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
TPR
Tapestry, Inc.

Consumer Cyclical
-5.69K
- 5.53%
$65.63 - $89.21 $374K - $508K
97.3K $6.85M
BP
Bp PLC

Energy
-6.39K
- 7.95%
$29.93 - $35.31 $191K - $226K
74K $2.5M
IYE
Ishares Tr

ETFs
-1.22K
- 2.41%
$45.23 - $49.95 $55K - $60.7K
49.2K $2.43M
DVN
Devon Energy Corp

Energy
-8.83K
- 8.81%
$33.15 - $38.55 $293K - $340K
91.4K $3.42M
OTIS
Otis Worldwide Corp

Industrials
-811
- 3.68%
$90.77 - $104.01 $73.6K - $84.4K
21.2K $2.19M
IBN
Icici Bank LTD

Financial Services
-493
- 0.49%
$27.55 - $31.67 $13.6K - $15.6K
100K $3.15M
IYH
Ishares Tr

ETFs
-844
- 1.07%
$58.32 - $62.76 $49.2K - $53K
77.9K $4.75M
INTC
Intel Corp

Technology
-7.54K
- 6.11%
$19.1 - $27.39 $144K - $206K
116K $2.63M
NEM
Newmont Corp

Basic Materials
-2.94K
- 10.7%
$37.79 - $48.39 $111K - $142K
24.5K $1.18M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.19K
- 9.9%
$55.75 - $77.63 $66.3K - $92.3K
10.8K $839K
HWM
Howmet Aerospace Inc.

Industrials
-37
- 0.4%
$110.79 - $139.39 $4.1K - $5.16K
9.24K $1.2M
CMS
Cms Energy Corp

Utilities
-651
- 2.14%
$64.99 - $75.11 $42.3K - $48.9K
29.7K $2.23M
TTWO
Take Two Interactive Software Inc

Communication Services
-334
- 2.74%
$178.61 - $217.95 $59.7K - $72.8K
11.9K $2.46M
RSG
Republic Services, Inc.

Industrials
-1.23K
- 9.08%
$200.09 - $242.16 $245K - $297K
12.3K $2.97M
EXC
Exelon Corp

Utilities
-77
- 0.24%
$37.3 - $46.08 $2.87K - $3.55K
31.4K $1.45M
NRG
Nrg Energy, Inc.

Utilities
-1.24K
- 1.63%
$84.82 - $113.33 $105K - $140K
74.7K $7.13M
ED
Consolidated Edison Inc

Utilities
-178
- 1.07%
$88.0 - $110.59 $15.7K - $19.7K
16.5K $1.82M
PSLV
Sprott Physical Silver Trust

Financial Services
-31.6K
- 8.66%
$9.86 - $11.68 $311K - $369K
333K $3.86M
GLDM
World Gold Trust

ETFs
-1.13K
- 2.57%
$52.19 - $61.89 $58.9K - $69.9K
42.8K $2.65M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-32.1K
- 20.87%
$34.58 - $45.97 $1.11M - $1.48M
122K $5.6M
VEA
Vanguard Ftse Developed Market

ETFs
-42.4K
- 5.01%
$47.4 - $52.99 $2.01M - $2.24M
803K $40.8M
NOC
Northrop Grumman Corp

Industrials
-156
- 1.37%
$433.45 - $513.82 $67.6K - $80.2K
11.2K $5.75M
CASY
Caseys General Stores Inc

Consumer Cyclical
-191
- 1.43%
$378.71 - $442.54 $72.3K - $84.5K
13.2K $5.72M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-3.7K
- 2.72%
$75.32 - $84.77 $278K - $313K
132K $10.8M
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.15K
- 0.87%
$63.77 - $71.36 $73.1K - $81.8K
131K $9M
BSX
Boston Scientific Corp

Healthcare
-497
- 0.98%
$89.38 - $106.18 $44.4K - $52.8K
50.1K $5.05M
NVS
Novartis Ag

Healthcare
-739
- 1.67%
$97.14 - $115.57 $71.8K - $85.4K
43.6K $4.86M
PHYS
Sprott Physical Gold Trust

Financial Services
-29.7K
- 9.06%
$20.25 - $24.06 $602K - $715K
299K $7.19M
MMM
3 M CO

Industrials
-1.04K
- 2.54%
$129.7 - $155.12 $135K - $162K
40K $5.87M
CORT
Corcept Therapeutics Inc

Healthcare
-1.14K
- 9.29%
$49.85 - $114.22 $56.7K - $130K
11.1K $1.27M
AFL
Aflac Inc

Financial Services
-76
- 0.09%
$100.99 - $111.19 $7.68K - $8.45K
87.2K $9.7M
ADP
Automatic Data Processing Inc

Industrials
-665
- 0.89%
$286.85 - $318.64 $191K - $212K
73.9K $22.6M
DE
Deere & CO

Industrials
-19
- 0.09%
$408.57 - $509.27 $7.76K - $9.68K
21.4K $10.1M
COST
Costco Wholesale Corp

Consumer Defensive
-1.02K
- 1.54%
$890.62 - $1076.86 $908K - $1.1M
65.1K $61.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
-6.03K
- 6.35%
$142.8 - $176.36 $861K - $1.06M
88.9K $15.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.22K
- 0.77%
$56.12 - $68.15 $68.5K - $83.2K
158K $10.7M
CVS
Cvs Health Corp

Healthcare
-1.49K
- 2.4%
$44.22 - $68.64 $65.9K - $102K
60.6K $4.11M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-7.36K
- 14.97%
$80.53 - $147.57 $592K - $1.09M
41.8K $5.52M
SO
Southern CO

Utilities
-564
- 0.35%
$80.96 - $92.96 $45.7K - $52.4K
158K $14.6M
CTAS
Cintas Corp

Industrials
-331
- 0.48%
$182.09 - $208.14 $60.3K - $68.9K
68.7K $14.1M
ABT
Abbott Laboratories

Healthcare
-2.67K
- 1.84%
$111.1 - $140.22 $297K - $375K
142K $18.9M
KO
Coca Cola CO

Consumer Defensive
-15.6K
- 3.61%
$60.81 - $72.32 $946K - $1.13M
416K $29.8M
AMGN
Amgen Inc

Healthcare
-1.2K
- 1.59%
$258.59 - $327.36 $309K - $392K
74K $23M
V
Visa Inc.

Financial Services
-1.01K
- 0.37%
$306.92 - $362.71 $309K - $365K
270K $94.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.13K
- 2.77%
$442.66 - $534.52 $2.27M - $2.74M
180K $95.9M
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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