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
PSCT
Invesco S&P Smallcap Informati

ETFs
-426
- 6.46%
$40.08 - $50.4 $17.1K - $21.5K
6.17K $247K
VONE
Vanguard Russell 1000 ETF

ETFs
-155
- 7.08%
$250.16 - $278.79 $38.8K - $43.2K
2.03K $516K
XDQQ
Innovator Etfs Tr Growth Accel
-1K
- 8.71%
$31.75 - $36.66 $31.8K - $36.7K
10.5K $333K
EEMV
Ishares Msci Emerging Markets

ETFs
-1.46K
- 2.5%
$57.07 - $59.29 $83.3K - $86.5K
57K $3.32M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-5.09K
- 1.27%
$22.77 - $22.94 $116K - $117K
397K $9.11M
UNP
Union Pacific Corp

Industrials
-4.88K
- 3.68%
$225.21 - $254.42 $1.1M - $1.24M
128K $30.2M
KEYS
Keysight Technologies, Inc.

Technology
-106
- 2.35%
$148.16 - $185.11 $15.7K - $19.6K
4.41K $660K
NWL
Newell Brands Inc.

Consumer Defensive
-1.66K
- 11.66%
$6.2 - $10.66 $10.3K - $17.7K
12.6K $77K
RBLX
Roblox Corp

Communication Services
-1.13K
- 21.3%
$53.77 - $75.47 $60.6K - $85.1K
4.17K $242K
ALK
Alaska Air Group, Inc.

Industrials
-800
- 51.35%
$49.22 - $76.6 $39.4K - $61.3K
758 $37K
KCE
Spdr S&P Capital Markets ETF

ETFs
-19
- 0.36%
$122.39 - $146.44 $2.33K - $2.78K
5.28K $665K
VTRS
Viatris Inc

Healthcare
-730
- 4.82%
$8.68 - $12.42 $6.34K - $9.07K
14.4K $125K
AB
Alliancebernstein Holding L.P.

Financial Services
-1.81K
- 30.46%
$35.0 - $40.73 $63.4K - $73.8K
4.14K $158K
CW
Curtiss Wright Corp

Industrials
-56
- 4.84%
$304.82 - $384.07 $17.1K - $21.5K
1.1K $348K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-593
- 14.76%
$76.17 - $85.05 $45.2K - $50.4K
3.43K $264K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-1.56K
- 59.74%
$37.87 - $39.86 $59.2K - $62.3K
1.05K $40K
MGM
Mgm Resorts International

Consumer Cyclical
-789
- 10.59%
$29.64 - $40.37 $23.4K - $31.9K
6.66K $197K
NXST
Nexstar Media Group, Inc.

Communication Services
-431
- 54.83%
$146.34 - $182.75 $63.1K - $78.8K
355 $63K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-4.44K
- 6.86%
$11.4 - $11.96 $50.6K - $53.1K
60.2K $693K
BTU
Peabody Energy Corp

Energy
-2.33K
- 59.05%
$12.48 - $20.86 $29.1K - $48.7K
1.62K $21K
WST
West Pharmaceutical Services Inc

Healthcare
-4
- 0.7%
$199.11 - $347.87 $796 - $1.39K
567 $126K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-1.24K
- 99.84%
$49.06 - $56.82 $60.9K - $70.5K
2 $0
PSI
Invesco Exchange Traded Fd Tr

ETFs
-965
- 69.93%
$47.38 - $64.98 $45.7K - $62.7K
415 $19K
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.06K
- 20.87%
$56.63 - $59.39 $59.9K - $62.8K
4.01K $230K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-185
- 0.43%
$46.06 - $49.24 $8.52K - $9.11K
43.1K $2.01M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-125
- 0.68%
$109.15 - $120.99 $13.6K - $15.1K
18.1K $2.04M
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.38K
- 82.62%
$41.41 - $45.24 $57.1K - $62.4K
290 $12K
VGSH
Vanguard

ETFs
-1.1K
- 8.84%
$58.07 - $58.69 $64.1K - $64.8K
11.4K $667K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-1.6K
- 64.74%
$35.88 - $37.91 $57.4K - $60.7K
872 $32K
MRNA
Moderna, Inc.

Healthcare
-547
- 17.3%
$28.35 - $47.53 $15.5K - $26K
2.62K $74K
TYL
Tyler Technologies Inc

Technology
-104
- 19.22%
$553.41 - $646.74 $57.6K - $67.3K
437 $254K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-4.98K
- 23.04%
$10.81 - $11.3 $53.8K - $56.3K
16.6K $182K
CIEN
Ciena Corp

Technology
-183
- 9.77%
$60.43 - $98.18 $11.1K - $18K
1.69K $102K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-1.39K
- 13.5%
$34.08 - $35.99 $47.2K - $49.9K
8.88K $304K
FXR
First Trust Industrials/Produc

ETFs
-490
- 12.15%
$68.3 - $79.81 $33.5K - $39.1K
3.54K $246K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-610
- 9.89%
$83.91 - $90.87 $51.2K - $55.4K
5.56K $471K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-12
- 0.12%
$33.65 - $43.06 $404 - $517
9.85K $331K
OSK
Oshkosh Corp

Industrials
-535
- 13.04%
$89.56 - $116.4 $47.9K - $62.3K
3.57K $335K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-835
- 98.93%
$64.35 - $73.03 $53.7K - $61K
9 $0
CNC
Centene Corp

Healthcare
-895
- 30.37%
$55.93 - $65.89 $50.1K - $59K
2.05K $124K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-661
- 23.86%
$58.81 - $68.2 $38.9K - $45.1K
2.11K $126K
FHN
First Horizon Corp

Financial Services
-2.21K
- 14.04%
$17.7 - $22.43 $39.1K - $49.5K
13.5K $262K
TTEK
Tetra Tech Inc

Industrials
-90
- 1.89%
$28.26 - $42.58 $2.54K - $3.83K
4.68K $136K
UNIT
Uniti Group Inc.

Real Estate
-9.61K
- 77.95%
$4.75 - $5.98 $45.6K - $57.4K
2.72K $13K
AKAM
Akamai Technologies Inc

Technology
-575
- 13.12%
N/A
3.81K $345K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-1.11K
- 26.54%
$44.99 - $47.69 $49.8K - $52.7K
3.06K $139K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-392
- 13.93%
$120.5 - $145.97 $47.2K - $57.2K
2.42K $319K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.51K
- 74.07%
$20.2 - $22.24 $50.7K - $55.8K
879 $18K
STEW
Boulder Growth & Income Fund

Financial Services
-3.84K
- 33.73%
$15.76 - $17.3 $60.5K - $66.5K
7.55K $130K
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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