Steward Partners Investment Advisory, LLC Sells in Q1 2025

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-24.8K
- 1.14%
$209.68 - $247.1 $5.21M - $6.14M
2.15M $477M
MELI
Mercadolibre Inc

Consumer Cyclical
-26.6K
- 78.6%
$1739.0 - $2260.0 $46.2M - $60.1M
7.24K $14.1M
GOOGL
Alphabet Inc.

Communication Services
-39.8K
- 3.91%
$154.33 - $206.19 $6.14M - $8.21M
979K $151M
MRVL
Marvell Technology, Inc.

Technology
-329K
- 92.03%
$61.57 - $126.06 $20.2M - $41.4M
28.5K $1.75M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-485K
- 99.51%
$59.97 - $70.03 $29.1M - $34M
2.38K $149K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-36.4K
- 7.91%
$507.05 - $563.67 $18.4M - $20.5M
423K $218M
IWM
Ishares Russell 2000 ETF

ETFs
-111K
- 64.09%
$198.1 - $229.79 $22M - $25.5M
62.1K $12.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-481K
- 44.47%
$32.49 - $37.99 $15.6M - $18.3M
600K $20.1M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-226K
- 94.65%
$68.07 - $78.99 $15.4M - $17.9M
12.8K $869K
TSLA
Tesla, Inc.

Consumer Cyclical
-5.57K
- 5.26%
$222.15 - $428.22 $1.24M - $2.38M
100K $26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-407
- 0.15%
$468.34 - $539.52 $191K - $220K
279K $131M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-26.7K
- 37.67%
$408.78 - $448.82 $10.9M - $12M
44.2K $18.6M
VONG
Vanguard Russell 1000 Growth E

ETFs
-86.4K
- 90.7%
$92.71 - $107.38 $8.01M - $9.28M
8.87K $822K
WMT
Walmart Inc.

Consumer Defensive
-69.4K
- 6.78%
$84.5 - $105.05 $5.86M - $7.29M
953K $83.7M
TFC
Truist Financial Corp

Financial Services
-189K
- 72.45%
$39.48 - $48.15 $7.45M - $9.09M
71.8K $2.95M
AMD
Advanced Micro Devices Inc

Technology
-37.5K
- 17.78%
$96.63 - $129.55 $3.62M - $4.86M
173K $17.8M
QJUN
First Tr ETF
-263K
- 70.62%
$26.45 - $29.15 $6.97M - $7.68M
110K $2.9M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-149K
- 86.46%
$47.09 - $50.46 $7.02M - $7.52M
23.3K $1.11M
IHDG
Wisdomtree Tr

ETFs
-159K
- 49.97%
$43.4 - $47.51 $6.92M - $7.57M
160K $6.93M
NOW
Service Now, Inc.

Technology
-107
- 0.42%
$783.83 - $1170.39 $83.9K - $125K
25.4K $20.2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-17.6K
- 33.36%
$254.58 - $302.92 $4.48M - $5.33M
35.2K $8.99M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-18.8K
- 13.25%
$192.82 - $222.1 $3.62M - $4.17M
123K $23.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-78.1K
- 7.78%
$53.6 - $58.97 $4.18M - $4.6M
925K $50.7M
NVO
Novo Nordisk A S

Healthcare
-54.7K
- 42.45%
$69.3 - $90.95 $3.79M - $4.98M
74.2K $5.15M
VRT
Vertiv Holdings CO

Industrials
-67.5K
- 88.39%
N/A
8.86K $767K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-100K
- 60.3%
$45.72 - $51.73 $4.58M - $5.18M
65.9K $3.03M
FTSL
First Trust Senior Ln Fund

ETFs
-105K
- 88.85%
$45.65 - $46.48 $4.8M - $4.88M
13.2K $602K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-126K
- 98.04%
$35.21 - $37.69 $4.45M - $4.76M
2.52K $89K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-107K
- 92.36%
$41.28 - $44.23 $4.42M - $4.73M
8.84K $369K
EFG
Msci Eafe Growth ETF

ETFs
-49.7K
- 36.08%
$96.1 - $106.37 $4.78M - $5.29M
88.1K $8.81M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-12.8K
- 4.13%
$168.16 - $186.21 $2.15M - $2.38M
297K $50.7M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-34K
- 54.27%
$113.22 - $126.36 $3.85M - $4.29M
28.6K $3.29M
VGT
Vanguard Information Technolog

ETFs
-197
- 0.38%
$542.38 - $646.34 $107K - $127K
51.6K $28M
DLR
Digital Realty Trust, Inc.

Real Estate
-13.7K
- 23.21%
$142.1 - $183.56 $1.95M - $2.52M
45.4K $6.5M
LMT
Lockheed Martin Corp

Industrials
-4.39K
- 8.99%
$423.19 - $506.29 $1.86M - $2.22M
44.4K $19.8M
XLU
Utilities Sector Spdr

ETFs
-55.5K
- 21.68%
$74.7 - $80.27 $4.15M - $4.45M
200K $15.8M
DHR
Danaher Corp

Healthcare
-13.1K
- 38.88%
$201.62 - $250.59 $2.64M - $3.28M
20.6K $4.22M
HPE
Hewlett Packard Enterprise CO

Technology
-98.5K
- 31.01%
$14.77 - $24.42 $1.45M - $2.4M
219K $3.38M
AVT
Avnet Inc

Technology
-62.3K
- 85.07%
$46.61 - $54.65 $2.91M - $3.41M
10.9K $526K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-11.7K
- 3.17%
$108.02 - $120.45 $1.26M - $1.41M
357K $39.3M
ADBE
Adobe Inc.

Technology
-2.55K
- 7.64%
$377.84 - $464.11 $963K - $1.18M
30.8K $11.8M
PAVE
Global X Fds Us Infrastructure

ETFs
-61K
- 26.83%
$37.31 - $43.82 $2.28M - $2.67M
166K $6.28M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-114K
- 28.99%
$24.5 - $24.95 $2.79M - $2.85M
279K $6.91M
EVR
Evercore Inc.

Financial Services
-9.63K
- 99.16%
$190.28 - $291.27 $1.83M - $2.81M
82 $16K
IWP
Ishares Russell Mid Cap Growth

ETFs
-8.57K
- 4.95%
$114.9 - $139.6 $985K - $1.2M
164K $19.3M
CFG
Citizens Financial Group Inc

Financial Services
-55.5K
- 82.48%
$39.73 - $48.36 $2.2M - $2.68M
11.8K $482K
GIS
General Mills Inc

Consumer Defensive
-2.23K
- 0.39%
$57.56 - $65.3 $128K - $145K
576K $34.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-58.3K
- 68.91%
$40.79 - $42.32 $2.38M - $2.47M
26.3K $1.11M
BK
Bank Of New York Mellon Corp

Financial Services
-36.1K
- 39.19%
$75.42 - $88.95 $2.73M - $3.21M
56.1K $4.7M
Activity Summary
Buys All Purchases 1720 New Holdings 240 Increased Positions 1480 Sells All Sells 1196 Reductions 1196 Sold out 0 Options Calls 0 Puts 0
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