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
FLNC
Fluence Energy, Inc.

Utilities
-8
- 1.24%
$4.85 - $17.66 $38.8 - $141
638 $3K
GIL
Gildan Activewear Inc.

Consumer Cyclical
-86
- 9.62%
$44.19 - $55.09 $3.8K - $4.74K
808 $35K
IPGP
Ipg Photonics Corp

Technology
-36
- 7.17%
$57.86 - $77.8 $2.08K - $2.8K
466 $29K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-125
- 9.53%
$30.46 - $36.6 $3.81K - $4.58K
1.19K $36K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-100
- 20.0%
$69.64 - $76.33 $6.96K - $7.63K
400 $28K
NDSN
Nordson Corp

Industrials
-27
- 11.59%
$200.12 - $224.07 $5.4K - $6.05K
206 $41K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
-70
- 0.52%
$11.69 - $12.32 $818 - $862
13.4K $157K
TQQQ
Proshares Ultrapro Qqq

ETFs
-12
- 4.29%
$57.3 - $90.39 $688 - $1.08K
268 $15K
QS
Quantum Scape Corp

Consumer Cyclical
-40
- 0.66%
$4.15 - $6.58 $166 - $263
5.98K $24K
UTZ
Utz Brands, Inc.

Consumer Defensive
-459
- 65.76%
$13.18 - $15.15 $6.05K - $6.95K
239 $3K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-3.81K
- 48.63%
$0.6 - $1.22 $2.28K - $4.64K
4.02K $2K
EGBN
Eagle Bancorp Inc

Financial Services
-37
- 3.23%
$20.39 - $26.95 $754 - $997
1.11K $23K
EMBC
Embecta Corp.

Healthcare
-205
- 47.56%
$12.28 - $20.93 $2.52K - $4.29K
226 $2K
GMGI
Golden Matrix Group, Inc.

Communication Services
-3K
- 21.43%
$1.83 - $2.48 $5.49K - $7.44K
11K $21K
HFRO
Highland Income Fund\Ma

Financial Services
-1.08K
- 46.07%
$4.93 - $5.83 $5.31K - $6.28K
1.26K $6K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-35
- 30.97%
$109.48 - $136.56 $3.83K - $4.78K
78 $8K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-157
- 9.94%
$46.26 - $47.48 $7.26K - $7.45K
1.42K $67K
MFC
Manulife Financial Corp

Financial Services
-424
- 2.5%
$28.41 - $31.82 $12K - $13.5K
16.5K $514K
NCR
Ncr Corp

Technology
-359
- 45.33%
N/A
433 $6K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-300
- 4.2%
N/A
6.85K $133K
RNG
Ring Central, Inc.

Technology
-67
- 17.59%
$24.76 - $36.77 $1.66K - $2.46K
314 $7K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-17
- 2.94%
$77.33 - $90.16 $1.31K - $1.53K
562 $44K
THO
Thor Industries Inc

Consumer Cyclical
-11
- 3.78%
$75.81 - $105.39 $834 - $1.16K
280 $21K
VRNS
Varonis Systems Inc

Technology
-22
- 1.61%
$39.16 - $46.84 $862 - $1.03K
1.34K $54K
WVE
Wave Life Sciences Ltd.

Healthcare
-150
- 12.5%
$8.08 - $13.51 $1.21K - $2.03K
1.05K $8K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-498
- 2.23%
$5.87 - $6.26 $2.92K - $3.12K
21.8K $128K
BLNK
Blink Charging Co.

Industrials
-516
- 4.94%
$0.9 - $1.68 $464 - $867
9.94K $9K
CNM
Core & Main, Inc.

Industrials
-23
- 1.41%
$46.27 - $57.26 $1.06K - $1.32K
1.61K $77K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-76
- 70.37%
$55.97 - $64.13 $4.25K - $4.87K
32 $1K
DMAR
First Tr Ex Tr Viii Cboe Vest
-132
- 22.41%
$36.82 - $39.1 $4.86K - $5.16K
457 $17K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-128
- 50.59%
$40.44 - $43.17 $5.18K - $5.53K
125 $5K
FTS
Fortis Inc.

Utilities
-171
- 30.11%
$40.49 - $45.58 $6.92K - $7.79K
397 $18K
VPN
Global X Fds Data Ctr Reits &

ETFs
-323
- 8.08%
N/A
3.68K $58K
HBI
Hanesbrands Inc.

Consumer Cyclical
-601
- 72.58%
$5.76 - $8.6 $3.46K - $5.17K
227 $1K
GVI
Ishares Tr

ETFs
-51
- 8.85%
$103.49 - $106.02 $5.28K - $5.41K
525 $55K
MTCH
Match Group, Inc.

Communication Services
-143
- 19.75%
$30.08 - $36.47 $4.3K - $5.22K
581 $18K
MIDD
Middleby Corp

Industrials
-40
- 51.95%
$133.93 - $172.89 $5.36K - $6.92K
37 $5K
NFBK
Northfield Bancorp, Inc.

Financial Services
-200
- 6.25%
$10.87 - $12.25 $2.17K - $2.45K
3K $32K
PJT
Pjt Partners Inc.

Financial Services
-15
- 9.26%
$135.97 - $177.59 $2.04K - $2.66K
147 $20K
PVH
Pvh Corp.

Consumer Cyclical
-6
- 5.0%
$63.81 - $107.78 $383 - $647
114 $7K
RXO
Rxo, Inc.
-100
- 14.99%
$17.65 - $26.81 $1.76K - $2.68K
567 $10K
RPD
Rapid7, Inc.

Technology
-36
- 11.61%
$26.51 - $39.81 $954 - $1.43K
274 $7K
RTO
Rentokil Initial PLC

Industrials
-184
- 46.82%
$20.76 - $27.11 $3.82K - $4.99K
209 $4K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-325
- 3.54%
$66.9 - $71.57 $21.7K - $23.3K
8.86K $623K
VNT
Vontier Corp

Technology
-16
- 1.35%
$32.1 - $40.32 $514 - $645
1.17K $38K
WPC
W. P. Carey Inc.

Real Estate
-1.84K
- 14.3%
$53.5 - $65.05 $98.4K - $120K
11K $695K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
-199
- 81.89%
$26.9 - $27.93 $5.35K - $5.56K
44 $1K
PPLT
Abrdn Platinum ETF Trust

ETFs
-41
- 2.3%
N/A
1.75K $156K
ATKR
Atkore Inc.

Industrials
-43
- 63.24%
$58.89 - $88.18 $2.53K - $3.79K
25 $1K
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email