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
BXC
Blue Linx Holdings Inc.

Industrials
97
+ 3.58%
$91.25 - $129.02 $8.85K - $12.5K
2.81K $261K
AXON
Axon Enterprise, Inc.

Industrials
594
+ 4.06%
$276.22 - $327.64 $164K - $195K
15.2K $4.48M
VCIT
Vanguard Intermediate Term Cor

ETFs
85
+ 0.05%
$77.99 - $80.49 $6.63K - $6.84K
189K $15.1M
MKC
Mccormick & CO Inc

Consumer Defensive
377
+ 1.71%
$67.67 - $78.27 $25.5K - $29.5K
22.4K $1.59M
MNST
Monster Beverage Corp

Consumer Defensive
5.14K
+ 13.28%
$48.03 - $57.74 $247K - $297K
43.9K $2.19M
YUM
Yum Brands Inc

Consumer Cyclical
151
+ 0.75%
$131.96 - $143.19 $19.9K - $21.6K
20.2K $2.67M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
387
+ 0.3%
$49.5 - $53.37 $19.2K - $20.7K
128K $6.48M
ITB
Ishares Tr

ETFs
275
+ 2.95%
$100.52 - $113.96 $27.6K - $31.3K
9.59K $969K
NICE
Nice Ltd.

Technology
1
+ 0.08%
$161.78 - $254.61 $162 - $255
1.23K $211K
FDL
First Tr Morningstar Dividend

ETFs
392
+ 0.17%
$36.38 - $39.01 $14.3K - $15.3K
232K $8.82M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.68K
+ 2.5%
$65.46 - $70.15 $176K - $188K
110K $7.44M
PPG
Ppg Industries Inc

Basic Materials
1.28K
+ 8.16%
$124.9 - $143.38 $159K - $183K
16.9K $2.13M
CLF
Cleveland Cliffs Inc.

Basic Materials
35K
+ 37.77%
$14.45 - $22.83 $506K - $800K
128K $1.97M
GPC
Genuine Parts CO

Consumer Cyclical
275
+ 2.45%
$136.7 - $163.38 $37.6K - $44.9K
11.5K $1.59M
GILD
Gilead Sciences, Inc.

Healthcare
217
+ 0.62%
$63.15 - $72.88 $13.7K - $15.8K
35.4K $2.43M
IAT
Ishares Tr

ETFs
6
+ 0.01%
$39.17 - $43.65 $235 - $262
80.3K $3.33M
ENPH
Enphase Energy, Inc.

Technology
482
+ 4.86%
$99.71 - $134.52 $48.1K - $64.8K
10.4K $1.04M
MSCI
Msci Inc.

Financial Services
102
+ 3.59%
$446.0 - $554.83 $45.5K - $56.6K
2.94K $1.42M
MOH
Molina Healthcare, Inc.

Healthcare
57
+ 3.27%
$297.3 - $404.2 $16.9K - $23K
1.8K $534K
FLYW
Flywire Corp

Technology
134
+ 0.55%
$15.39 - $24.0 $2.06K - $3.22K
24.3K $398K
CCI
Crown Castle International Corp

Real Estate
555
+ 1.69%
$93.05 - $104.26 $51.6K - $57.9K
33.5K $3.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
50.4K
+ 3.53%
$56.43 - $60.79 $2.84M - $3.06M
1.48M $86.4M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.05K
+ 7.31%
$77.8 - $104.98 $82K - $111K
15.5K $1.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.22K
+ 4.12%
$65.44 - $71.94 $342K - $376K
132K $8.64M
SQ
Block, Inc.

Technology
1.79K
+ 10.18%
$61.9 - $81.46 $111K - $146K
19.4K $1.25M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
1.21K
+ 1.2%
$56.57 - $60.6 $68.2K - $73K
102K $5.88M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.56K
+ 24.28%
$376.14 - $529.01 $585K - $823K
7.96K $3.07M
VLUE
Ishares Msci Usa Value Factor

ETFs
1.02K
+ 1.26%
$100.16 - $107.88 $102K - $110K
81.8K $8.46M
SHW
Sherwin Williams CO

Basic Materials
48
+ 0.77%
$291.95 - $338.16 $14K - $16.2K
6.31K $1.88M
VBK
Vanguard Small Cap Growth ETF

ETFs
432
+ 1.05%
$237.63 - $258.31 $103K - $112K
41.5K $10.4M
DVN
Devon Energy Corp

Energy
9.85K
+ 3.39%
$45.56 - $54.51 $449K - $537K
300K $14.2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.55K
+ 1.43%
$109.44 - $118.4 $170K - $184K
110K $12.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.29K
+ 1.79%
$169.4 - $179.05 $727K - $768K
245K $42.7M
MAR
Marriott International Inc

Consumer Cyclical
39
+ 0.1%
$228.38 - $258.55 $8.91K - $10.1K
38.8K $9.38M
PEP
Pepsico Inc

Consumer Defensive
5.97K
+ 4.28%
$163.33 - $183.11 $975K - $1.09M
146K $24M
IWS
Ishares Russell Midcap Value E

ETFs
647
+ 0.58%
$117.31 - $125.13 $75.9K - $81K
112K $13.5M
GWW
W.W. Grainger, Inc.

Industrials
18
+ 0.46%
$879.03 - $1014.83 $15.8K - $18.3K
3.93K $3.55M
COP
Conocophillips

Energy
3.31K
+ 5.04%
$109.39 - $133.52 $362K - $442K
68.9K $7.89M
FLJP
Franklin Templeton ETF Tr

ETFs
2.53K
+ 1.04%
$27.82 - $30.7 $70.3K - $77.6K
244K $7.03M
TM
Toyota Motor Corp

Consumer Cyclical
266
+ 2.34%
$193.58 - $246.99 $51.5K - $65.7K
11.6K $2.39M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
714
+ 0.49%
$124.6 - $132.46 $89K - $94.6K
145K $18.4M
IEFA
Ishares Tr

ETFs
3.99K
+ 0.79%
$70.77 - $76.19 $283K - $304K
512K $37.2M
DE
Deere & CO

Industrials
822
+ 3.45%
$364.98 - $414.02 $300K - $340K
24.7K $9.22M
VO
Vanguard Mid Cap ETF

ETFs
1.62K
+ 1.29%
$234.99 - $248.98 $381K - $403K
127K $30.7M
HAL
Halliburton CO

Energy
16.6K
+ 8.06%
$32.92 - $41.24 $546K - $684K
222K $7.51M
MRK
Merck & Co., Inc.

Healthcare
25.6K
+ 5.51%
$123.8 - $132.96 $3.17M - $3.41M
491K $60.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.68K
+ 1.2%
$83.97 - $89.72 $309K - $330K
311K $26.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.2K
+ 2.37%
$102.13 - $110.88 $1.34M - $1.46M
567K $60.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
341
+ 1.02%
$541.52 - $599.02 $185K - $204K
33.6K $18.6M
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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