Steward Partners Investment Advisory, LLC Incresed Positions in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IONS
Ionis Pharmaceuticals Inc

Healthcare
1.02K
+ 49.59%
$33.73 - $40.36 $34.4K - $41.1K
3.07K $107K
OKTA
Okta, Inc.

Technology
232
+ 14.48%
$71.81 - $86.11 $16.7K - $20K
1.83K $144K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
466
+ 2.65%
$16.22 - $18.28 $7.56K - $8.52K
18.1K $323K
ASX
Ase Technology Holding Co., Ltd.

Technology
2.31K
+ 166.33%
$9.49 - $10.74 $21.9K - $24.8K
3.69K $37K
ENTG
Entegris Inc

Technology
484
+ 26.61%
$97.67 - $112.92 $47.3K - $54.7K
2.3K $228K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
2.69K
+ 24.95%
$11.87 - $13.06 $31.9K - $35.1K
13.5K $164K
RLI
Rli Corp

Financial Services
9
+ 0.39%
$151.91 - $180.89 $1.37K - $1.63K
2.32K $382K
SONY
Sony Group Corp

Technology
12K
+ 393.65%
$17.53 - $96.8 $210K - $1.16M
15K $317K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
263
+ 5.9%
$47.66 - $57.86 $12.5K - $15.2K
4.72K $267K
HESM
Hess Midstream LP

Energy
579
+ 77.2%
$34.2 - $37.9 $19.8K - $21.9K
1.33K $49K
JNPR
Juniper Networks Inc

Technology
787
+ 19.72%
$35.08 - $39.26 $27.6K - $30.9K
4.78K $178K
NWE
Northwestern Corp

Utilities
465
+ 91.9%
$50.44 - $57.24 $23.5K - $26.6K
971 $51K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
194
+ 164.41%
$104.54 - $137.94 $20.3K - $26.8K
312 $37K
CPT
Camden Property Trust

Real Estate
436
+ 11.58%
$112.52 - $127.03 $49.1K - $55.4K
4.2K $487K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
736
+ 42.15%
$31.57 - $34.79 $23.2K - $25.6K
2.48K $78K
FOXA
Fox Corp

Communication Services
45
+ 1.39%
$41.35 - $49.99 $1.86K - $2.25K
3.28K $159K
HGTY
Hagerty, Inc.

Financial Services
2.73K
+ 35.87%
$9.57 - $11.95 $26.1K - $32.6K
10.3K $99K
PIE
Invesco Exchange Traded Fd Tr

ETFs
1.55K
+ 27.38%
$19.22 - $20.71 $29.7K - $32K
7.19K $138K
BSCU
Invesco Exc Self Ind Tr

ETFs
1.37K
+ 82.9%
$16.32 - $16.99 $22.3K - $23.2K
3.02K $49K
REAL
The Real Real, Inc.

Consumer Cyclical
2K
+ 2000.0%
$2.89 - $11.18 $5.78K - $22.4K
2.1K $22K
BEP
Brookfield Renewable Partners L.P.

Utilities
1.39K
+ 81.44%
$22.59 - $28.9 $31.4K - $40.2K
3.1K $70K
BRX
Brixmor Property Group Inc.

Real Estate
885
+ 54.53%
N/A
2.51K $57K
CWST
Casella Waste Systems Inc

Industrials
26
+ 0.89%
$97.5 - $113.93 $2.54K - $2.96K
2.96K $312K
EOSE
Eos Energy Enterprises, Inc.

Industrials
3.66K
+ 318.64%
$2.15 - $5.17 $7.86K - $18.9K
4.81K $24K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.28K
+ 33.86%
$9.95 - $12.23 $12.7K - $15.6K
5.06K $59K
SCI
Service Corp International

Consumer Cyclical
212
+ 5.02%
$73.36 - $88.6 $15.6K - $18.8K
4.44K $354K
OUNZ
Van Eck Merk Gold Trust

ETFs
866
+ 10.76%
$24.72 - $26.9 $21.4K - $23.3K
8.92K $225K
COTY
Coty Inc.

Consumer Defensive
3.19K
+ 317.01%
$6.92 - $9.36 $22K - $29.8K
4.19K $29K
EQR
Equity Residential

Real Estate
288
+ 109.51%
$69.12 - $77.48 $19.9K - $22.3K
551 $39K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
311
+ 17.34%
N/A
2.11K $136K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.65K
+ 7.45%
$21.1 - $23.08 $34.8K - $38.1K
23.8K $505K
PSI
Invesco Exchange Traded Fd Tr

ETFs
345
+ 33.33%
$53.26 - $60.98 $18.4K - $21K
1.38K $79K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
939
+ 4.21%
$23.02 - $23.23 $21.6K - $21.8K
23.2K $535K
JMEE
J P Morgan Exchange Traded Fd

ETFs
329
+ 70.0%
$60.1 - $66.4 $19.8K - $21.8K
799 $48K
TPYP
Managed Portfolio Ser Tortoise

ETFs
295
+ 7.8%
$31.7 - $36.82 $9.35K - $10.9K
4.08K $138K
NTRS
Northern Trust Corp

Financial Services
137
+ 29.78%
$88.4 - $111.16 $12.1K - $15.2K
597 $61K
PCTY
Paylocity Holding Corp

Technology
63
+ 29.86%
$162.14 - $213.79 $10.2K - $13.5K
274 $54K
TRNO
Terreno Realty Corp

Real Estate
361
+ 176.1%
$58.62 - $66.94 $21.2K - $24.2K
566 $33K
WAT
Waters Corp

Healthcare
53
+ 129.27%
$323.11 - $392.01 $17.1K - $20.8K
94 $34K
AHH
Armada Hoffler Properties, Inc.

Real Estate
2K
+ 80.0%
$10.06 - $11.26 $20.1K - $22.5K
4.5K $46K
EA
Electronic Arts Inc.

Communication Services
92
+ 4.97%
$140.69 - $167.97 $12.9K - $15.5K
1.94K $284K
EFC
Ellington Financial Inc.

Real Estate
1.61K
+ 162.3%
$11.92 - $12.81 $19.2K - $20.6K
2.6K $31K
NPO
Enpro Industries, Inc

Industrials
24
+ 1.6%
$145.61 - $195.16 $3.49K - $4.68K
1.52K $262K
PEAK
Healthpeak Properties, Inc.

Real Estate
998
+ 22.42%
N/A
5.45K $103K
EWH
Ishares Msci Hong Kong ETF

ETFs
1.14K
+ 455.6%
$16.41 - $20.35 $18.7K - $23.2K
1.39K $23K
PULS
Pgim ETF Tr

ETFs
442
+ 3.56%
$49.51 - $49.79 $21.9K - $22K
12.8K $636K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
72
+ 1.58%
$4.34 - $10.57 $312 - $761
4.62K $40K
ACN
Accenture PLC

Technology
258
+ 0.61%
$343.9 - $376.86 $88.7K - $97.2K
42.4K $14.9M
CSGS
Csg Systems International Inc

Technology
342
+ 456.0%
$46.59 - $56.23 $15.9K - $19.2K
417 $21K
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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