Steward Partners Investment Advisory, LLC Incresed Positions in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
50.5K
+ 51.24%
$39.66 - $51.75 $2M - $2.61M
149K $7.72M
VUG
Vanguard Growth ETF

ETFs
3.93K
+ 1.9%
$341.08 - $391.94 $1.34M - $1.54M
211K $80.8M
PH
Parker Hannifin Corp

Industrials
3.77K
+ 41.26%
$501.01 - $635.92 $1.89M - $2.4M
12.9K $8.16M
FXI
Ishares Tr

ETFs
111K
+ 18780.17%
$24.78 - $32.17 $2.75M - $3.56M
111K $3.54M
MOH
Molina Healthcare, Inc.

Healthcare
9.91K
+ 550.95%
$283.98 - $360.73 $2.81M - $3.57M
11.7K $4.03M
HQY
Healthequity, Inc.

Healthcare
42.1K
+ 5259.55%
$67.98 - $86.62 $2.86M - $3.65M
42.9K $3.51M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
65.8K
+ 80.91%
$49.93 - $51.15 $3.28M - $3.37M
147K $7.52M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
81K
+ 363.98%
$37.39 - $42.2 $3.03M - $3.42M
103K $4.36M
CI
Cigna Corp

Healthcare
9.21K
+ 59.4%
$319.12 - $367.1 $2.94M - $3.38M
24.7K $8.56M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8.94K
+ 6.16%
$125.95 - $142.04 $1.13M - $1.27M
154K $21.9M
BLK
Black Rock Inc.

Financial Services
625
+ 3.63%
$782.27 - $949.51 $489K - $593K
17.8K $16.9M
AES
Aes Corp

Utilities
162K
+ 334.24%
$16.18 - $20.07 $2.63M - $3.26M
211K $4.24M
BWXT
Bwx Technologies, Inc.

Industrials
30.9K
+ 2588.62%
$92.38 - $108.7 $2.86M - $3.36M
32.1K $3.49M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
19.3K
+ 48.96%
$147.95 - $191.05 $2.85M - $3.68M
58.7K $10.2M
ABT
Abbott Laboratories

Healthcare
18.8K
+ 16.46%
$100.07 - $118.13 $1.88M - $2.22M
133K $15.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
107
+ 0.13%
$247.34 - $300.11 $26.5K - $32.1K
81.5K $24.3M
QJUN
First Tr ETF
115K
+ 41.89%
$24.85 - $27.22 $2.86M - $3.13M
390K $10.5M
HON
Honeywell International Inc

Industrials
17.5K
+ 29.44%
$196.73 - $220.21 $3.45M - $3.86M
77.1K $15.9M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
41K
+ 6.71%
$37.98 - $41.19 $1.56M - $1.69M
652K $26.9M
MDT
Medtronic PLC

Healthcare
11K
+ 5.58%
$76.84 - $91.03 $842K - $998K
207K $18.7M
XLE
Energy Sector Spdr

ETFs
42.5K
+ 24.26%
$84.35 - $93.39 $3.58M - $3.97M
218K $19.1M
VKTX
Viking Therapeutics, Inc.

Healthcare
28.1K
+ 21.65%
$49.84 - $70.47 $1.4M - $1.98M
158K $10M
CMCSA
Comcast Corp

Communication Services
36.8K
+ 6.28%
$37.33 - $41.78 $1.37M - $1.54M
623K $26M
ACGL
Arch Capital Group Ltd.

Financial Services
24.6K
+ 87.11%
$94.47 - $114.25 $2.32M - $2.81M
52.8K $5.91M
SBUX
Starbucks Corp

Consumer Cyclical
4.99K
+ 3.97%
$72.51 - $98.6 $362K - $492K
131K $12.8M
MSCI
Msci Inc.

Financial Services
4.52K
+ 153.5%
$479.31 - $584.91 $2.16M - $2.64M
7.46K $4.35M
IBN
Icici Bank LTD

Financial Services
95.9K
+ 2666.33%
$27.58 - $31.38 $2.65M - $3.01M
99.5K $2.97M
MDLZ
Mondelez International, Inc.

Consumer Defensive
24K
+ 18.18%
$64.35 - $75.71 $1.54M - $1.82M
156K $11.5M
XLF
Financial Sector Spdr

ETFs
39.8K
+ 19.06%
$40.84 - $45.74 $1.63M - $1.82M
249K $11.3M
SPGI
S&P Global Inc.

Financial Services
579
+ 1.73%
$446.32 - $527.38 $258K - $305K
34.1K $17.6M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.96K
+ 6.68%
$386.81 - $423.12 $1.14M - $1.25M
47.2K $20M
CRM
Salesforce, Inc.

Technology
2.32K
+ 1.95%
$238.42 - $276.53 $553K - $641K
122K $33.3M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
199K
+ 103.02%
$11.52 - $12.52 $2.29M - $2.49M
393K $4.85M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.9K
+ 8.69%
$100.75 - $111.62 $1.4M - $1.55M
174K $19M
HDV
Ishares Core High Dividend ETF

ETFs
1.14K
+ 0.42%
$107.62 - $118.76 $123K - $136K
272K $32M
XLY
Select Sector Spdr Consumer Di

ETFs
7.92K
+ 15.08%
$170.05 - $200.86 $1.35M - $1.59M
60.4K $12.1M
BX
Blackstone Inc.

Financial Services
458
+ 0.55%
$120.77 - $159.66 $55.3K - $73.1K
84K $12.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
562
+ 0.27%
$332.02 - $382.76 $187K - $215K
211K $79M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.37K
+ 14.46%
$1015.62 - $1159.62 $1.39M - $1.59M
10.8K $12.5M
GS
Goldman Sachs Group Inc

Financial Services
2.21K
+ 6.97%
$459.02 - $510.25 $1.01M - $1.13M
33.9K $16.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
30.3K
+ 29.86%
$58.03 - $65.37 $1.76M - $1.98M
132K $8.52M
VIS
Vanguard Industrial ETF

ETFs
6.98K
+ 30.2%
$232.12 - $260.07 $1.62M - $1.82M
30.1K $7.83M
TMO
Thermo Fisher Scientific Inc.

Healthcare
271
+ 0.81%
$531.86 - $624.21 $144K - $169K
33.9K $21M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.48K
+ 0.4%
$101.72 - $112.94 $150K - $167K
369K $41.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.7K
+ 7.94%
$75.32 - $84.37 $1.18M - $1.32M
213K $17.8M
CASY
Caseys General Stores Inc

Consumer Cyclical
6.3K
+ 109.64%
$354.52 - $391.16 $2.23M - $2.46M
12K $4.53M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.4K
+ 2.38%
$41.9 - $48.26 $437K - $503K
449K $21.5M
HROW
Harrow Health, Inc.

Healthcare
2.6K
+ 3.0%
$20.85 - $46.47 $54.1K - $121K
89.2K $4.01M
SLV
I Shares Silver Trust

ETFs
65.4K
+ 41.98%
$24.33 - $29.38 $1.59M - $1.92M
221K $6.28M
Activity Summary
Buys All Purchases 1882 New Holdings 310 Increased Positions 1572 Sells All Sells 941 Reductions 941 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