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
PUI
Invesco Exchange Traded Fd Tr

ETFs
-300
- 42.86%
$38.44 - $41.5 $11.5K - $12.5K
400 $16K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-59
- 4.97%
$69.32 - $78.69 $4.09K - $4.64K
1.13K $78K
NTR
Nutrien Ltd.

Basic Materials
-694
- 14.65%
$45.28 - $53.84 $31.4K - $37.4K
4.04K $200K
RLAY
Relay Therapeutics, Inc.

Healthcare
-400
- 6.15%
$2.62 - $4.92 $1.05K - $1.97K
6.1K $15K
SPSC
Sps Commerce Inc

Technology
-53
- 68.83%
$123.05 - $197.4 $6.52K - $10.5K
24 $3K
TFII
Tfi International Inc.

Industrials
-80
- 86.02%
$76.98 - $140.13 $6.16K - $11.2K
13 $1K
TTAC
Fcf Us Quality ETF

ETFs
-71
- 0.86%
$65.72 - $67.39 $4.67K - $4.78K
8.17K $536K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-1.2K
- 54.55%
$8.57 - $10.13 $10.3K - $12.2K
1K $9K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-97
- 4.59%
$65.4 - $79.39 $6.34K - $7.7K
2.01K $149K
YMAR
First Tr Ex Tr Viii Cboe Vest
-456
- 31.32%
$22.77 - $24.61 $10.4K - $11.2K
1K $23K
EPHE
Ishares Msci Philippines ETF

ETFs
-387
- 43.63%
$23.32 - $26.0 $9.02K - $10.1K
500 $12K
MKSI
Mks Instruments Inc

Technology
-50
- 19.01%
$78.89 - $122.69 $3.94K - $6.13K
213 $17K
RKT
Rocket Companies, Inc.

Financial Services
-999
- 37.28%
$10.28 - $15.77 $10.3K - $15.8K
1.68K $20K
URBN
Urban Outfitters Inc

Consumer Cyclical
-57
- 2.14%
$48.81 - $60.44 $2.78K - $3.45K
2.61K $136K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-248
- 75.38%
$38.22 - $41.19 $9.48K - $10.2K
81 $3K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
-841
- 47.59%
$11.01 - $11.63 $9.26K - $9.78K
926 $10K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
-109
- 19.29%
$28.17 - $45.41 $3.07K - $4.95K
456 $13K
APPF
Appfolio Inc

Technology
-24
- 21.05%
$206.66 - $260.64 $4.96K - $6.26K
90 $19K
DBL
Double Line Opportunistic Credit Fund

Financial Services
-578
- 26.21%
$15.51 - $15.85 $8.96K - $9.16K
1.63K $25K
DOUG
Douglas Elliman Inc.

Real Estate
-6.71K
- 14.78%
$1.55 - $2.18 $10.4K - $14.6K
38.7K $66K
EEFT
Euronet Worldwide, Inc.

Technology
-97
- 22.05%
$94.42 - $110.06 $9.16K - $10.7K
343 $36K
GDV
Gabelli Dividend & Income Trust

Financial Services
-135
- 0.05%
$23.47 - $25.3 $3.17K - $3.42K
297K $7.16M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-817
- 4.24%
$19.7 - $20.61 $16.1K - $16.8K
18.5K $372K
AOA
Ishares Tr Core Aggressive All

ETFs
-102
- 1.01%
$75.7 - $80.01 $7.72K - $8.16K
9.99K $764K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-460
- 36.86%
$20.1 - $20.8 $9.25K - $9.57K
788 $16K
NTRA
Natera, Inc.

Healthcare
-18
- 5.04%
$132.63 - $177.0 $2.39K - $3.19K
339 $47K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-11
- 0.44%
$37.9 - $43.9 $417 - $483
2.52K $96K
GNR
Spdr S&P Global Natural Resour

ETFs
-311
- 13.75%
$50.12 - $54.48 $15.6K - $16.9K
1.95K $103K
SANM
Sanmina Corp

Technology
-121
- 52.38%
$73.38 - $90.52 $8.88K - $11K
110 $8K
AMBA
Ambarella Inc

Technology
-63
- 26.47%
$48.94 - $82.94 $3.08K - $5.23K
175 $8K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-66
- 0.95%
$32.86 - $38.05 $2.17K - $2.51K
6.89K $228K
NVMI
Nova Ltd.

Technology
-22
- 5.49%
$184.33 - $273.65 $4.06K - $6.02K
379 $69K
AVEM
American Centy ETF Tr Avantis

ETFs
-164
- 9.84%
$57.11 - $62.4 $9.37K - $10.2K
1.5K $90K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
-39
- 0.37%
$24.57 - $26.23 $958 - $1.02K
10.4K $254K
ETSY
Etsy Inc

Consumer Cyclical
-136
- 59.13%
$44.4 - $57.29 $6.04K - $7.79K
94 $4K
KMI
Kinder Morgan, Inc.

Energy
-8.31K
- 4.09%
$26.1 - $31.22 $217K - $259K
195K $5.56M
LMND
Lemonade, Inc.

Financial Services
-158
- 30.5%
$30.77 - $38.56 $4.86K - $6.09K
360 $11K
M
Macy'S, Inc.

Consumer Cyclical
-299
- 30.7%
$12.56 - $16.82 $3.76K - $5.03K
675 $8K
MMSI
Merit Medical Systems Inc

Healthcare
-94
- 62.25%
$95.64 - $110.29 $8.99K - $10.4K
57 $6K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-372
- 14.93%
$25.81 - $28.52 $9.6K - $10.6K
2.12K $58K
PFIX
Simplify ETF Simplify Int Rate

ETFs
-73
- 6.74%
$44.43 - $57.11 $3.24K - $4.17K
1.01K $48K
SWI
Solar Winds Corp

Technology
-1.63K
- 30.78%
$13.53 - $18.46 $22.1K - $30.1K
3.67K $67K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-126
- 18.0%
$69.87 - $75.62 $8.8K - $9.53K
574 $41K
WDS
Woodside Energy Group LTD

Energy
-457
- 28.02%
$14.15 - $16.33 $6.47K - $7.46K
1.17K $17K
EURN
Euronav Nv

Energy
-432
- 7.41%
N/A
5.4K $83K
BRKR
Bruker Corp

Healthcare
-43
- 15.69%
$41.74 - $62.95 $1.79K - $2.71K
231 $9K
EFC
Ellington Financial Inc.

Real Estate
-755
- 29.02%
$12.08 - $14.35 $9.12K - $10.8K
1.85K $24K
EQX
Equinox Gold Corp.

Basic Materials
-1.7K
- 62.96%
$5.09 - $7.16 $8.65K - $12.2K
1K $6K
FMC
Fmc Corp

Basic Materials
-46
- 5.69%
$34.54 - $56.38 $1.59K - $2.59K
763 $32K
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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