Steward Partners Investment Solutions, LLC Incresed Positions in Q1 2024

Steward Partners Investment Solutions, LLC

  • $594 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
3.89K
+ 62.5%
$47.98 - $54.4 $186K - $211K
10.1K $548M
BAC
Bank Of America Corp

Financial Services
4.9K
+ 52.77%
$31.73 - $37.92 $155K - $186K
14.2K $538M
NUE
Nucor Corp

Basic Materials
61
+ 0.69%
$166.4 - $198.56 $10.2K - $12.1K
8.93K $1.77B
ABT
Abbott Laboratories

Healthcare
1.49K
+ 10.62%
$109.52 - $120.96 $163K - $180K
15.5K $1.76B
NEE
Nextera Energy Inc

Utilities
2.97K
+ 41.6%
$54.97 - $63.91 $163K - $190K
10.1K $647M
FV
First Trust Dorsey Wright Focu

ETFs
590
+ 2.84%
$49.64 - $57.23 $29.3K - $33.8K
21.4K $1.22B
CRM
Salesforce, Inc.

Technology
19
+ 0.52%
$251.12 - $316.88 $4.77K - $6.02K
3.67K $1.1B
HON
Honeywell International Inc

Industrials
900
+ 8.92%
$193.01 - $209.0 $174K - $188K
11K $2.25B
CSCO
Cisco Systems, Inc.

Technology
3.08K
+ 5.5%
$48.06 - $52.33 $148K - $161K
59.1K $2.95B
BP
Bp PLC

Energy
703
+ 1.91%
$33.85 - $38.26 $23.8K - $26.9K
37.6K $1.42B
TMO
Thermo Fisher Scientific Inc.

Healthcare
37
+ 2.9%
$528.82 - $599.43 $19.6K - $22.2K
1.32K $764M
SLB
Schlumberger Limited

Energy
908
+ 9.18%
$47.08 - $54.9 $42.7K - $49.8K
10.8K $592M
ISRG
Intuitive Surgical Inc

Healthcare
56
+ 7.26%
$322.13 - $400.59 $18K - $22.4K
827 $330M
MCHP
Microchip Technology Inc

Technology
825
+ 6.85%
$80.58 - $93.34 $66.5K - $77K
12.9K $1.15B
FDN
First Tr Fd Dow Jones

ETFs
95
+ 3.75%
$179.04 - $206.29 $17K - $19.6K
2.63K $539M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
62
+ 0.75%
$122.28 - $131.24 $7.58K - $8.14K
8.32K $1.09B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
35
+ 1.17%
$190.17 - $207.9 $6.66K - $7.28K
3.03K $625M
PBA
Pembina Pipeline Corp

Energy
1.27K
+ 10.78%
$33.2 - $35.93 $42.1K - $45.6K
13K $461M
DOW
Dow Inc.

Basic Materials
647
+ 11.49%
$52.47 - $58.17 $33.9K - $37.6K
6.28K $364M
EPD
Enterprise Products Partners L.P.

Energy
421
+ 3.0%
$26.23 - $29.18 $11K - $12.3K
14.5K $422M
IAU
Ishares Gold Trust

ETFs
208
+ 1.65%
$37.66 - $42.01 $7.83K - $8.74K
12.8K $539M
IVV
Ishares Core S&P 500 ETF

ETFs
54
+ 15.61%
$469.56 - $525.73 $25.4K - $28.4K
400 $210M
UPS
United Parcel Service Inc

Industrials
472
+ 15.66%
$139.08 - $161.22 $65.6K - $76.1K
3.49K $518M
ARCC
Ares Capital Corp

Financial Services
14
+ 0.03%
$19.94 - $20.82 $279 - $291
55.5K $1.16B
MTB
M&T Bank Corp

Financial Services
65
+ 1.63%
$130.47 - $145.85 $8.48K - $9.48K
4.06K $590M
FTCS
First Trust Capital Strength E

ETFs
230
+ 6.35%
$79.51 - $85.66 $18.3K - $19.7K
3.85K $330M
ADP
Automatic Data Processing Inc

Industrials
46
+ 2.99%
$232.51 - $255.87 $10.7K - $11.8K
1.58K $395M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
993
+ 8.67%
$43.25 - $44.65 $42.9K - $44.3K
12.4K $543M
PNC
Pnc Financial Services Group, Inc.

Financial Services
5
+ 0.11%
$144.85 - $161.6 $724 - $808
4.44K $718M
PFM
Invesco Exchange Traded Fd Tr

ETFs
196
+ 2.72%
$39.51 - $42.57 $7.74K - $8.34K
7.41K $316M
T
At&T Inc.

Communication Services
37
+ 0.12%
$16.23 - $18.04 $601 - $667
32.1K $564M
IGF
Ishares Global Infrastructure

ETFs
257
+ 5.09%
$44.1 - $47.63 $11.3K - $12.2K
5.3K $253M
KRP
Kimbell Royalty Partners, LP

Energy
300
+ 2.31%
$14.39 - $15.79 $4.32K - $4.74K
13.3K $206M
PPL
Ppl Corp

Utilities
47
+ 0.32%
$25.44 - $27.99 $1.2K - $1.32K
14.8K $406M
IDV
Ishares Tr

ETFs
104
+ 0.66%
$26.95 - $28.13 $2.8K - $2.93K
15.9K $446M
LNG
Cheniere Energy, Inc.

Energy
290
+ 4.39%
$152.89 - $169.41 $44.3K - $49.1K
6.9K $1.11B
INTC
Intel Corp

Technology
245
+ 1.4%
$41.83 - $49.55 $10.2K - $12.1K
17.8K $784M
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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