Steward Partners Investment Solutions, LLC Reduced Holdings in Q1 2024

Steward Partners Investment Solutions, LLC

  • $594 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-105K
- 59.65%
$79.91 - $94.41 $8.41M - $9.93M
71.2K $6.72B
BIGC
Big Commerce Holdings, Inc.

Technology
-10.1K
- 3.09%
$6.89 - $9.0 $69.6K - $90.9K
317K $2.18B
GLD
Spdr Gold Trust

ETFs
-3.69K
- 17.33%
$184.42 - $205.72 $680K - $758K
17.6K $3.62B
DVY
Ishares Tr

ETFs
-3.07K
- 51.19%
$113.31 - $123.18 $347K - $378K
2.92K $360M
MCD
Mcdonalds Corp

Consumer Cyclical
-262
- 2.51%
$278.58 - $300.53 $73K - $78.7K
10.2K $2.87B
ACN
Accenture PLC

Technology
-593
- 14.64%
$333.82 - $386.91 $198K - $229K
3.46K $1.2B
PANW
Palo Alto Networks Inc

Technology
-629
- 20.99%
$261.97 - $376.9 $165K - $237K
2.37K $673M
SPGI
S&P Global Inc.

Financial Services
-422
- 26.29%
$418.48 - $459.72 $177K - $194K
1.18K $503M
TXN
Texas Instruments Inc

Technology
-1.12K
- 15.81%
$156.85 - $175.27 $175K - $196K
5.95K $1.04B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-5.97K
- 44.3%
$25.76 - $28.68 $154K - $171K
7.5K $215M
FSR
Fisker Inc.

Consumer Cyclical
-1.2K
- 2.03%
$0.02 - $1.63 $24 - $1.96K
57.8K $1.2M
SBUX
Starbucks Corp

Consumer Cyclical
-633
- 8.82%
$90.12 - $97.3 $57K - $61.6K
6.54K $598M
UNP
Union Pacific Corp

Industrials
-300
- 4.92%
$235.81 - $256.91 $70.7K - $77.1K
5.8K $1.43B
LMT
Lockheed Martin Corp

Industrials
-122
- 2.45%
$418.19 - $463.18 $51K - $56.5K
4.86K $2.21B
BLK
Black Rock Inc.

Financial Services
-85
- 5.93%
$774.31 - $842.06 $65.8K - $71.6K
1.35K $1.12B
EOG
Eog Resources Inc

Energy
-302
- 13.48%
$109.65 - $127.84 $33.1K - $38.6K
1.94K $248M
SHEL
Shell PLC

Energy
-362
- 5.99%
$61.04 - $67.42 $22.1K - $24.4K
5.68K $381M
AMP
Ameriprise Financial Inc

Financial Services
-160
- 16.75%
$372.06 - $438.44 $59.5K - $70.2K
795 $349M
ADI
Analog Devices Inc

Technology
-49
- 1.66%
$184.69 - $201.37 $9.05K - $9.87K
2.9K $573M
CMCSA
Comcast Corp

Communication Services
-13
- 0.07%
$41.24 - $46.73 $536 - $607
19.1K $830M
DFS
Discover Financial Services

Financial Services
-307
- 14.98%
$97.0 - $131.09 $29.8K - $40.2K
1.74K $228M
DIV
Global X Superdividend Us ETF

ETFs
-129
- 0.59%
$16.31 - $17.39 $2.1K - $2.24K
21.6K $376M
WFC
Wells Fargo & Company

Financial Services
-571
- 11.91%
$46.44 - $57.96 $26.5K - $33.1K
4.23K $245M
AMAT
Applied Materials Inc

Technology
-349
- 18.86%
$149.0 - $212.61 $52K - $74.2K
1.5K $310M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-81
- 3.97%
$98.77 - $114.86 $8K - $9.3K
1.96K $225M
DHR
Danaher Corp

Healthcare
-75
- 4.42%
$224.58 - $256.19 $16.8K - $19.2K
1.62K $405M
KMI
Kinder Morgan, Inc.

Energy
-55
- 0.24%
$16.57 - $18.34 $911 - $1.01K
22.9K $420M
VZ
Verizon Communications Inc

Communication Services
-725
- 6.27%
$37.9 - $42.49 $27.5K - $30.8K
10.8K $455M
RTX
Raytheon Technologies Corp

Industrials
-408
- 8.86%
$85.02 - $97.53 $34.7K - $39.8K
4.2K $409M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-218
- 1.82%
$54.75 - $57.86 $11.9K - $12.6K
11.8K $681M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-11
- 10.89%
$2212.8 - $2955.53 $24.3K - $32.5K
90 $262M
RSG
Republic Services, Inc.

Industrials
-20
- 0.68%
$163.52 - $191.52 $3.27K - $3.83K
2.9K $556M
XLV
Select Sector Spdr Fund Health

ETFs
-870
- 4.21%
$138.48 - $147.86 $120K - $129K
19.8K $2.92B
ORCL
Oracle Corp

Technology
-410
- 3.71%
$102.46 - $129.24 $42K - $53K
10.6K $1.34B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-305
- 0.9%
$109.98 - $120.99 $33.5K - $36.9K
33.7K $4.08B
PSX
Phillips 66

Energy
-114
- 1.11%
$127.67 - $163.34 $14.6K - $18.6K
10.2K $1.66B
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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