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
EEFT
Euronet Worldwide, Inc.

Technology
165
+ 60.0%
$96.0 - $106.61 $15.8K - $17.6K
440 $45K
GWRE
Guidewire Software, Inc.

Technology
117
+ 96.69%
$168.58 - $207.12 $19.7K - $24.2K
238 $40K
XJR
Ishares Tresg Screened S&P Sma

ETFs
500
+ 18.49%
$40.62 - $45.4 $20.3K - $22.7K
3.2K $131K
KMPR
Kemper Corp

Financial Services
265
+ 1060.0%
$59.0 - $72.1 $15.6K - $19.1K
290 $19K
STAG
Stag Industrial, Inc.

Real Estate
1.19K
+ 28.82%
$33.22 - $39.1 $39.4K - $46.4K
5.31K $179K
BHB
Bar Harbor Bankshares

Financial Services
576
+ 25.27%
$28.81 - $38.23 $16.6K - $22K
2.86K $87K
BIGZ
Black Rock Innovation & Growth Trust
3.25K
+ 3.94%
$7.43 - $8.08 $24.1K - $26.2K
85.7K $639K
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
2.15K
+ 285.03%
$8.37 - $11.22 $18K - $24.1K
2.91K $24K
DTM
Dt Midstream, Inc.

Energy
41
+ 6.41%
$78.85 - $108.56 $3.23K - $4.45K
681 $67K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
689
+ 92.73%
$26.79 - $30.35 $18.5K - $20.9K
1.43K $38K
IIM
Invesco Value Municipal Income Trust

Financial Services
2K
+ 29.18%
$11.71 - $12.93 $23.4K - $25.9K
8.86K $105K
PXE
Invesco Exchange Traded Fd Tr

ETFs
581
+ 149.74%
$28.09 - $32.7 $16.3K - $19K
969 $28K
STN
Stantec Inc

Industrials
300
+ 8.72%
$78.45 - $87.5 $23.5K - $26.3K
3.74K $293K
VTRS
Viatris Inc

Healthcare
418
+ 2.84%
$11.32 - $13.37 $4.73K - $5.59K
15.1K $188K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
747
+ 2.79%
$8.24 - $11.07 $6.16K - $8.27K
27.5K $256K
SBLK
Star Bulk Carriers Corp.

Industrials
1.68K
+ 176.98%
$14.7 - $23.59 $24.6K - $39.5K
2.62K $39K
APPN
Appian Corp

Technology
492
+ 378.46%
$30.53 - $41.56 $15K - $20.4K
622 $20K
BHK
Blackrock Core Bond Trust

Financial Services
2.74K
+ 34.79%
$10.39 - $12.03 $28.5K - $33K
10.6K $110K
CAC
Camden National Corp

Financial Services
375
+ 250.0%
$38.75 - $49.57 $14.5K - $18.6K
525 $22K
FSS
Federal Signal Corp

Industrials
181
+ 15.58%
$81.56 - $99.7 $14.8K - $18K
1.34K $124K
FYX
First Tr Small Cap Core Alphad

ETFs
70
+ 1.29%
$96.51 - $110.53 $6.76K - $7.74K
5.51K $557K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.01K
+ 2.68%
$50.62 - $52.07 $51.3K - $52.7K
38.8K $1.98M
HDB
Hdfc Bank LTD

Financial Services
235
+ 250.0%
$59.45 - $68.01 $14K - $16K
329 $21K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
353
+ 425.3%
$47.66 - $51.84 $16.8K - $18.3K
436 $20K
IEO
Ishares Tr

ETFs
200
+ 20.49%
$85.22 - $101.77 $17K - $20.4K
1.18K $105K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.77K
+ 11.5%
$26.01 - $28.19 $46K - $49.8K
17.1K $448K
MGA
Magna International Inc

Consumer Cyclical
350
+ 14.03%
$39.47 - $46.46 $13.8K - $16.3K
2.85K $118K
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.4K
+ 201.91%
$22.4 - $68.28 $345K - $1.05M
23K $533K
WMG
Warner Music Group Corp.

Communication Services
546
+ 1706.25%
$30.73 - $33.67 $16.8K - $18.4K
578 $17K
CNHI
Cnh Industrial N.V.

Industrials
1.48K
+ 1868.35%
N/A
1.56K $16K
SIVR
Abrdn Silver ETF Trust

ETFs
584
+ 138.39%
$27.61 - $33.22 $16.1K - $19.4K
1.01K $27K
PSCT
Invesco S&P Smallcap Informati

ETFs
347
+ 5.56%
$45.45 - $51.38 $15.8K - $17.8K
6.59K $314K
EWS
Ishares Inc Msci Singapore ETF

ETFs
689
+ 62.64%
$21.36 - $23.24 $14.7K - $16K
1.79K $39K
WOLF
Wolfspeed, Inc.

Technology
2.91K
+ 191.96%
$6.44 - $16.2 $18.8K - $47.2K
4.43K $29K
ASA
Asa Gold & Precious Metals LTD

Financial Services
764
+ 140.7%
$19.4 - $22.67 $14.8K - $17.3K
1.31K $26K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
2.7K
+ 1428.57%
$5.23 - $5.8 $14.1K - $15.7K
2.89K $15K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
472
+ 85.82%
$22.35 - $29.5 $10.5K - $13.9K
1.02K $28K
DBB
Invesco Db Base Metals Fund

ETFs
786
+ 763.11%
$18.85 - $21.42 $14.8K - $16.8K
889 $16K
ROUS
Hartford Multifactor Us Equity

ETFs
355
+ 8.88%
$50.86 - $54.39 $18.1K - $19.3K
4.36K $221K
LECO
Lincoln Electric Holdings Inc

Industrials
84
+ 22.4%
$187.47 - $219.94 $15.7K - $18.5K
459 $86K
FNDE
Schwab Fundamental Emerging Mk

ETFs
558
+ 88.57%
$28.89 - $33.95 $16.1K - $18.9K
1.19K $34K
TRU
Trans Union

Industrials
154
+ 513.33%
$92.71 - $108.67 $14.3K - $16.7K
184 $17K
VVV
Valvoline Inc

Energy
411
+ 342.5%
$36.18 - $43.41 $14.9K - $17.8K
531 $19K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
8.84K
+ 7.38%
$9.99 - $10.92 $88.4K - $96.6K
129K $1.31M
ASTS
Ast Space Mobile, Inc.

Communication Services
690
+ 276.0%
$21.1 - $28.49 $14.6K - $19.7K
940 $19K
AEIS
Advanced Energy Industries Inc

Industrials
1
+ 0.08%
$101.71 - $122.72 $102 - $123
1.23K $141K
AMH
American Homes 4 Rent

Real Estate
438
+ 14.34%
$35.02 - $39.25 $15.3K - $17.2K
3.49K $130K
BKU
Bank United, Inc.

Financial Services
326
+ 465.71%
$34.61 - $43.2 $11.3K - $14.1K
396 $15K
CNM
Core & Main, Inc.

Industrials
73
+ 4.69%
$41.91 - $55.78 $3.06K - $4.07K
1.63K $82K
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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