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
FENY
Fidelity Covington Tr Msci Ene

ETFs
-382
- 2.3%
$23.24 - $26.16 $8.88K - $9.99K
16.2K $414K
PAYC
Paycom Software, Inc.

Technology
-132
- 3.77%
$199.42 - $225.82 $26.3K - $29.8K
3.37K $736K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-486
- 6.27%
$35.35 - $42.74 $17.2K - $20.8K
7.27K $300K
RRC
Range Resources Corp

Energy
-100
- 1.72%
$35.22 - $41.29 $3.52K - $4.13K
5.72K $228K
UTG
Reaves Utility Income Fund

Financial Services
-233
- 0.74%
$31.08 - $34.42 $7.24K - $8.02K
31.1K $1.01M
THC
Tenet Healthcare Corp

Healthcare
-6
- 0.24%
$119.51 - $144.98 $717 - $870
2.44K $328K
UNH
Unitedhealth Group Inc

Healthcare
-4.12K
- 3.39%
$461.52 - $548.18 $1.9M - $2.26M
118K $61.6M
NNN
National Retail Properties, Inc.

Real Estate
-397
- 1.88%
$38.0 - $43.19 $15.1K - $17.1K
20.8K $885K
VLO
Valero Energy Corp

Energy
-2.03K
- 6.62%
$121.76 - $142.99 $248K - $291K
28.7K $3.79M
VOD
Vodafone Group Public LTD CO

Communication Services
-3.11K
- 5.21%
$8.05 - $9.86 $25.1K - $30.7K
56.7K $531K
HEES
H&E Equipment Services, Inc.

Industrials
-18
- 2.91%
$43.93 - $100.57 $791 - $1.81K
601 $56K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-410
- 1.79%
$51.6 - $53.93 $21.2K - $22.1K
22.5K $1.22M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-300
- 3.6%
$98.98 - $113.18 $29.7K - $34K
8.04K $910K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-25
- 1.34%
$111.19 - $129.47 $2.78K - $3.24K
1.85K $238K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.21K
- 3.26%
$106.22 - $111.09 $129K - $135K
35.9K $3.99M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-483
- 1.46%
$97.38 - $104.52 $47K - $50.5K
32.5K $3.32M
VRSN
Verisign Inc

Technology
-25
- 2.56%
$205.1 - $254.74 $5.13K - $6.37K
953 $241K
PBI
Pitney Bowes Inc

Industrials
-220
- 0.89%
$7.03 - $10.86 $1.55K - $2.39K
24.6K $222K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-3.05K
- 3.71%
$27.47 - $30.62 $83.9K - $93.5K
79.3K $2.35M
SAP
Sap Se

Technology
-45
- 1.68%
$241.4 - $293.69 $10.9K - $13.2K
2.64K $707K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-406
- 2.1%
$33.63 - $37.64 $13.7K - $15.3K
18.9K $700K
TW
Tradeweb Markets Inc.

Financial Services
-82
- 2.24%
$123.42 - $148.46 $10.1K - $12.2K
3.58K $530K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.21K
- 0.31%
$22.11 - $22.43 $26.7K - $27.1K
382K $8.56M
PFG
Principal Financial Group Inc

Financial Services
-32
- 0.37%
$76.34 - $89.04 $2.44K - $2.85K
8.67K $731K
FAST
Fastenal CO

Industrials
-996
- 4.07%
$71.11 - $79.98 $70.8K - $79.7K
23.5K $1.82M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-14
- 0.22%
$73.71 - $87.55 $1.03K - $1.23K
6.31K $548K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-1.85K
- 0.72%
$8.29 - $8.97 $15.3K - $16.6K
254K $2.19M
VLUE
Ishares Msci Usa Value Factor

ETFs
-160
- 0.2%
$104.89 - $113.56 $16.8K - $18.2K
79.4K $8.47M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.9K
- 7.34%
$24.11 - $28.41 $45.8K - $54K
24K $681K
CTRA
Coterra Energy Inc.

Energy
-3.58K
- 7.08%
$25.51 - $29.83 $91.4K - $107K
47K $1.36M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-840
- 0.49%
$46.74 - $47.55 $39.3K - $39.9K
169K $8.03M
IXUS
Ishares Tr

ETFs
-769
- 2.29%
$65.06 - $72.31 $50K - $55.6K
32.9K $2.29M
TDG
Trans Digm Group Inc

Industrials
-607
- 7.75%
$1251.32 - $1394.11 $760K - $846K
7.23K $10M
FVD
First Tr Value Line Divid Inde

ETFs
-5.11K
- 1.62%
$42.61 - $45.51 $218K - $232K
311K $13.9M
C
Citigroup Inc

Financial Services
-689
- 0.33%
$67.23 - $84.63 $46.3K - $58.3K
207K $14.7M
AEE
Ameren Corp

Utilities
-347
- 3.41%
$86.87 - $103.67 $30.1K - $36K
9.83K $986K
SPOT
Spotify Technology S.A.

Communication Services
-242
- 11.68%
$457.79 - $648.32 $111K - $157K
1.83K $1.01M
TSCO
Tractor Supply CO

Consumer Cyclical
-3.52K
- 2.49%
$51.66 - $57.94 $182K - $204K
138K $7.58M
PPL
Ppl Corp

Utilities
-1.54K
- 3.62%
$31.68 - $36.11 $48.9K - $55.8K
41.1K $1.48M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-183
- 1.85%
$46.15 - $63.53 $8.45K - $11.6K
9.73K $599K
MKC
Mccormick & CO Inc

Consumer Defensive
-450
- 1.94%
$71.24 - $84.73 $32.1K - $38.1K
22.8K $1.88M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-2.54K
- 1.3%
$76.77 - $82.22 $195K - $208K
192K $15.2M
VDC
Vanguard Consumer Staples ETF

ETFs
-279
- 1.23%
$206.54 - $226.16 $57.6K - $63.1K
22.5K $4.92M
NFG
National Fuel Gas CO

Energy
-848
- 8.82%
$60.71 - $79.19 $51.5K - $67.2K
8.77K $694K
SHEL
Shell PLC

Energy
-4.52K
- 10.78%
$62.84 - $73.29 $284K - $332K
37.5K $2.74M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-1.53K
- 8.41%
$21.28 - $35.62 $32.6K - $54.5K
16.7K $594K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-34
- 0.28%
$60.74 - $73.87 $2.07K - $2.51K
12.1K $890K
VGLT
Vanguard Long Term Treasury Et

ETFs
-547
- 0.82%
$53.99 - $58.43 $29.5K - $32K
66.5K $3.83M
SUI
Sun Communities Inc

Real Estate
-73
- 0.32%
$120.53 - $136.43 $8.8K - $9.96K
23K $2.96M
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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