Steward Partners Investment Advisory, LLC Purchases in Q2 2024

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
300
+ 2.51%
$68.41 - $76.58 $20.5K - $23K
12.3K $901K
GMS
Gms Inc.

Industrials
124
+ 7.59%
$79.42 - $100.38 $9.85K - $12.4K
1.76K $141K
HES
Hess Corp

Energy
8
+ 0.22%
$143.33 - $163.13 $1.15K - $1.31K
3.65K $538K
LAD
Lithia Motors Inc

Consumer Cyclical
45
+ 7.56%
$246.33 - $295.77 $11.1K - $13.3K
640 $161K
SLB
Schlumberger Limited

Energy
2.7K
+ 14.12%
$43.0 - $55.22 $116K - $149K
21.8K $1.03M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
407
+ 10.61%
$45.98 - $55.51 $18.7K - $22.6K
4.24K $200K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
254
+ 0.36%
$13.75 - $14.4 $3.49K - $3.66K
71.4K $1M
FTV
Fortive Corp

Technology
131
+ 5.46%
$72.73 - $84.82 $9.53K - $11.1K
2.53K $187K
LVS
Las Vegas Sands Corp

Consumer Cyclical
127
+ 3.92%
$43.25 - $53.96 $5.49K - $6.85K
3.37K $148K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
21
+ 0.92%
$66.29 - $78.45 $1.39K - $1.65K
2.32K $162K
CAG
Conagra Brands Inc.

Consumer Defensive
66
+ 0.36%
$28.34 - $31.57 $1.87K - $2.08K
18.4K $523K
GTLS
Chart Industries Inc

Industrials
50
+ 3.32%
$140.19 - $162.44 $7.01K - $8.12K
1.56K $224K
IAK
Ishares Tr

ETFs
25
+ 0.43%
$109.54 - $117.86 $2.74K - $2.95K
5.89K $665K
VKTX
Viking Therapeutics, Inc.

Healthcare
45.7K
+ 54.17%
$47.39 - $80.2 $2.16M - $3.66M
130K $6.89M
CMC
Commercial Metals CO

Basic Materials
1
+ 0.02%
$50.38 - $58.74 $50.4 - $58.7
6.37K $350K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.32K
+ 1.75%
$11.3 - $11.9 $37.5K - $39.5K
193K $2.23M
OTIS
Otis Worldwide Corp

Industrials
390
+ 1.91%
$91.2 - $100.78 $35.6K - $39.3K
20.8K $2M
VALE
Vale S.A.

Basic Materials
468
+ 1.59%
$11.1 - $12.99 $5.19K - $6.08K
29.8K $333K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
2.9K
+ 2.28%
$23.66 - $24.62 $68.7K - $71.4K
130K $3.09M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
19
+ 0.22%
$45.21 - $48.49 $859 - $921
8.49K $384K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
1.06K
+ 2.63%
$14.44 - $16.34 $15.3K - $17.3K
41.3K $633K
CSGP
Costar Group, Inc.

Real Estate
45
+ 3.4%
$72.73 - $95.69 $3.27K - $4.31K
1.37K $101K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.56K
+ 1.97%
$64.09 - $68.74 $164K - $176K
133K $8.7M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
859
+ 2.48%
$30.34 - $32.53 $26.1K - $27.9K
35.5K $1.11M
BMO
Bank Of Montreal

Financial Services
16
+ 0.7%
$83.3 - $98.36 $1.33K - $1.57K
2.3K $192K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.34K
+ 2.46%
$37.95 - $41.03 $50.9K - $55K
55.9K $2.21M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
61
+ 0.56%
$93.69 - $101.79 $5.72K - $6.21K
11K $1.08M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.01%
$75.69 - $81.19 $75.7 - $81.2
8.73K $679K
AVUV
American Centy ETF Tr Avantis

ETFs
1.4K
+ 3.55%
$86.93 - $93.77 $122K - $131K
40.9K $3.67M
ILMN
Illumina, Inc.

Healthcare
42
+ 3.74%
$101.05 - $133.57 $4.24K - $5.61K
1.16K $121K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
349
+ 5.19%
$100.16 - $110.14 $35K - $38.4K
7.08K $715K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
54
+ 1.53%
$39.03 - $51.94 $2.11K - $2.8K
3.59K $140K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
285
+ 0.88%
$60.46 - $64.81 $17.2K - $18.5K
32.7K $2.01M
ANSS
Ansys Inc

Technology
3
+ 0.19%
$314.53 - $347.48 $944 - $1.04K
1.58K $508K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
217
+ 0.76%
$104.57 - $113.61 $22.7K - $24.7K
28.9K $3.19M
VAW
Vanguard Materials ETF

ETFs
76
+ 1.59%
$192.63 - $204.63 $14.6K - $15.6K
4.86K $935K
IYH
Ishares Tr

ETFs
150
+ 0.18%
$58.05 - $61.75 $8.71K - $9.26K
81.5K $5M
SNA
Snap On Inc

Industrials
107
+ 5.32%
$258.91 - $294.63 $27.7K - $31.5K
2.12K $554K
PWR
Quanta Services, Inc.

Industrials
3
+ 0.04%
$243.26 - $283.43 $730 - $850
7.96K $2.02M
WRB
Berkley W R Corp

Financial Services
2.29K
+ 10.03%
$76.65 - $87.49 $176K - $200K
25.1K $1.97M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
625
+ 1.43%
$377.31 - $399.95 $236K - $250K
44.2K $17.3M
MAS
Masco Corp

Industrials
5
+ 0.13%
$65.48 - $77.9 $327 - $390
3.78K $251K
PLUG
Plug Power Inc

Industrials
1.28K
+ 2.85%
$2.3 - $3.45 $2.93K - $4.4K
46K $107K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
126
+ 0.28%
$81.25 - $88.21 $10.2K - $11.1K
45.9K $3.94M
KEYS
Keysight Technologies, Inc.

Technology
248
+ 5.54%
$135.22 - $160.14 $33.5K - $39.7K
4.72K $645K
BAX
Baxter International Inc

Healthcare
41
+ 0.67%
$32.87 - $43.55 $1.35K - $1.79K
6.19K $206K
VXF
Vanguard Extended Market ETF

ETFs
1.47K
+ 3.13%
$161.82 - $174.44 $237K - $256K
48.3K $8.15M
DLTR
Dollar Tree, Inc.

Consumer Defensive
82
+ 3.24%
$103.43 - $135.91 $8.48K - $11.1K
2.61K $278K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.21K
+ 0.89%
$76.22 - $82.36 $92.3K - $99.7K
137K $10.8M
Activity Summary
Buys All Purchases 1482 New Holdings 217 Increased Positions 1265 Sells All Sells 1134 Reductions 1134 Sold out 0 Options Calls 0 Puts 0
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