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
NPO
Enpro Industries, Inc

Industrials
-220
- 14.44%
$161.21 - $207.46 $35.5K - $45.6K
1.3K $210K
FITB
Fifth Third Bancorp

Financial Services
-731
- 9.31%
$37.48 - $44.96 $27.4K - $32.9K
7.12K $279K
AMN
Amn Healthcare Services Inc

Healthcare
-2.15K
- 68.04%
$23.07 - $28.1 $49.6K - $60.5K
1.01K $24K
PDCO
Patterson Companies, Inc.

Healthcare
-1.67K
- 32.14%
$30.8 - $31.25 $51.3K - $52.1K
3.52K $109K
TECK
Teck Resources LTD

Basic Materials
-840
- 17.34%
$36.43 - $43.86 $30.6K - $36.8K
4K $145K
CGUS
Capital Group Core Equity ETF
-170
- 0.62%
$33.08 - $36.62 $5.62K - $6.23K
27.4K $915K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-2.83K
- 35.08%
$13.63 - $15.28 $38.5K - $43.2K
5.23K $71K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-234
- 0.88%
$63.77 - $68.75 $14.9K - $16.1K
26.5K $1.71M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-5.05K
- 1.57%
$51.52 - $52.37 $260K - $264K
317K $16.6M
IWC
Russell Micro Cap ETF

ETFs
-139
- 8.02%
$110.91 - $133.46 $15.4K - $18.6K
1.59K $176K
VTWO
Vanguard Russell 2000 ETF

ETFs
-258
- 7.79%
$80.08 - $92.93 $20.7K - $24K
3.05K $246K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-26
- 0.09%
$41.26 - $44.98 $1.07K - $1.17K
28.4K $1.19M
TECH
Bio Techne Corp

Healthcare
-336
- 15.72%
$58.47 - $78.75 $19.6K - $26.5K
1.8K $105K
ESAB
Esab Corp

Industrials
-392
- 56.32%
$115.08 - $131.54 $45.1K - $51.6K
304 $35K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-250
- 0.73%
$44.96 - $47.9 $11.2K - $12K
34.1K $1.55M
GBCI
Glacier Bancorp, Inc.

Financial Services
-598
- 16.15%
$43.81 - $52.23 $26.2K - $31.2K
3.11K $137K
ODV
Osisko Development Corp.

Basic Materials
-25.6K
- 31.7%
$1.24 - $1.63 $31.7K - $41.7K
55.1K $82K
WCN
Waste Connections, Inc.

Industrials
-668
- 18.97%
$169.89 - $195.19 $113K - $130K
2.85K $556K
WTFC
Wintrust Financial Corp

Financial Services
-43
- 1.21%
$107.76 - $136.92 $4.63K - $5.89K
3.5K $393K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-721
- 6.15%
$20.76 - $29.81 $15K - $21.5K
11K $228K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
-995
- 43.81%
$44.15 - $48.43 $43.9K - $48.2K
1.28K $58K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-735
- 11.28%
$50.93 - $57.24 $37.4K - $42.1K
5.78K $306K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-878
- 14.68%
$42.65 - $46.09 $37.4K - $40.5K
5.1K $220K
STX
Seagate Technology Holdings PLC

Technology
-328
- 2.5%
$84.92 - $108.42 $27.9K - $35.6K
12.8K $1.09M
AMG
Affiliated Managers Group, Inc.

Financial Services
-229
- 56.82%
$154.65 - $189.71 $35.4K - $43.4K
174 $29K
EA
Electronic Arts Inc.

Communication Services
-289
- 14.87%
$116.53 - $146.29 $33.7K - $42.3K
1.66K $239K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-1.75K
- 7.99%
N/A
20.1K $513K
SYF
Synchrony Financial

Financial Services
-117
- 3.69%
$51.9 - $70.63 $6.07K - $8.26K
3.06K $161K
WY
Weyerhaeuser CO

Real Estate
-3.46K
- 7.01%
$27.29 - $31.39 $94.5K - $109K
45.9K $1.35M
EWW
Ishares Inc Msci Mexico ETF

ETFs
-777
- 20.17%
N/A
3.08K $175K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-3.07K
- 13.73%
$20.96 - $23.51 $64.3K - $72.1K
19.3K $431K
BELFB
Bel Fuse Inc.

Technology
-300
- 11.11%
$73.55 - $86.91 $22.1K - $26.1K
2.4K $179K
SAM
Boston Beer CO Inc

Consumer Defensive
-28
- 4.76%
$219.16 - $301.26 $6.14K - $8.44K
560 $133K
JETS
ETF Ser Solutions U S Global J

ETFs
-140
- 1.6%
$20.77 - $26.81 $2.91K - $3.75K
8.59K $178K
PDT
John Hancock Premium Dividend Fund

Financial Services
-4.48K
- 10.14%
$12.43 - $13.08 $55.7K - $58.6K
39.7K $519K
IESC
Ies Holdings, Inc.

Industrials
-180
- 47.37%
$162.26 - $316.26 $29.2K - $56.9K
200 $33K
INTA
Intapp, Inc.

Technology
-456
- 15.38%
$57.21 - $74.1 $26.1K - $33.8K
2.51K $146K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-137
- 5.7%
$308.87 - $383.33 $42.3K - $52.5K
2.27K $741K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-772
- 1.41%
$49.78 - $53.19 $38.4K - $41.1K
53.9K $2.75M
DD
Du Pont De Nemours, Inc.

Basic Materials
-94
- 0.42%
$72.7 - $84.32 $6.83K - $7.93K
22.3K $1.66M
HEI
Heico Corp

Industrials
-175
- 98.31%
$219.6 - $270.85 $38.4K - $47.4K
3 $0
KBH
Kb Home

Consumer Cyclical
-126
- 2.81%
$57.73 - $70.05 $7.27K - $8.83K
4.36K $253K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-875
- 3.43%
$76.94 - $78.28 $67.3K - $68.5K
24.7K $1.93M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-6.37K
- 42.94%
$2.86 - $9.78 $18.2K - $62.2K
8.46K $24K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-150
- 0.5%
$42.86 - $45.92 $6.43K - $6.89K
29.6K $1.28M
PMX
Pimco Municipal Income Fund Iii

Financial Services
-5.58K
- 69.83%
$7.07 - $7.53 $39.4K - $42K
2.41K $17K
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
-2.15K
- 61.12%
$18.41 - $19.64 $39.7K - $42.3K
1.37K $26K
ROK
Rockwell Automation, Inc

Industrials
-46
- 4.41%
$255.29 - $303.75 $11.7K - $14K
998 $257K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-329
- 17.5%
$162.48 - $175.37 $53.5K - $57.7K
1.55K $269K
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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