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
CL
Colgate Palmolive CO

Consumer Defensive
4.34K
+ 6.16%
$95.54 - $108.77 $415K - $472K
74.9K $7.77M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
10.7K
+ 7.52%
$42.22 - $48.62 $450K - $519K
152K $7.09M
PWR
Quanta Services, Inc.

Industrials
1.9K
+ 23.88%
$239.58 - $298.23 $455K - $567K
9.86K $2.94M
VXF
Vanguard Extended Market ETF

ETFs
1.52K
+ 3.14%
$163.98 - $182.92 $249K - $277K
49.8K $9.06M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.29K
+ 1.73%
$95.81 - $109.03 $123K - $140K
75.5K $8.13M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.28K
+ 10.09%
$285.48 - $330.24 $651K - $753K
24.9K $8.01M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
15.4K
+ 2.87%
$19.48 - $20.97 $299K - $322K
550K $11.4M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
9.36K
+ 17.38%
$67.43 - $74.23 $631K - $695K
63.2K $4.6M
AMP
Ameriprise Financial Inc

Financial Services
747
+ 5.76%
$391.53 - $469.81 $292K - $351K
13.7K $6.44M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
5.12K
+ 17.69%
$109.24 - $121.48 $559K - $621K
34K $4.08M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.7K
+ 1.24%
$75.63 - $84.89 $128K - $144K
139K $11.7M
TGT
Target Corp

Consumer Defensive
2.89K
+ 5.42%
$133.47 - $159.25 $385K - $460K
56.2K $8.76M
IAI
Ishares Tr Us Broker Dealers &

ETFs
4.71K
+ 21.13%
$115.73 - $128.74 $545K - $606K
27K $3.47M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
39.8K
+ 27.78%
$19.2 - $19.82 $764K - $789K
183K $3.61M
IWV
Ishares Russell 3000 ETF

ETFs
2.53K
+ 171.74%
$294.75 - $326.73 $745K - $826K
4K $1.31M
QDPL
Pacer Fds Tr Metaurus Us Large
22.1K
+ 209.36%
$34.97 - $38.41 $772K - $848K
32.6K $1.24M
LEN
Lennar Corp

Consumer Cyclical
3.26K
+ 54.16%
$142.5 - $192.45 $464K - $627K
9.28K $1.74M
EBAY
Ebay Inc

Consumer Cyclical
5.85K
+ 14.82%
$52.61 - $65.44 $308K - $383K
45.3K $2.95M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.14K
+ 39.07%
$156.14 - $187.2 $489K - $587K
11.2K $2.06M
CNQ
Canadian Natural Resources LTD

Energy
24.5K
+ 7432.12%
$31.97 - $37.41 $784K - $918K
24.9K $825K
GWW
W.W. Grainger, Inc.

Industrials
254
+ 6.46%
$896.19 - $1044.18 $228K - $265K
4.19K $4.35M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
5.81K
+ 118.09%
$110.06 - $128.44 $639K - $746K
10.7K $1.37M
CSL
Carlisle Companies Inc

Industrials
1.17K
+ 19.25%
$376.5 - $449.34 $442K - $527K
7.27K $3.27M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
63.5K
+ 94.05%
$11.31 - $11.96 $718K - $759K
131K $1.57M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
2.85K
+ 13.26%
$77.77 - $100.63 $221K - $286K
24.3K $2.45M
SHW
Sherwin Williams CO

Basic Materials
694
+ 11.0%
$294.65 - $384.0 $204K - $266K
7K $2.67M
FLCH
Franklin Templeton ETF Tr

ETFs
39K
New
$15.81 - $20.11 $617K - $785K
39K $785K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.89K
+ 17.87%
$211.47 - $281.27 $1.03M - $1.38M
32.3K $7.92M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.97K
+ 0.5%
$32.7 - $36.14 $64.4K - $71.2K
397K $14.2M
BXSL
Blackstone Secured Lending Fund

Financial Services
32.8K
+ 23.85%
$28.75 - $31.59 $944K - $1.04M
171K $4.99M
EME
Emcor Group, Inc.

Industrials
1.36K
+ 46.16%
$340.22 - $435.6 $463K - $592K
4.31K $1.85M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
11K
+ 11.9%
$37.68 - $42.0 $414K - $461K
103K $4.29M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.05K
+ 2.76%
$113.41 - $125.62 $233K - $258K
76.3K $9.59M
ISRG
Intuitive Surgical Inc

Healthcare
421
+ 3.53%
$416.14 - $494.01 $175K - $208K
12.3K $6.06M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
8.53K
+ 8.26%
$68.53 - $74.13 $584K - $632K
112K $8.19M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.11K
+ 2.32%
$31.18 - $33.5 $222K - $238K
314K $10.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
864
+ 0.65%
$63.46 - $71.43 $54.8K - $61.7K
133K $9.45M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.45K
+ 10.4%
$108.65 - $139.41 $266K - $341K
26K $3.62M
INDA
Ishares Msci India Index Fund

ETFs
12.1K
+ 116.25%
$54.86 - $59.22 $663K - $715K
22.5K $1.32M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.17K
+ 0.84%
$49.82 - $52.8 $108K - $115K
262K $13.8M
TSCO
Tractor Supply CO

Consumer Cyclical
513
+ 1.86%
$251.95 - $290.93 $129K - $149K
28.2K $8.19M
KMI
Kinder Morgan, Inc.

Energy
14.6K
+ 8.09%
$19.72 - $22.22 $289K - $326K
196K $4.32M
IHDG
Wisdomtree Tr

ETFs
15.1K
+ 5.07%
$42.42 - $46.78 $640K - $706K
313K $14.3M
GL
Globe Life Inc.

Financial Services
4.37K
+ 40.09%
$80.92 - $109.6 $354K - $479K
15.3K $1.62M
MTB
M&T Bank Corp

Financial Services
3.38K
+ 82.66%
$146.49 - $179.85 $495K - $608K
7.47K $1.33M
HYD
Vaneck High Yield Muni ETF

ETFs
13.1K
+ 130.89%
$51.46 - $53.07 $674K - $695K
23.1K $1.23M
DVN
Devon Energy Corp

Energy
81.7K
+ 27.18%
$37.87 - $48.65 $3.09M - $3.97M
382K $14.9M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3.49K
+ 80.51%
$194.69 - $239.18 $680K - $836K
7.83K $1.63M
CEG
Constellation Energy Corp

Utilities
522
+ 5.51%
$167.08 - $262.86 $87.2K - $137K
10K $2.6M
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
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