Steward Partners Investment Advisory, LLC Incresed Positions in Q2 2024

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
27.7K
+ 1.39%
$165.0 - $216.67 $4.56M - $5.99M
2.02M $425M
NVDA
Nvidia Corp

Technology
2.02M
+ 911.62%
$118.11 - $1224.4 $239M - $2.48B
2.25M $278M
GOOGL
Alphabet Inc.

Communication Services
20K
+ 2.14%
$150.53 - $185.41 $3.01M - $3.71M
956K $174M
MSFT
Microsoft Corp

Technology
22.1K
+ 3.25%
$389.33 - $452.85 $8.6M - $10M
703K $314M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30.2K
+ 9.14%
$455.1 - $504.28 $13.8M - $15.3M
361K $181M
AMZN
Amazon Com Inc

Consumer Cyclical
30.1K
+ 2.89%
$173.67 - $197.85 $5.22M - $5.95M
1.07M $207M
AVGO
Broadcom Inc.

Technology
1.52K
+ 3.16%
$1204.71 - $1828.87 $1.83M - $2.79M
49.8K $79.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
122K
+ 27.19%
$79.31 - $93.31 $9.66M - $11.4M
570K $52.7M
COST
Costco Wholesale Corp

Consumer Defensive
3.86K
+ 4.8%
$704.88 - $870.75 $2.72M - $3.36M
84.3K $71.7M
XOM
Exxon Mobil Corp

Energy
111K
+ 20.39%
$108.36 - $122.2 $12M - $13.6M
656K $75.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
228K
+ 30096.17%
$62.41 - $3427.61 $14.2M - $781M
229K $14.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
128K
+ 13.93%
$72.31 - $79.02 $9.28M - $10.1M
1.05M $81.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.73K
+ 1.42%
$414.65 - $485.21 $1.55M - $1.81M
266K $127M
IEF
Ishares Barclays

ETFs
107K
+ 203.25%
$91.24 - $94.6 $9.79M - $10.1M
160K $15M
VUG
Vanguard Growth ETF

ETFs
8.92K
+ 4.51%
$322.46 - $377.11 $2.88M - $3.36M
207K $77.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
95.2K
+ 56.24%
$91.42 - $91.82 $8.7M - $8.74M
264K $24.3M
PAPR
Innovator U.S. Equity Power Bu

ETFs
231K
+ 12919.1%
$32.62 - $34.69 $7.55M - $8.03M
233K $8.08M
WMT
Walmart Inc.

Consumer Defensive
14K
+ 1.53%
$58.85 - $68.9 $824K - $965K
930K $63M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
69.9K
+ 77.68%
$98.66 - $105.11 $6.9M - $7.35M
160K $16.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
855
+ 0.41%
$316.15 - $367.33 $270K - $314K
210K $76.5M
GPN
Global Payments Inc

Industrials
61.1K
+ 5412.22%
$92.21 - $130.15 $5.63M - $7.95M
62.2K $6.02M
META
Meta Platforms, Inc.

Communication Services
6.47K
+ 4.75%
$430.17 - $527.34 $2.78M - $3.41M
143K $71.9M
LHX
L3 Harris Technologies, Inc.

Industrials
22.8K
+ 40.77%
$200.34 - $226.69 $4.57M - $5.17M
78.7K $17.7M
LDOS
Leidos Holdings, Inc.

Technology
38.1K
+ 1746.19%
$123.76 - $151.15 $4.71M - $5.75M
40.2K $5.87M
JEPI
J P Morgan Exchange Traded Fd

ETFs
108K
+ 17.98%
$55.45 - $57.39 $5.97M - $6.18M
706K $40M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
22.4K
+ 37.66%
$170.63 - $199.67 $3.83M - $4.48M
82K $16.2M
VGT
Vanguard Information Technolog

ETFs
4.63K
+ 10.82%
$479.9 - $588.82 $2.22M - $2.73M
47.4K $27.4M
AVAV
Aero Vironment Inc

Industrials
25.4K
+ 632.79%
$145.85 - $219.31 $3.7M - $5.56M
29.4K $5.35M
IHDG
Wisdomtree Tr

ETFs
105K
+ 54.44%
$43.96 - $46.57 $4.61M - $4.88M
297K $13.6M
RTX
Raytheon Technologies Corp

Industrials
42K
+ 26.1%
$97.55 - $108.44 $4.09M - $4.55M
203K $20.4M
PANW
Palo Alto Networks Inc

Technology
1.46K
+ 1.98%
$265.2 - $340.82 $387K - $498K
75.1K $25.5M
KLAC
Kla Corp

Technology
1.06K
+ 3.74%
$628.16 - $863.31 $668K - $918K
29.5K $24.3M
NEE
Nextera Energy Inc

Utilities
36K
+ 13.99%
$61.7 - $80.02 $2.22M - $2.88M
294K $20.8M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
43.8K
+ 669.69%
$96.76 - $109.6 $4.24M - $4.8M
50.3K $4.88M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
64.4K
+ 17.71%
$50.84 - $55.56 $3.27M - $3.58M
428K $23.8M
ORCL
Oracle Corp

Technology
6.3K
+ 3.28%
$113.75 - $144.64 $717K - $911K
199K $28M
LMT
Lockheed Martin Corp

Industrials
6.95K
+ 13.93%
$447.57 - $471.51 $3.11M - $3.28M
56.8K $26.5M
NVO
Novo Nordisk A S

Healthcare
7.65K
+ 4.21%
$122.71 - $146.91 $939K - $1.12M
189K $27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
45.1K
+ 5.27%
$95.11 - $97.92 $4.29M - $4.42M
901K $87.4M
EFG
Msci Eafe Growth ETF

ETFs
35.3K
+ 38.02%
$97.17 - $106.25 $3.43M - $3.75M
128K $13.1M
ADBE
Adobe Inc.

Technology
2.96K
+ 8.37%
$439.02 - $555.54 $1.3M - $1.65M
38.3K $21.3M
GLD
Spdr Gold Trust

ETFs
10.5K
+ 8.52%
$207.82 - $224.56 $2.18M - $2.36M
134K $28.8M
PAVE
Global X Fds Us Infrastructure

ETFs
99.6K
+ 79.85%
$36.91 - $39.72 $3.68M - $3.96M
224K $8.31M
BND
Vanguard Bd Index Fd Inc Total

ETFs
46.2K
+ 23.98%
$70.55 - $72.66 $3.26M - $3.36M
239K $17.2M
MSI
Motorola Solutions, Inc.

Technology
1.83K
+ 2.55%
$336.0 - $390.36 $614K - $714K
73.4K $28.3M
CGDV
Capital Group Divid Value ETF

ETFs
86.6K
+ 102.42%
$31.1 - $33.37 $2.69M - $2.89M
171K $5.65M
LYB
Lyondell Basell Industries N.V.

Basic Materials
30.7K
+ 366.04%
$93.54 - $105.86 $2.87M - $3.25M
39.1K $3.74M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
57K
+ 9.54%
$75.81 - $80.15 $4.32M - $4.57M
654K $50.9M
AMAT
Applied Materials Inc

Technology
4.05K
+ 7.19%
$189.46 - $247.83 $768K - $1M
60.4K $14.2M
Activity Summary
Buys All Purchases 1482 New Holdings 217 Increased Positions 1265 Sells All Sells 1134 Reductions 1134 Sold out 0 Options Calls 0 Puts 0
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