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
DFS
Discover Financial Services

Financial Services
-376
- 3.38%
$152.99 - $203.25 $57.5K - $76.4K
10.8K $1.84M
DOCU
Docusign, Inc.

Technology
-104
- 1.09%
$74.7 - $97.7 $7.77K - $10.2K
9.41K $765K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-3.79K
- 8.02%
$24.07 - $24.5 $91.3K - $92.9K
43.5K $1.05M
RH
Rh

Consumer Cyclical
-9
- 1.64%
$216.63 - $454.52 $1.95K - $4.09K
540 $126K
POOL
Pool Corp

Industrials
-207
- 21.3%
$314.92 - $364.31 $65.2K - $75.4K
765 $243K
VMI
Valmont Industries Inc

Industrials
-231
- 22.13%
$285.37 - $376.98 $65.9K - $87.1K
813 $232K
JEF
Jefferies Financial Group Inc.

Financial Services
-153
- 4.82%
$52.22 - $81.31 $7.99K - $12.4K
3.02K $161K
SA
Seabridge Gold Inc

Basic Materials
-7.68K
- 87.15%
$10.47 - $13.33 $80.4K - $102K
1.13K $13K
AYI
Acuity Brands Inc

Industrials
-294
- 93.63%
$257.8 - $337.07 $75.8K - $99.1K
20 $5K
IR
Ingersoll Rand Inc.

Industrials
-171
- 2.46%
$79.44 - $94.23 $13.6K - $16.1K
6.79K $543K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.66K
- 32.65%
$55.47 - $61.45 $91.8K - $102K
3.41K $201K
PR
Permian Resources Corporation

Energy
-4.96K
- 16.87%
$12.33 - $16.0 $61.1K - $79.3K
24.4K $338K
PII
Polaris Inc.

Consumer Cyclical
-254
- 5.78%
$40.9 - $58.36 $10.4K - $14.8K
4.14K $169K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.92K
- 8.55%
$25.58 - $29.24 $49K - $56K
20.5K $536K
USLM
United States Lime & Minerals Inc

Basic Materials
-510
- 57.63%
$85.17 - $125.32 $43.4K - $63.9K
375 $33K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.07K
- 9.13%
$58.32 - $65.09 $121K - $135K
20.6K $1.24M
WDC
Western Digital Corp

Technology
-758
- 27.8%
$40.43 - $72.03 $30.6K - $54.6K
1.97K $79K
FSLR
First Solar, Inc.

Technology
-174
- 14.36%
$126.34 - $197.73 $22K - $34.4K
1.04K $131K
LIT
Global X Fds Global X Lithium

ETFs
-1.67K
- 20.33%
$38.8 - $42.84 $64.8K - $71.5K
6.55K $253K
PI
Impinj Inc

Technology
-547
- 90.41%
$87.73 - $152.24 $48K - $83.3K
58 $5K
LYV
Live Nation Entertainment, Inc.

Communication Services
-780
- 4.26%
$115.79 - $154.66 $90.3K - $121K
17.5K $2.29M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-1.78K
- 18.32%
$48.32 - $51.22 $85.8K - $90.9K
7.91K $397K
BIIB
Biogen Inc.

Healthcare
-409
- 27.62%
$133.43 - $153.27 $54.6K - $62.7K
1.07K $146K
MGRC
Mcgrath Rentcorp

Industrials
-710
- 24.02%
$109.58 - $128.96 $77.8K - $91.6K
2.25K $250K
GTLS
Chart Industries Inc

Industrials
-254
- 29.13%
$141.99 - $218.35 $36.1K - $55.5K
618 $89K
AGNC
Agnc Investment Corp.

Real Estate
-10.1K
- 17.83%
$9.12 - $10.54 $92K - $106K
46.5K $445K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-2.23K
- 6.65%
$55.76 - $59.54 $125K - $133K
31.3K $1.82M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-1.1K
- 17.1%
$73.11 - $77.43 $80.1K - $84.9K
5.31K $403K
CROX
Crocs, Inc.

Consumer Cyclical
-590
- 16.21%
$88.83 - $112.59 $52.4K - $66.4K
3.05K $323K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-1.98K
- 64.54%
$30.17 - $34.97 $59.9K - $69.4K
1.09K $32K
ACWI
Ishares Msci Acwi ETF

ETFs
-452
- 2.24%
$115.16 - $124.13 $52.1K - $56.1K
19.7K $2.29M
LPX
Louisiana Pacific Corp

Industrials
-623
- 40.96%
$89.37 - $118.15 $55.7K - $73.6K
898 $82K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-4.59K
- 65.6%
$17.15 - $21.07 $78.8K - $96.8K
2.41K $48K
FXD
First Tr Exchange Traded Fd

ETFs
-259
- 3.01%
$56.39 - $68.12 $14.6K - $17.6K
8.35K $483K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-3.9K
- 7.86%
$19.42 - $19.54 $75.8K - $76.3K
45.7K $891K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-2.15K
- 4.12%
$12.94 - $14.29 $27.8K - $30.7K
49.9K $655K
CVBF
Cvb Financial Corp

Financial Services
-575
- 2.74%
$18.42 - $21.2 $10.6K - $12.2K
20.4K $377K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-492
- 43.04%
$119.87 - $145.05 $59K - $71.4K
651 $81K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-10.1K
- 2.37%
$42.4 - $44.11 $430K - $447K
418K $18.3M
EFX
Equifax Inc

Industrials
-216
- 13.63%
$235.63 - $278.34 $50.9K - $60.1K
1.37K $333K
INGR
Ingredion Inc

Consumer Defensive
-452
- 12.25%
$125.6 - $137.36 $56.8K - $62.1K
3.24K $437K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-105
- 1.01%
$94.5 - $110.71 $9.92K - $11.6K
10.3K $991K
WEX
Wex Inc.

Technology
-387
- 78.82%
$148.29 - $186.78 $57.4K - $72.3K
104 $16K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-1.32K
- 22.46%
$27.8 - $39.18 $36.6K - $51.6K
4.55K $126K
DLB
Dolby Laboratories, Inc.

Industrials
-917
- 39.7%
$76.37 - $87.32 $70K - $80.1K
1.39K $111K
SIL
Global X Silver Miners ETF

ETFs
-2.5K
- 65.79%
$31.91 - $40.68 $79.8K - $102K
1.3K $51K
MCO
Moodys Corp

Financial Services
-99
- 3.34%
$437.8 - $527.48 $43.3K - $52.2K
2.86K $1.33M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-3.53K
- 9.67%
$19.96 - $20.4 $70.5K - $72K
33K $661K
ROAD
Construction Partners, Inc.

Industrials
-100
- 2.75%
$67.61 - $93.18 $6.76K - $9.32K
3.54K $254K
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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