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
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
956
+ 12.14%
$41.09 - $45.94 $39.3K - $43.9K
8.83K $371K
KEY
Keycorp

Financial Services
1.78K
+ 6.32%
$16.21 - $19.97 $28.8K - $35.4K
29.9K $512K
RC
Ready Capital Corp

Real Estate
6.15K
+ 3075.0%
$6.71 - $7.57 $41.3K - $46.6K
6.35K $43K
KJUL
Innovator U.S. Small Cap Power

Technology
1.37K
+ 76.07%
$28.78 - $30.34 $39.3K - $41.5K
3.16K $93K
KAPR
Innovator U.S. Small Cap Power

ETFs
1.22K
+ 47.39%
$32.06 - $34.27 $39.2K - $41.9K
3.81K $124K
IWV
Ishares Russell 3000 ETF

ETFs
32
+ 0.8%
$323.08 - $349.08 $10.3K - $11.2K
4.03K $1.35M
OMF
One Main Holdings, Inc.

Financial Services
234
+ 4.14%
$45.27 - $57.43 $10.6K - $13.4K
5.88K $306K
CEG
Constellation Energy Corp

Utilities
1.74K
+ 17.39%
$224.28 - $285.52 $390K - $496K
11.7K $2.64M
HST
Host Hotels & Resorts, Inc.

Real Estate
2.31K
+ 100.13%
$17.24 - $19.07 $39.7K - $44K
4.61K $80K
BJAN
Innovator U.S. Equity Buffer E

ETFs
832
+ 340.98%
$46.38 - $47.95 $38.6K - $39.9K
1.08K $51K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
383
+ 19.87%
$93.27 - $105.01 $35.7K - $40.2K
2.31K $222K
BTU
Peabody Energy Corp

Energy
2.33K
+ 144.19%
$19.81 - $29.8 $46.2K - $69.5K
3.95K $82K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
412
New
$99.0 - $99.5 $40.8K - $41K
412 $40K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
204
+ 30.31%
$174.04 - $205.27 $35.5K - $41.9K
877 $158K
ZS
Zscaler, Inc.

Technology
141
+ 9.33%
$166.99 - $211.99 $23.5K - $29.9K
1.65K $298K
FDUS
Fidus Investment Corp

Financial Services
323
+ 1.42%
$19.1 - $21.49 $6.17K - $6.94K
23K $483K
BOTZ
Global X Fds

ETFs
1.34K
+ 7.89%
$31.11 - $34.18 $41.6K - $45.7K
18.3K $584K
ARGX
Argenx Se

Healthcare
20
+ 5.56%
$520.52 - $638.33 $10.4K - $12.8K
380 $233K
IFV
First Trust Dorsey Wright Inte

ETFs
3.11K
+ 26.72%
$19.09 - $20.83 $59.3K - $64.7K
14.7K $282K
HSBC
Hsbc Holdings PLC

Financial Services
321
+ 6.15%
$43.83 - $49.51 $14.1K - $15.9K
5.54K $273K
MFC
Manulife Financial Corp

Financial Services
607
+ 3.71%
$29.21 - $32.87 $17.7K - $20K
16.9K $520K
RELX
Relx PLC

Communication Services
919
+ 50.16%
$44.45 - $48.63 $40.8K - $44.7K
2.75K $124K
VERX
Vertex, Inc.

Technology
721
New
$39.21 - $56.92 $28.3K - $41K
721 $38K
WMS
Advanced Drainage Systems, Inc.

Industrials
818
+ 59.06%
$114.63 - $163.52 $93.8K - $134K
2.2K $254K
DOCS
Doximity, Inc.

Healthcare
332
+ 17.14%
$41.25 - $61.25 $13.7K - $20.3K
2.27K $121K
AIQ
Global X Funds Global X Artifi

ETFs
400
+ 2.67%
$36.57 - $40.57 $14.6K - $16.2K
15.4K $593K
L
Loews Corp

Financial Services
288
+ 13.43%
$76.49 - $87.05 $22K - $25.1K
2.43K $206K
BIBL
Northern Lts Fd Tr Iv

ETFs
968
New
$38.73 - $42.41 $37.5K - $41.1K
968 $37K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
3.33K
+ 11.86%
$16.06 - $16.92 $53.4K - $56.3K
31.4K $506K
PG
Procter & Gamble CO

Consumer Defensive
9.43K
+ 3.35%
$161.05 - $179.7 $1.52M - $1.69M
291K $48.8M
GENI
Genius Sports LTD

Communication Services
3.43K
+ 39.18%
$6.74 - $10.04 $23.1K - $34.4K
12.2K $105K
SWI
Solar Winds Corp

Technology
2.28K
+ 75.46%
$12.42 - $14.84 $28.3K - $33.8K
5.3K $75K
PATH
Ui Path, Inc.

Technology
2.9K
+ 99.76%
$11.95 - $15.5 $34.7K - $45K
5.81K $73K
BAX
Baxter International Inc

Healthcare
2.99K
+ 50.87%
$28.63 - $37.84 $85.6K - $113K
8.87K $258K
CMA
Comerica Inc

Financial Services
533
+ 64.29%
$57.88 - $72.73 $30.9K - $38.8K
1.36K $84K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.7K
+ 54.02%
$25.15 - $27.57 $42.8K - $46.9K
4.85K $122K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
3.53K
+ 26.5%
$9.1 - $9.51 $32.2K - $33.6K
16.9K $157K
GIL
Gildan Activewear Inc.

Consumer Cyclical
745
+ 500.0%
$46.28 - $50.23 $34.5K - $37.4K
894 $42K
ARGT
Global X Msci Argentina ETF

ETFs
283
+ 37.38%
$66.16 - $88.28 $18.7K - $25K
1.04K $85K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
1.88K
+ 34.09%
$21.41 - $23.64 $40.1K - $44.3K
7.38K $162K
ILCB
Ishares Morningstar U.S. Equit

ETFs
333
+ 9.04%
$78.43 - $84.56 $26.1K - $28.2K
4.02K $326K
ROK
Rockwell Automation, Inc

Industrials
63
+ 6.42%
$264.65 - $302.92 $16.7K - $19.1K
1.04K $298K
TRMB
Trimble Inc.

Technology
193
+ 7.99%
$60.21 - $75.4 $11.6K - $14.6K
2.61K $184K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
1.35K
+ 24.13%
$34.01 - $41.29 $45.9K - $55.8K
6.95K $237K
FCNCA
First Citizens Bancshares Inc

Financial Services
7
+ 10.0%
$1818.92 - $2353.08 $12.7K - $16.5K
77 $162K
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
2.12K
+ 7.72%
$22.89 - $23.53 $48.6K - $50K
29.6K $679K
UEC
Uranium Energy Corp

Energy
3.78K
+ 22.77%
$6.55 - $8.6 $24.8K - $32.5K
20.4K $136K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
570
+ 60.9%
$61.93 - $70.49 $35.3K - $40.2K
1.51K $98K
IBN
Icici Bank LTD

Financial Services
1.07K
+ 1.07%
$28.69 - $31.9 $30.6K - $34K
101K $3M
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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