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
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-321
- 58.15%
$47.6 - $51.91 $15.3K - $16.7K
231 $11K
FXG
First Tr Exchange Traded First

ETFs
-386
- 4.68%
$62.56 - $65.85 $24.1K - $25.4K
7.86K $513K
FNK
First Trust Mid Cap Value Alph

ETFs
-270
- 62.07%
$48.96 - $55.86 $13.2K - $15.1K
165 $8K
KAPR
Innovator U.S. Small Cap Power

ETFs
-245
- 6.44%
$30.82 - $33.62 $7.55K - $8.24K
3.56K $109K
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-826
- 8.45%
$32.01 - $34.37 $26.4K - $28.4K
8.95K $299K
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-196
- 59.04%
$58.23 - $69.12 $11.4K - $13.5K
136 $7K
AAL
American Airlines Group Inc.

Industrials
-1.24K
- 9.83%
N/A
11.4K $125K
BL
Blackline, Inc.

Technology
-210
- 55.56%
$47.46 - $65.64 $9.97K - $13.8K
168 $8K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-210
- 52.24%
$74.5 - $92.3 $15.6K - $19.4K
192 $17K
CPRT
Copart Inc

Consumer Cyclical
-130
- 1.47%
$52.3 - $59.83 $6.8K - $7.78K
8.68K $491K
PEAK
Healthpeak Properties, Inc.

Real Estate
-755
- 13.85%
N/A
4.7K $89K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-322
- 1.19%
$40.38 - $42.65 $13K - $13.7K
26.8K $1.11M
MTDR
Matador Resources CO

Energy
-138
- 9.38%
$44.79 - $63.77 $6.18K - $8.8K
1.33K $68K
MTH
Meritage Homes Corp

Consumer Cyclical
-38
- 28.79%
$69.41 - $152.01 $2.64K - $5.78K
94 $6K
FNDX
Schwab Fundamental U S Large C

ETFs
-509
- 1.66%
$23.03 - $25.01 $11.7K - $12.7K
30.1K $711K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
-1.99K
- 15.35%
$16.21 - $17.94 $32.3K - $35.8K
11K $197K
TTC
Toro CO

Industrials
-8
- 0.44%
$71.86 - $87.28 $575 - $698
1.81K $131K
IHY
Vaneck ETF Tr International Hi

ETFs
-658
- 84.04%
$20.36 - $21.2 $13.4K - $13.9K
125 $2K
ASX
Ase Technology Holding Co., Ltd.

Technology
-943
- 25.53%
$8.76 - $11.36 $8.26K - $10.7K
2.75K $24K
ARGX
Argenx Se

Healthcare
-8
- 2.11%
$571.0 - $671.75 $4.57K - $5.37K
372 $220K
FDT
First Trust Developed Markets

ETFs
-251
- 64.52%
$53.51 - $60.98 $13.4K - $15.3K
138 $8K
HXL
Hexcel Corp

Industrials
-76
- 6.73%
$54.76 - $70.69 $4.16K - $5.37K
1.05K $57K
NTLA
Intellia Therapeutics, Inc.

Healthcare
-966
- 66.94%
$7.11 - $12.8 $6.87K - $12.4K
477 $3K
EWH
Ishares Msci Hong Kong ETF

ETFs
-773
- 55.65%
$15.8 - $18.39 $12.2K - $14.2K
616 $10K
ICF
Ishares Tr

ETFs
-240
- 18.02%
$57.98 - $63.8 $13.9K - $15.3K
1.09K $67K
TFX
Teleflex Inc

Healthcare
-4
- 1.26%
$130.79 - $183.66 $523 - $735
313 $43K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-1
- 0.11%
$166.63 - $185.86 $167 - $186
876 $145K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-132
- 28.95%
$104.87 - $112.53 $13.8K - $14.9K
324 $35K
ABM
Abm Industries Inc

Industrials
-230
- 60.85%
$45.51 - $54.64 $10.5K - $12.6K
148 $7K
CTSH
Cognizant Technology Solutions Corp

Technology
-131
- 2.95%
$75.32 - $90.7 $9.87K - $11.9K
4.31K $329K
CUZ
Cousins Properties Inc

Real Estate
-365
- 92.17%
$28.06 - $31.21 $10.2K - $11.4K
31 $0
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-600
- 28.57%
$19.8 - $19.97 $11.9K - $12K
1.5K $29K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-30
- 5.66%
$80.4 - $106.5 $2.41K - $3.2K
500 $40K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-935
- 33.75%
$25.2 - $68.74 $23.6K - $64.3K
1.84K $54K
IXC
Ishares Tr Global Energy ETF

ETFs
-722
- 14.8%
$38.48 - $42.16 $27.8K - $30.4K
4.16K $174K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-241
- 1.68%
$4.79 - $6.02 $1.15K - $1.45K
14.1K $69K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-119
- 2.58%
$5.62 - $10.15 $669 - $1.21K
4.5K $28K
POR
Portland General Electric CO

Utilities
-396
- 6.08%
$40.56 - $45.24 $16.1K - $17.9K
6.12K $272K
SMG
Scotts Miracle Gro CO

Basic Materials
-42
- 4.95%
$54.76 - $77.7 $2.3K - $3.26K
807 $44K
SIGI
Selective Insurance Group Inc

Financial Services
-87
- 3.86%
$78.49 - $95.48 $6.83K - $8.31K
2.17K $198K
ADNT
Adient PLC

Consumer Cyclical
-696
- 80.84%
$12.81 - $18.26 $8.92K - $12.7K
165 $2K
NVCR
Novo Cure LTD

Healthcare
-349
- 77.73%
$17.82 - $30.19 $6.22K - $10.5K
100 $1K
CPB
Campbell Soup CO

Consumer Defensive
-42
- 0.88%
$37.29 - $42.04 $1.57K - $1.77K
4.75K $189K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-940
- 9.11%
$23.92 - $26.89 $22.5K - $25.3K
9.38K $242K
ENVX
Enovix Corp

Industrials
-512
- 25.52%
$7.21 - $14.33 $3.69K - $7.34K
1.49K $10K
HDB
Hdfc Bank LTD

Financial Services
-165
- 50.15%
$58.06 - $66.85 $9.58K - $11K
164 $10K
IEP
Icahn Enterprises L.P.

Industrials
-1.28K
- 59.56%
$8.87 - $10.43 $11.3K - $13.3K
867 $7K
INCY
Incyte Corp

Healthcare
-59
- 6.77%
$60.0 - $75.26 $3.54K - $4.44K
812 $49K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-255
- 1.38%
$35.29 - $36.56 $9K - $9.32K
18.2K $651K
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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