- 0.69%
$31.24 - $45.59 $19.5K - $28.4K
89.8K $4.04M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-51
- 0.08%
$108.87 - $133.04 $5.55K - $6.79K
67.1K $8.93M
DE
Deere & CO

Industrials
-516
- 2.41%
$412.99 - $531.48 $213K - $274K
20.9K $10.6M
HON
Honeywell International Inc

Industrials
-5.29K
- 6.14%
$182.86 - $232.88 $968K - $1.23M
80.9K $18.9M
XLF
Financial Sector Spdr

ETFs
-2.89K
- 0.95%
$43.92 - $52.37 $127K - $151K
300K $15.7M
EFG
Msci Eafe Growth ETF

ETFs
-3.47K
- 3.94%
$89.8 - $112.0 $311K - $388K
84.6K $9.47M
SNX
Td Synnex Corp

Technology
-2.84K
- 8.37%
$95.81 - $137.79 $272K - $391K
31.1K $4.22M
VIS
Vanguard Industrial ETF

ETFs
-933
- 3.17%
$220.04 - $280.07 $205K - $261K
28.5K $7.97M
BWXT
Bwx Technologies, Inc.

Industrials
-9.48K
- 20.77%
$89.24 - $144.06 $846K - $1.37M
36.2K $5.21M
ISRG
Intuitive Surgical Inc

Healthcare
-72
- 0.42%
$451.58 - $565.94 $32.5K - $40.7K
17K $9.25M
BST
Black Rock Science & Technology Trust

Financial Services
-579
- 0.34%
$29.62 - $38.3 $17.1K - $22.2K
169K $6.46M
COIN
Coinbase Global, Inc.

Technology
-5.01K
- 33.89%
$151.47 - $375.07 $758K - $1.88M
9.76K $3.42M
FDN
First Tr Fd Dow Jones

ETFs
-27
- 0.14%
$200.29 - $269.33 $5.41K - $7.27K
18.8K $5.05M
HOOD
Robinhood Markets, Inc.

Technology
-14K
- 33.23%
$34.17 - $93.63 $478K - $1.31M
28.1K $2.63M
PAVE
Global X Fds Us Infrastructure

ETFs
-1.59K
- 0.96%
$33.78 - $43.68 $53.8K - $69.5K
165K $7.18M
IWM
Ishares Russell 2000 ETF

ETFs
-409
- 0.66%
$174.82 - $215.79 $71.5K - $88.3K
61.7K $13.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
-128
- 0.14%
$151.62 - $183.47 $19.4K - $23.5K
88.8K $16.3M
ARKW
Ark Next Generation Internet E

ETFs
-133
- 0.69%
$82.77 - $147.9 $11K - $19.7K
19.2K $2.83M
FV
First Trust Dorsey Wright Focu

ETFs
-1.63K
- 0.63%
$48.43 - $59.26 $78.7K - $96.4K
256K $15.2M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-2.17K
- 3.2%
$82.32 - $112.47 $178K - $244K
65.5K $7.37M
CDNS
Cadence Design Systems Inc

Technology
-663
- 2.67%
$231.64 - $323.08 $154K - $214K
24.2K $7.46M
PH
Parker Hannifin Corp

Industrials
-150
- 1.08%
$517.23 - $700.54 $77.6K - $105K
13.8K $9.62M
KLAC
Kla Corp

Technology
-184
- 2.96%
$576.53 - $902.94 $106K - $166K
6.03K $5.4M
MCHP
Microchip Technology Inc

Technology
-3.69K
- 5.6%
$35.34 - $71.6 $130K - $264K
62.2K $4.38M
EHC
Encompass Health Corp

Healthcare
-337
- 0.58%
$96.12 - $122.63 $32.4K - $41.3K
57.3K $7.03M
CARR
Carrier Global Corp

Industrials
-3.26K
- 2.13%
$55.55 - $75.83 $181K - $247K
150K $11M
DLR
Digital Realty Trust, Inc.

Real Estate
-840
- 1.85%
$136.11 - $177.69 $114K - $149K
44.5K $7.76M
ARES
Ares Management Corp

Financial Services
-536
- 0.98%
$118.04 - $175.83 $63.3K - $94.2K
54.2K $9.39M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-2.29K
- 1.91%
$61.92 - $81.5 $142K - $186K
118K $9.57M
TPR
Tapestry, Inc.

Consumer Cyclical
-2.34K
- 2.41%
$60.6 - $87.81 $142K - $205K
94.9K $8.34M
IWP
Ishares Russell Mid Cap Growth

ETFs
-4.25K
- 2.58%
$104.34 - $138.68 $443K - $589K
160K $22.2M
BAC
Bank Of America Corp

Financial Services
-9.32K
- 1.3%
$34.39 - $47.46 $320K - $442K
708K $33.5M
GE
General Electric CO

Industrials
-8.76K
- 8.34%
$166.81 - $257.39 $1.46M - $2.25M
96.3K $24.8M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-743
- 0.21%
$97.68 - $121.38 $72.6K - $90.2K
356K $43.2M
AXON
Axon Enterprise, Inc.

Industrials
-1.29K
- 7.37%
$497.13 - $827.94 $642K - $1.07M
16.2K $13.4M
XLK
Technology Sector Spdr

ETFs
-13K
- 7.62%
$179.73 - $253.23 $2.34M - $3.3M
158K $40.1M
NRG
Nrg Energy, Inc.

Utilities
-268
- 0.36%
$83.61 - $162.67 $22.4K - $43.6K
74.5K $12M
CAT
Caterpillar Inc

Industrials
-2.08K
- 2.01%
$273.94 - $388.21 $569K - $807K
101K $39.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.86K
- 0.65%
$167.32 - $223.3 $1.31M - $1.75M
1.19M $262M
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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