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
HLN
Haleon PLC

Healthcare
30.3K
+ 198.57%
$9.23 - $10.71 $279K - $324K
45.5K $435K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.13K
+ 62.1%
$119.61 - $136.3 $254K - $290K
5.55K $685K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.87K
+ 10.2%
$50.37 - $50.6 $296K - $297K
63.5K $3.2M
TTE
Total Energies Se

Energy
3.94K
+ 31.62%
N/A
16.4K $1.12M
VRT
Vertiv Holdings CO

Industrials
3.08K
+ 4.2%
N/A
76.4K $6.62M
FAST
Fastenal CO

Industrials
3.54K
+ 16.9%
$69.99 - $84.35 $247K - $298K
24.5K $1.76M
GAB
Gabelli Equity Trust Inc

Financial Services
52.8K
+ 30.95%
$5.36 - $5.83 $283K - $308K
223K $1.2M
PDI
Pimco Dynamic Income Fund

Financial Services
18K
+ 51.75%
$18.33 - $20.85 $329K - $375K
52.7K $966K
HTGC
Hercules Capital, Inc.

Financial Services
11.3K
+ 13.61%
$18.53 - $20.22 $209K - $228K
94.1K $1.89M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
299
+ 8.25%
$173.13 - $258.09 $51.8K - $77.2K
3.92K $905K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9.22K
+ 11.44%
$45.07 - $47.1 $415K - $434K
89.8K $4.06M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
6.19K
+ 72.97%
$42.8 - $44.98 $265K - $278K
14.7K $641K
ROIV
Roivant Sciences Ltd.

Healthcare
22K
New
$11.16 - $12.71 $245K - $279K
22K $259K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.89K
+ 5.19%
$62.07 - $66.61 $180K - $193K
58.7K $3.76M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
5.38K
+ 1441.55%
$46.46 - $51.66 $250K - $278K
5.75K $276K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
30.6K
+ 23.33%
$11.1 - $12.03 $339K - $368K
162K $1.82M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
15.9K
+ 14.34%
$55.45 - $61.08 $880K - $969K
126K $7.01M
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.98K
+ 110.59%
$40.86 - $43.42 $244K - $259K
11.4K $476K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
13.6K
+ 19.32%
$14.94 - $16.14 $202K - $219K
83.7K $1.33M
EOG
Eog Resources Inc

Energy
2.12K
+ 8.56%
$118.22 - $136.54 $250K - $289K
26.8K $3.29M
MKL
Markel Corp

Financial Services
39
+ 3.36%
$1542.01 - $1785.11 $60.1K - $69.6K
1.2K $2.07M
MTN
Vail Resorts Inc

Consumer Cyclical
1.31K
+ 327.75%
$165.69 - $195.44 $217K - $256K
1.71K $320K
CBSH
Commerce Bancshares Inc

Financial Services
2.53K
+ 8.01%
$57.04 - $74.36 $144K - $188K
34.1K $2.13M
EQT
Eqt Corp

Energy
5K
+ 287.18%
$35.62 - $46.89 $178K - $234K
6.74K $310K
GWW
W.W. Grainger, Inc.

Industrials
173
+ 4.13%
$1023.06 - $1220.93 $177K - $211K
4.36K $4.6M
AOM
Ishares Tr Core Moderate Alloc

ETFs
6.11K
+ 51.09%
$43.44 - $45.05 $266K - $275K
18.1K $785K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
379
+ 4.84%
$193.7 - $235.05 $73.4K - $89.1K
8.21K $1.88M
FANG
Diamondback Energy, Inc.

Energy
5.34K
+ 7.26%
$153.06 - $199.5 $817K - $1.06M
78.9K $12.9M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
9.76K
+ 116.33%
$25.0 - $25.11 $244K - $245K
18.2K $454K
FTHI
First Trust Exchange Traded Fd

ETFs
10.3K
+ 343.41%
$22.89 - $24.02 $237K - $249K
13.4K $310K
AIT
Applied Industrial Technologies Inc

Industrials
588
+ 10.14%
$220.05 - $280.49 $129K - $165K
6.39K $1.53M
CATH
Global X Fds Global X S&P 500

ETFs
2.72K
+ 9.15%
$68.5 - $73.81 $186K - $200K
32.4K $2.29M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.72K
+ 157.81%
$101.51 - $140.63 $174K - $241K
2.81K $352K
KBE
Spdr S&P Bank ETF

ETFs
3.82K
+ 43.16%
$51.33 - $62.76 $196K - $239K
12.7K $701K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
17.9K
+ 21.6%
$15.05 - $16.03 $269K - $286K
101K $1.53M
PCAR
Paccar Inc

Industrials
76
+ 0.18%
$97.92 - $118.41 $7.44K - $9K
41.5K $4.31M
EBC
Eastern Bankshares, Inc.

Financial Services
10.1K
+ 16.19%
$15.83 - $19.03 $160K - $193K
72.7K $1.25M
LANC
Lancaster Colony Corp

Consumer Defensive
1.32K
+ 4728.57%
$172.18 - $200.28 $228K - $265K
1.35K $234K
MSCI
Msci Inc.

Financial Services
172
+ 2.31%
$569.09 - $635.99 $97.9K - $109K
7.63K $4.58M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
12.8K
+ 3.52%
$46.9 - $50.96 $599K - $651K
376K $17.8M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.52K
+ 78.18%
$24.94 - $25.74 $212K - $219K
19.4K $495K
BFK
Blackrock Municipal Income Trust

Financial Services
22.6K
+ 1054.29%
$9.79 - $10.72 $221K - $242K
24.7K $244K
BKE
Buckle Inc

Consumer Cyclical
4.34K
+ 4340.0%
$41.32 - $54.08 $179K - $235K
4.44K $225K
SKYY
First Trust Cloud Computing Et

ETFs
857
+ 12.31%
$99.98 - $130.46 $85.7K - $112K
7.82K $931K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.03K
+ 99.31%
$45.17 - $47.23 $227K - $238K
10.1K $457K
IGV
Ishares Expanded Tech Software

ETFs
656
+ 4.66%
$87.5 - $110.17 $57.4K - $72.3K
14.7K $1.48M
EFG
Msci Eafe Growth ETF

ETFs
15.9K
+ 13.01%
$96.83 - $106.88 $1.54M - $1.7M
138K $13.3M
EIX
Edison International

Utilities
3.3K
+ 50.89%
$77.93 - $88.36 $257K - $291K
9.78K $780K
MGMT
Unified Ser Tr Ballast Small/M

ETFs
1.26K
+ 2.35%
$37.84 - $44.21 $47.5K - $55.5K
54.6K $2.27M
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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