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
COF
Capital One Financial Corp

Financial Services
2.94K
+ 15.32%
$145.19 - $192.01 $427K - $565K
22.2K $3.95M
EMN
Eastman Chemical CO

Basic Materials
12.2K
+ 518.4%
$90.03 - $110.64 $1.1M - $1.35M
14.6K $1.33M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
60.2K
+ 11.57%
$27.8 - $29.05 $1.67M - $1.75M
581K $16.2M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
120K
+ 30.5%
$11.42 - $12.5 $1.37M - $1.5M
512K $5.91M
IBKR
Interactive Brokers Group, Inc.

Financial Services
318
+ 1.22%
$138.3 - $192.95 $44K - $61.4K
26.3K $4.65M
PYPL
Pay Pal Holdings, Inc.

Financial Services
9.64K
+ 36.0%
$77.25 - $91.3 $744K - $880K
36.4K $3.11M
IEZ
Ishares Tr

ETFs
50.1K
+ 50105.0%
$18.93 - $22.09 $948K - $1.11M
50.2K $994K
FTNT
Fortinet, Inc.

Technology
395
+ 0.7%
$76.49 - $99.21 $30.2K - $39.2K
56.6K $5.35M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.62K
+ 2.52%
$176.42 - $186.91 $1.34M - $1.42M
310K $55.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.33K
+ 5.33%
$316.94 - $357.88 $420K - $475K
26.2K $9M
KMB
Kimberly Clark Corp

Consumer Defensive
9.71K
+ 37.88%
$130.37 - $146.09 $1.27M - $1.42M
35.3K $4.63M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
47.3K
+ 535.34%
$20.56 - $21.33 $972K - $1.01M
56.1K $1.15M
CAH
Cardinal Health Inc

Healthcare
7.93K
+ 249.84%
$107.89 - $125.33 $856K - $994K
11.1K $1.31M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.52K
+ 40.46%
$178.39 - $215.0 $805K - $971K
15.7K $3.02M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.97K
+ 3.22%
$95.27 - $107.82 $283K - $321K
95.3K $9.84M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
23.1K
+ 7.73%
$51.54 - $52.55 $1.19M - $1.22M
322K $16.7M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
11.1K
+ 25.46%
$58.39 - $67.04 $650K - $746K
54.8K $3.48M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
7.45K
+ 0.85%
$57.47 - $61.21 $428K - $456K
886K $52M
BDX
Becton Dickinson & CO

Healthcare
5.24K
+ 22.87%
$220.02 - $243.75 $1.15M - $1.28M
28.1K $6.38M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.73K
+ 2.11%
$34.49 - $39.24 $198K - $225K
277K $10.3M
TRV
Travelers Companies, Inc.

Financial Services
3.05K
+ 16.72%
$225.97 - $266.66 $688K - $812K
21.3K $5.12M
RJF
Raymond James Financial Inc

Financial Services
3.28K
+ 31.86%
$123.0 - $170.1 $404K - $558K
13.6K $2.11M
GPN
Global Payments Inc

Industrials
2.18K
+ 3.51%
$97.57 - $119.38 $213K - $260K
64.3K $7.2M
GILD
Gilead Sciences, Inc.

Healthcare
5.12K
+ 12.57%
$83.95 - $97.9 $429K - $501K
45.8K $4.23M
FIS
Fidelity National Information Services, Inc.

Technology
14.8K
+ 11.83%
$80.14 - $90.95 $1.18M - $1.34M
140K $11.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
22K
+ 15.35%
$51.33 - $53.74 $1.13M - $1.18M
166K $8.53M
VBK
Vanguard Small Cap Growth ETF

ETFs
953
+ 2.23%
$264.18 - $304.19 $252K - $290K
43.7K $12.2M
GFF
Griffon Corp

Industrials
10.1K
+ 15.25%
$62.88 - $85.16 $636K - $861K
76.5K $5.45M
MAR
Marriott International Inc

Consumer Cyclical
260
+ 1.08%
$246.06 - $292.59 $64K - $76.1K
24.2K $6.76M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
14.3K
+ 13.66%
$46.48 - $51.32 $663K - $732K
119K $5.71M
SYK
Stryker Corp

Healthcare
2.23K
+ 10.91%
$345.14 - $392.15 $771K - $876K
22.7K $8.18M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.33K
+ 11.03%
$366.65 - $427.88 $487K - $569K
13.4K $5.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.4K
+ 1.64%
$87.25 - $95.52 $646K - $707K
458K $40.5M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
15.3K
+ 162.97%
$50.0 - $50.27 $767K - $771K
24.8K $1.24M
TXN
Texas Instruments Inc

Technology
3.89K
+ 6.76%
N/A
61.5K $12M
VXF
Vanguard Extended Market ETF

ETFs
1.9K
+ 3.81%
$179.17 - $207.15 $340K - $393K
51.7K $9.82M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.12K
+ 2.46%
$241.48 - $274.89 $269K - $307K
46.5K $11.8M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
9.07K
+ 8.12%
$72.62 - $77.83 $659K - $706K
121K $8.94M
LNG
Cheniere Energy, Inc.

Energy
1.3K
+ 9.8%
$181.07 - $225.92 $236K - $294K
14.6K $3.14M
IGM
Ishares Expanded Tech Sector E

ETFs
6.83K
+ 104.04%
$94.19 - $106.95 $643K - $730K
13.4K $1.37M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
13.2K
+ 4319.93%
$54.29 - $59.49 $718K - $786K
13.5K $742K
PH
Parker Hannifin Corp

Industrials
1.05K
+ 8.14%
$621.74 - $709.46 $653K - $746K
14K $8.88M
CGDV
Capital Group Divid Value ETF

ETFs
27.1K
+ 12.78%
$35.16 - $37.12 $953K - $1.01M
239K $8.44M
IAT
Ishares Tr

ETFs
9.44K
+ 11.75%
$46.07 - $56.9 $435K - $537K
89.8K $4.52M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
14.5K
+ 6.87%
$50.62 - $50.97 $734K - $739K
226K $11.4M
ICSH
Blackrock Ultra Short Term Bon

ETFs
14.1K
+ 21.81%
$50.35 - $50.69 $712K - $717K
79K $3.98M
SRE
Sempra Energy

Utilities
7.4K
+ 77.03%
$80.81 - $94.77 $598K - $701K
17K $1.49M
DGRO
Ishares Core Dividend Growth E

ETFs
25K
+ 4.0%
$60.73 - $64.94 $1.52M - $1.62M
650K $39.8M
ITA
Ishares Tr

ETFs
5.52K
+ 18.72%
$144.31 - $157.31 $796K - $868K
35K $5.08M
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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