Steward Partners Investment Solutions, LLC Purchases in Q1 2024

Steward Partners Investment Solutions, LLC

  • $594 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
6.61K
New
$70.62 - $73.18 $467K - $484K
6.61K $483M
PM
Philip Morris International Inc.

Consumer Defensive
5.25K
New
$88.98 - $96.29 $467K - $506K
5.25K $481M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.1K
New
$39.04 - $42.23 $434K - $470K
11.1K $464M
WMT
Walmart Inc.

Consumer Defensive
31.5K
+ 212.89%
$58.61 - $175.86 $1.84M - $5.53M
46.3K $2.78B
ITM
Vaneck Intermediate Muni ETF

ETFs
9.62K
New
$46.21 - $47.1 $445K - $453K
9.62K $448M
DEO
Diageo PLC

Consumer Defensive
2.94K
New
$137.5 - $154.69 $405K - $455K
2.94K $438M
KLAC
Kla Corp

Technology
621
New
$544.31 - $723.26 $338K - $449K
621 $434M
ELV
Elevance Health, Inc.

Healthcare
815
New
$464.61 - $519.96 $379K - $424K
815 $423M
FAST
Fastenal CO

Industrials
5.34K
New
$61.98 - $78.42 $331K - $419K
5.34K $412M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
16.7K
New
$23.73 - $24.28 $396K - $405K
16.7K $398M
WDAY
Workday, Inc.

Technology
1.41K
New
$264.32 - $307.21 $372K - $433K
1.41K $384M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
59
+ 1.24%
$138.52 - $224.86 $8.17K - $13.3K
4.82K $1.08B
AMT
American Tower Corp

Real Estate
1.93K
New
$186.68 - $218.81 $359K - $421K
1.93K $380M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
9.85K
New
$30.8 - $40.71 $303K - $401K
9.85K $380M
XLK
Technology Sector Spdr

ETFs
1.52K
+ 37.94%
$184.12 - $211.02 $279K - $320K
5.51K $1.15B
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
17.3K
New
$20.53 - $22.26 $356K - $386K
17.3K $372M
GE
General Electric CO

Industrials
2.07K
New
$124.06 - $180.12 $257K - $373K
2.07K $364M
TGT
Target Corp

Consumer Defensive
2.05K
New
$137.4 - $177.21 $281K - $363K
2.05K $363M
IBM
International Business Machines Corp

Technology
1.87K
New
$159.16 - $197.78 $298K - $371K
1.87K $358M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
5.87K
New
$59.29 - $66.15 $348K - $388K
5.87K $357M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.41K
New
$92.24 - $103.91 $315K - $354K
3.41K $354M
GD
General Dynamics Corp

Industrials
1.18K
New
$249.34 - $282.55 $294K - $333K
1.18K $333M
URI
United Rentals, Inc.

Industrials
459
New
$541.39 - $721.11 $248K - $331K
459 $331M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.37K
New
$215.38 - $273.47 $294K - $374K
1.37K $331M
XOM
Exxon Mobil Corp

Energy
722
+ 4.88%
$96.8 - $116.24 $69.9K - $83.9K
15.5K $1.81B
MO
Altria Group, Inc.

Consumer Defensive
7.44K
New
$39.73 - $44.95 $296K - $334K
7.44K $325M
NVO
Novo Nordisk A S

Healthcare
2.48K
New
$102.11 - $135.92 $253K - $336K
2.48K $318M
ASML
Asml Holding Nv

Technology
327
New
$700.29 - $1047.39 $229K - $342K
327 $317M
PEP
Pepsico Inc

Consumer Defensive
1.7K
+ 55.22%
$162.04 - $175.01 $275K - $297K
4.77K $835M
IBB
Ishares Biotechnology ETF

ETFs
2.26K
New
$132.3 - $140.89 $299K - $318K
2.26K $310M
FRT
Federal Realty Investment Trust

Real Estate
3.01K
New
$97.4 - $104.47 $293K - $315K
3.01K $308M
SO
Southern CO

Utilities
3.09K
+ 6.41%
$66.25 - $72.24 $205K - $223K
51.3K $3.68B
SHW
Sherwin Williams CO

Basic Materials
822
New
$295.77 - $347.33 $243K - $286K
822 $286M
CCI
Crown Castle International Corp

Real Estate
2.69K
New
$101.93 - $116.62 $274K - $314K
2.69K $285M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.44K
New
$81.49 - $82.34 $280K - $283K
3.44K $281M
FIS
Fidelity National Information Services, Inc.

Technology
3.76K
New
$59.01 - $74.18 $222K - $279K
3.76K $279M
GBIL
Goldman Sachs Access Treasury

ETFs
2.72K
New
$99.75 - $100.89 $272K - $275K
2.72K $275M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.89K
New
$92.18 - $98.72 $266K - $285K
2.89K $273M
Liberty Media Corp Del Com Liberty Formula One Ser C
4.13K
New
N/A
4.13K $271M
EMR
Emerson Electric CO

Industrials
165
+ 1.06%
$91.73 - $113.45 $15.1K - $18.7K
15.7K $1.78B
APH
Amphenol Corp

Technology
2.21K
New
$94.46 - $115.35 $209K - $255K
2.21K $255M
RDVY
First Trust Rising Dividend Ac

ETFs
1.55K
+ 4.21%
$50.05 - $56.17 $77.6K - $87.1K
38.4K $2.16B
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.15K
New
$73.11 - $80.04 $230K - $252K
3.15K $251M
CINF
Cincinnati Financial Corp

Financial Services
2.02K
New
$105.24 - $124.17 $213K - $251K
2.02K $251M
SMCI
Super Micro Computer, Inc.

Technology
244
New
$280.64 - $1188.07 $68.5K - $290K
244 $246M
CB
Chubb LTD

Financial Services
305
+ 6.08%
$225.25 - $260.21 $68.7K - $79.4K
5.32K $1.38B
NKE
Nike, Inc.

Consumer Cyclical
3.66K
+ 50.24%
$92.58 - $107.18 $339K - $392K
10.9K $1.03B
DLR
Digital Realty Trust, Inc.

Real Estate
1.65K
New
$130.83 - $153.71 $216K - $253K
1.65K $237M
DUK
Duke Energy Corp

Utilities
2.49K
+ 24.04%
$90.65 - $99.39 $225K - $247K
12.8K $1.24B
Activity Summary
Buys All Purchases 212 New Holdings 124 Increased Positions 88 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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