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
VTR
Ventas, Inc.

Real Estate
44
+ 1.69%
$57.73 - $66.48 $2.54K - $2.93K
2.65K $156K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
15
+ 0.02%
$3.86 - $4.04 $57.9 - $60.6
93.6K $368K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
24
+ 0.12%
$10.56 - $11.31 $253 - $271
20.8K $223K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
200
+ 0.78%
$40.38 - $44.35 $8.08K - $8.87K
25.7K $1.05M
EXPD
Expeditors International Of Washington Inc

Industrials
57
+ 6.56%
$110.5 - $128.26 $6.3K - $7.31K
926 $102K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
52
+ 2.35%
$64.91 - $73.47 $3.38K - $3.82K
2.27K $147K
DFIS
Dimensional ETF Tr Dimensional

ETFs
400
+ 4.03%
$24.25 - $26.7 $9.7K - $10.7K
10.3K $253K
GPC
Genuine Parts CO

Consumer Cyclical
2.06K
+ 18.66%
$113.11 - $143.63 $233K - $296K
13.1K $1.53M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
300
+ 2.68%
$11.09 - $12.69 $3.33K - $3.81K
11.5K $128K
VRNS
Varonis Systems Inc

Technology
63
+ 4.85%
$43.91 - $60.0 $2.77K - $3.78K
1.36K $60K
EFX
Equifax Inc

Industrials
158
+ 11.07%
$245.03 - $293.5 $38.7K - $46.4K
1.59K $403K
JKHY
Henry Jack & Associates Inc

Technology
3
+ 0.02%
$171.12 - $186.18 $513 - $559
13K $2.28M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
12
+ 0.12%
$38.02 - $42.79 $456 - $513
9.86K $386K
LEA
Lear Corp

Consumer Cyclical
282
+ 9.6%
$92.95 - $108.96 $26.2K - $30.7K
3.22K $305K
NSC
Norfolk Southern Corp

Industrials
1.02K
+ 5.48%
$230.6 - $277.0 $234K - $281K
19.5K $4.58M
ALC
Alcon Inc

Healthcare
225
+ 9.83%
$83.87 - $99.15 $18.9K - $22.3K
2.51K $213K
EXAS
Exact Sciences Corp

Healthcare
11
+ 0.78%
$49.33 - $71.97 $543 - $792
1.42K $80K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
225
+ 2.01%
$38.96 - $43.28 $8.77K - $9.74K
11.4K $449K
POR
Portland General Electric CO

Utilities
210
+ 3.33%
$43.52 - $48.99 $9.14K - $10.3K
6.51K $284K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
159
+ 2.32%
$23.01 - $26.06 $3.66K - $4.14K
7.02K $162K
HAP
Vaneck ETF Tr Natural Resource

ETFs
94
+ 3.12%
$45.28 - $53.12 $4.26K - $4.99K
3.11K $141K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17.3K
+ 2.81%
$88.59 - $94.57 $1.53M - $1.63M
632K $56.1M
BAH
Booz Allen Hamilton Holding Corp

Industrials
937
+ 22.89%
$128.36 - $186.0 $120K - $174K
5.03K $647K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
21
+ 0.16%
$15.88 - $17.71 $333 - $372
13K $211K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.13K
+ 27.31%
$49.78 - $66.55 $106K - $142K
9.92K $496K
NTAP
Net App, Inc.

Technology
111
+ 2.47%
$115.31 - $131.11 $12.8K - $14.6K
4.6K $533K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
204
+ 0.8%
$77.02 - $78.58 $15.7K - $16K
25.5K $1.97M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
100
+ 0.39%
$10.55 - $11.6 $1.06K - $1.16K
25.7K $273K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
35
+ 2.09%
$42.07 - $57.72 $1.47K - $2.02K
1.71K $71K
BNDX
Vanguard Total International B

ETFs
3.47K
+ 2.23%
$48.91 - $50.61 $170K - $176K
160K $7.83M
FNF
Fidelity National Financial, Inc.

Financial Services
329
+ 4.7%
$55.19 - $63.83 $18.2K - $21K
7.33K $411K
SCHV
Schwab Strategic Tr Us Large C

ETFs
19.7K
+ 199.44%
$25.79 - $80.4 $507K - $1.58M
29.5K $769K
BALL
Ball Corp

Consumer Cyclical
13
+ 0.68%
$54.84 - $67.94 $713 - $883
1.92K $105K
CBOE
Cboe Global Markets, Inc.

Financial Services
67
+ 1.52%
$191.61 - $217.84 $12.8K - $14.6K
4.46K $872K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
40
+ 4.44%
$232.27 - $300.43 $9.29K - $12K
940 $221K
BGNE
Bei Gene, Ltd.

Healthcare
8
+ 1.14%
$174.72 - $246.04 $1.4K - $1.97K
707 $130K
TKR
Timken CO

Industrials
39
+ 1.66%
$70.76 - $87.24 $2.76K - $3.4K
2.38K $170K
BCE
Bce Inc

Communication Services
1.08K
+ 23.79%
$22.53 - $34.84 $24.4K - $37.7K
5.63K $130K
PI
Impinj Inc

Technology
72
+ 13.51%
$141.81 - $238.72 $10.2K - $17.2K
605 $87K
ORAN
Orange

Communication Services
152
+ 0.56%
$10.29 - $11.43 $1.56K - $1.74K
27.2K $280K
HSIC
Henry Schein Inc

Healthcare
16
+ 0.19%
$66.54 - $77.66 $1.06K - $1.24K
8.3K $574K
SNX
Td Synnex Corp

Technology
569
+ 1.64%
$114.71 - $125.79 $65.3K - $71.6K
35.2K $4.13M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
319
+ 1.6%
$23.17 - $26.26 $7.39K - $8.38K
20.2K $486K
CWT
California Water Service Group

Utilities
10
+ 0.26%
$45.33 - $54.6 $453 - $546
3.8K $172K
CMC
Commercial Metals CO

Basic Materials
31
+ 0.49%
$49.22 - $63.32 $1.53K - $1.96K
6.4K $317K
JMIA
Jumia Technologies Ag

Consumer Cyclical
1.03K
+ 4.16%
$3.64 - $5.87 $3.73K - $6.02K
25.7K $98K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
610
+ 3.92%
$34.13 - $37.35 $20.8K - $22.8K
16.2K $551K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
10.6K
+ 1.63%
$40.26 - $42.88 $427K - $455K
663K $26.8M
PDD
Pinduoduo Inc.

Consumer Cyclical
13
+ 1.41%
$94.39 - $154.27 $1.23K - $2.01K
934 $90K
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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