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
DXJ
Wisdomtree Trust Japan Hedged

ETFs
5.05K
+ 21.9%
$105.42 - $112.82 $532K - $570K
28.1K $3.17M
IBP
Installed Building Products, Inc.

Consumer Cyclical
3.37K
+ 589.49%
$196.45 - $259.46 $661K - $873K
3.94K $809K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.39K
+ 1.11%
$42.0 - $47.28 $100K - $113K
218K $10.2M
SO
Southern CO

Utilities
2.07K
+ 2.48%
$67.77 - $80.71 $140K - $167K
85.5K $6.64M
XLC
Select Sector Spdr Tr Communic

ETFs
3.57K
+ 4.22%
$77.86 - $86.45 $278K - $308K
88K $7.54M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
10.8K
+ 3.18%
$59.55 - $59.81 $641K - $644K
350K $20.9M
KMI
Kinder Morgan, Inc.

Energy
19.4K
+ 12.02%
$17.69 - $20.11 $344K - $391K
181K $3.6M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.82K
+ 1.76%
$45.19 - $49.99 $173K - $191K
221K $11M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
33.1K
+ 30.04%
$19.04 - $19.32 $630K - $639K
143K $2.75M
BSX
Boston Scientific Corp

Healthcare
1.6K
+ 2.7%
$67.33 - $77.71 $107K - $124K
60.7K $4.67M
CL
Colgate Palmolive CO

Consumer Defensive
1.47K
+ 2.12%
$85.85 - $98.99 $126K - $145K
70.5K $6.84M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
29.7K
+ 10.65%
$21.51 - $21.88 $639K - $650K
308K $6.73M
ETN
Eaton Corp PLC

Industrials
1.6K
+ 1.17%
$303.02 - $340.89 $484K - $545K
138K $43.2M
FEMS
First Trust Emerging Markets S

ETFs
3.53K
+ 1.44%
$38.02 - $42.46 $134K - $150K
249K $10.1M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
28.7K
+ 7.49%
$21.83 - $22.09 $626K - $633K
411K $9.09M
MCHP
Microchip Technology Inc

Technology
3.52K
+ 2.26%
$81.68 - $99.49 $287K - $350K
159K $14.6M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
25.7K
+ 18639.86%
$22.82 - $23.32 $587K - $600K
25.9K $600K
PHYS
Sprott Physical Gold Trust

Financial Services
20.9K
+ 7.27%
$17.48 - $18.86 $364K - $393K
308K $5.55M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
25.6K
+ 6.32%
$23.1 - $23.22 $592K - $595K
432K $10M
TDG
Trans Digm Group Inc

Industrials
199
+ 2.73%
$1187.7 - $1362.3 $236K - $271K
7.49K $9.57M
WTRG
Essential Utilities, Inc.

Utilities
15.5K
+ 70.59%
$33.88 - $39.67 $524K - $613K
37.4K $1.39M
XLU
Utilities Sector Spdr

ETFs
4.13K
+ 3.43%
$62.77 - $72.87 $259K - $301K
124K $8.48M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
8.19K
+ 24.32%
$68.82 - $88.54 $564K - $725K
41.9K $3.02M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
26K
+ 6.26%
$22.46 - $22.66 $584K - $589K
441K $10M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.11K
+ 11.35%
$173.58 - $198.8 $365K - $418K
20.7K $4.03M
NVS
Novartis Ag

Healthcare
1.08K
+ 2.42%
$92.57 - $107.37 $100K - $116K
45.7K $4.86M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
7.72K
+ 665.69%
$60.18 - $70.42 $465K - $544K
8.88K $621K
ARES
Ares Management Corp

Financial Services
4.06K
+ 49.92%
$129.3 - $149.82 $525K - $609K
12.2K $1.63M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
16.6K
+ 8.53%
$35.59 - $36.41 $590K - $603K
211K $7.65M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
23K
+ 11.79%
$50.4 - $53.5 $1.16M - $1.23M
218K $11M
MU
Micron Technology Inc

Technology
139
+ 0.37%
$106.77 - $153.45 $14.8K - $21.3K
38.1K $5.02M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
17.3K
+ 18.46%
$18.76 - $21.71 $325K - $376K
111K $2.41M
SCHW
Schwab Charles Corp

Financial Services
4.81K
+ 3.76%
$70.03 - $78.9 $337K - $380K
133K $9.78M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
13.1K
+ 5.32%
$49.21 - $50.7 $646K - $666K
260K $13M
MKL
Markel Corp

Financial Services
303
+ 46.4%
$1423.66 - $1663.21 $431K - $504K
956 $1.51M
INTU
Intuit Inc

Technology
647
+ 6.09%
$562.97 - $670.27 $364K - $434K
11.3K $7.4M
IFN
India Fund Inc

Financial Services
28K
+ 11104.37%
$17.16 - $20.63 $480K - $577K
28.2K $504K
MEDP
Medpace Holdings, Inc.

Healthcare
1.19K
+ 87.52%
$372.0 - $424.34 $441K - $503K
2.54K $1.05M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
24.4K
+ 6.93%
$16.14 - $17.38 $394K - $424K
376K $6.44M
GLW
Corning Inc

Technology
2.68K
+ 4.1%
$30.91 - $40.21 $83K - $108K
68.2K $2.65M
SYLD
Cambria Shareholder Yld ETF

ETFs
9.61K
+ 28.44%
$67.74 - $73.13 $651K - $703K
43.4K $2.96M
AFL
Aflac Inc

Financial Services
2.12K
+ 2.47%
$79.64 - $90.43 $169K - $192K
88K $7.86M
DUK
Duke Energy Corp

Utilities
2.7K
+ 4.56%
$92.87 - $104.6 $250K - $282K
61.9K $6.2M
ACGL
Arch Capital Group Ltd.

Financial Services
2.31K
+ 8.9%
$89.76 - $103.36 $207K - $238K
28.2K $2.85M
FDX
Fedex Corp

Industrials
999
+ 6.75%
$245.11 - $299.84 $245K - $300K
15.8K $4.74M
DEO
Diageo PLC

Consumer Defensive
7.03K
+ 36.29%
$126.08 - $149.08 $886K - $1.05M
26.4K $3.33M
ET
Energy Transfer LP

Energy
16.8K
+ 4.8%
$15.1 - $16.25 $253K - $273K
367K $5.95M
HUBB
Hubbell Inc

Industrials
1.49K
+ 70.4%
$365.48 - $424.4 $544K - $632K
3.6K $1.32M
WMB
Williams Companies, Inc.

Energy
2.61K
+ 2.82%
$37.58 - $43.11 $98K - $112K
95.2K $4.05M
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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