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
MUSA
Murphy Usa Inc.

Consumer Cyclical
-43
- 2.51%
$388.56 - $520.27 $16.7K - $22.4K
1.67K $678K
AIG
American International Group, Inc.

Financial Services
-1.26K
- 11.0%
$77.56 - $87.72 $97.5K - $110K
10.2K $870K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-111
- 0.19%
$68.13 - $74.77 $7.56K - $8.3K
59K $4.3M
KEY
Keycorp

Financial Services
-9.37K
- 31.59%
$13.23 - $17.42 $124K - $163K
20.3K $353K
MEOH
Methanex Corp

Basic Materials
-3.39K
- 91.2%
$25.87 - $37.31 $87.7K - $126K
327 $10K
CRL
Charles River Laboratories International, Inc.

Healthcare
-783
- 55.49%
$99.75 - $151.89 $78.1K - $119K
628 $95K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-8.34K
- 8.23%
$20.31 - $24.1 $169K - $201K
93K $2.24M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
-3.96K
- 8.48%
$33.53 - $39.61 $133K - $157K
42.7K $1.69M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1.04K
- 28.32%
$160.22 - $209.35 $167K - $218K
2.64K $552K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-2.23K
- 24.51%
$49.82 - $50.25 $111K - $112K
6.87K $343K
XLC
Select Sector Spdr Tr Communic

ETFs
-15K
- 11.95%
$86.13 - $108.53 $1.29M - $1.63M
111K $12M
VFC
V F Corp

Consumer Cyclical
-4.09K
- 24.91%
$9.74 - $16.39 $39.8K - $67K
12.3K $144K
EXC
Exelon Corp

Utilities
-575
- 1.83%
$42.2 - $47.37 $24.3K - $27.2K
30.8K $1.34M
FCPT
Four Corners Property Trust, Inc.

Real Estate
-144
- 0.24%
$26.06 - $28.7 $3.75K - $4.13K
58.8K $1.58M
TFLO
Ishares Treasury Floating Rate

ETFs
-2.14K
- 15.39%
$50.47 - $50.66 $108K - $108K
11.8K $596K
WHR
Whirlpool Corp

Consumer Cyclical
-1.3K
- 60.36%
$75.71 - $101.42 $98.6K - $132K
855 $86K
CBOE
Cboe Global Markets, Inc.

Financial Services
-606
- 12.22%
$205.81 - $234.23 $125K - $142K
4.35K $1.01M
HCKT
Hackett Group, Inc.

Technology
-3.27K
- 62.06%
$23.5 - $29.2 $76.9K - $95.5K
2K $50K
MAA
Mid America Apartment Communities Inc.

Real Estate
-275
- 8.54%
$145.91 - $168.0 $40.1K - $46.2K
2.95K $435K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-3.73K
- 82.04%
$22.25 - $30.3 $83K - $113K
817 $22K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-1.06K
- 14.05%
$41.37 - $53.28 $43.7K - $56.3K
6.46K $288K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-3.54K
- 9.45%
$43.78 - $51.5 $155K - $183K
33.9K $1.75M
UTHR
United Therapeutics Corp

Healthcare
-271
- 25.45%
$276.47 - $328.4 $74.9K - $89K
794 $228K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-4K
- 47.13%
$24.54 - $25.07 $98.2K - $100K
4.49K $112K
ICUI
Icu Medical Inc

Healthcare
-707
- 94.65%
$127.74 - $151.04 $90.3K - $107K
40 $5K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-6.25K
- 13.45%
$28.75 - $33.88 $180K - $212K
40.3K $1.36M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
-2.34K
- 1.31%
$13.57 - $16.83 $31.8K - $39.4K
176K $2.75M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.32K
- 16.35%
$65.84 - $80.81 $153K - $187K
11.9K $950K
AMT
American Tower Corp

Real Estate
-914
- 2.89%
$203.96 - $228.19 $186K - $209K
30.7K $6.78M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-3.94K
- 6.76%
$13.25 - $14.85 $52.2K - $58.4K
54.3K $774K
GOOD
Gladstone Commercial Corp

Real Estate
-6.04K
- 65.11%
$13.16 - $15.07 $79.5K - $91.1K
3.24K $46K
GMED
Globus Medical Inc

Healthcare
-1.1K
- 54.88%
$55.82 - $75.5 $61.2K - $82.8K
902 $53K
USB
Us Bancorp \De\

Financial Services
-6.49K
- 9.84%
$36.4 - $45.76 $236K - $297K
59.5K $2.69M
SHW
Sherwin Williams CO

Basic Materials
-34
- 0.25%
$313.51 - $363.51 $10.7K - $12.4K
13.7K $4.71M
BAX
Baxter International Inc

Healthcare
-1.93K
- 23.85%
$27.8 - $34.02 $53.6K - $65.6K
6.16K $186K
WOLF
Wolfspeed, Inc.

Technology
-27.3K
- 91.56%
$0.4 - $4.46 $10.9K - $122K
2.52K $1K
IXC
Ishares Tr Global Energy ETF

ETFs
-1.94K
- 46.78%
$34.69 - $42.32 $67.4K - $82.3K
2.21K $86K
ALTG
Alta Equipment Group Inc.

Industrials
-20.7K
- 76.3%
$3.95 - $6.38 $81.9K - $132K
6.44K $40K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-11.8K
- 99.99%
$6.66 - $8.12 $78.4K - $95.5K
1 $0
CACI
Caci International Inc

Technology
-201
- 10.63%
N/A
1.69K $722K
EBC
Eastern Bankshares, Inc.

Financial Services
-235
- 0.32%
$14.18 - $16.5 $3.33K - $3.88K
72.7K $1.11M
WCC
Wesco International Inc

Industrials
-1.55K
- 23.07%
$132.86 - $186.1 $206K - $288K
5.17K $957K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-4K
- 16.99%
$29.36 - $35.56 $118K - $142K
19.6K $695K
AGNC
Agnc Investment Corp.

Real Estate
-7.16K
- 15.4%
$8.12 - $9.49 $58.2K - $68K
39.4K $361K
BBDC
Barings Bdc, Inc.

Financial Services
-6.67K
- 11.79%
$7.89 - $9.51 $52.6K - $63.4K
49.9K $455K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
-5.57K
- 19.12%
$15.13 - $16.84 $84.3K - $93.8K
23.6K $396K
FTV
Fortive Corp

Technology
-333
- 10.83%
$52.13 - $74.29 $17.4K - $24.7K
2.74K $142K
RCII
Rent A Center Inc De

Industrials
-3.07K
- 66.11%
N/A
1.57K $41K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-22
- 0.13%
$21.27 - $26.73 $468 - $588
16.6K $363K
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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