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
ALGM
Allegro Microsystems, Inc.

Technology
362
+ 1905.26%
$19.07 - $23.82 $6.9K - $8.62K
381 $8K
DLB
Dolby Laboratories, Inc.

Industrials
54
+ 2.39%
$70.91 - $81.98 $3.83K - $4.43K
2.31K $180K
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.03%
$278.49 - $315.16 $278 - $315
3.2K $908K
GNRC
Generac Holdings Inc.

Industrials
298
+ 3.01%
$154.28 - $195.11 $46K - $58.1K
10.2K $1.58M
ISCG
Ishares Morningstar Small Cap

ETFs
135
+ 6.39%
$48.22 - $54.03 $6.51K - $7.29K
2.25K $111K
EPHE
Ishares Msci Philippines ETF

ETFs
387
+ 77.4%
$24.55 - $29.65 $9.5K - $11.5K
887 $22K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
76
+ 6.83%
$72.16 - $78.82 $5.48K - $5.99K
1.19K $89K
MLI
Mueller Industries Inc

Industrials
18
+ 1.37%
$71.2 - $95.34 $1.28K - $1.72K
1.33K $105K
NCR
Ncr Corp

Technology
530
+ 202.29%
N/A
792 $12K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
50
+ 26.6%
$78.5 - $102.01 $3.93K - $5.1K
238 $23K
POST
Post Holdings, Inc.

Consumer Defensive
78
+ 15.54%
$106.14 - $120.72 $8.28K - $9.42K
580 $66K
TDC
Teradata Corp

Technology
204
+ 20.71%
$28.47 - $33.38 $5.81K - $6.81K
1.19K $37K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
1.24K
+ 31.41%
$7.97 - $8.54 $9.91K - $10.6K
5.2K $41K
FLNG
Flex Lng Ltd.

Energy
558
+ 27.49%
$21.13 - $26.93 $11.8K - $15K
2.59K $59K
GILT
Gilat Satellite Networks LTD

Technology
335
+ 5.15%
$4.87 - $6.17 $1.63K - $2.07K
6.84K $42K
ELAN
Elanco Animal Health Inc

Healthcare
2.26K
+ 28.3%
$11.63 - $14.67 $26.3K - $33.2K
10.3K $124K
NOCT
Innovator Growth 100 Power Buf

ETFs
40
+ 1.05%
$49.49 - $52.11 $1.98K - $2.08K
3.83K $196K
LSTR
Landstar System Inc

Industrials
300
+ 11.39%
$171.86 - $192.81 $51.6K - $57.8K
2.94K $504K
NRZ
New Residential Investment Corp.

Real Estate
1.02K
+ 2.92%
N/A
35.8K $259K
NTR
Nutrien Ltd.

Basic Materials
477
+ 11.2%
$44.04 - $50.78 $21K - $24.2K
4.74K $211K
PFGC
Performance Food Group CO

Consumer Defensive
69
+ 44.23%
$78.03 - $90.57 $5.38K - $6.25K
225 $19K
IOT
Samsara Inc.

Technology
175
+ 87.5%
$42.67 - $56.35 $7.47K - $9.86K
375 $16K
PHYS
Sprott Physical Gold Trust

Financial Services
4.37K
+ 1.35%
$19.66 - $21.66 $85.8K - $94.5K
328K $6.61M
SUN
Sunoco LP

Energy
182
+ 17.12%
$50.8 - $56.82 $9.25K - $10.3K
1.25K $64K
VNT
Vontier Corp

Technology
95
+ 8.73%
$33.03 - $40.45 $3.14K - $3.84K
1.18K $43K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
300
+ 98.36%
$17.7 - $26.34 $5.31K - $7.9K
605 $11K
BBDC
Barings Bdc, Inc.

Financial Services
1.57K
+ 4.13%
$9.27 - $10.33 $14.5K - $16.2K
39.5K $377K
FSV
First Service Corp

Real Estate
47
+ 2.68%
$176.17 - $197.05 $8.28K - $9.26K
1.8K $325K
PFM
Invesco Exchange Traded Fd Tr

ETFs
756
+ 1.78%
$45.72 - $48.2 $34.6K - $36.4K
43.1K $1.98M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
500
+ 0.7%
N/A
71.6K $881K
SM
Sm Energy CO

Energy
139
+ 92.67%
$36.59 - $46.03 $5.09K - $6.4K
289 $11K
VOYA
Voya Financial, Inc.

Financial Services
282
+ 22.33%
$65.93 - $83.9 $18.6K - $23.7K
1.55K $106K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
598
+ 1.23%
$75.44 - $80.53 $45.1K - $48.2K
49.3K $3.74M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
36
+ 42.35%
$77.15 - $104.91 $2.78K - $3.78K
121 $12K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
199
+ 44.22%
$14.29 - $18.76 $2.84K - $3.73K
649 $11K
AA
Alcoa Corp

Basic Materials
180
+ 8.01%
$36.62 - $47.42 $6.59K - $8.54K
2.43K $91K
APPF
Appfolio Inc

Technology
13
+ 12.87%
$192.07 - $269.26 $2.5K - $3.5K
114 $28K
AUB
Atlantic Union Bankshares Corp

Financial Services
101
+ 3.97%
$36.13 - $43.55 $3.65K - $4.4K
2.64K $100K
BCS
Barclays PLC

Financial Services
416
+ 161.24%
$11.65 - $13.67 $4.85K - $5.69K
674 $8K
DPZ
Dominos Pizza Inc

Consumer Cyclical
137
+ 2.77%
$408.59 - $476.19 $56K - $65.2K
5.08K $2.13M
EMQQ
Emqq Emerging Markets Internet

ETFs
200
+ 57.14%
$34.48 - $41.58 $6.9K - $8.32K
550 $18K
INCY
Incyte Corp

Healthcare
25
+ 2.96%
$65.08 - $83.38 $1.63K - $2.08K
871 $60K
VVR
Invesco Senior Income Trust

Financial Services
1.26K
+ 109.91%
$3.83 - $4.07 $4.84K - $5.14K
2.41K $9K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
431
+ 2.88%
$22.83 - $23.36 $9.84K - $10.1K
15.4K $352K
PVH
Pvh Corp.

Consumer Cyclical
44
+ 57.89%
$92.92 - $112.86 $4.09K - $4.97K
120 $12K
RYAAY
Ryanair Holdings PLC

Industrials
117
+ 24.12%
$42.1 - $47.3 $4.93K - $5.53K
602 $26K
RWO
Spdr Dow Jones Global Real Est

ETFs
260
+ 18.45%
$42.41 - $47.31 $11K - $12.3K
1.67K $71K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
77
+ 4.27%
$164.89 - $177.66 $12.7K - $13.7K
1.88K $310K
SLGN
Silgan Holdings Inc

Consumer Cyclical
95
+ 1583.33%
$50.6 - $57.53 $4.81K - $5.47K
101 $5K
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email