Steward Partners Investment Advisory, LLC Purchases in Q2 2024

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BE
Bloom Energy Corp

Industrials
2.81K
+ 9.27%
$9.32 - $17.0 $26.2K - $47.8K
33.1K $405K
FLS
Flowserve Corp

Industrials
1.33K
+ 363.49%
$45.63 - $50.41 $60.9K - $67.2K
1.7K $81K
TPC
Tutor Perini Corp

Industrials
3K
New
$13.28 - $22.59 $39.8K - $67.8K
3K $65K
UGI
Ugi Corp

Utilities
2.91K
+ 309.36%
$22.08 - $26.0 $64.2K - $75.6K
3.85K $88K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
545
+ 14.89%
$87.24 - $97.37 $47.5K - $53.1K
4.21K $406K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4.4K
+ 34.35%
$13.7 - $14.47 $60.3K - $63.7K
17.2K $241K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
150
+ 31.85%
$286.24 - $337.0 $42.9K - $50.6K
621 $207K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
700
+ 213.41%
$74.81 - $88.63 $52.4K - $62K
1.03K $89K
FSS
Federal Signal Corp

Industrials
760
+ 65.4%
$80.34 - $92.02 $61.1K - $69.9K
1.92K $160K
VMO
Invesco Municipal Opportunity Trust

Financial Services
3.32K
+ 4.07%
$9.24 - $10.11 $30.7K - $33.5K
84.8K $854K
PLAB
Photronics Inc

Technology
2.53K
New
$24.46 - $29.38 $61.9K - $74.3K
2.53K $62K
PBI
Pitney Bowes Inc

Industrials
4.48K
+ 8.57%
$3.92 - $5.72 $17.6K - $25.6K
56.7K $288K
EPP
Ishares Inc

ETFs
1.41K
+ 57.32%
$40.54 - $45.26 $57.3K - $64K
3.88K $166K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.03K
+ 163.75%
$56.88 - $60.48 $58.6K - $62.3K
1.66K $98K
STN
Stantec Inc

Industrials
707
+ 24.69%
$78.68 - $85.35 $55.6K - $60.3K
3.57K $298K
TTEK
Tetra Tech Inc

Industrials
205
+ 21.44%
$184.08 - $220.4 $37.7K - $45.2K
1.16K $237K
ZS
Zscaler, Inc.

Technology
323
+ 10.79%
$156.65 - $192.19 $50.6K - $62.1K
3.32K $637K
SKX
Skechers Usa Inc

Consumer Cyclical
424
+ 10.94%
$56.17 - $74.5 $23.8K - $31.6K
4.3K $297K
CODI
Compass Diversified Holdings

Industrials
4.45K
+ 25.36%
$21.33 - $24.0 $95K - $107K
22K $481K
BALT
Innovator Etfs Tr
1.85K
+ 54.61%
$28.96 - $30.04 $53.5K - $55.5K
5.23K $157K
IVE
Ishares S&P 500 Value ETF

ETFs
1.7K
+ 3.26%
$176.58 - $186.7 $299K - $316K
53.7K $9.78M
IWL
Ishares Tr Russell 200 ETF

ETFs
443
New
$120.51 - $134.58 $53.4K - $59.6K
443 $59K
MSB
Mesabi Trust

Basic Materials
3.75K
+ 33.25%
$16.08 - $18.52 $60.2K - $69.4K
15K $258K
RFEM
First Trust Iii Riverfront Dyn

ETFs
315
+ 3.53%
$59.66 - $66.27 $18.8K - $20.9K
9.24K $604K
GM
General Motors CO

Consumer Cyclical
320
+ 0.84%
$42.37 - $48.86 $13.6K - $15.6K
38.5K $1.79M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.01%
$98.11 - $105.73 $392 - $423
50.4K $5.18M
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
475
+ 5.94%
$36.5 - $42.95 $17.3K - $20.4K
8.48K $364K
VNO
Vornado Realty Trust

Real Estate
2.73K
+ 47.93%
$22.85 - $29.98 $62.4K - $81.9K
8.43K $221K
FEM
First Trust Emerging Markets A

ETFs
410
+ 0.94%
$22.78 - $25.35 $9.34K - $10.4K
44K $1.05M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
2.31K
+ 6.85%
$25.81 - $27.52 $59.6K - $63.5K
36K $960K
REAX
Real Brokerage Inc

Real Estate
7.5K
+ 27.27%
$3.09 - $5.11 $23.2K - $38.3K
35K $142K
VOOV
Vanguard S&P 500 Value ETF

ETFs
343
+ 49.21%
$170.84 - $180.49 $58.6K - $61.9K
1.04K $182K
ACI
Albertsons Companies, Inc.

Consumer Defensive
3.51K
+ 44.13%
$19.56 - $21.3 $68.6K - $74.7K
11.4K $226K
DKNG
Draft Kings Inc.

Consumer Cyclical
6.72K
+ 24.32%
$35.13 - $47.2 $236K - $317K
34.4K $1.31M
MLM
Martin Marietta Materials Inc

Basic Materials
204
+ 26.91%
$534.99 - $621.53 $109K - $127K
962 $521K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
5.75K
+ 3.39%
$3.91 - $4.16 $22.5K - $23.9K
175K $709K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
4.91K
+ 0.96%
$27.5 - $28.16 $135K - $138K
516K $14.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.95K
+ 75.25%
$24.67 - $27.2 $48.1K - $53K
4.54K $120K
BXSL
Blackstone Secured Lending Fund

Financial Services
4.07K
+ 3.04%
$30.45 - $32.5 $124K - $132K
138K $4.22M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.16K
+ 542.72%
$45.82 - $46.9 $53K - $54.2K
1.37K $63K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
2.17K
+ 2.64%
$27.18 - $29.31 $59K - $63.6K
84.4K $2.39M
MNDY
Monday.Com Ltd.

Technology
219
+ 317.39%
$178.07 - $246.44 $39K - $54K
288 $69K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
806
+ 1.13%
$17.01 - $19.91 $13.7K - $16K
72K $1.43M
ITA
Ishares Tr

ETFs
386
+ 1.7%
$127.05 - $137.39 $49K - $53K
23.1K $3.05M
PMF
Pimco Municipal Income Fund

Financial Services
5.82K
New
$8.9 - $9.35 $51.8K - $54.4K
5.82K $53K
SHCR
Sharecare, Inc.

Healthcare
39.7K
New
$0.55 - $1.38 $21.8K - $54.8K
39.7K $53K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
6K
+ 16.42%
$7.81 - $8.32 $46.9K - $49.9K
42.5K $351K
EBAY
Ebay Inc

Consumer Cyclical
280
+ 0.71%
$49.38 - $54.55 $13.8K - $15.3K
39.5K $2.12M
BJUL
Innovator U.S. Equity Buffer E

ETFs
1.08K
+ 21.64%
$38.96 - $41.78 $41.9K - $45K
6.05K $252K
Activity Summary
Buys All Purchases 1482 New Holdings 217 Increased Positions 1265 Sells All Sells 1134 Reductions 1134 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email