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
ATI
Allegheny Technologies Inc

Industrials
128
+ 28.44%
$49.1 - $61.61 $6.28K - $7.89K
578 $32K
CQP
Cheniere Energy Partners, L.P.

Energy
216
+ 3.56%
$46.15 - $51.18 $9.97K - $11.1K
6.28K $308K
LAND
Gladstone Land Corp

Real Estate
300
+ 2.2%
$12.39 - $13.85 $3.72K - $4.16K
14K $191K
BUG
Global X Fds Cybersecurity ETF

ETFs
319
+ 8.0%
$27.36 - $29.79 $8.73K - $9.5K
4.31K $127K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
293
+ 68.14%
$39.4 - $46.75 $11.5K - $13.7K
723 $29K
HRZN
Horizon Technology Finance Corp

Financial Services
276
+ 3.3%
$11.2 - $12.16 $3.09K - $3.36K
8.63K $103K
AOA
Ishares Tr Core Aggressive All

ETFs
3
+ 0.04%
$70.02 - $75.08 $210 - $225
6.9K $515K
STT
State Street Corp

Financial Services
566
+ 5.63%
$70.91 - $78.01 $40.1K - $44.2K
10.6K $785K
TECK
Teck Resources LTD

Basic Materials
1
+ 0.02%
$45.44 - $54.77 $45.4 - $54.8
4.27K $204K
TD
Toronto Dominion Bank

Financial Services
1.66K
+ 10.91%
$53.85 - $60.24 $89.6K - $100K
16.9K $929K
XPEV
Xpeng Inc.

Consumer Cyclical
1.3K
+ 56.52%
$6.93 - $9.4 $9.01K - $12.2K
3.6K $26K
BFZ
Blackrock California Municipal Income Trust

Financial Services
400
+ 2.01%
$11.48 - $12.04 $4.59K - $4.82K
20.3K $242K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
200
+ 15.75%
$29.56 - $33.68 $5.91K - $6.74K
1.47K $48K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
92
+ 26.98%
$82.8 - $89.44 $7.62K - $8.23K
433 $38K
PI
Impinj Inc

Technology
50
+ 1000.0%
$116.32 - $174.87 $5.82K - $8.74K
55 $8K
MAG
Mag Silver Corp

Basic Materials
650
+ 108.33%
$10.8 - $14.1 $7.02K - $9.17K
1.25K $14K
NNN
National Retail Properties, Inc.

Real Estate
231
+ 1.71%
$39.37 - $42.77 $9.09K - $9.88K
13.7K $585K
PLD
Prologis, Inc.

Real Estate
2.52K
+ 16.43%
$101.88 - $127.92 $257K - $323K
17.9K $2.01M
PSA
Public Storage

Real Estate
58
+ 1.54%
$257.73 - $293.34 $14.9K - $17K
3.82K $1.1M
RELX
Relx PLC

Communication Services
94
+ 7.3%
$41.07 - $46.15 $3.86K - $4.34K
1.38K $63K
RIOT
Riot Blockchain, Inc.

Technology
1.4K
+ 91.8%
$7.97 - $12.11 $11.2K - $17K
2.93K $26K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
130
+ 71.04%
$61.69 - $64.0 $8.02K - $8.32K
313 $19K
BIGZ
Black Rock Innovation & Growth Trust
9.52K
+ 14.19%
$7.05 - $8.11 $67.1K - $77.2K
76.6K $553K
STEW
Boulder Growth & Income Fund

Financial Services
600
+ 19.35%
$14.21 - $14.97 $8.53K - $8.98K
3.7K $53K
CVE
Cenovus Energy Inc.

Energy
340
+ 91.15%
$18.24 - $21.8 $6.2K - $7.41K
713 $14K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4
+ 0.16%
$35.39 - $42.48 $142 - $170
2.45K $102K
EQR
Equity Residential

Real Estate
80
+ 28.88%
$59.68 - $69.34 $4.77K - $5.55K
357 $24K
SMIN
Ishares Msci India Small Cap I

ETFs
62
+ 37.58%
$71.56 - $81.09 $4.44K - $5.03K
227 $18K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
88
+ 67.18%
$53.95 - $74.26 $4.75K - $6.53K
219 $14K
MC
Moelis & CO

Financial Services
110
+ 1.21%
$49.08 - $57.92 $5.4K - $6.37K
9.23K $524K
NRZ
New Residential Investment Corp.

Real Estate
1.01K
+ 3.2%
N/A
32.8K $237K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
135
+ 1.42%
$66.16 - $71.7 $8.93K - $9.68K
9.63K $660K
AINV
Apollo Investment Corp

Financial Services
544
+ 2.49%
N/A
22.4K $248K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
125
+ 8.14%
$33.16 - $36.03 $4.15K - $4.5K
1.66K $57K
GLQ
Clough Global Equity Fund

Financial Services
148
+ 1.51%
$6.18 - $7.0 $915 - $1.04K
9.92K $69K
ITT
Itt Inc.

Industrials
53
+ 39.55%
$124.49 - $139.66 $6.6K - $7.4K
187 $24K
IXJ
Ishares Global Healthcare ETF

ETFs
76
+ 1.48%
$87.41 - $94.12 $6.64K - $7.15K
5.2K $483K
MXI
Ishares Global Materials ETF

ETFs
75
+ 150.0%
$84.78 - $91.93 $6.36K - $6.89K
125 $10K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1K
+ 171.53%
$7.35 - $10.05 $7.35K - $10.1K
1.58K $11K
TTAC
Fcf Us Quality ETF

ETFs
109
+ 1.24%
$57.05 - $60.92 $6.22K - $6.64K
8.92K $541K
WPP
Wpp PLC

Communication Services
129
+ 211.48%
$45.78 - $53.9 $5.91K - $6.95K
190 $8K
WIX
Wix.Com Ltd.

Technology
2
+ 0.81%
$118.87 - $176.01 $238 - $352
248 $39K
AB
Alliancebernstein Holding L.P.

Financial Services
211
+ 10.12%
$32.34 - $34.98 $6.82K - $7.38K
2.3K $77K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
191
+ 0.76%
$10.6 - $11.13 $2.02K - $2.13K
25.3K $281K
CINF
Cincinnati Financial Corp

Financial Services
87
+ 9.56%
$110.88 - $122.17 $9.65K - $10.6K
997 $117K
PLUS
Eplus Inc

Technology
144
+ 13.57%
$71.91 - $80.19 $10.4K - $11.5K
1.21K $88K
GBX
Greenbrier Companies Inc

Industrials
162
+ 14.27%
$48.64 - $55.25 $7.88K - $8.95K
1.3K $64K
HAIN
Hain Celestial Group Inc

Consumer Defensive
800
+ 400.0%
$5.76 - $7.79 $4.61K - $6.23K
1K $6K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
209
+ 104.5%
$22.25 - $28.21 $4.65K - $5.9K
409 $9K
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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