Steward Partners Investment Advisory, LLC Purchases in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HROW
Harrow Health, Inc.

Healthcare
2.6K
+ 3.0%
$20.85 - $46.47 $54.1K - $121K
89.2K $4.01M
SLV
I Shares Silver Trust

ETFs
65.4K
+ 41.98%
$24.33 - $29.38 $1.59M - $1.92M
221K $6.28M
TJX
Tjx Companies Inc

Consumer Cyclical
9.08K
+ 6.33%
$107.93 - $120.23 $980K - $1.09M
153K $17.9M
SPXC
Spx Corp

Industrials
13K
+ 424.75%
$139.19 - $164.35 $1.81M - $2.14M
16.1K $2.57M
INTU
Intuit Inc

Technology
4.08K
+ 36.17%
$602.97 - $670.49 $2.46M - $2.73M
15.3K $9.53M
IQV
Iqvia Holdings Inc.

Healthcare
2.06K
+ 3.21%
$206.81 - $251.55 $426K - $518K
66.2K $15.7M
DFSD
Dimensional ETF Tr Short Durat

ETFs
42.6K
+ 44.84%
$47.0 - $47.84 $2M - $2.04M
138K $6.57M
CGDV
Capital Group Divid Value ETF

ETFs
41K
+ 23.94%
$32.96 - $36.48 $1.35M - $1.49M
212K $7.73M
IRM
Iron Mountain Inc

Real Estate
11.8K
+ 51.29%
$89.69 - $119.32 $1.06M - $1.41M
34.8K $4.13M
MUB
Ishares National Muni Bond ETF

ETFs
15.4K
+ 8.74%
$106.13 - $108.7 $1.64M - $1.68M
192K $20.9M
AFL
Aflac Inc

Financial Services
500
+ 0.57%
$88.52 - $111.8 $44.3K - $55.9K
88.5K $9.89M
TOL
Toll Brothers, Inc.

Consumer Cyclical
7.53K
+ 34.1%
$109.16 - $155.35 $822K - $1.17M
29.6K $4.57M
CGGO
Capital Group Global Growth Eq

ETFs
64.1K
+ 47.03%
$27.25 - $30.52 $1.75M - $1.96M
200K $6.04M
VST
Vistra Corp.

Utilities
15.7K
+ 397.3%
$69.0 - $119.06 $1.09M - $1.87M
19.7K $2.34M
VNQ
Vanguard Specialized Funds Van

ETFs
4.36K
+ 3.86%
$82.97 - $98.97 $362K - $431K
117K $11.4M
JCI
Johnson Controls International PLC

Industrials
4.77K
+ 3.5%
$65.52 - $77.61 $313K - $370K
141K $11M
PFFA
Etfis Ser Tr I

ETFs
63.3K
+ 26.1%
$20.94 - $22.98 $1.33M - $1.45M
306K $6.98M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
28.1K
+ 34.05%
$56.04 - $62.99 $1.57M - $1.77M
111K $6.76M
MS
Morgan Stanley

Financial Services
14.4K
+ 27.66%
$92.07 - $106.96 $1.32M - $1.54M
66.3K $6.91M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
26.3K
+ 12.08%
$44.24 - $49.47 $1.17M - $1.3M
244K $12.1M
APO
Apollo Global Management, Inc.

Financial Services
13K
+ 38.27%
$99.16 - $125.81 $1.29M - $1.63M
46.9K $5.85M
CTAS
Cintas Corp

Industrials
51.4K
+ 290.99%
$201.38 - $819.83 $10.4M - $42.2M
69.1K $14.2M
HMOP
Hartford Fds Exchange Traded T

ETFs
37.8K
+ 7.74%
$38.61 - $39.46 $1.46M - $1.49M
527K $20.8M
AVT
Avnet Inc

Technology
32K
+ 221.65%
$49.63 - $55.43 $1.59M - $1.78M
46.5K $2.52M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.88K
+ 12.05%
$218.05 - $243.47 $1.06M - $1.19M
45.4K $11M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4.08K
+ 10.02%
$460.0 - $505.78 $1.87M - $2.06M
44.8K $20.8M
AXON
Axon Enterprise, Inc.

Industrials
350
+ 2.3%
$286.16 - $399.6 $100K - $140K
15.6K $6.23M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.7K
+ 2.77%
$103.87 - $117.59 $488K - $553K
174K $20.5M
EMR
Emerson Electric CO

Industrials
15.8K
+ 22.87%
$98.19 - $118.87 $1.55M - $1.88M
84.9K $9.28M
NFLX
Netflix Inc

Communication Services
760
+ 2.32%
$598.55 - $722.26 $455K - $549K
33.5K $23.8M
DOCU
Docusign, Inc.

Technology
25.7K
+ 328.04%
$49.73 - $62.53 $1.28M - $1.6M
33.5K $2.08M
KR
Kroger CO

Consumer Defensive
20.2K
+ 30.8%
$50.43 - $57.3 $1.02M - $1.15M
85.6K $4.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
31.6K
+ 17.6%
$50.52 - $50.95 $1.6M - $1.61M
211K $10.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.32K
+ 5.46%
$523.84 - $572.02 $694K - $757K
25.6K $14.6M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
13.5K
+ 29.39%
$85.03 - $94.56 $1.15M - $1.28M
59.4K $5.53M
PAVE
Global X Fds Us Infrastructure

ETFs
15.6K
+ 6.94%
$36.39 - $41.16 $567K - $641K
240K $9.88M
CTA
Simplify Exch Traded Fds Simpl

ETFs
61.6K
+ 144.43%
$25.73 - $27.07 $1.59M - $1.67M
104K $2.71M
D
Dominion Energy, Inc

Utilities
3.72K
+ 2.47%
$48.01 - $58.53 $179K - $218K
154K $8.91M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
765
+ 1.83%
$72.18 - $107.33 $55.2K - $82.1K
42.6K $4.53M
PLD
Prologis, Inc.

Real Estate
9.99K
+ 55.88%
$111.95 - $132.43 $1.12M - $1.32M
27.9K $3.52M
GLW
Corning Inc

Technology
23.5K
+ 34.53%
$37.76 - $46.2 $889K - $1.09M
91.7K $4.14M
UPS
United Parcel Service Inc

Industrials
11.2K
+ 19.64%
$123.32 - $147.38 $1.38M - $1.65M
68.1K $9.28M
PSN
Parsons Corp

Industrials
13.1K
+ 296.54%
$76.52 - $103.68 $1M - $1.36M
17.6K $1.82M
AVUV
American Centy ETF Tr Avantis

ETFs
12.4K
+ 30.35%
$88.24 - $99.7 $1.1M - $1.24M
53.3K $5.12M
KKR
Kkr & Co. Inc.

Financial Services
4.81K
+ 15.89%
$104.51 - $133.23 $502K - $641K
35.1K $4.58M
OWL
Blue Owl Capital Inc.

Financial Services
54.3K
+ 27.6%
$15.81 - $19.83 $859K - $1.08M
251K $4.87M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.35K
+ 3.49%
$71.45 - $75.64 $596K - $631K
247K $18.6M
ITA
Ishares Tr

ETFs
6.34K
+ 27.44%
$131.58 - $149.64 $835K - $949K
29.5K $4.41M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
8.72K
+ 4.0%
$50.02 - $54.5 $436K - $475K
227K $12.3M
Activity Summary
Buys All Purchases 1882 New Holdings 310 Increased Positions 1572 Sells All Sells 941 Reductions 941 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