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
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
317
+ 1.99%
$62.09 - $82.32 $19.7K - $26.1K
16.3K $1.09M
URBN
Urban Outfitters Inc

Consumer Cyclical
250
+ 10.36%
$34.96 - $55.81 $8.74K - $14K
2.66K $146K
BERY
Berry Global Group, Inc.

Consumer Cyclical
821
+ 3569.57%
$64.2 - $72.31 $52.7K - $59.4K
844 $54K
NTRA
Natera, Inc.

Healthcare
332
+ 1328.0%
$117.67 - $174.0 $39.1K - $57.8K
357 $56K
XAR
Spdr S&P Aerospace & Defense E

ETFs
168
+ 5.69%
$153.8 - $176.52 $25.8K - $29.7K
3.12K $517K
SYF
Synchrony Financial

Financial Services
93
+ 3.02%
$49.01 - $68.55 $4.56K - $6.38K
3.17K $206K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
620
+ 299.52%
$72.85 - $89.2 $45.2K - $55.3K
827 $68K
MC
Moelis & CO

Financial Services
2
+ 0.02%
$65.74 - $80.49 $131 - $161
9.74K $719K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
400
+ 148.15%
$120.76 - $140.58 $48.3K - $56.2K
670 $85K
UTHR
United Therapeutics Corp

Healthcare
155
+ 29.81%
$348.66 - $410.0 $54K - $63.6K
675 $238K
AXS
Axis Capital Holdings LTD

Financial Services
596
New
$78.26 - $94.05 $46.6K - $56.1K
596 $52K
AB
Alliancebernstein Holding L.P.

Financial Services
1.1K
+ 22.78%
$34.59 - $38.68 $38.2K - $42.7K
5.95K $220K
BRBR
Bellring Brands, Inc.

Consumer Defensive
332
+ 18.66%
$60.38 - $78.79 $20K - $26.2K
2.11K $159K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
502
+ 3.04%
$24.92 - $32.79 $12.5K - $16.5K
17K $468K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1.25K
+ 11.03%
$19.51 - $23.42 $24.3K - $29.2K
12.6K $276K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
719
+ 0.9%
$33.92 - $36.6 $24.4K - $26.3K
80.7K $2.79M
DT
Dynatrace, Inc.

Technology
911
+ 173.19%
$51.09 - $59.6 $46.5K - $54.3K
1.44K $78K
EMLP
First Tr Exchange Traded Iv

ETFs
72
+ 0.31%
$33.69 - $38.24 $2.43K - $2.75K
23K $821K
MLPX
Global X Mlp & Energy Infrastr

ETFs
834
New
$54.89 - $64.32 $45.8K - $53.6K
834 $50K
EWI
Ishares Inc Msci Italy ETF

ETFs
1.39K
New
$35.52 - $39.19 $49.5K - $54.6K
1.39K $50K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
596
New
$83.82 - $95.89 $50K - $57.2K
596 $50K
A
Agilent Technologies, Inc.

Healthcare
1K
+ 16.53%
$125.69 - $146.56 $126K - $147K
7.07K $949K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
615
+ 17.08%
$28.38 - $39.27 $17.5K - $24.2K
4.22K $163K
PAAS
Pan American Silver Corp

Basic Materials
2.9K
+ 18.6%
$19.94 - $25.85 $57.9K - $75K
18.5K $374K
IDA
Idacorp Inc

Utilities
424
+ 148.77%
$100.11 - $118.96 $42.4K - $50.4K
709 $77K
GII
Spdr S&P Global Infrasture ETF

ETFs
980
+ 24.11%
$57.64 - $63.28 $56.5K - $62K
5.05K $298K
HQL
Tekla Life Sciences Investors

Financial Services
3.85K
+ 379.76%
$13.12 - $15.25 $50.5K - $58.7K
4.86K $63K
RWK
Invesco Exchange Traded Fd Tr

ETFs
415
+ 6.6%
$114.67 - $126.49 $47.6K - $52.5K
6.7K $778K
LVHI
Franklin International Low Vol

ETFs
1.67K
+ 22.57%
$29.98 - $31.57 $50.2K - $52.8K
9.09K $277K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
9.16K
+ 17.35%
$5.64 - $5.93 $51.7K - $54.3K
62K $352K
PR
Permian Resources Corporation

Energy
1.8K
+ 6.51%
$13.41 - $16.21 $24.1K - $29.1K
29.4K $422K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.48K
+ 17.3%
$47.63 - $52.63 $118K - $130K
16.8K $808K
CM
Canadian Imperial Bank Of Commerce

Financial Services
732
+ 1307.14%
$59.58 - $67.31 $43.6K - $49.3K
788 $49K
CW
Curtiss Wright Corp

Industrials
46
+ 4.14%
$335.08 - $389.49 $15.4K - $17.9K
1.16K $410K
AOR
Ishares Tr Core Growth Allocat

ETFs
931
+ 22.53%
$57.32 - $59.66 $53.4K - $55.5K
5.06K $290K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
738
+ 13.22%
$74.71 - $79.24 $55.1K - $58.5K
6.32K $485K
GSL
Global Ship Lease, Inc.

Industrials
2.12K
New
$21.21 - $26.31 $45.1K - $55.9K
2.12K $46K
BXP
Boston Properties Inc

Real Estate
614
+ 339.23%
$73.33 - $89.72 $45K - $55.1K
795 $59K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
4.34K
+ 71.14%
$11.6 - $12.83 $50.3K - $55.7K
10.4K $121K
VFC
V F Corp

Consumer Cyclical
627
+ 3.06%
$16.7 - $22.59 $10.5K - $14.2K
21.1K $453K
ALTG
Alta Equipment Group Inc.

Industrials
7.6K
+ 20.57%
$5.76 - $8.46 $43.8K - $64.3K
44.5K $291K
GDDY
Go Daddy Inc.

Technology
98
+ 16.9%
$153.16 - $209.03 $15K - $20.5K
678 $133K
GHC
Graham Holdings CO

Consumer Defensive
44
+ 44.0%
$771.16 - $960.36 $33.9K - $42.3K
144 $125K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
8.48K
+ 83.18%
$7.17 - $12.28 $60.8K - $104K
18.7K $138K
NJR
New Jersey Resources Corp

Utilities
1.28K
+ 4.3%
$45.17 - $51.61 $57.7K - $66K
31K $1.45M
RH
Rh

Consumer Cyclical
31
+ 5.98%
$311.9 - $446.04 $9.67K - $13.8K
549 $216K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
4.21K
+ 4213.0%
$9.32 - $12.32 $39.3K - $51.9K
4.31K $43K
CODI
Compass Diversified Holdings

Industrials
910
+ 4.16%
$20.56 - $24.27 $18.7K - $22.1K
22.8K $525K
PODD
Insulet Corp

Healthcare
50
+ 5.0%
$227.79 - $275.7 $11.4K - $13.8K
1.05K $274K
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
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