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
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-48.7K
- 56.57%
$40.03 - $46.81 $1.95M - $2.28M
37.4K $1.52M
IQV
Iqvia Holdings Inc.

Healthcare
-4.95K
- 7.33%
$176.3 - $209.96 $872K - $1.04M
62.5K $11M
DHI
Horton D R Inc

Consumer Cyclical
-14.3K
- 46.64%
$125.29 - $147.65 $1.79M - $2.11M
16.4K $2.08M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-29.1K
- 20.73%
$85.29 - $92.57 $2.48M - $2.69M
111K $10.1M
TGT
Target Corp

Consumer Defensive
-3.79K
- 6.88%
$103.65 - $142.5 $393K - $540K
51.3K $5.36M
VST
Vistra Corp.

Utilities
-11.6K
- 32.85%
$108.49 - $191.89 $1.26M - $2.22M
23.6K $2.78M
XLY
Select Sector Spdr Consumer Di

ETFs
-332
- 0.47%
$192.6 - $233.2 $63.9K - $77.4K
69.7K $13.8M
CRDO
Credo Technology Group Holding LTD

Technology
-1.66K
- 2.58%
$39.45 - $85.5 $65.6K - $142K
62.8K $2.52M
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.29K
- 5.24%
$247.97 - $296.33 $567K - $678K
41.4K $10.4M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-42K
- 98.76%
$42.36 - $43.8 $1.78M - $1.84M
528 $22K
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
-46.5K
- 43.21%
$36.16 - $40.42 $1.68M - $1.88M
61.1K $2.31M
ARCC
Ares Capital Corp

Financial Services
-84.4K
- 12.3%
$21.28 - $23.81 $1.8M - $2.01M
602K $13.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6.7K
- 2.64%
$169.43 - $182.84 $1.14M - $1.23M
247K $42.8M
FANG
Diamondback Energy, Inc.

Energy
-8.46K
- 10.73%
$139.9 - $180.18 $1.18M - $1.52M
70.4K $11.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-28.9K
- 22.86%
$54.25 - $57.64 $1.57M - $1.67M
97.6K $5.37M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-15.4K
- 95.44%
$95.53 - $112.45 $1.48M - $1.74M
738 $71K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-11K
- 49.59%
$103.02 - $140.69 $1.13M - $1.55M
11.2K $1.18M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-3.27K
- 58.7%
$314.47 - $431.35 $1.03M - $1.41M
2.3K $843K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-35.7K
- 15.96%
$74.85 - $84.89 $2.67M - $3.03M
188K $15.4M
HOLX
Hologic Inc

Healthcare
-20.8K
- 81.7%
$60.7 - $73.77 $1.26M - $1.53M
4.65K $287K
NXPI
Nxp Semiconductors N.V.

Technology
-2.83K
- 5.07%
$189.99 - $245.86 $538K - $696K
53K $10.1M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-152K
- 77.33%
$9.49 - $9.97 $1.44M - $1.52M
44.6K $427K
EW
Edwards Lifesciences Corp

Healthcare
-18.4K
- 18.35%
$67.95 - $76.19 $1.25M - $1.4M
81.9K $5.94M
MAR
Marriott International Inc

Consumer Cyclical
-2.06K
- 8.51%
$237.01 - $304.45 $488K - $627K
22.2K $5.28M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.04K
- 4.11%
$522.96 - $601.18 $545K - $627K
24.3K $13M
MBB
Ishares Tr

ETFs
-17.4K
- 20.87%
$90.37 - $94.08 $1.57M - $1.64M
66.1K $6.2M
TM
Toyota Motor Corp

Consumer Cyclical
-7.06K
- 69.98%
$176.53 - $195.35 $1.25M - $1.38M
3.03K $534K
PHM
Pultegroup Inc

Consumer Cyclical
-12.5K
- 56.8%
$101.09 - $118.51 $1.26M - $1.48M
9.51K $977K
BBY
Best Buy CO Inc

Consumer Cyclical
-631
- 0.56%
$70.3 - $91.1 $44.4K - $57.5K
112K $8.24M
ACHR
Archer Aviation Inc.

Industrials
-119K
- 60.45%
$6.8 - $11.51 $811K - $1.37M
78K $554K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-39.4K
- 45.85%
$31.06 - $33.33 $1.22M - $1.31M
46.5K $1.46M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-15K
- 5.23%
$91.45 - $91.75 $1.38M - $1.38M
273K $25M
COIN
Coinbase Global, Inc.

Technology
-635
- 4.12%
$172.23 - $301.3 $109K - $191K
14.8K $2.54M
CL
Colgate Palmolive CO

Consumer Defensive
-15.6K
- 21.45%
$85.68 - $97.5 $1.34M - $1.52M
57.2K $5.36M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-10.5K
- 25.52%
$89.18 - $104.04 $932K - $1.09M
30.5K $2.79M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.2K
- 13.44%
$283.06 - $421.16 $339K - $504K
7.71K $2.18M
PSN
Parsons Corp

Industrials
-12.7K
- 94.56%
$55.35 - $96.44 $700K - $1.22M
728 $43K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-24.2K
- 64.05%
$47.47 - $48.84 $1.15M - $1.18M
13.6K $648K
PCAR
Paccar Inc

Industrials
-9.12K
- 22.01%
$96.91 - $112.51 $884K - $1.03M
32.3K $3.15M
EFV
Msci Eafe Value ETF

ETFs
-45.6K
- 18.98%
$51.88 - $60.73 $2.36M - $2.77M
195K $11.5M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-24.1K
- 44.46%
$38.41 - $44.06 $925K - $1.06M
30.1K $1.18M
MSCI
Msci Inc.

Financial Services
-1.43K
- 18.74%
$541.46 - $628.34 $774K - $899K
6.2K $3.51M
GPN
Global Payments Inc

Industrials
-1.57K
- 2.45%
$92.18 - $113.03 $145K - $178K
62.7K $6.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-22K
- 12.45%
$24.91 - $29.02 $547K - $638K
155K $3.87M
IEF
Ishares Barclays

ETFs
-15K
- 11.01%
$91.17 - $95.39 $1.37M - $1.43M
121K $11.6M
FSMD
Fidelity Covington Tr Small Mi

ETFs
-14.5K
- 6.62%
$38.04 - $43.22 $553K - $629K
205K $8.04M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.97K
- 2.65%
$96.3 - $112.23 $190K - $221K
72.4K $7.06M
VXF
Vanguard Extended Market ETF

ETFs
-487
- 0.94%
$170.36 - $201.04 $83K - $97.9K
51.2K $8.82M
XLE
Energy Sector Spdr

ETFs
-31.1K
- 12.69%
$85.7 - $93.96 $2.67M - $2.92M
214K $20M
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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