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
XLY
Select Sector Spdr Consumer Di

ETFs
9.63K
+ 15.94%
$194.8 - $239.43 $1.88M - $2.31M
70.1K $15.7M
VIG
Vanguard Dividend Appreciation

ETFs
19.6K
+ 5.24%
N/A
394K $71.8M
VTI
Vanguard Total Stock Market Et

ETFs
8.3K
+ 5.06%
$280.04 - $302.45 $2.32M - $2.51M
172K $49.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
33.2K
+ 147.82%
$100.22 - $100.73 $3.33M - $3.35M
55.7K $5.59M
HON
Honeywell International Inc

Industrials
7.96K
+ 10.32%
$202.84 - $236.0 $1.61M - $1.88M
85.1K $19.2M
CDNS
Cadence Design Systems Inc

Technology
9.29K
+ 60.42%
$249.1 - $324.54 $2.31M - $3.02M
24.7K $7.41M
JNK
Spdr Bloomberg High Yield Bond

ETFs
33.5K
+ 567.33%
$94.77 - $97.36 $3.17M - $3.26M
39.4K $3.76M
ETN
Eaton Corp PLC

Industrials
9.18K
+ 6.88%
$326.96 - $377.52 $3M - $3.47M
143K $47.3M
AXON
Axon Enterprise, Inc.

Industrials
12
+ 0.08%
$399.22 - $689.78 $4.79K - $8.28K
15.6K $9.27M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
32.6K
+ 296.39%
$83.95 - $99.75 $2.74M - $3.26M
43.6K $3.9M
MA
Mastercard Inc

Financial Services
1.19K
+ 1.69%
$491.3 - $536.15 $587K - $640K
71.9K $37.8M
IAU
Ishares Gold Trust

ETFs
58.6K
+ 19.09%
$48.37 - $52.65 $2.83M - $3.08M
365K $18.1M
FTLS
First Tr Long/Short Equity ETF

ETFs
42K
+ 146.95%
$63.1 - $67.29 $2.65M - $2.83M
70.6K $4.65M
WFC
Wells Fargo & Company

Financial Services
15.4K
+ 12.27%
$54.98 - $77.35 $848K - $1.19M
141K $9.91M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
38.2K
+ 8.4%
$53.94 - $58.15 $2.06M - $2.22M
493K $27.8M
CFG
Citizens Financial Group Inc

Financial Services
61.5K
+ 1076.0%
$39.92 - $48.46 $2.46M - $2.98M
67.3K $2.94M
PANW
Palo Alto Networks Inc

Technology
80.3K
+ 107.65%
$181.96 - $405.9 $14.6M - $32.6M
155K $28.2M
EVR
Evercore Inc.

Financial Services
9.65K
+ 14621.21%
$247.66 - $315.67 $2.39M - $3.05M
9.72K $2.69M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
71.5K
+ 7.13%
$96.64 - $101.23 $6.91M - $7.23M
1.07M $104M
OKE
Oneok Inc

Energy
13.7K
+ 10.92%
$92.28 - $117.05 $1.27M - $1.61M
139K $14M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
26.6K
+ 8094.51%
$89.97 - $98.59 $2.39M - $2.62M
26.9K $2.55M
MBB
Ishares Tr

ETFs
29.9K
+ 55.9%
$91.26 - $95.82 $2.73M - $2.87M
83.5K $7.65M
VST
Vistra Corp.

Utilities
15.5K
+ 78.77%
$115.74 - $166.61 $1.8M - $2.59M
35.2K $4.85M
DUK
Duke Energy Corp

Utilities
29.3K
+ 33.63%
$105.76 - $120.76 $3.1M - $3.54M
116K $12.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
55.6K
+ 182.32%
$44.33 - $49.55 $2.47M - $2.76M
86.1K $3.87M
IGE
Ishares Tr North Amern Nat Res

ETFs
60.8K
+ 65.18%
$41.52 - $48.01 $2.53M - $2.92M
154K $6.59M
XLC
Select Sector Spdr Tr Communic

ETFs
19K
+ 20.04%
$89.66 - $102.16 $1.7M - $1.94M
114K $11M
XLF
Financial Sector Spdr

ETFs
34.5K
+ 13.87%
$44.89 - $51.34 $1.55M - $1.77M
283K $13.7M
BA
Boeing CO

Industrials
7.35K
+ 17.3%
$138.14 - $180.72 $1.01M - $1.33M
49.8K $8.81M
WMB
Williams Companies, Inc.

Energy
29.1K
+ 31.89%
$46.37 - $59.74 $1.35M - $1.74M
121K $6.52M
ADP
Automatic Data Processing Inc

Industrials
4.08K
+ 5.79%
$280.08 - $307.97 $1.14M - $1.26M
74.6K $21.8M
SJNK
Spdr Bloomberg Short Term High

ETFs
94.4K
+ 66.63%
$25.09 - $25.69 $2.37M - $2.42M
236K $5.96M
TJX
Tjx Companies Inc

Consumer Cyclical
14.9K
+ 9.78%
$112.15 - $127.2 $1.67M - $1.9M
168K $20.2M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
27.5K
+ 37.04%
$73.49 - $86.09 $2.02M - $2.37M
102K $7.84M
HPE
Hewlett Packard Enterprise CO

Technology
89.4K
+ 39.16%
$19.31 - $23.95 $1.73M - $2.14M
318K $6.78M
MS
Morgan Stanley

Financial Services
5.04K
+ 7.6%
$104.42 - $134.99 $526K - $680K
71.4K $8.97M
TOWN
Towne Bank (Va)

Financial Services
59.8K
+ 775.17%
$31.98 - $37.62 $1.91M - $2.25M
67.5K $2.3M
SCHW
Schwab Charles Corp

Financial Services
9.13K
+ 6.34%
$63.31 - $82.85 $578K - $756K
153K $11.3M
TPR
Tapestry, Inc.

Consumer Cyclical
1.03K
+ 1.01%
$43.54 - $66.18 $44.8K - $68K
103K $6.73M
ACHR
Archer Aviation Inc.

Industrials
193K
+ 4262.99%
$2.94 - $11.33 $566K - $2.18M
197K $1.92M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.46M
+ 219.9%
$26.93 - $84.95 $39.5M - $124M
2.13M $58.2M
SHW
Sherwin Williams CO

Basic Materials
6.41K
+ 91.59%
$338.75 - $399.71 $2.17M - $2.56M
13.4K $4.56M
XLE
Energy Sector Spdr

ETFs
27.3K
+ 12.57%
$83.32 - $97.27 $2.28M - $2.66M
245K $21M
COIN
Coinbase Global, Inc.

Technology
4.09K
+ 36.09%
$163.17 - $343.62 $667K - $1.4M
15.4K $3.82M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
41.5K
+ 3910.94%
$42.79 - $44.9 $1.77M - $1.86M
42.5K $1.82M
XLI
Industrial Sector Spdr

ETFs
14.7K
+ 31.65%
$131.76 - $143.99 $1.94M - $2.12M
61.2K $8.06M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
20.4K
+ 7.64%
$91.29 - $91.8 $1.86M - $1.87M
288K $26.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24.1K
+ 4.12%
$113.92 - $127.38 $2.75M - $3.07M
610K $70.3M
PVAL
Putnam ETF Tr Putnam Focused L
48.3K
+ 117.26%
$36.85 - $39.99 $1.78M - $1.93M
89.5K $3.32M
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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