Steward Partners Investment Advisory, LLC Purchases in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FPX
First Trust Us Equity Opportun

ETFs
10
+ 0.09%
$109.38 - $131.9 $1.09K - $1.32K
11K $1.32M
STRL
Sterling Construction CO Inc

Industrials
597
+ 385.16%
$142.94 - $199.03 $85.3K - $119K
752 $126K
IFRA
Ishares Tr

ETFs
2.96K
+ 5.81%
$45.94 - $51.71 $136K - $153K
53.8K $2.49M
UMBF
Umb Financial Corp

Financial Services
914
New
$101.15 - $127.6 $92.5K - $117K
914 $103K
DASH
Door Dash, Inc.

Communication Services
495
+ 66.27%
$141.93 - $180.48 $70.3K - $89.3K
1.24K $208K
SLV
I Shares Silver Trust

ETFs
21.3K
+ 9.65%
$26.33 - $31.74 $562K - $677K
242K $6.38M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
17K
+ 17.19%
$8.51 - $9.15 $145K - $155K
116K $995K
QBTS
D Wave Quantum Inc.

Technology
3.91K
+ 42.73%
$0.89 - $9.91 $3.48K - $38.7K
13.1K $109K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
3.06K
+ 1.72%
$14.38 - $15.35 $44.1K - $47K
181K $2.7M
AOA
Ishares Tr Core Aggressive All

ETFs
1.57K
+ 18.39%
$76.61 - $79.88 $120K - $125K
10.1K $773K
CPRT
Copart Inc

Consumer Cyclical
1.08K
+ 14.02%
$51.36 - $63.8 $55.7K - $69.2K
8.81K $505K
ENPH
Enphase Energy, Inc.

Technology
6.99K
+ 81.61%
$59.52 - $111.18 $416K - $777K
15.6K $1.07M
RPRX
Royalty Pharma PLC

Healthcare
3.94K
+ 806.13%
$24.28 - $28.39 $95.7K - $112K
4.43K $113K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
15.2K
+ 19.57%
$12.1 - $13.52 $184K - $206K
92.9K $1.14M
PFS
Provident Financial Services Inc

Financial Services
5.25K
New
$17.64 - $21.86 $92.6K - $115K
5.25K $99K
VCR
Vanguard Consumer Discretionar

ETFs
7
+ 0.25%
$328.51 - $401.37 $2.3K - $2.81K
2.77K $1.04M
VTV
Vanguard Value ETF

ETFs
11.8K
+ 3.28%
$168.32 - $181.87 $1.98M - $2.14M
370K $62.7M
AIZ
Assurant, Inc.

Financial Services
437
+ 133.23%
$186.6 - $228.68 $81.5K - $99.9K
765 $163K
MGC
Vanguard Mega Cap ETF

ETFs
237
+ 2.97%
$204.21 - $220.18 $48.4K - $52.2K
8.21K $1.75M
ATO
Atmos Energy Corp

Utilities
681
+ 12.73%
$136.41 - $151.43 $92.9K - $103K
6.03K $839K
SMR
Nuscale Power Corp

Industrials
5.42K
New
$11.69 - $30.21 $63.3K - $164K
5.42K $97K
PRIM
Primoris Services Corp

Industrials
1.27K
New
$57.06 - $84.91 $72.6K - $108K
1.27K $97K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
25.1K
+ 2.56%
$56.06 - $61.35 $1.41M - $1.54M
1M $56.7M
CLBT
Cellebrite Di Ltd.

Technology
1.46K
+ 12.06%
$16.52 - $22.52 $24.2K - $32.9K
13.6K $299K
BNOV
Innovator U.S. Equity Buffer E

ETFs
2.3K
+ 69.79%
$38.08 - $39.98 $87.4K - $91.8K
5.59K $219K
CEIX
Consol Energy Inc.

Energy
880
New
$101.36 - $133.33 $89.2K - $117K
880 $93K
DAT
Proshares Tr Big Data Refiners

ETFs
2.13K
New
$34.75 - $48.4 $73.9K - $103K
2.13K $93K
SAM
Boston Beer CO Inc

Consumer Defensive
297
+ 102.06%
$270.2 - $323.56 $80.2K - $96.1K
588 $176K
TYL
Tyler Technologies Inc

Technology
165
+ 43.88%
$576.64 - $635.69 $95.1K - $105K
541 $311K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
4.19K
+ 17.22%
$64.62 - $71.43 $271K - $299K
28.5K $1.84M
WTW
Willis Towers Watson PLC

Financial Services
199
+ 11.71%
$287.99 - $332.53 $57.3K - $66.2K
1.9K $591K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
3.53K
+ 19.19%
N/A
21.9K $558K
EURN
Euronav Nv

Energy
5.83K
New
N/A
5.83K $90K
LPX
Louisiana Pacific Corp

Industrials
879
+ 136.92%
$98.02 - $120.27 $86.2K - $106K
1.52K $157K
GVA
Granite Construction Inc

Industrials
1.01K
New
$79.33 - $100.2 $80.2K - $101K
1.01K $88K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.76K
+ 36.84%
$24.61 - $25.12 $92.6K - $94.6K
14K $345K
JUPW
Jupiter Wellness, Inc.

Healthcare
30K
+ 19.96%
N/A
180K $526K
NLOK
Norton Life Lock Inc.

Technology
4.1K
+ 238.95%
N/A
5.81K $124K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
484
+ 30.44%
$110.69 - $154.48 $53.6K - $74.8K
2.07K $263K
CGNX
Cognex Corp

Technology
3.37K
+ 45.06%
$35.61 - $43.05 $120K - $145K
10.9K $389K
LUV
Southwest Airlines CO

Industrials
695
+ 4.36%
$28.99 - $34.84 $20.1K - $24.2K
16.6K $558K
AYI
Acuity Brands Inc

Industrials
294
+ 1470.0%
$292.13 - $333.45 $85.9K - $98K
314 $91K
ACI
Albertsons Companies, Inc.

Consumer Defensive
4.1K
+ 90.95%
$18.01 - $19.92 $73.9K - $81.7K
8.61K $169K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
6.07K
+ 8.11%
$18.62 - $19.05 $113K - $116K
81K $1.51M
SBAC
Sba Communications Corp

Real Estate
670
+ 48.66%
$198.24 - $249.31 $133K - $167K
2.05K $417K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.14K
+ 32.14%
$80.87 - $87.69 $92.5K - $100K
4.7K $382K
GFL
Gfl Environmental Inc.

Industrials
1.87K
+ 350.28%
$39.53 - $47.1 $73.8K - $87.9K
2.4K $106K
PBT
Permian Basin Royalty Trust

Energy
9.18K
+ 45.24%
$10.49 - $13.86 $96.3K - $127K
29.5K $326K
PRI
Primerica, Inc.

Financial Services
268
+ 15.06%
$265.71 - $304.93 $71.2K - $81.7K
2.05K $555K
Activity Summary
Buys All Purchases 2060 New Holdings 444 Increased Positions 1616 Sells All Sells 1050 Reductions 1050 Sold out 0 Options Calls 0 Puts 0
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