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
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-850
- 44.83%
$9.49 - $14.83 $8.07K - $12.6K
1.05K $14K
HYMU
Blackrock ETF Tr Ii High Yield
-218
- 9.56%
$22.43 - $23.19 $4.89K - $5.06K
2.06K $47K
DUSA
Davis Fundamental ETF Tr

ETFs
-150
- 2.05%
$41.58 - $46.14 $6.24K - $6.92K
7.16K $303K
RFEM
First Trust Iii Riverfront Dyn

ETFs
-59
- 53.15%
$61.6 - $67.52 $3.63K - $3.98K
52 $3K
GPS
Gap Inc

Consumer Cyclical
-199
- 28.39%
N/A
502 $10K
HAIN
Hain Celestial Group Inc

Consumer Defensive
-350
- 25.93%
$3.58 - $6.19 $1.25K - $2.17K
1K $4K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-120
- 3.4%
$59.15 - $62.71 $7.1K - $7.53K
3.41K $210K
OMFL
Invesco Exchange Traded Self I

ETFs
-19
- 0.55%
$52.19 - $57.45 $992 - $1.09K
3.42K $182K
IYM
Ishares Tr

ETFs
-283
- 4.1%
$128.53 - $142.03 $36.4K - $40.2K
6.63K $893K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-231
- 25.81%
$21.84 - $23.31 $5.05K - $5.38K
664 $15K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-10
- 1.25%
$54.51 - $63.63 $545 - $636
789 $44K
JPMB
J P Morgan Usd Emerging Market

ETFs
-317
- 1.94%
$37.79 - $39.03 $12K - $12.4K
16K $618K
LYG
Lloyds Banking Group PLC

Financial Services
-8.17K
- 32.11%
$2.58 - $3.9 $21.1K - $31.8K
17.3K $65K
MAG
Mag Silver Corp

Basic Materials
-400
- 36.36%
$13.74 - $17.1 $5.5K - $6.84K
700 $10K
MVST
Microvast Holdings, Inc.

Industrials
-1.12K
- 41.97%
$1.15 - $2.41 $1.29K - $2.69K
1.55K $1K
PCTY
Paylocity Holding Corp

Technology
-2
- 0.73%
$183.21 - $217.86 $366 - $436
272 $50K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-116
- 77.33%
$37.17 - $41.44 $4.31K - $4.81K
34 $1K
SAND
Sandstorm Gold LTD

Basic Materials
-1.55K
- 41.77%
$5.54 - $7.65 $8.59K - $11.9K
2.16K $16K
SE
Sea LTD

Consumer Cyclical
-180
- 21.87%
$104.87 - $146.31 $18.9K - $26.3K
643 $83K
SHG
Shinhan Financial Group CO LTD

Financial Services
-106
- 88.33%
N/A
14 $0
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-234
- 17.04%
$36.05 - $45.61 $8.44K - $10.7K
1.14K $45K
EGY
Vaalco Energy Inc

Energy
-90
- 1.76%
$3.71 - $4.74 $334 - $427
5.02K $18K
ST
Sensata Technologies Holding PLC

Technology
-101
- 27.52%
$24.27 - $30.0 $2.45K - $3.03K
266 $6K
ADC
Agree Realty Corp

Real Estate
-165
- 11.81%
$68.36 - $77.19 $11.3K - $12.7K
1.23K $95K
ALGM
Allegro Microsystems, Inc.

Technology
-175
- 45.93%
$21.77 - $28.31 $3.81K - $4.95K
206 $5K
ALV
Autoliv Inc

Consumer Cyclical
-7
- 1.8%
$87.68 - $102.7 $614 - $719
381 $33K
AVA
Avista Corp

Utilities
-100
- 50.0%
$35.2 - $41.87 $3.52K - $4.19K
100 $4K
BLDP
Ballard Power Systems Inc.

Industrials
-800
- 20.66%
$1.1 - $1.99 $880 - $1.59K
3.07K $3K
BSY
Bentley Systems Inc

Technology
-36
- 14.46%
$39.34 - $47.7 $1.42K - $1.72K
213 $8K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-309
- 29.8%
$10.37 - $10.83 $3.2K - $3.35K
728 $7K
CNMD
Conmed Corp

Healthcare
-2
- 0.54%
$57.6 - $74.0 $115 - $148
369 $22K
EXTR
Extreme Networks Inc

Technology
-118
- 35.33%
$13.23 - $17.49 $1.56K - $2.06K
216 $2K
FHI
Federated Hermes, Inc.

Financial Services
-48
- 4.8%
$37.58 - $41.51 $1.8K - $1.99K
952 $38K
CVY
Invesco Exchange Traded Fd Tr

ETFs
-133
- 16.38%
$24.8 - $26.45 $3.3K - $3.52K
679 $17K
LCID
Lucid Group, Inc.

Consumer Cyclical
-464
- 14.1%
$2.03 - $3.48 $942 - $1.61K
2.83K $6K
MMS
Maximus, Inc.

Industrials
-26
- 9.25%
$64.34 - $79.68 $1.67K - $2.07K
255 $17K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-28
- 11.76%
$90.12 - $109.07 $2.52K - $3.05K
210 $20K
ROKU
Roku, Inc

Communication Services
-12
- 2.04%
$67.36 - $99.07 $808 - $1.19K
575 $40K
RYAAY
Ryanair Holdings PLC

Industrials
-42
- 6.98%
$41.54 - $50.08 $1.74K - $2.1K
560 $23K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-17
- 0.68%
$53.81 - $62.59 $915 - $1.06K
2.5K $139K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-107
- 1.4%
$23.32 - $23.84 $2.5K - $2.55K
7.53K $176K
SNN
Smith & Nephew PLC

Healthcare
-178
- 35.89%
$23.89 - $30.34 $4.25K - $5.4K
318 $9K
SUN
Sunoco LP

Energy
-187
- 15.02%
$51.29 - $59.25 $9.59K - $11.1K
1.06K $61K
TCBI
Texas Capital Bancshares Inc

Financial Services
-39
- 70.91%
$70.86 - $83.85 $2.76K - $3.27K
16 $1K
WLK
Westlake Corp

Basic Materials
-22
- 36.07%
$99.12 - $119.16 $2.18K - $2.62K
39 $3K
BEP
Brookfield Renewable Partners L.P.

Utilities
-58
- 1.87%
$20.03 - $23.79 $1.16K - $1.38K
3.04K $67K
ASC
Ardmore Shipping Corp

Industrials
-212
- 49.88%
$9.06 - $13.6 $1.92K - $2.88K
213 $2K
AGCO
Agco Corp

Industrials
-14
- 2.67%
$88.82 - $106.69 $1.24K - $1.49K
511 $47K
BIDU
Baidu, Inc.

Communication Services
-71
- 10.84%
$77.43 - $102.51 $5.5K - $7.28K
584 $53K
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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