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
ADI
Analog Devices Inc

Technology
250
+ 0.64%
$183.36 - $240.16 $45.8K - $60K
39.3K $8.97M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
38K
+ 56.16%
$32.02 - $34.15 $1.22M - $1.3M
106K $3.55M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
27.7K
+ 887.9%
$43.4 - $44.71 $1.2M - $1.24M
30.8K $1.37M
APH
Amphenol Corp

Technology
57.3K
+ 104.18%
$67.16 - $136.4 $3.85M - $7.82M
112K $7.57M
ASML
Asml Holding Nv

Technology
691
+ 7.69%
$852.84 - $1068.86 $589K - $739K
9.68K $9.9M
TFC
Truist Financial Corp

Financial Services
30.1K
+ 39.45%
$35.41 - $40.18 $1.07M - $1.21M
106K $4.13M
CTA
Simplify Exch Traded Fds Simpl

ETFs
42.7K
New
$25.27 - $28.23 $1.08M - $1.2M
42.7K $1.15M
DFSD
Dimensional ETF Tr Short Durat

ETFs
24.5K
+ 34.65%
$46.64 - $47.15 $1.14M - $1.15M
95K $4.47M
ISRG
Intuitive Surgical Inc

Healthcare
1.4K
+ 13.25%
$366.34 - $445.11 $511K - $621K
11.9K $5.3M
D
Dominion Energy, Inc

Utilities
21.9K
+ 17.05%
$46.86 - $53.94 $1.03M - $1.18M
151K $7.38M
AZN
Astrazeneca PLC

Healthcare
933
+ 1.0%
$66.81 - $80.83 $62.3K - $75.4K
94K $7.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.54K
+ 5.04%
$396.73 - $420.24 $2.99M - $3.17M
157K $63.8M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
28.8K
+ 4.95%
$37.5 - $39.27 $1.08M - $1.13M
611K $23.6M
SPGI
S&P Global Inc.

Financial Services
746
+ 2.27%
$408.56 - $448.91 $305K - $335K
33.6K $15M
DLR
Digital Realty Trust, Inc.

Real Estate
3.61K
+ 6.43%
$135.75 - $152.05 $491K - $550K
59.8K $9.09M
BKNG
Booking Holdings Inc.

Consumer Cyclical
62
+ 2.75%
$3414.82 - $4014.38 $212K - $249K
2.32K $9.19M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
14.9K
+ 22.02%
$55.18 - $59.2 $822K - $881K
82.5K $4.88M
XSMO
Invesco S&P Smallcap Momentum

ETFs
18.2K
+ 4.48%
$56.16 - $61.72 $1.02M - $1.13M
426K $25.6M
PRU
Prudential Financial Inc

Financial Services
8.46K
+ 28.76%
$107.35 - $121.31 $908K - $1.03M
37.9K $4.44M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
42.8K
+ 311.36%
$22.63 - $23.38 $968K - $1M
56.5K $1.3M
ZTS
Zoetis Inc.

Healthcare
4.48K
+ 9.12%
$145.54 - $178.83 $652K - $801K
53.6K $9.29M
PFF
Ishares Trust Ishares Pfd And

ETFs
36.8K
+ 13.61%
$30.65 - $32.13 $1.13M - $1.18M
307K $9.68M
ANET
Arista Networks, Inc.

Technology
126
+ 0.82%
$245.47 - $350.48 $30.9K - $44.2K
15.4K $5.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
9.66K
+ 38.53%
$98.69 - $99.57 $953K - $961K
34.7K $3.45M
HROW
Harrow Health, Inc.

Healthcare
22.3K
+ 34.65%
$10.0 - $21.64 $223K - $482K
86.6K $1.81M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
17.9K
+ 358.81%
$49.78 - $53.44 $893K - $959K
22.9K $1.21M
NEM
Newmont Corp

Basic Materials
19.1K
+ 84.29%
$36.43 - $44.44 $695K - $848K
41.7K $1.75M
NRG
Nrg Energy, Inc.

Utilities
1.62K
+ 2.15%
$68.6 - $86.0 $111K - $140K
77.2K $6.01M
LRCX
Lam Research Corp

Technology
581
+ 19.85%
$868.07 - $1089.58 $504K - $633K
3.51K $3.74M
ONON
On Holding Ag

Consumer Cyclical
20.8K
+ 82.96%
$30.4 - $43.79 $631K - $909K
45.8K $1.78M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
600
+ 20.78%
$883.2 - $1071.19 $530K - $643K
3.49K $3.66M
SNV
Synovus Financial Corp

Financial Services
21.1K
+ 2109.39%
$33.9 - $40.19 $716K - $849K
22.1K $888K
PSLV
Sprott Physical Silver Trust

Financial Services
35.1K
+ 11.6%
$8.35 - $10.76 $293K - $378K
338K $3.36M
DFIV
Dimensional ETF Tr

ETFs
25.1K
+ 32.05%
$35.5 - $38.02 $891K - $954K
103K $3.72M
BAPR
Innovator U.S. Equity Buffer E

ETFs
20K
+ 362.55%
$38.5 - $41.59 $770K - $832K
25.5K $1.06M
HPE
Hewlett Packard Enterprise CO

Technology
3.1K
+ 1.4%
$16.44 - $21.84 $50.9K - $67.6K
224K $4.74M
PFFA
Etfis Ser Tr I

ETFs
37.9K
+ 18.55%
$20.1 - $21.35 $763K - $810K
243K $5.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.96K
+ 176.74%
$100.13 - $100.67 $797K - $802K
12.5K $1.26M
OWL
Blue Owl Capital Inc.

Financial Services
53.9K
+ 37.67%
$16.69 - $19.6 $899K - $1.06M
197K $3.49M
COIN
Coinbase Global, Inc.

Technology
4.41K
+ 102.3%
$199.17 - $263.01 $878K - $1.16M
8.72K $1.94M
ICE
Intercontinental Exchange, Inc.

Financial Services
6.17K
+ 6.26%
$126.54 - $138.72 $780K - $855K
105K $14.3M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
21.5K
+ 8.62%
$42.01 - $43.6 $903K - $937K
271K $11.7M
VIS
Vanguard Industrial ETF

ETFs
4.04K
+ 21.19%
$232.2 - $244.04 $938K - $986K
23.1K $5.44M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
18.7K
+ 29.93%
$40.79 - $41.97 $761K - $783K
81K $3.36M
ROST
Ross Stores, Inc.

Consumer Cyclical
5.13K
+ 156.69%
$127.68 - $150.38 $655K - $771K
8.4K $1.22M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
10.6K
+ 83.37%
$61.64 - $73.21 $652K - $774K
23.3K $1.59M
BRO
Brown & Brown, Inc.

Financial Services
7.52K
+ 24.1%
$80.62 - $93.34 $606K - $702K
38.7K $3.46M
HON
Honeywell International Inc

Industrials
1.08K
+ 1.84%
$190.36 - $215.89 $205K - $233K
59.6K $12.7M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
30.9K
+ 138.98%
$22.87 - $23.06 $706K - $712K
53.1K $1.22M
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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