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
EPI
Wisdomtree Tr India Earnings F

ETFs
-3.1K
- 17.28%
$40.08 - $45.85 $124K - $142K
14.8K $647K
HPQ
Hp Inc

Technology
-832
- 2.94%
$27.69 - $34.72 $23K - $28.9K
27.4K $760K
IWV
Ishares Russell 3000 ETF

ETFs
-300
- 7.44%
$313.1 - $349.83 $93.9K - $105K
3.73K $1.19M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-3.73K
- 52.17%
$43.53 - $45.42 $162K - $170K
3.42K $154K
IYJ
Ishares Tr

ETFs
-1.05K
- 15.42%
$127.48 - $142.0 $133K - $148K
5.73K $746K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
-194
- 1.4%
$66.62 - $81.69 $12.9K - $15.8K
13.7K $943K
PTC
Ptc Inc.

Technology
-233
- 5.57%
$153.3 - $193.48 $35.7K - $45.1K
3.95K $612K
SKX
Skechers Usa Inc

Consumer Cyclical
-1.85K
- 36.72%
$54.98 - $78.24 $102K - $145K
3.19K $181K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-5.69K
- 2.48%
$30.71 - $30.87 $175K - $176K
224K $6.9M
IWN
Ishares Russell2000 Val ETF

ETFs
-251
- 2.84%
$149.27 - $169.4 $37.5K - $42.5K
8.59K $1.3M
CLF
Cleveland Cliffs Inc.

Basic Materials
-6.55K
- 7.91%
$8.22 - $12.02 $53.8K - $78.7K
76.2K $625K
FIW
First Trust Water ETF

ETFs
-1.04K
- 2.98%
$99.48 - $106.74 $103K - $111K
33.8K $3.4M
FTA
First Tr Large Cap Value

ETFs
-2.01K
- 18.56%
$74.42 - $80.34 $150K - $162K
8.83K $677K
KRP
Kimbell Royalty Partners, LP

Energy
-1.32K
- 2.23%
$13.35 - $16.45 $17.6K - $21.7K
57.8K $809K
VOX
Vanguard Communication Service

ETFs
-813
- 19.23%
$147.73 - $169.24 $120K - $138K
3.41K $506K
VCR
Vanguard Consumer Discretionar

ETFs
-28
- 1.01%
$318.51 - $391.75 $8.92K - $11K
2.74K $893K
FYC
First Trust Small Cap Growth A

ETFs
-4
- 0.02%
$68.13 - $80.57 $273 - $322
16.9K $1.16M
CAH
Cardinal Health Inc

Healthcare
-2.63K
- 23.64%
$118.02 - $137.77 $310K - $362K
8.48K $1.17M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-2.25K
- 93.75%
$64.47 - $70.13 $145K - $158K
150 $10K
MDB
Mongo Db, Inc.

Technology
-434
- 37.16%
$175.4 - $298.52 $76.1K - $130K
734 $128K
SJNK
Spdr Bloomberg Short Term High

ETFs
-4.83K
- 2.05%
$25.08 - $25.64 $121K - $124K
231K $5.82M
AER
Aer Cap Holdings N.V.

Industrials
-1.55K
- 68.62%
$94.11 - $105.78 $145K - $164K
707 $72K
NDAQ
Nasdaq, Inc.

Financial Services
-1.42K
- 6.09%
$72.17 - $83.76 $102K - $119K
21.8K $1.66M
HQY
Healthequity, Inc.

Healthcare
-272
- 1.78%
$84.32 - $114.51 $22.9K - $31.1K
15K $1.33M
IAK
Ishares Tr

ETFs
-1.5K
- 25.6%
$121.85 - $137.9 $183K - $207K
4.37K $601K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-3.31K
- 18.33%
$42.93 - $44.71 $142K - $148K
14.8K $647K
JOE
St Joe CO

Real Estate
-3.4K
- 30.05%
$43.61 - $49.45 $148K - $168K
7.9K $370K
BXC
Blue Linx Holdings Inc.

Industrials
-564
- 16.43%
$74.77 - $112.26 $42.2K - $63.3K
2.87K $215K
VOE
Vanguard Mid Cap Value Index F

ETFs
-700
- 3.88%
$156.61 - $168.02 $110K - $118K
17.3K $2.78M
ABR
Arbor Realty Trust Inc

Real Estate
-1.23K
- 2.16%
$11.68 - $13.98 $14.4K - $17.2K
55.7K $655K
CNQ
Canadian Natural Resources LTD

Energy
-4.24K
- 18.71%
$26.72 - $32.74 $113K - $139K
18.4K $567K
CCI
Crown Castle International Corp

Real Estate
-5.78K
- 16.56%
$84.33 - $106.39 $487K - $615K
29.1K $3.04M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-6.26K
- 40.8%
$27.29 - $38.29 $171K - $240K
9.08K $316K
ENPH
Enphase Energy, Inc.

Technology
-450
- 2.89%
$52.87 - $73.51 $23.8K - $33.1K
15.1K $937K
HCA
Hca Healthcare, Inc.

Healthcare
-696
- 28.86%
$296.7 - $345.55 $207K - $241K
1.72K $592K
FTXH
First Tr ETF Vi Nasdaq Pharmac

ETFs
-4.85K
- 58.7%
$26.88 - $28.72 $130K - $139K
3.41K $93K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-5.02K
- 11.47%
$26.63 - $26.75 $134K - $134K
38.8K $1.04M
WMS
Advanced Drainage Systems, Inc.

Industrials
-1.04K
- 47.16%
$105.29 - $126.99 $109K - $132K
1.16K $126K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.43K
- 0.15%
$17.53 - $17.87 $25.1K - $25.5K
929K $16.3M
SWKS
Skyworks Solutions, Inc.

Technology
-272
- 6.01%
$64.12 - $93.96 $17.4K - $25.6K
4.25K $274K
DSTL
ETF Ser Solution Distillate Us

ETFs
-2.19K
- 24.95%
$53.28 - $57.28 $117K - $126K
6.6K $357K
PAR
Par Technology Corp

Technology
-17
- 0.16%
$58.73 - $76.0 $998 - $1.29K
10.9K $670K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-2.05K
- 78.01%
$54.9 - $62.36 $113K - $128K
578 $32K
BKE
Buckle Inc

Consumer Cyclical
-1.79K
- 40.29%
$35.15 - $51.65 $62.9K - $92.4K
2.65K $101K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-7.28K
- 8.69%
$32.74 - $36.2 $238K - $264K
76.5K $2.67M
LDOS
Leidos Holdings, Inc.

Technology
-711
- 22.94%
$126.82 - $161.11 $90.2K - $115K
2.39K $322K
NUE
Nucor Corp

Basic Materials
-1.8K
- 7.05%
$114.48 - $142.52 $206K - $257K
23.8K $2.86M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.28K
- 3.27%
$49.36 - $53.08 $63.3K - $68.1K
38K $1.9M
CHD
Church & Dwight CO Inc

Consumer Defensive
-2.31K
- 9.33%
$101.42 - $113.2 $234K - $261K
22.4K $2.47M
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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