Steward Partners Investment Advisory, LLC Purchases in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
125K
+ 6.21%
$207.23 - $234.82 $26M - $29.4M
2.14M $499M
MELI
Mercadolibre Inc

Consumer Cyclical
18.8K
+ 331.09%
$1591.44 - $2140.1 $29.9M - $40.3M
24.5K $50.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
55.2K
+ 15.27%
$475.2 - $527.7 $26.2M - $29.1M
416K $220M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
187K
+ 49.45%
$117.9 - $128.2 $22M - $23.9M
565K $72.4M
PHM
Pultegroup Inc

Consumer Cyclical
174K
+ 739.66%
$103.95 - $144.98 $18.1M - $25.2M
197K $28.3M
MRVL
Marvell Technology, Inc.

Technology
322K
+ 4130.82%
$56.15 - $76.24 $18.1M - $24.6M
330K $23.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
27.5K
+ 17.51%
$405.19 - $478.57 $11.1M - $13.1M
184K $84.9M
XLU
Utilities Sector Spdr

ETFs
230K
+ 184.76%
$67.67 - $80.78 $15.6M - $18.6M
354K $28.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
229K
+ 121.15%
$79.29 - $84.02 $18.1M - $19.2M
417K $35M
SPY
Spdr S&P 500 ETF Trust

ETFs
23.8K
+ 12.14%
$517.38 - $573.86 $12.3M - $13.7M
220K $126M
WMT
Walmart Inc.

Consumer Defensive
65.5K
+ 7.04%
$66.91 - $81.4 $4.38M - $5.33M
996K $80.4M
META
Meta Platforms, Inc.

Communication Services
13.3K
+ 9.34%
$453.41 - $572.44 $6.04M - $7.63M
156K $89.3M
UNH
Unitedhealth Group Inc

Healthcare
16.1K
+ 15.56%
$488.01 - $604.18 $7.87M - $9.75M
120K $70.1M
MSFT
Microsoft Corp

Technology
66.9K
+ 9.52%
$395.15 - $467.56 $26.4M - $31.3M
770K $331M
JPM
Jpmorgan Chase & CO

Financial Services
57.5K
+ 10.28%
$194.9 - $224.8 $11.2M - $12.9M
617K $130M
IEFA
Ishares Tr

ETFs
176K
+ 34.3%
$70.09 - $78.74 $12.3M - $13.8M
688K $53.7M
IWM
Ishares Russell 2000 ETF

ETFs
68.1K
+ 101.11%
$200.87 - $224.6 $13.7M - $15.3M
135K $29.9M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
331K
+ 122.1%
$42.87 - $45.76 $14.2M - $15.1M
601K $27.2M
V
Visa Inc.

Financial Services
42.3K
+ 17.72%
$253.74 - $291.56 $10.7M - $12.3M
281K $77.2M
FPE
First Tr Pfd Secs & Income ETF

ETFs
800K
+ 619.45%
$17.35 - $18.22 $13.9M - $14.6M
929K $16.8M
BSCV
Invesco ETF Self Indexed Fd Tr
851K
New
$15.89 - $16.79 $13.5M - $14.3M
851K $14.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
101K
+ 11.25%
$96.25 - $101.98 $9.75M - $10.3M
1M $101M
XLV
Select Sector Spdr Fund Health

ETFs
80K
+ 102.8%
$143.3 - $157.24 $11.5M - $12.6M
158K $24.3M
VIG
Vanguard Dividend Appreciation

ETFs
71.7K
+ 23.67%
$182.15 - $182.15 $13.1M - $13.1M
375K $68.3M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
288K
+ 46.57%
$32.65 - $36.69 $9.39M - $10.6M
906K $32.9M
AMZN
Amazon Com Inc

Consumer Cyclical
104K
+ 9.73%
$161.02 - $200.0 $16.7M - $20.8M
1.17M $219M
AXP
American Express CO

Financial Services
27.8K
+ 27.43%
$225.92 - $271.17 $6.28M - $7.54M
129K $35M
XLP
Consumer Staples Sector Spdr

ETFs
149K
+ 286.42%
$76.04 - $76.04 $11.4M - $11.4M
202K $15.3M
GOOG
Alphabet Inc.

Communication Services
97.2K
+ 31.64%
$149.54 - $192.66 $14.5M - $18.7M
405K $67.6M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
156K
+ 1753.92%
$63.74 - $73.47 $9.93M - $11.4M
165K $11.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
75.8K
+ 14.05%
$83.76 - $91.82 $6.35M - $6.96M
615K $56.2M
ABBV
Abb Vie Inc.

Healthcare
25K
+ 11.18%
$163.84 - $199.33 $4.1M - $4.99M
249K $49.2M
ADI
Analog Devices Inc

Technology
46.2K
+ 117.53%
$200.56 - $243.33 $9.26M - $11.2M
85.5K $19.7M
XLRE
Select Sector Spdr Tr Real Est

ETFs
230K
+ 1502.17%
$38.04 - $45.36 $8.76M - $10.4M
246K $11M
ORCL
Oracle Corp

Technology
25.6K
+ 12.87%
$125.9 - $170.35 $3.22M - $4.35M
224K $38.2M
VTV
Vanguard Value ETF

ETFs
28.1K
+ 8.49%
$159.75 - $174.57 $4.48M - $4.9M
359K $62.6M
TMUS
T Mobile Us, Inc.

Communication Services
40.3K
+ 101.42%
$175.14 - $206.36 $7.06M - $8.32M
80K $16.5M
USFR
Wisdomtree Floating Rate Treas

ETFs
187K
+ 34.49%
$50.2 - $50.48 $9.36M - $9.41M
727K $36.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
58.2K
+ 3.94%
$57.32 - $62.65 $3.34M - $3.65M
1.53M $95.7M
AMD
Advanced Micro Devices Inc

Technology
54.3K
+ 31.92%
$128.67 - $183.96 $6.99M - $9.99M
224K $36.8M
FIS
Fidelity National Information Services, Inc.

Technology
108K
+ 666.9%
$72.8 - $85.04 $7.9M - $9.23M
125K $10.4M
JNJ
Johnson & Johnson

Healthcare
23.2K
+ 6.93%
$145.48 - $167.38 $3.37M - $3.88M
358K $58M
NEE
Nextera Energy Inc

Utilities
59.8K
+ 20.36%
$69.9 - $84.97 $4.18M - $5.08M
353K $29.9M
FSMD
Fidelity Covington Tr Small Mi

ETFs
219K
+ 17975.86%
$37.22 - $41.47 $8.15M - $9.08M
220K $9.11M
NVDA
Nvidia Corp

Technology
113K
+ 5.01%
$98.91 - $134.91 $11.1M - $15.2M
2.36M $286M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
127K
+ 5093.69%
$61.47 - $67.36 $7.79M - $8.54M
129K $8.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11.7K
+ 4.4%
$434.77 - $502.96 $5.08M - $5.88M
278K $135M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19.1K
+ 3.37%
$105.53 - $118.34 $2.02M - $2.26M
586K $68.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
38.4K
+ 46.82%
$178.94 - $207.0 $6.87M - $7.95M
120K $24.2M
Activity Summary
Buys All Purchases 1882 New Holdings 310 Increased Positions 1572 Sells All Sells 941 Reductions 941 Sold out 0 Options Calls 0 Puts 0
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