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
TTD
Trade Desk, Inc.

Technology
-2.34K
- 16.94%
$53.59 - $126.58 $125K - $296K
11.5K $627K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-79.8K
- 58.55%
$11.63 - $13.3 $928K - $1.06M
56.5K $657K
FTGC
First Trust Global Tactical CO

ETFs
-44.6K
- 47.2%
$23.95 - $25.86 $1.07M - $1.15M
49.9K $1.27M
IFRA
Ishares Tr

ETFs
-20.2K
- 37.55%
$44.8 - $49.25 $905K - $994K
33.6K $1.51M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-249
- 0.17%
$36.64 - $45.76 $9.12K - $11.4K
146K $5.48M
LAD
Lithia Motors Inc

Consumer Cyclical
-2.47K
- 67.25%
$285.59 - $385.71 $706K - $953K
1.2K $353K
OKE
Oneok Inc

Energy
-7.97K
- 5.72%
$89.57 - $109.85 $714K - $875K
131K $13M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.98K
- 12.64%
$161.05 - $222.93 $319K - $442K
13.7K $2.51M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-15.5K
- 7.58%
$59.78 - $60.03 $928K - $931K
189K $11.3M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-20.8K
- 26.97%
$45.92 - $47.58 $957K - $991K
56.4K $2.68M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-12.5K
- 76.78%
$48.65 - $66.04 $607K - $824K
3.77K $201K
SOXX
Ishares Semiconductor ETF

ETFs
-2.67K
- 21.19%
$188.17 - $235.81 $503K - $630K
9.94K $1.87M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-40.3K
- 71.86%
$20.2 - $20.86 $814K - $841K
15.8K $318K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-752
- 1.11%
$121.0 - $142.28 $91K - $107K
67.2K $8.36M
MOH
Molina Healthcare, Inc.

Healthcare
-3.17K
- 55.02%
$266.57 - $333.27 $844K - $1.06M
2.59K $853K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.02K
- 1.83%
$117.4 - $131.02 $237K - $264K
108K $12.9M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-27.3K
- 8.72%
$25.12 - $26.05 $686K - $712K
286K $7.21M
VPU
Vanguard Utilities ETF

ETFs
-5.14K
- 35.88%
$161.24 - $173.33 $828K - $890K
9.18K $1.57M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-16.1K
- 5.89%
$71.17 - $73.66 $1.15M - $1.19M
257K $18.9M
CI
Cigna Corp

Healthcare
-4.35K
- 33.6%
$274.49 - $329.0 $1.19M - $1.43M
8.59K $2.83M
AEM
Agnico Eagle Mines LTD

Basic Materials
-13.8K
- 53.87%
$79.66 - $108.41 $1.1M - $1.5M
11.8K $1.28M
DAL
Delta Air Lines, Inc.

Industrials
-730
- 1.83%
$43.6 - $69.06 $31.8K - $50.4K
39.2K $1.71M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-7.52K
- 7.63%
$75.99 - $81.58 $572K - $614K
91K $6.97M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-21.5K
- 12.81%
$27.88 - $29.48 $600K - $634K
147K $4.14M
NJUL
Innovator Growth 100 Power Buf

Technology
-10.5K
- 47.35%
$59.98 - $64.86 $632K - $684K
11.7K $703K
IYC
Ishares U.S. Consumer Discreti

ETFs
-6.46K
- 42.75%
$85.71 - $101.2 $553K - $653K
8.65K $763K
MCHP
Microchip Technology Inc

Technology
-1.65K
- 2.44%
$48.41 - $64.3 $79.7K - $106K
65.9K $3.19M
PWR
Quanta Services, Inc.

Industrials
-174
- 1.75%
$236.71 - $358.03 $41.2K - $62.3K
9.79K $2.49M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-57.4K
- 35.5%
$11.13 - $11.61 $638K - $666K
104K $1.17M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-7.59K
- 2.48%
N/A
298K $25.6M
HUBB
Hubbell Inc

Industrials
-718
- 15.31%
$330.91 - $456.86 $238K - $328K
3.97K $1.31M
AMP
Ameriprise Financial Inc

Financial Services
-926
- 22.63%
$472.29 - $575.13 $437K - $533K
3.17K $1.53M
SNX
Td Synnex Corp

Technology
-1.31K
- 3.71%
$103.96 - $144.69 $136K - $189K
33.9K $3.52M
PFE
Pfizer Inc

Healthcare
-7.34K
- 2.12%
$25.01 - $27.13 $184K - $199K
339K $8.6M
IYG
Ishares Tr

ETFs
-7.56K
- 73.23%
$74.6 - $84.81 $564K - $641K
2.77K $217K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-13K
- 5.63%
$49.22 - $51.73 $638K - $671K
217K $11M
GD
General Dynamics Corp

Industrials
-3.48K
- 8.46%
$241.94 - $272.58 $842K - $948K
37.6K $10.3M
AI
C3.Ai, Inc.

Technology
-13.6K
- 64.88%
$20.92 - $36.93 $285K - $503K
7.37K $155K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-9.42K
- 33.04%
$63.91 - $70.19 $602K - $661K
19.1K $1.29M
CACI
Caci International Inc

Technology
-1.3K
- 40.65%
N/A
1.89K $808K
IYK
Ishares U.S. Consumer Staples

ETFs
-8.76K
- 65.71%
$63.29 - $71.8 $555K - $629K
4.57K $327K
KR
Kroger CO

Consumer Defensive
-16.5K
- 18.66%
$58.36 - $67.72 $961K - $1.11M
71.8K $4.86M
BHP
Bhp Group LTD

Basic Materials
-10.8K
- 58.21%
$48.18 - $52.11 $519K - $561K
7.73K $375K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-28.1K
- 13.73%
$22.98 - $24.13 $645K - $678K
177K $4.21M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-9.3K
- 9.02%
$47.4 - $50.24 $441K - $467K
93.8K $4.53M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-60.4K
- 33.44%
$8.11 - $8.58 $490K - $518K
120K $978K
AVAV
Aero Vironment Inc

Industrials
-2.77K
- 58.58%
$119.19 - $186.12 $330K - $515K
1.96K $233K
IT
Gartner Inc

Technology
-241
- 4.06%
$418.25 - $548.38 $101K - $132K
5.69K $2.39M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-11.1K
- 9.5%
$47.59 - $48.35 $529K - $538K
106K $5.12M
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email