Portfolio (Quarterly)
Guide ↗
Steward Partners Investment Advisory, LLC
· CIK 0001723397| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | RPC | P10 INC | Financial Services | 250 | $2K | — | SOLD |
| 142 | — | EVERGY INC | — | 2,000 | $2K | — | SOLD |
| 143 | — | CIVITAS RESOURCES INC | — | 88 | $2K | — | SOLD |
| 144 | — | PARSONS CORP DEL | — | 2,000 | $2K | — | SOLD |
| 145 | — | AKAMAI TECHNOLOGIES INC | — | 2,000 | $2K | — | SOLD |
| 146 | — | MERITAGE HOMES CORP | — | 2,000 | $2K | — | SOLD |
| 147 | ARX | ACCELERANT HOLDINGS | Financial Services | 119 | $2K | — | SOLD |
| 148 | MXL | MAXLINEAR INC | Technology | 106 | $2K | — | SOLD |
| 149 | — | VISHAY INTERTECHNOLOGY INC | — | 2,000 | $2K | — | SOLD |
| 150 | TWIN | TWIN DISC INC | Industrials | 100 | $2K | — | SOLD |
| 151 | AADR | ADVISORSHARES TR | — | 18 | $2K | — | SOLD |
| 152 | — | ADTRAN HOLDINGS INC | — | 164 | $1K | — | SOLD |
| 153 | AMTX | AEMETIS INC | Energy | 1,000 | $1K | — | SOLD |
| 154 | EZA | ISHARES INC | — | 20 | $1K | — | SOLD |
| 155 | VITL | VITAL FARMS INC | Consumer Defensive | 43 | $1K | — | SOLD |
| 156 | EPU | ISHARES TR | — | 18 | $1K | — | SOLD |
| 157 | DEI | DOUGLAS EMMETT INC | Real Estate | 117 | $1K | — | SOLD |
| 158 | LNN | LINDSAY CORP | Industrials | 10 | $1K | — | SOLD |
| 159 | CVI | CVR ENERGY INC | Energy | 46 | $1K | — | SOLD |
| 160 | FWRG | FIRST WATCH RESTAURANT GROUP | Consumer Cyclical | 77 | $1K | — | SOLD |
Sector Allocation
Technology
27.9%
Financial Services
20.2%
Communication Services
12.0%
Consumer Cyclical
9.4%
Healthcare
7.8%
Industrials
7.5%
Energy
5.2%
Consumer Defensive
4.9%
Utilities
2.7%
Basic Materials
1.2%