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
VOYA
Voya Financial, Inc.

Financial Services
282
+ 22.33%
$65.93 - $83.9 $18.6K - $23.7K
1.55K $106K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
598
+ 1.23%
$75.44 - $80.53 $45.1K - $48.2K
49.3K $3.74M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
243
New
$26.57 - $28.65 $6.46K - $6.96K
243 $6K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
36
+ 42.35%
$77.15 - $104.91 $2.78K - $3.78K
121 $12K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
199
+ 44.22%
$14.29 - $18.76 $2.84K - $3.73K
649 $11K
ATSG
Air Transport Services Group, Inc.

Industrials
270
New
$14.67 - $22.23 $3.96K - $6K
270 $5K
AA
Alcoa Corp

Basic Materials
180
+ 8.01%
$36.62 - $47.42 $6.59K - $8.54K
2.43K $91K
APPF
Appfolio Inc

Technology
13
+ 12.87%
$192.07 - $269.26 $2.5K - $3.5K
114 $28K
AUB
Atlantic Union Bankshares Corp

Financial Services
101
+ 3.97%
$36.13 - $43.55 $3.65K - $4.4K
2.64K $100K
BCS
Barclays PLC

Financial Services
416
+ 161.24%
$11.65 - $13.67 $4.85K - $5.69K
674 $8K
EMQQ
Emqq Emerging Markets Internet

ETFs
200
+ 57.14%
$34.48 - $41.58 $6.9K - $8.32K
550 $18K
INCY
Incyte Corp

Healthcare
25
+ 2.96%
$65.08 - $83.38 $1.63K - $2.08K
871 $60K
VVR
Invesco Senior Income Trust

Financial Services
1.26K
+ 109.91%
$3.83 - $4.07 $4.84K - $5.14K
2.41K $9K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
431
+ 2.88%
$22.83 - $23.36 $9.84K - $10.1K
15.4K $352K
EWY
Ishares Inc Msci South Korea E

ETFs
100
New
$50.89 - $63.57 $5.09K - $6.36K
100 $5K
MSA
Msa Safety Inc

Industrials
32
New
$163.63 - $178.77 $5.24K - $5.72K
32 $5K
MFG
Mizuho Financial Group Inc

Financial Services
1.07K
New
$4.05 - $5.26 $4.33K - $5.62K
1.07K $5K
PVH
Pvh Corp.

Consumer Cyclical
44
+ 57.89%
$92.92 - $112.86 $4.09K - $4.97K
120 $12K
REXR
Rexford Industrial Realty, Inc.

Real Estate
150
New
$37.97 - $49.45 $5.7K - $7.42K
150 $5K
RYAAY
Ryanair Holdings PLC

Industrials
117
+ 24.12%
$42.1 - $47.3 $4.93K - $5.53K
602 $26K
RWO
Spdr Dow Jones Global Real Est

ETFs
260
+ 18.45%
$42.41 - $47.31 $11K - $12.3K
1.67K $71K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
77
+ 4.27%
$164.89 - $177.66 $12.7K - $13.7K
1.88K $310K
SMTC
Semtech Corp

Technology
97
New
$40.58 - $69.1 $3.94K - $6.7K
97 $5K
SLGN
Silgan Holdings Inc

Consumer Cyclical
95
+ 1583.33%
$50.6 - $57.53 $4.81K - $5.47K
101 $5K
SLVM
Sylvamo Corp

Basic Materials
218
+ 12.17%
$78.56 - $95.69 $17.1K - $20.9K
2.01K $158K
TIPT
Tiptree Inc.

Financial Services
65
+ 2.9%
$19.02 - $22.95 $1.24K - $1.49K
2.31K $48K
VSAT
Viasat Inc

Technology
1.27K
+ 75.28%
$6.83 - $11.56 $8.65K - $14.6K
2.95K $25K
WPP
Wpp PLC

Communication Services
102
+ 117.24%
$49.35 - $56.55 $5.03K - $5.77K
189 $9K
AGO
Assured Guaranty LTD

Financial Services
31
+ 24.8%
$79.0 - $94.69 $2.45K - $2.94K
156 $14K
VAL
Valaris LTD

Energy
160
+ 76.19%
$40.92 - $56.38 $6.55K - $9.02K
370 $16K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
576
+ 9.43%
$20.04 - $22.53 $11.5K - $13K
6.69K $135K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
100
+ 100.0%
$44.25 - $47.77 $4.43K - $4.78K
200 $8K
APLE
Apple Hospitality Reit, Inc.

Real Estate
261
+ 669.23%
$14.68 - $16.32 $3.83K - $4.26K
300 $4K
TECH
Bio Techne Corp

Healthcare
268
+ 14.34%
$66.37 - $78.17 $17.8K - $20.9K
2.14K $153K
BNTX
Bio N Tech Se

Healthcare
50
+ 13.33%
$99.72 - $122.68 $4.99K - $6.13K
425 $48K
COLM
Columbia Sportswear CO

Consumer Cyclical
46
+ 3.9%
$75.7 - $90.71 $3.48K - $4.17K
1.23K $102K
CRBG
Corebridge Financial, Inc.

Financial Services
116
+ 29.0%
$28.28 - $33.37 $3.28K - $3.87K
516 $15K
DSGX
Descartes Systems Group Inc

Technology
40
New
$100.21 - $121.37 $4.01K - $4.85K
40 $4K
EGP
Eastgroup Properties Inc

Real Estate
28
+ 75.68%
$158.74 - $185.14 $4.44K - $5.18K
65 $10K
FIVE
Five Below, Inc

Consumer Cyclical
22
+ 21.15%
$83.0 - $115.97 $1.83K - $2.55K
126 $13K
GNW
Genworth Financial Inc

Financial Services
609
+ 40.6%
$6.52 - $7.82 $3.97K - $4.76K
2.11K $14K
GOOD
Gladstone Commercial Corp

Real Estate
245
+ 2.75%
$15.57 - $17.66 $3.81K - $4.33K
9.17K $148K
GKOS
Glaukos Corp

Healthcare
31
New
$126.42 - $152.67 $3.92K - $4.73K
31 $4K
HBI
Hanesbrands Inc.

Consumer Cyclical
497
+ 150.15%
$6.91 - $8.91 $3.43K - $4.43K
828 $6K
EWG
Ishares Msci Germany ETF

ETFs
459
+ 8.82%
$31.27 - $33.44 $14.4K - $15.3K
5.66K $180K
LFUS
Littelfuse Inc

Technology
16
+ 266.67%
$233.99 - $262.18 $3.74K - $4.19K
22 $5K
MANH
Manhattan Associates Inc

Technology
73
+ 5.24%
$263.36 - $309.78 $19.2K - $22.6K
1.47K $396K
OTLY
Oatly Group Ab

Consumer Defensive
10.2K
+ 78.46%
$0.6 - $0.93 $6.12K - $9.49K
23.2K $15K
PFL
Pimco Income Strategy Fund

Financial Services
524
New
$8.27 - $8.77 $4.33K - $4.6K
524 $4K
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