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
MGMT
Unified Ser Tr Ballast Small/M

ETFs
-7.94K
- 14.54%
$37.73 - $43.15 $300K - $343K
46.7K $1.8M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-13.9K
- 80.45%
$32.39 - $34.01 $451K - $474K
3.39K $109K
CSX
Csx Corp

Industrials
-3.8K
- 3.22%
$29.11 - $33.67 $111K - $128K
114K $3.36M
EL
Estee Lauder Companies Inc

Consumer Defensive
-2.73K
- 9.4%
$64.26 - $85.48 $175K - $233K
26.3K $1.74M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-22.8K
- 14.12%
$19.43 - $19.62 $443K - $447K
139K $2.72M
BSM
Black Stone Minerals, L.P.

Energy
-30.5K
- 52.69%
$14.48 - $15.59 $441K - $475K
27.3K $417K
KHC
Kraft Heinz CO

Consumer Defensive
-13.3K
- 18.51%
$28.51 - $32.22 $379K - $428K
58.5K $1.78M
PH
Parker Hannifin Corp

Industrials
-32
- 0.23%
$591.65 - $707.05 $18.9K - $22.6K
13.9K $8.47M
DOW
Dow Inc.

Basic Materials
-1.59K
- 2.32%
$34.36 - $41.92 $54.5K - $66.5K
66.8K $2.33M
JBL
Jabil Inc

Technology
-598
- 1.42%
$130.51 - $173.33 $78K - $104K
41.6K $5.66M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-5.58K
- 25.66%
$85.24 - $94.86 $475K - $529K
16.2K $1.47M
TROW
Price T Rowe Group Inc

Financial Services
-170
- 0.94%
$91.57 - $116.93 $15.6K - $19.9K
18K $1.65M
TOST
Toast, Inc.

Technology
-9.76K
- 41.59%
$32.61 - $41.98 $318K - $410K
13.7K $454K
IBMP
Ishares Tr Ibonds December 202

ETFs
-16K
- 26.11%
$25.1 - $25.34 $401K - $404K
45.2K $1.14M
CDW
Cdw Corp

Technology
-2.11K
- 57.62%
$160.26 - $206.13 $338K - $435K
1.55K $248K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-24.1K
- 90.78%
$16.06 - $16.99 $386K - $409K
2.44K $40K
RGLD
Royal Gold Inc

Basic Materials
-3.04K
- 84.83%
$132.55 - $163.51 $403K - $497K
544 $88K
SPYG
Spdr Portfolio

ETFs
-344
- 0.73%
$80.05 - $92.39 $27.5K - $31.8K
46.9K $3.77M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-5.44K
- 74.9%
$69.15 - $74.69 $376K - $406K
1.82K $130K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-3.08K
- 1.64%
$39.91 - $43.97 $123K - $136K
185K $7.52M
FRT
Federal Realty Investment Trust

Real Estate
-1.37K
- 7.85%
$94.7 - $111.82 $129K - $153K
16K $1.57M
EME
Emcor Group, Inc.

Industrials
-198
- 5.52%
$361.16 - $535.99 $71.5K - $106K
3.39K $1.25M
OXY
Occidental Petroleum Corp

Energy
-7.21K
- 8.57%
$45.45 - $52.7 $327K - $380K
76.9K $3.8M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-2.02K
- 3.7%
$40.15 - $47.73 $80.9K - $96.2K
52.4K $2.13M
WHR
Whirlpool Corp

Consumer Cyclical
-2.65K
- 55.11%
$88.58 - $133.14 $235K - $353K
2.16K $194K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-1.67K
- 42.3%
$157.11 - $206.52 $262K - $344K
2.28K $382K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.95K
- 12.11%
$77.7 - $78.94 $384K - $390K
35.9K $2.83M
SII
Sprott Inc.

Financial Services
-8.59K
- 65.31%
$39.75 - $45.18 $342K - $388K
4.57K $204K
CG
Carlyle Group Inc.

Financial Services
-773
- 1.77%
$40.03 - $56.96 $30.9K - $44K
42.8K $1.87M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-199
- 0.76%
$161.03 - $235.53 $32K - $46.9K
26.1K $4.32M
JHMM
John Hancock Multifactor Mid C

ETFs
-4.36K
- 15.3%
$55.69 - $63.12 $243K - $275K
24.1K $1.38M
FCG
First Tr Exchange Traded Fd

ETFs
-13K
- 49.82%
$22.37 - $27.09 $291K - $352K
13.1K $325K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-2.17K
- 17.3%
$119.84 - $136.1 $260K - $295K
10.4K $1.25M
WSM
Williams Sonoma Inc

Consumer Cyclical
-764
- 10.94%
$158.1 - $217.71 $121K - $166K
6.22K $983K
VMC
Vulcan Materials CO

Basic Materials
-645
- 9.81%
$220.9 - $277.54 $142K - $179K
5.93K $1.38M
BRO
Brown & Brown, Inc.

Financial Services
-9.28K
- 24.51%
$100.54 - $124.4 $933K - $1.15M
28.6K $3.56M
BROS
Dutch Bros Inc.

Consumer Cyclical
-8.92K
- 34.18%
$55.77 - $85.37 $497K - $761K
17.2K $1.06M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-880
- 3.21%
$101.98 - $115.66 $89.7K - $102K
26.5K $2.72M
CIGI
Colliers International Group Inc.

Real Estate
-23
- 0.11%
$118.9 - $145.92 $2.73K - $3.36K
20.4K $2.47M
ROST
Ross Stores, Inc.

Consumer Cyclical
-921
- 12.1%
$123.3 - $154.95 $114K - $143K
6.69K $855K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-12.4K
- 14.83%
$23.19 - $23.5 $287K - $291K
71K $1.65M
MEOH
Methanex Corp

Basic Materials
-4.6K
- 55.3%
$35.09 - $53.61 $161K - $247K
3.72K $130K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.21K
- 2.06%
$59.79 - $67.15 $72.5K - $81.4K
57.5K $3.48M
CPT
Camden Property Trust

Real Estate
-2.46K
- 58.46%
$109.16 - $125.53 $268K - $308K
1.75K $213K
RJF
Raymond James Financial Inc

Financial Services
-351
- 2.58%
$137.62 - $172.64 $48.3K - $60.6K
13.2K $1.84M
ABNB
Airbnb, Inc.

Consumer Cyclical
-703
- 4.5%
$119.38 - $161.42 $83.9K - $113K
14.9K $1.78M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-14.8K
- 51.74%
$18.18 - $18.58 $268K - $274K
13.8K $255K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-24.9K
- 66.39%
$10.81 - $11.29 $269K - $281K
12.6K $137K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
-28.5K
- 57.27%
$9.16 - $9.5 $261K - $271K
21.3K $195K
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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