Steward Partners Investment Solutions, LLC New Holdings in Q1 2024

Steward Partners Investment Solutions, LLC

  • $594 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
24.5K
New
$396.28 - $446.38 $9.73M - $11M
24.5K $10.9B
VIG
Vanguard Dividend Appreciation

ETFs
53.1K
New
$168.47 - $182.98 $8.95M - $9.72M
53.1K $9.7B
UBER
Uber Technologies, Inc

Technology
121K
New
$57.58 - $81.39 $6.94M - $9.81M
121K $9.28B
XLF
Financial Sector Spdr

ETFs
207K
New
$37.27 - $42.12 $7.73M - $8.74M
207K $8.74B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
83.2K
New
$77.86 - $83.58 $6.48M - $6.95M
83.2K $6.95B
XLI
Industrial Sector Spdr

ETFs
46.5K
New
$110.23 - $125.96 $5.13M - $5.86M
46.5K $5.86B
TMUS
T Mobile Us, Inc.

Communication Services
35.2K
New
$160.41 - $167.42 $5.64M - $5.89M
35.2K $5.74B
ARES
Ares Management Corp

Financial Services
35.2K
New
$114.19 - $137.06 $4.02M - $4.82M
35.2K $4.68B
AXP
American Express CO

Financial Services
20.5K
New
$179.79 - $229.12 $3.68M - $4.69M
20.5K $4.66B
MOH
Molina Healthcare, Inc.

Healthcare
10.3K
New
$350.07 - $419.53 $3.61M - $4.33M
10.3K $4.24B
VO
Vanguard Mid Cap ETF

ETFs
14.9K
New
$225.86 - $249.86 $3.37M - $3.72M
14.9K $3.72B
VGT
Vanguard Information Technolog

ETFs
6.93K
New
$462.18 - $530.16 $3.2M - $3.67M
6.93K $3.63B
BKNG
Booking Holdings Inc.

Consumer Cyclical
962
New
$3408.14 - $3901.99 $3.28M - $3.75M
962 $3.49B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
33.3K
New
$100.29 - $100.71 $3.34M - $3.36M
33.3K $3.36B
VCIT
Vanguard Intermediate Term Cor

ETFs
37.8K
New
$79.39 - $81.28 $3M - $3.07M
37.8K $3.04B
DHI
Horton D R Inc

Consumer Cyclical
18.4K
New
$139.21 - $164.55 $2.55M - $3.02M
18.4K $3.02B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
44.7K
New
$56.98 - $284.98 $2.55M - $12.7M
44.7K $2.72B
MUB
Ishares National Muni Bond ETF

ETFs
22.1K
New
$107.41 - $108.76 $2.38M - $2.41M
22.1K $2.38B
VLO
Valero Energy Corp

Energy
12.8K
New
$124.77 - $170.98 $1.59M - $2.18M
12.8K $2.18B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
40.5K
New
$50.36 - $51.06 $2.04M - $2.07M
40.5K $2.05B
VTV
Vanguard Value ETF

ETFs
11.9K
New
$147.46 - $162.86 $1.75M - $1.93M
11.9K $1.93B
GS
Goldman Sachs Group Inc

Financial Services
4.52K
New
$376.91 - $417.69 $1.71M - $1.89M
4.52K $1.89B
IEF
Ishares Barclays

ETFs
17.6K
New
$93.54 - $96.82 $1.65M - $1.7M
17.6K $1.66B
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.69K
New
$153.84 - $169.37 $1.49M - $1.64M
9.69K $1.64B
VB
Vanguard Small Cap ETF

ETFs
6.9K
New
$204.0 - $228.59 $1.41M - $1.58M
6.9K $1.58B
IEFA
Ishares Tr

ETFs
20.5K
New
$68.14 - $74.43 $1.39M - $1.52M
20.5K $1.52B
VGIT
Vanguard Intermediate Term Tre

ETFs
24.8K
New
$58.07 - $59.52 $1.44M - $1.47M
24.8K $1.45B
XLY
Select Sector Spdr Consumer Di

ETFs
7.23K
New
$170.9 - $185.02 $1.24M - $1.34M
7.23K $1.33B
SLV
I Shares Silver Trust

ETFs
58.3K
New
$20.2 - $23.29 $1.18M - $1.36M
58.3K $1.33B
DAR
Darling Ingredients Inc.

Consumer Defensive
22.1K
New
$40.69 - $50.48 $898K - $1.11M
22.1K $1.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.83K
New
$102.35 - $110.52 $904K - $976K
8.83K $976M
PLD
Prologis, Inc.

Real Estate
7.46K
New
$125.14 - $135.07 $933K - $1.01M
7.46K $971M
IRM
Iron Mountain Inc

Real Estate
11K
New
$65.34 - $81.37 $721K - $898K
11K $885M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.82K
New
$164.99 - $234.17 $630K - $895K
3.82K $859M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14K
New
$55.74 - $60.35 $780K - $845K
14K $844M
VIS
Vanguard Industrial ETF

ETFs
3.28K
New
$212.18 - $244.15 $695K - $800K
3.28K $800M
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.7K
New
$55.41 - $62.08 $704K - $789K
12.7K $789M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.64K
New
$257.46 - $288.1 $681K - $762K
2.64K $762M
IWV
Ishares Russell 3000 ETF

ETFs
2.53K
New
$268.36 - $300.08 $678K - $759K
2.53K $759M
TJX
Tjx Companies Inc

Consumer Cyclical
7.09K
New
$91.7 - $101.42 $650K - $719K
7.09K $719M
KKR
Kkr & Co. Inc.

Financial Services
6.95K
New
$79.89 - $101.64 $555K - $706K
6.95K $699M
VDC
Vanguard Consumer Staples ETF

ETFs
3.37K
New
$189.57 - $204.14 $639K - $688K
3.37K $688M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.05K
New
$99.13 - $149.2 $500K - $753K
5.05K $686M
SYK
Stryker Corp

Healthcare
1.91K
New
$293.94 - $358.71 $561K - $685K
1.91K $683M
LEN
Lennar Corp

Consumer Cyclical
3.96K
New
$145.07 - $171.98 $574K - $680K
3.96K $680M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.7K
New
$372.72 - $397.76 $634K - $676K
1.7K $676M
BX
Blackstone Inc.

Financial Services
5.1K
New
$116.98 - $131.66 $597K - $672K
5.1K $670M
SCHW
Schwab Charles Corp

Financial Services
9.2K
New
$61.89 - $72.38 $570K - $666K
9.2K $666M
MS
Morgan Stanley

Financial Services
6.73K
New
$83.9 - $94.16 $564K - $633K
6.73K $633M
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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