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
FLMI
Franklin Dynamic Municipal Bon

ETFs
16.4K
+ 24.76%
$24.42 - $25.06 $400K - $410K
82.5K $2.02M
XSMO
Invesco S&P Smallcap Momentum

ETFs
6.04K
+ 1.25%
$65.08 - $73.72 $393K - $445K
487K $32.2M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.82K
+ 2.12%
$72.18 - $81.41 $131K - $148K
87.8K $6.64M
EFV
Msci Eafe Value ETF

ETFs
27.2K
+ 12.79%
$51.78 - $57.15 $1.41M - $1.56M
240K $12.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.18K
+ 5.1%
$29.73 - $30.81 $243K - $252K
169K $5.14M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
21.7K
+ 446.29%
$15.84 - $17.86 $343K - $387K
26.5K $427K
GM
General Motors CO

Consumer Cyclical
597
+ 1.63%
$44.82 - $60.2 $26.8K - $35.9K
37.2K $1.98M
SCHG
Schwab Strategic Tr Us Large C

ETFs
133K
+ 301.43%
$25.93 - $105.3 $3.44M - $14M
177K $4.92M
FDX
Fedex Corp

Industrials
763
+ 4.72%
$260.5 - $305.15 $199K - $233K
16.9K $4.76M
PEG
Public Service Enterprise Group Inc

Utilities
9.43K
+ 9.63%
$81.87 - $94.51 $772K - $891K
107K $9.07M
PFF
Ishares Trust Ishares Pfd And

ETFs
28.3K
+ 9.03%
$31.23 - $33.51 $885K - $950K
342K $10.8M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
15.5K
+ 210.38%
$20.98 - $21.19 $324K - $328K
22.8K $480K
MSB
Mesabi Trust

Basic Materials
8.13K
+ 47.19%
$22.78 - $29.35 $185K - $239K
25.4K $713K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
20.3K
+ 32.33%
$21.81 - $23.88 $442K - $484K
82.9K $1.81M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.24K
+ 21.97%
$45.39 - $62.98 $147K - $204K
18K $1.02M
HYDB
Ishares Tr Edge High Yield Def

ETFs
6.84K
+ 472.91%
$46.68 - $47.95 $319K - $328K
8.29K $389K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.4K
+ 1151.21%
$23.88 - $24.32 $319K - $325K
14.5K $347K
BSX
Boston Scientific Corp

Healthcare
433
+ 0.86%
$83.62 - $91.5 $36.2K - $39.6K
50.6K $4.52M
CSQ
Calamos Strategic Total Return Fund

Financial Services
15.3K
+ 12.49%
$17.14 - $18.44 $262K - $282K
138K $2.44M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.31K
+ 18.21%
$106.56 - $113.11 $459K - $487K
27.9K $2.99M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
10.4K
+ 48.54%
$42.32 - $55.35 $440K - $575K
31.8K $1.36M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
17.2K
+ 4.28%
$15.9 - $17.05 $273K - $293K
418K $6.96M
PPG
Ppg Industries Inc

Basic Materials
4.52K
+ 25.76%
$119.09 - $131.37 $539K - $594K
22.1K $2.64M
WDAY
Workday, Inc.

Technology
760
+ 9.06%
$233.85 - $279.91 $178K - $213K
9.15K $2.36M
ONON
On Holding Ag

Consumer Cyclical
2.03K
+ 4.71%
$46.3 - $59.54 $93.9K - $121K
45.1K $2.47M
BST
Black Rock Science & Technology Trust

Financial Services
3.15K
+ 1.94%
$34.86 - $38.04 $110K - $120K
166K $6.05M
DLTR
Dollar Tree, Inc.

Consumer Defensive
4K
+ 247.74%
$61.21 - $76.19 $245K - $305K
5.62K $420K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.9K
+ 761.01%
N/A
14.6K $345K
SF
Stifel Financial Corp

Financial Services
52
+ 0.21%
$93.4 - $117.72 $4.86K - $6.12K
24.6K $2.61M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
6.1K
+ 217.86%
$49.93 - $50.24 $305K - $306K
8.9K $444K
DECK
Deckers Outdoor Corp

Consumer Cyclical
212
+ 3.58%
$152.04 - $211.12 $32.2K - $44.8K
6.14K $1.25M
FNV
Franco Nevada Corp

Basic Materials
2.71K
+ 112.96%
$113.26 - $137.22 $307K - $372K
5.11K $600K
ETR
Entergy Corp

Utilities
10.6K
+ 117.67%
$73.19 - $156.4 $773K - $1.65M
19.5K $1.48M
WCC
Wesco International Inc

Industrials
1.31K
+ 26.02%
$164.11 - $213.19 $214K - $278K
6.33K $1.14M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.96K
+ 64.26%
$33.62 - $35.69 $301K - $320K
22.9K $774K
GLW
Corning Inc

Technology
1.71K
+ 1.86%
$44.11 - $49.76 $75.2K - $84.8K
93.4K $4.44M
URA
Global X Uranium ETF

ETFs
12.6K
+ 57.32%
$26.78 - $33.46 $337K - $421K
34.6K $925K
HOOD
Robinhood Markets, Inc.

Technology
4.23K
+ 43.14%
$22.33 - $43.2 $94.4K - $183K
14K $522K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
20.4K
+ 13.13%
$16.46 - $17.93 $336K - $366K
176K $3.02M
EWC
Ishares Msci Canada ETF

ETFs
7.17K
+ 636.5%
$39.64 - $43.28 $284K - $310K
8.29K $334K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.6K
+ 584.93%
$24.82 - $25.48 $287K - $295K
13.5K $337K
SNOW
Snowflake Inc.

Technology
723
+ 16.4%
$109.65 - $186.51 $79.3K - $135K
5.13K $792K
JLL
Jones Lang Lasalle Inc

Real Estate
1.13K
+ 763.51%
$246.93 - $283.67 $279K - $321K
1.28K $323K
PAR
Par Technology Corp

Technology
1.11K
+ 11.28%
$49.67 - $81.14 $55.1K - $90K
10.9K $795K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.66K
+ 12.06%
$99.11 - $112.25 $264K - $299K
24.7K $2.59M
DTE
Dte Energy CO

Utilities
2.43K
+ 150.96%
$117.04 - $129.77 $284K - $315K
4.03K $486K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
18.7K
+ 4.98%
$24.55 - $25.16 $458K - $469K
393K $9.7M
SYLD
Cambria Shareholder Yld ETF

ETFs
6.59K
+ 14.96%
$68.06 - $76.27 $448K - $502K
50.6K $3.46M
FTSL
First Trust Senior Ln Fund

ETFs
5.09K
+ 4.49%
$45.9 - $46.48 $233K - $236K
118K $5.47M
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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