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
AGYS
Agilysys Inc

Technology
-787
- 74.39%
$71.45 - $134.56 $56.2K - $106K
271 $19K
LCII
Lci Industries

Consumer Cyclical
-922
- 37.97%
$87.4 - $110.52 $80.6K - $102K
1.51K $131K
PKG
Packaging Corp Of America

Consumer Cyclical
-318
- 15.26%
$192.03 - $242.13 $61.1K - $77K
1.77K $349K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-4.86K
- 1.48%
$21.64 - $22.08 $105K - $107K
324K $7.01M
REET
Ishares Global Reit ETF

ETFs
-4.91K
- 94.74%
$23.24 - $25.16 $114K - $124K
273 $6K
SPG
Simon Property Group Inc

Real Estate
-251
- 2.02%
$159.48 - $187.78 $40K - $47.1K
12.2K $2.02M
AOK
Ishares Tr Core Conservative A

ETFs
-3.15K
- 82.19%
$36.86 - $38.15 $116K - $120K
682 $25K
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
-9.24K
- 98.55%
$12.14 - $13.37 $112K - $123K
136 $1K
CE
Celanese Corp

Basic Materials
-1.5K
- 60.33%
$47.02 - $74.12 $70.6K - $111K
987 $56K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
-1.19K
- 4.07%
$21.29 - $24.8 $25.4K - $29.5K
28.1K $597K
EXP
Eagle Materials Inc

Basic Materials
-263
- 12.74%
$207.49 - $262.13 $54.6K - $68.9K
1.8K $399K
SHAK
Shake Shack Inc.

Consumer Cyclical
-416
- 23.62%
$82.77 - $133.38 $34.4K - $55.5K
1.35K $118K
VV
Vanguard Large Cap ETF

ETFs
-40
- 0.51%
$253.32 - $282.66 $10.1K - $11.3K
7.83K $2.01M
BE
Bloom Energy Corp

Industrials
-1.85K
- 6.59%
$19.66 - $29.81 $36.4K - $55.3K
26.3K $516K
LAMR
Lamar Advertising CO

Real Estate
-317
- 3.48%
$110.65 - $132.9 $35.1K - $42.1K
8.78K $999K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-118
- 2.01%
$173.56 - $210.67 $20.5K - $24.9K
5.74K $996K
BANF
Bancfirst Corp

Financial Services
-746
- 23.37%
$108.28 - $123.19 $80.8K - $91.9K
2.45K $268K
BILL
Bill.Com Holdings, Inc.

Technology
-88
- 3.35%
$43.59 - $97.07 $3.84K - $8.54K
2.54K $116K
FFIV
F5, Inc.

Technology
-440
- 57.44%
$251.75 - $310.6 $111K - $137K
326 $86K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-477
- 17.87%
$131.2 - $160.72 $62.6K - $76.7K
2.19K $290K
FLEX
Flex Ltd.

Technology
-2.51K
- 58.3%
$32.92 - $44.46 $82.7K - $112K
1.8K $59K
NLOK
Norton Life Lock Inc.

Technology
-4.88K
- 84.0%
N/A
930 $19K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-14K
- 50.77%
$9.19 - $12.93 $128K - $181K
13.5K $151K
SOFI
So Fi Technologies, Inc.

Financial Services
-823
- 3.28%
$11.18 - $18.03 $9.2K - $14.8K
24.2K $282K
AIZ
Assurant, Inc.

Financial Services
-476
- 62.22%
$198.92 - $218.67 $94.7K - $104K
289 $60K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-398
- 0.64%
$27.95 - $30.87 $11.1K - $12.3K
61.4K $1.74M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-8.1K
- 43.36%
$3.33 - $7.79 $27K - $63.1K
10.6K $35K
LEA
Lear Corp

Consumer Cyclical
-924
- 28.69%
$87.96 - $99.36 $81.3K - $91.8K
2.3K $202K
MBLY
Mobileye Global Inc.
-1.64K
- 11.56%
$14.24 - $21.85 $23.4K - $35.9K
12.6K $181K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-1.07K
- 3.45%
$21.85 - $25.19 $23.5K - $27.1K
30.1K $665K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-10.9K
- 8.48%
$10.13 - $10.52 $111K - $115K
118K $1.21M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
-7.02K
- 16.12%
$17.64 - $18.41 $124K - $129K
36.5K $667K
NOG
Northern Oil & Gas, Inc.

Energy
-2K
- 35.34%
$26.89 - $42.07 $53.8K - $84.1K
3.66K $110K
SNV
Synovus Financial Corp

Financial Services
-16
- 0.07%
$43.7 - $56.87 $699 - $910
22.1K $1.03M
EWBC
East West Bancorp Inc

Financial Services
-854
- 23.0%
$84.35 - $103.91 $72K - $88.7K
2.86K $256K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-5.05K
- 1.29%
$23.29 - $23.38 $118K - $118K
387K $9.03M
MGC
Vanguard Mega Cap ETF

ETFs
-26
- 0.32%
$199.2 - $222.69 $5.18K - $5.79K
8.18K $1.65M
DKNG
Draft Kings Inc.

Consumer Cyclical
-167
- 0.73%
$33.21 - $53.49 $5.55K - $8.93K
22.8K $758K
FTNT
Fortinet, Inc.

Technology
-2.05K
- 3.61%
$92.49 - $114.57 $189K - $235K
54.6K $5.25M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-4.08K
- 75.8%
$23.49 - $23.77 $95.9K - $97K
1.3K $30K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.14K
- 40.3%
$75.47 - $84.24 $85.8K - $95.8K
1.68K $129K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-1.02K
- 8.23%
$28.62 - $36.65 $29K - $37.2K
11.3K $323K
GFL
Gfl Environmental Inc.

Industrials
-2.15K
- 89.67%
$41.72 - $48.8 $89.8K - $105K
248 $11K
SAIA
Saia Inc

Industrials
-40
- 5.28%
$349.29 - $508.47 $14K - $20.3K
718 $250K
CAG
Conagra Brands Inc.

Consumer Defensive
-2.56K
- 11.01%
$23.9 - $27.67 $61.2K - $70.9K
20.7K $551K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-5.9K
- 40.87%
$15.13 - $18.07 $89.3K - $107K
8.54K $141K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
-111
- 0.96%
$99.49 - $112.88 $11K - $12.5K
11.5K $1.15M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-4.55K
- 10.09%
$20.64 - $20.73 $93.9K - $94.3K
40.5K $838K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-4.54K
- 33.5%
$21.16 - $21.77 $96K - $98.7K
9K $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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