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
CODI
Compass Diversified Holdings

Industrials
-8.72K
- 38.29%
$18.67 - $22.9 $163K - $200K
14K $262K
HAL
Halliburton CO

Energy
-6.03K
- 10.0%
$24.15 - $29.9 $146K - $180K
54.3K $1.38M
SPXC
Spx Corp

Industrials
-1.47K
- 35.33%
$128.78 - $154.37 $189K - $227K
2.69K $346K
STLA
Stellantis N.V.

Consumer Cyclical
-17.2K
- 52.25%
$11.21 - $14.21 $193K - $245K
15.8K $176K
MSEX
Middlesex Water CO

Utilities
-5.02K
- 83.8%
$48.68 - $64.93 $245K - $326K
971 $62K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
-9.3K
- 72.65%
$27.51 - $30.68 $256K - $285K
3.5K $102K
MTB
M&T Bank Corp

Financial Services
-993
- 13.51%
$170.47 - $201.98 $169K - $201K
6.36K $1.14M
CF
Cf Industries Holdings, Inc.

Basic Materials
-2.17K
- 21.53%
$75.03 - $97.25 $163K - $211K
7.9K $616K
URA
Global X Uranium ETF

ETFs
-4.65K
- 13.44%
$22.92 - $30.98 $106K - $144K
29.9K $685K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-4.77K
- 31.67%
$45.66 - $48.85 $218K - $233K
10.3K $474K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5.08K
- 3.93%
$50.87 - $51.09 $259K - $260K
124K $6.34M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-15K
- 11.56%
$20.56 - $21.51 $308K - $322K
115K $2.43M
ROP
Roper Technologies Inc

Industrials
-741
- 25.51%
$502.71 - $593.81 $373K - $440K
2.16K $1.28M
KBE
Spdr S&P Bank ETF

ETFs
-3.81K
- 30.13%
$51.28 - $59.92 $196K - $228K
8.84K $468K
LANC
Lancaster Colony Corp

Consumer Defensive
-1.32K
- 97.93%
$166.07 - $196.44 $220K - $260K
28 $4K
PCG
Pg&E Corp

Utilities
-11.2K
- 89.34%
$15.16 - $20.4 $170K - $229K
1.34K $23K
NTAP
Net App, Inc.

Technology
-1.11K
- 24.19%
$87.84 - $126.3 $97.7K - $140K
3.49K $306K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-6.06K
- 26.66%
$39.18 - $43.52 $238K - $264K
16.7K $697K
DVYE
Ishares Emerging Markets Divid

ETFs
-15.1K
- 11.75%
$25.08 - $27.99 $380K - $424K
114K $3.1M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-788
- 2.77%
$134.68 - $159.3 $106K - $126K
27.7K $3.88M
FDS
Factset Research Systems Inc

Financial Services
-161
- 2.8%
$427.5 - $476.51 $68.8K - $76.7K
5.6K $2.55M
IYLD
Ishares Tr Ishares Morningstar

ETFs
-11.4K
- 65.78%
$19.42 - $20.31 $222K - $232K
5.95K $119K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-2.92K
- 52.05%
$61.92 - $76.95 $181K - $225K
2.69K $202K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
-9.36K
- 60.83%
$22.66 - $23.19 $212K - $217K
6.02K $136K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-10.2K
- 13.77%
$25.44 - $27.95 $259K - $285K
63.8K $1.73M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
-3.4K
- 4.6%
$18.72 - $21.24 $63.6K - $72.2K
70.5K $1.32M
A
Agilent Technologies, Inc.

Healthcare
-736
- 10.41%
$116.69 - $152.6 $85.9K - $112K
6.33K $740K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-365
- 13.01%
$62.41 - $133.91 $22.8K - $48.9K
2.44K $153K
VFC
V F Corp

Consumer Cyclical
-4.73K
- 22.38%
$15.52 - $26.93 $73.5K - $127K
16.4K $254K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-1.8K
- 41.11%
$76.24 - $95.41 $137K - $172K
2.58K $201K
NEP
Nextera Energy Partners, LP

Utilities
-8.92K
- 68.96%
$8.38 - $18.87 $74.8K - $168K
4.02K $36K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-55.7K
- 2.62%
$27.01 - $28.54 $1.51M - $1.59M
2.08M $58M
SNAP
Snap Inc

Communication Services
-15.1K
- 51.63%
$8.37 - $12.57 $127K - $190K
14.2K $123K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-7.8K
- 55.81%
$24.6 - $24.99 $192K - $195K
6.18K $154K
NEAR
Blackrock Short Maturity Bond

ETFs
-3.96K
- 11.99%
$50.4 - $50.89 $200K - $202K
29.1K $1.48M
FEX
First Tr Large Cap Core Alphde

ETFs
-1.6K
- 12.69%
$99.27 - $109.89 $159K - $176K
11K $1.13M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-5.21K
- 2.29%
$36.63 - $37.45 $191K - $195K
223K $8.19M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-3.3K
- 4.67%
$26.06 - $28.54 $86K - $94.2K
67.4K $1.76M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-257
- 13.06%
$435.02 - $515.95 $112K - $133K
1.71K $803K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-1.61K
- 5.86%
$102.5 - $112.02 $165K - $180K
25.9K $2.68M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-4.59K
- 18.71%
$69.81 - $78.9 $320K - $362K
19.9K $1.55M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-16.4K
- 16.11%
$13.65 - $14.45 $224K - $237K
85.4K $1.22M
GLW
Corning Inc

Technology
-169
- 0.18%
$44.91 - $54.25 $7.59K - $9.17K
93.3K $4.27M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-2.24K
- 18.04%
$32.41 - $44.87 $72.6K - $101K
10.2K $330K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.14K
- 1.41%
$32.42 - $36.13 $37K - $41.2K
79.6K $2.63M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-4.94K
- 34.93%
$32.91 - $34.28 $162K - $169K
9.19K $307K
FDD
First Trust Stoxx European Sel

ETFs
-15.8K
- 77.67%
$11.08 - $13.94 $175K - $220K
4.53K $61K
ALTG
Alta Equipment Group Inc.

Industrials
-17.4K
- 38.99%
$4.59 - $7.65 $79.7K - $133K
27.2K $127K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.54K
- 18.7%
$47.33 - $47.92 $168K - $170K
15.4K $732K
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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