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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24.1K
+ 4.12%
$113.92 - $127.38 $2.75M - $3.07M
610K $70.3M
PVAL
Putnam ETF Tr Putnam Focused L
48.3K
+ 117.26%
$36.85 - $39.99 $1.78M - $1.93M
89.5K $3.32M
TMUS
T Mobile Us, Inc.

Communication Services
2.62K
+ 3.27%
$206.1 - $246.94 $539K - $646K
82.7K $18.2M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
15.4K
New
$108.28 - $117.54 $1.67M - $1.81M
15.4K $1.67M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
33.5K
+ 19.25%
$99.04 - $109.59 $3.32M - $3.67M
207K $20.6M
VO
Vanguard Mid Cap ETF

ETFs
5.97K
+ 4.13%
$261.5 - $284.63 $1.56M - $1.7M
150K $39.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
74.2K
+ 16.51%
$44.04 - $49.49 $3.27M - $3.67M
523K $23M
BXSL
Blackstone Secured Lending Fund

Financial Services
32.2K
+ 18.86%
$29.25 - $33.27 $941K - $1.07M
203K $6.55M
EMR
Emerson Electric CO

Industrials
2.51K
+ 2.96%
$108.13 - $134.33 $272K - $338K
87.4K $10.8M
ISRG
Intuitive Surgical Inc

Healthcare
2.18K
+ 17.68%
$471.27 - $550.62 $1.03M - $1.2M
14.5K $7.58M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
154K
+ 358.78%
$9.64 - $10.11 $1.48M - $1.56M
197K $1.93M
IEF
Ishares Barclays

ETFs
23K
+ 20.3%
$92.08 - $98.18 $2.12M - $2.26M
136K $12.6M
KLAC
Kla Corp

Technology
3.05K
+ 97.07%
$614.46 - $829.55 $1.88M - $2.53M
6.2K $3.91M
VB
Vanguard Small Cap ETF

ETFs
5.26K
+ 7.84%
$233.76 - $261.58 $1.23M - $1.38M
72.4K $17.4M
HYG
Ishares Tr

ETFs
18.9K
+ 164.09%
$78.09 - $80.04 $1.48M - $1.51M
30.5K $2.4M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
18K
+ 18023.0%
$81.34 - $96.75 $1.47M - $1.74M
18.1K $1.47M
RVT
Royce Value Trust, Inc.

Financial Services
91.6K
+ 123.01%
$15.15 - $16.9 $1.39M - $1.55M
166K $2.62M
OWL
Blue Owl Capital Inc.

Financial Services
20.4K
+ 8.12%
$19.51 - $24.81 $398K - $506K
271K $6.31M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
15.5K
+ 61.08%
$98.47 - $109.35 $1.53M - $1.7M
40.9K $4.03M
CTA
Simplify Exch Traded Fds Simpl

ETFs
43.6K
+ 41.82%
$25.8 - $28.97 $1.13M - $1.26M
148K $4.12M
SHOP
Shopify Inc.

Technology
5.34K
+ 16.67%
$78.14 - $119.49 $417K - $637K
37.3K $3.97M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
73.4K
+ 55.95%
$23.11 - $25.17 $1.7M - $1.85M
205K $4.73M
DFSD
Dimensional ETF Tr Short Durat

ETFs
32.1K
+ 23.35%
$46.75 - $47.8 $1.5M - $1.54M
170K $7.96M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
12.1K
+ 641.54%
$115.08 - $119.55 $1.39M - $1.44M
13.9K $1.61M
MSTR
Microstrategy Inc

Technology
2.67K
+ 53.54%
$162.69 - $473.83 $435K - $1.27M
7.67K $2.22M
JCI
Johnson Controls International PLC

Industrials
15.1K
+ 10.66%
$74.23 - $86.6 $1.12M - $1.3M
156K $12.3M
USB
Us Bancorp \De\

Financial Services
26.3K
+ 68.69%
$43.98 - $53.66 $1.15M - $1.41M
64.5K $3.08M
EPD
Enterprise Products Partners L.P.

Energy
21.2K
+ 7.33%
$28.66 - $34.43 $607K - $730K
310K $9.73M
AVT
Avnet Inc

Technology
26.8K
+ 57.58%
$52.09 - $57.69 $1.39M - $1.54M
73.3K $3.83M
ARES
Ares Management Corp

Financial Services
860
+ 1.61%
$153.38 - $183.7 $132K - $158K
54.4K $9.63M
XLG
Invesco Exchange Traded Fd Tr

ETFs
17.9K
+ 12.07%
$46.94 - $51.62 $839K - $923K
166K $8.3M
MO
Altria Group, Inc.

Consumer Defensive
21.3K
+ 20.35%
$49.06 - $57.74 $1.04M - $1.23M
126K $6.58M
KMI
Kinder Morgan, Inc.

Energy
7.43K
+ 3.8%
$22.59 - $28.54 $168K - $212K
203K $5.57M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
14.9K
+ 218.27%
$86.03 - $94.92 $1.28M - $1.42M
21.7K $1.88M
ABT
Abbott Laboratories

Healthcare
11.8K
+ 8.85%
$111.93 - $119.39 $1.32M - $1.41M
145K $16.4M
GBIL
Goldman Sachs Access Treasury

ETFs
11.7K
+ 57.37%
$99.85 - $100.22 $1.17M - $1.18M
32.2K $3.22M
TIP
Ishares Tr Tips Bd ETF

ETFs
11.8K
+ 46.84%
$106.33 - $110.69 $1.26M - $1.31M
37.1K $3.96M
BMY
Bristol Myers Squibb CO

Healthcare
7.62K
+ 5.11%
$51.92 - $59.94 $396K - $457K
157K $8.87M
GRMN
Garmin LTD

Technology
4.62K
+ 71.71%
$161.91 - $220.77 $748K - $1.02M
11.1K $2.28M
CHK
Chesapeake Energy Corp

Energy
13.4K
+ 7429.44%
$81.46 - $87.57 $1.09M - $1.17M
13.6K $1.16M
JBL
Jabil Inc

Technology
1.02K
+ 2.48%
$118.97 - $147.77 $122K - $151K
42.2K $6.07M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
25.5K
+ 17.36%
$49.79 - $51.14 $1.27M - $1.31M
173K $8.65M
GL
Globe Life Inc.

Financial Services
9.4K
+ 61.53%
$103.49 - $116.02 $972K - $1.09M
24.7K $2.75M
KKR
Kkr & Co. Inc.

Financial Services
3.47K
+ 9.9%
$129.87 - $162.87 $451K - $565K
38.5K $5.7M
LAD
Lithia Motors Inc

Consumer Cyclical
3.06K
+ 497.72%
$303.15 - $394.27 $928K - $1.21M
3.68K $1.31M
ENB
Enbridge Inc

Energy
23.1K
+ 33.23%
$40.4 - $43.92 $932K - $1.01M
92.5K $3.93M
BWXT
Bwx Technologies, Inc.

Industrials
9.14K
+ 28.44%
$111.39 - $133.28 $1.02M - $1.22M
41.3K $4.6M
EQIX
Equinix Inc

Real Estate
1.01K
+ 37.02%
$865.69 - $985.0 $874K - $995K
3.74K $3.52M
QDPL
Pacer Fds Tr Metaurus Us Large
28.2K
+ 86.51%
$37.54 - $40.11 $1.06M - $1.13M
60.8K $2.34M
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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