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
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.76K
New
$46.53 - $49.91 $81.7K - $87.6K
1.76K $84K
ESAB
Esab Corp

Industrials
696
New
$102.05 - $135.08 $71K - $94K
696 $83K
RGTI
Rigetti Computing, Inc.

Technology
5.44K
New
$0.74 - $17.08 $4.02K - $92.8K
5.44K $83K
VV
Vanguard Large Cap ETF

ETFs
123
+ 1.59%
$260.27 - $280.65 $32K - $34.5K
7.87K $2.12M
FHN
First Horizon Corp

Financial Services
571
+ 3.77%
$14.91 - $21.42 $8.51K - $12.2K
15.7K $316K
USLM
United States Lime & Minerals Inc

Basic Materials
510
+ 136.0%
$91.63 - $157.45 $46.7K - $80.3K
885 $117K
HAE
Haemonetics Corp

Healthcare
1.03K
New
$71.16 - $93.38 $73.1K - $95.9K
1.03K $80K
KRG
Kite Realty Group Trust

Real Estate
3.62K
+ 42.89%
$24.49 - $27.85 $88.7K - $101K
12.1K $304K
KWEB
Kraneshares Tr Csi China Inter

ETFs
4.51K
+ 41.68%
$29.11 - $38.87 $131K - $175K
15.3K $448K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.23K
+ 40.39%
$34.25 - $37.94 $76.4K - $84.6K
7.76K $281K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
686
+ 24.98%
$58.32 - $85.45 $40K - $58.6K
3.43K $254K
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
4.34K
+ 86.32%
$7.71 - $12.65 $33.5K - $54.9K
9.37K $118K
ALT
Altimmune, Inc.

Healthcare
7.85K
+ 38.86%
$6.02 - $9.85 $47.3K - $77.3K
28.1K $202K
CTVA
Corteva, Inc.

Basic Materials
2.33K
+ 7.72%
$55.21 - $64.13 $129K - $150K
32.6K $1.86M
ESE
Esco Technologies Inc

Technology
575
+ 287.5%
$120.68 - $151.38 $69.4K - $87K
775 $103K
AINV
Apollo Investment Corp

Financial Services
6.93K
+ 27.76%
N/A
31.9K $354K
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
3.92K
+ 17.18%
$11.87 - $16.4 $46.5K - $64.2K
26.7K $359K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
3.22K
+ 74.93%
$24.59 - $25.81 $79.2K - $83.2K
7.52K $185K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
1.54K
+ 89.21%
$51.76 - $56.72 $79.6K - $87.2K
3.26K $168K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1.53K
+ 6.03%
$47.66 - $51.97 $73.1K - $79.7K
26.9K $1.31M
JEF
Jefferies Financial Group Inc.

Financial Services
375
+ 13.39%
$61.95 - $81.75 $23.2K - $30.7K
3.18K $248K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
933
+ 0.92%
$61.21 - $68.19 $57.1K - $63.6K
102K $6.38M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
3.16K
+ 76.7%
$23.62 - $24.47 $74.7K - $77.4K
7.29K $174K
SIL
Global X Silver Miners ETF

ETFs
2.5K
+ 192.31%
$31.61 - $41.98 $79K - $105K
3.8K $120K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
3.15K
+ 34.0%
$40.0 - $52.93 $126K - $167K
12.4K $500K
VMO
Invesco Municipal Opportunity Trust

Financial Services
13.4K
+ 13.12%
$9.47 - $10.33 $127K - $138K
115K $1.12M
SNEX
Stone X Group Inc.

Financial Services
762
New
$80.62 - $104.76 $61.4K - $79.8K
762 $74K
VRSK
Verisk Analytics, Inc.

Industrials
246
+ 29.46%
$262.86 - $294.75 $64.7K - $72.5K
1.08K $297K
JOBY
Joby Aviation, Inc.

Industrials
8.43K
+ 487.96%
$4.8 - $9.16 $40.4K - $77.2K
10.2K $82K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
2.19K
New
$32.82 - $45.55 $71.9K - $99.8K
2.19K $73K
RRX
Regal Rexnord Corp

Industrials
479
+ 334.97%
$153.56 - $182.22 $73.6K - $87.3K
622 $96K
GTLB
Gitlab Inc.

Technology
1.28K
+ 4273.33%
$48.76 - $67.19 $62.5K - $86.1K
1.31K $73K
USA
Liberty All Star Equity Fund

Financial Services
15.3K
+ 8.4%
$6.82 - $7.46 $104K - $114K
197K $1.37M
NWPX
Northwest Pipe CO

Industrials
1.5K
New
$43.06 - $57.6 $64.4K - $86.2K
1.5K $72K
GME
Game Stop Corp.

Consumer Cyclical
650
+ 10.82%
$20.5 - $32.99 $13.3K - $21.4K
6.66K $208K
EAPR
Innovator Etfs Tr Emerging Mkt
3.07K
+ 44.46%
$25.87 - $27.33 $79.3K - $83.8K
9.97K $257K
DSI
Ishares Msci Kld 400 Social Et

ETFs
288
+ 1.06%
$107.41 - $115.71 $30.9K - $33.3K
27.4K $3.02M
SKX
Skechers Usa Inc

Consumer Cyclical
1.04K
+ 26.03%
$59.24 - $72.0 $61.7K - $75K
5.04K $338K
BIT
Black Rock Multi Sector Income Trust

Financial Services
7.19K
+ 11.66%
$14.25 - $15.15 $102K - $109K
68.8K $1M
IYG
Ishares Tr

ETFs
3
+ 0.03%
$70.24 - $82.34 $211 - $247
10.3K $803K
IYLD
Ishares Tr Ishares Morningstar

ETFs
4.4K
+ 33.82%
$19.48 - $20.66 $85.6K - $90.8K
17.4K $338K
IRBO
Ishares Robotics & Artificial

ETFs
2.2K
+ 67.03%
N/A
5.47K $175K
MHO
M/I Homes, Inc.

Consumer Cyclical
530
New
$132.44 - $174.81 $70.2K - $92.6K
530 $70K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
1.34K
+ 267.8%
N/A
1.84K $96K
ANSS
Ansys Inc

Technology
109
+ 6.55%
$313.05 - $361.45 $34.1K - $39.4K
1.77K $598K
CARG
Car Gurus, Inc.

Communication Services
1.3K
+ 39.74%
$29.05 - $38.78 $37.8K - $50.5K
4.58K $167K
FSIG
First Tr ETF Iv LTD Duration I
4.2K
+ 13.22%
$18.8 - $19.23 $78.9K - $80.7K
36K $678K
MCY
Mercury General Corp

Financial Services
1.03K
New
$62.82 - $78.96 $64.4K - $80.9K
1.03K $68K
NEU
Newmarket Corp

Basic Materials
130
+ 481.48%
$519.96 - $563.85 $67.6K - $73.3K
157 $82K
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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