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
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
-315
- 20.79%
$1.55 - $2.73 $488 - $860
1.2K $1K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-12
- 1.11%
$96.18 - $109.82 $1.15K - $1.32K
1.07K $109K
CHH
Choice Hotels International Inc

Consumer Cyclical
-12
- 11.54%
$127.89 - $155.97 $1.53K - $1.87K
92 $12K
CLNE
Clean Energy Fuels Corp.

Energy
-80
- 3.75%
$1.55 - $3.57 $124 - $286
2.06K $3K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-4
- 11.76%
$1227.6 - $1458.46 $4.91K - $5.83K
30 $40K
LEGR
First Tr ETF Indxx Innovation

ETFs
-50
- 47.62%
$45.84 - $50.21 $2.29K - $2.51K
55 $2K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-30
- 2.09%
$25.27 - $28.3 $758 - $849
1.4K $36K
IIM
Invesco Value Municipal Income Trust

Financial Services
-248
- 2.8%
$11.84 - $12.49 $2.94K - $3.1K
8.61K $103K
PID
Invesco Exchange Traded Fd Tr

ETFs
-81
- 5.76%
N/A
1.33K $23K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-143
- 37.34%
$18.01 - $18.31 $2.58K - $2.62K
240 $4K
IIIV
I3 Verticals, Inc.

Technology
-238
- 12.21%
$23.2 - $29.67 $5.52K - $7.06K
1.71K $42K
JPSE
J P Morgan Diversified Return

ETFs
-43
- 48.31%
$42.78 - $48.51 $1.84K - $2.09K
46 $2K
KMPR
Kemper Corp

Financial Services
-27
- 9.31%
$62.81 - $69.5 $1.7K - $1.88K
263 $17K
MAT
Mattel Inc

Consumer Cyclical
-188
- 18.67%
$17.73 - $21.94 $3.33K - $4.12K
819 $15K
NOV
Nov Inc.

Energy
-152
- 44.97%
$13.99 - $16.43 $2.13K - $2.5K
186 $2K
ONTO
Onto Innovation Inc.

Technology
-7
- 17.07%
$121.34 - $224.5 $849 - $1.57K
34 $4K
PFN
Pimco Income Strategy Fund Ii

Financial Services
-317
- 4.94%
$7.41 - $7.64 $2.35K - $2.42K
6.1K $45K
PSEC
Prospect Capital Corp

Financial Services
-36
- 0.51%
$4.1 - $4.45 $148 - $160
7K $28K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
-50
- 2.72%
N/A
1.79K $94K
SVC
Service Properties Trust

Real Estate
-1K
- 99.8%
$2.38 - $2.99 $2.38K - $2.99K
2 $0
TAL
Tal Education Group

Consumer Defensive
-200
- 66.67%
$9.04 - $14.79 $1.81K - $2.96K
100 $1K
XPEV
Xpeng Inc.

Consumer Cyclical
-1.46K
- 46.86%
$11.55 - $26.34 $16.8K - $38.3K
1.65K $34K
ZWS
Zurn Water Solutions Corp

Industrials
-48
- 57.14%
$32.38 - $39.44 $1.55K - $1.89K
36 $1K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
-283
- 28.79%
$7.15 - $8.48 $2.02K - $2.4K
700 $5K
FN
Fabrinet

Technology
-11
- 61.11%
$183.66 - $267.24 $2.02K - $2.94K
7 $1K
PALL
Abrdn Palladium ETF Trust

ETFs
-75
- 8.11%
$83.55 - $92.52 $6.27K - $6.94K
850 $76K
ASIX
Advan Six Inc.

Basic Materials
-9
- 10.59%
$22.57 - $32.31 $203 - $291
76 $1K
ALLY
Ally Financial Inc.

Financial Services
-49
- 2.3%
$32.99 - $40.09 $1.62K - $1.96K
2.08K $75K
AVDV
American Centy ETF Tr Avantis

ETFs
-28
- 9.46%
$63.74 - $71.96 $1.78K - $2.01K
268 $18K
BB
Blackberry LTD

Technology
-233
- 0.64%
$3.68 - $6.07 $857 - $1.41K
36K $135K
BGR
Black Rock Energy & Resources Trust

Financial Services
-44
- 13.21%
$12.77 - $13.89 $562 - $611
289 $3K
CRT
Cross Timbers Royalty Trust

Energy
-141
- 92.76%
$9.86 - $13.17 $1.39K - $1.86K
11 $0
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-23
- 7.52%
$36.57 - $37.91 $841 - $872
283 $10K
CTEC
Global X Fds Cleantech ETF

ETFs
-200
- 36.36%
$5.99 - $7.54 $1.2K - $1.51K
350 $2K
DRIV
Global X Fds Global X Autonomo

ETFs
-23
- 5.5%
$21.14 - $24.23 $486 - $557
395 $8K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-23
- 0.16%
N/A
14.7K $462K
GLDG
Gold Mining Inc.

Basic Materials
-2K
- 15.51%
$0.77 - $0.9 $1.54K - $1.8K
10.9K $9K
HL
Hecla Mining CO

Basic Materials
-300
- 51.11%
$5.07 - $6.37 $1.52K - $1.91K
287 $1K
HP
Helmerich & Payne, Inc.

Energy
-28
- 87.5%
$24.69 - $36.7 $691 - $1.03K
4 $0
IMO
Imperial Oil LTD

Energy
-100
- 17.18%
$62.41 - $73.34 $6.24K - $7.33K
482 $34K
EAPR
Innovator Etfs Tr Emerging Mkt
-305
- 3.06%
$25.4 - $27.53 $7.75K - $8.4K
9.66K $256K
GTO
Invesco Actively Managed ETF T

ETFs
-16
- 8.7%
$45.9 - $47.37 $734 - $758
168 $7K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-43
- 3.19%
$89.33 - $95.17 $3.84K - $4.09K
1.3K $120K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-95
- 5.82%
$56.58 - $60.89 $5.38K - $5.78K
1.54K $91K
YY
Joyy Inc.

Communication Services
-25
- 11.11%
$38.19 - $52.08 $955 - $1.3K
200 $8K
NVAX
Novavax Inc

Healthcare
-89
- 14.38%
$6.41 - $10.82 $570 - $963
530 $3K
PCYO
Pure Cycle Corp

Utilities
-74
- 50.34%
$10.47 - $12.57 $775 - $930
73 $0
TRC
Tejon Ranch CO

Industrials
-23
- 3.24%
$15.02 - $16.47 $345 - $379
686 $10K
UGA
United States Gasoline Fund, LP

ETFs
-10
- 19.61%
$58.56 - $68.15 $586 - $682
41 $2K
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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