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
TDW
Tidewater Inc

Energy
-507
- 31.93%
$39.93 - $57.69 $20.2K - $29.2K
1.08K $45K
VALE
Vale S.A.

Basic Materials
-6.93K
- 26.82%
$8.5 - $10.19 $58.9K - $70.7K
18.9K $188K
AL
Air Lease Corp

Industrials
-831
- 69.89%
$43.38 - $51.13 $36K - $42.5K
358 $17K
BCE
Bce Inc

Communication Services
-1.67K
- 29.64%
$22.14 - $25.18 $37K - $42K
3.96K $90K
CGO
Calamos Global Total Return Fund

Financial Services
-2.64K
- 22.02%
$10.33 - $11.66 $27.3K - $30.8K
9.37K $96K
JBHT
Hunt J B Transport Services Inc

Industrials
-85
- 7.09%
$146.12 - $186.55 $12.4K - $15.9K
1.11K $164K
INSP
Inspire Medical Systems, Inc.

Healthcare
-215
- 93.48%
$157.24 - $215.42 $33.8K - $46.3K
15 $2K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-2.57K
- 4.55%
$22.42 - $23.22 $57.7K - $59.7K
53.9K $1.24M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-680
- 10.07%
$73.78 - $76.59 $50.2K - $52.1K
6.07K $464K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-365
- 19.37%
$43.82 - $58.86 $16K - $21.5K
1.52K $69K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-582
- 14.5%
$107.24 - $116.37 $62.4K - $67.7K
3.43K $399K
RS
Reliance Steel & Aluminum CO

Basic Materials
-180
- 27.65%
$266.61 - $302.66 $48K - $54.5K
471 $136K
SBLK
Star Bulk Carriers Corp.

Industrials
-2.6K
- 99.12%
$14.35 - $17.15 $37.3K - $44.6K
23 $0
ACI
Albertsons Companies, Inc.

Consumer Defensive
-2.61K
- 30.33%
$19.58 - $22.02 $51.1K - $57.5K
6K $131K
KEY
Keycorp

Financial Services
-204
- 0.68%
$15.15 - $18.3 $3.09K - $3.73K
29.7K $474K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-46
- 0.99%
$77.67 - $90.15 $3.57K - $4.15K
4.59K $359K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-743
- 29.39%
$45.03 - $48.14 $33.5K - $35.8K
1.79K $82K
ICLR
Icon PLC

Healthcare
-70
- 9.62%
$174.99 - $222.58 $12.2K - $15.6K
658 $115K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-1.46K
- 21.77%
$18.61 - $21.28 $27.1K - $31K
5.23K $99K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-1.4K
- 51.62%
$15.98 - $24.03 $22.4K - $33.6K
1.31K $21K
FCPI
Fidelity Covington Tr Stocks F

ETFs
-822
- 76.97%
$41.93 - $46.57 $34.5K - $38.3K
246 $10K
F
Ford Motor CO

Consumer Cyclical
-5.69K
- 3.48%
$9.12 - $10.43 $51.8K - $59.3K
158K $1.58M
CZA
Invesco Exchange Traded Fd Tr

ETFs
-349
- 45.74%
$101.07 - $108.24 $35.3K - $37.8K
414 $43K
CHY
Calamos Convertible & High Income Fund

Financial Services
-2.54K
- 61.61%
$10.1 - $12.0 $25.7K - $30.5K
1.58K $15K
CGCP
Capital Group Core Plus Income

ETFs
-1.66K
- 17.91%
$21.94 - $22.64 $36.4K - $37.6K
7.6K $170K
DSL
Double Line Income Solutions Fund

Financial Services
-2.8K
- 43.7%
$12.53 - $12.88 $35.1K - $36.1K
3.61K $45K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-505
- 2.41%
$37.4 - $39.42 $18.9K - $19.9K
20.5K $773K
ACM
Aecom

Industrials
-57
- 2.78%
$92.54 - $111.05 $5.27K - $6.33K
2K $185K
ALGT
Allegiant Travel CO

Industrials
-38
- 4.98%
$51.65 - $105.3 $1.96K - $4K
725 $37K
FSS
Federal Signal Corp

Industrials
-117
- 8.71%
$73.55 - $101.32 $8.61K - $11.9K
1.23K $90K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-818
- 28.02%
$39.08 - $41.36 $32K - $33.8K
2.1K $83K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
-2.84K
- 78.94%
$10.54 - $12.29 $30K - $34.9K
758 $7K
IRDM
Iridium Communications Inc.

Communication Services
-974
- 20.05%
$26.87 - $32.66 $26.2K - $31.8K
3.88K $106K
OC
Owens Corning

Industrials
-27
- 2.44%
$137.83 - $191.19 $3.72K - $5.16K
1.08K $154K
EDV
Vanguard Extended Duration Tre

ETFs
-743
- 13.47%
$65.05 - $73.43 $48.3K - $54.6K
4.78K $339K
GOLD
Barrick Gold Corp

Basic Materials
-14K
- 23.07%
$15.45 - $19.56 $216K - $274K
46.6K $906K
EWC
Ishares Msci Canada ETF

ETFs
-898
- 10.83%
$39.3 - $42.52 $35.3K - $38.2K
7.4K $301K
LUMN
Lumen Technologies, Inc.

Communication Services
-210
- 0.9%
$3.92 - $5.92 $823 - $1.24K
23.2K $91K
PLUG
Plug Power Inc

Industrials
-2.14K
- 5.67%
$1.34 - $3.15 $2.86K - $6.73K
35.5K $47K
QRVO
Qorvo, Inc.

Technology
-548
- 19.71%
$69.12 - $90.57 $37.9K - $49.6K
2.23K $161K
TWLO
Twilio Inc

Communication Services
-215
- 18.13%
$94.9 - $148.35 $20.4K - $31.9K
971 $95K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-136
- 1.05%
$58.38 - $64.16 $7.94K - $8.73K
12.8K $758K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-1.36K
- 5.85%
$23.03 - $23.17 $31.3K - $31.5K
21.9K $503K
OSTK
Overstock.Com, Inc

Consumer Cyclical
-1.25K
- 39.17%
N/A
1.94K $49K
PML
Pimco Municipal Income Fund Ii

Financial Services
-4K
- 67.8%
$8.04 - $8.62 $32.2K - $34.5K
1.9K $15K
AEIS
Advanced Energy Industries Inc

Industrials
-66
- 5.39%
$94.8 - $131.54 $6.26K - $8.68K
1.16K $110K
GIB
Cgi Inc

Technology
-279
- 72.66%
$98.12 - $122.43 $27.4K - $34.2K
105 $10K
ROBO
Robo Global Robotics And Autom

ETFs
-338
- 11.4%
$51.5 - $60.89 $17.4K - $20.6K
2.63K $135K
ARGT
Global X Msci Argentina ETF

ETFs
-361
- 34.71%
$78.45 - $89.29 $28.3K - $32.2K
679 $54K
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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