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
ICSH
Blackrock Ultra Short Term Bon

ETFs
14.1K
+ 21.81%
$50.35 - $50.69 $712K - $717K
79K $3.98M
SRE
Sempra Energy

Utilities
7.4K
+ 77.03%
$80.81 - $94.77 $598K - $701K
17K $1.49M
DGRO
Ishares Core Dividend Growth E

ETFs
25K
+ 4.0%
$60.73 - $64.94 $1.52M - $1.62M
650K $39.8M
ITA
Ishares Tr

ETFs
5.52K
+ 18.72%
$144.31 - $157.31 $796K - $868K
35K $5.08M
LYV
Live Nation Entertainment, Inc.

Communication Services
2.81K
+ 18.07%
$109.06 - $140.54 $306K - $394K
18.3K $2.37M
PAYX
Paychex Inc

Industrials
3.14K
+ 8.48%
$135.86 - $148.73 $427K - $467K
40.2K $5.64M
MCK
Mckesson Corp

Healthcare
506
+ 10.3%
$482.27 - $628.5 $244K - $318K
5.42K $3.09M
EMB
Ishares Tr

ETFs
9.19K
+ 25.72%
$88.94 - $93.46 $817K - $859K
44.9K $4M
HWM
Howmet Aerospace Inc.

Industrials
5.66K
+ 156.94%
$99.72 - $120.09 $565K - $680K
9.27K $1.01M
FLIN
Franklin Templeton ETF Tr

ETFs
17.3K
+ 2876.0%
$37.75 - $41.62 $651K - $718K
17.9K $676K
VCIT
Vanguard Intermediate Term Cor

ETFs
26.1K
+ 6.26%
$80.13 - $83.77 $2.1M - $2.19M
444K $35.6M
BSM
Black Stone Minerals, L.P.

Energy
44.7K
+ 341.48%
$13.86 - $15.57 $620K - $696K
57.8K $843K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
13K
New
$49.39 - $52.31 $641K - $679K
13K $645K
AI
C3.Ai, Inc.

Technology
17.4K
+ 490.96%
$22.6 - $42.94 $394K - $748K
21K $722K
TTD
Trade Desk, Inc.

Technology
4.81K
+ 53.56%
$108.7 - $139.51 $523K - $671K
13.8K $1.62M
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.48K
+ 5.48%
$127.59 - $153.41 $189K - $227K
28.4K $4.1M
MET
Metlife Inc

Financial Services
7.94K
+ 25.42%
$78.15 - $88.25 $621K - $701K
39.2K $3.21M
IYF
Ishares Tr

ETFs
5.37K
+ 128.57%
$102.7 - $119.05 $551K - $639K
9.55K $1.06M
SNPS
Synopsys Inc

Technology
1.56K
+ 23.93%
$485.36 - $588.0 $755K - $915K
8.06K $3.91M
UL
Unilever PLC

Consumer Defensive
18.3K
+ 34.96%
$56.7 - $64.64 $1.04M - $1.18M
70.6K $4M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
30.2K
+ 482.52%
$19.99 - $20.7 $604K - $626K
36.5K $729K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
10.8K
New
$55.42 - $61.69 $597K - $665K
10.8K $597K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
11.5K
+ 9.92%
$21.71 - $25.45 $250K - $293K
128K $3.15M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
2.92K
+ 2.83%
$41.88 - $50.49 $122K - $148K
106K $4.94M
BK
Bank Of New York Mellon Corp

Financial Services
1.62K
+ 1.79%
$70.82 - $81.87 $115K - $133K
92.2K $7.09M
IDU
Ishares Tr U S Utils ETF

ETFs
6.23K
+ 151.12%
$94.65 - $105.73 $590K - $659K
10.4K $995K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.9K
+ 367.52%
$44.87 - $46.86 $580K - $606K
16.4K $737K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.8K
+ 243.77%
$146.47 - $191.01 $410K - $534K
3.94K $734K
ALL
Allstate Corp

Financial Services
1.08K
+ 0.98%
$181.25 - $208.2 $196K - $225K
111K $21.5M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
5.39K
+ 50.28%
$119.34 - $127.78 $644K - $689K
16.1K $1.92M
KCE
Spdr S&P Capital Markets ETF

ETFs
3.93K
+ 287.55%
$124.2 - $148.51 $488K - $583K
5.29K $728K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.32K
+ 32.91%
$55.86 - $60.21 $521K - $561K
37.6K $2.16M
PINC
Premier, Inc.

Healthcare
26.1K
New
$19.08 - $23.34 $498K - $610K
26.1K $553K
GLD
Spdr Gold Trust

ETFs
2.85K
+ 1.9%
$236.59 - $257.5 $675K - $734K
153K $37M
UAL
United Airlines Holdings, Inc.

Industrials
4.17K
+ 122.26%
$55.62 - $102.44 $232K - $428K
7.59K $736K
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
1.57K
+ 9.98%
$249.14 - $273.15 $390K - $427K
17.2K $4.49M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.99K
+ 4.9%
$285.5 - $335.62 $1.14M - $1.34M
85.5K $24.8M
SVOL
Simplify ETF Simplify Volatili

ETFs
24.9K
New
$20.4 - $21.93 $509K - $547K
24.9K $518K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
15.7K
+ 988.18%
$32.75 - $35.81 $515K - $563K
17.3K $571K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
12.2K
+ 11.8%
$40.82 - $45.39 $498K - $553K
115K $4.8M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.11K
+ 27.71%
$424.05 - $524.22 $469K - $579K
5.09K $2.37M
WHR
Whirlpool Corp

Consumer Cyclical
4.43K
+ 1188.2%
$99.28 - $124.45 $440K - $552K
4.81K $550K
FSK
Fs Kkr Capital Corp

Financial Services
19.3K
+ 45.38%
$19.71 - $22.22 $381K - $430K
62K $1.35M
MPLX
Mplx LP

Energy
7.2K
+ 15.43%
$43.77 - $51.66 $315K - $372K
53.8K $2.58M
FCG
First Tr Exchange Traded Fd

ETFs
20K
+ 327.89%
$22.98 - $26.48 $459K - $529K
26.1K $642K
SPTS
Spdr Portfolio Short Term Trea

ETFs
17.1K
+ 1756.95%
$28.88 - $29.33 $493K - $500K
18K $523K
AME
Ametek Inc

Industrials
2.11K
+ 16.02%
$165.89 - $197.38 $350K - $417K
15.3K $2.76M
CGGO
Capital Group Global Growth Eq

ETFs
23.3K
+ 11.62%
$29.21 - $30.67 $680K - $714K
224K $6.53M
KR
Kroger CO

Consumer Defensive
2.64K
+ 3.09%
$55.21 - $63.3 $146K - $167K
88.2K $5.39M
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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