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
PVAL
Putnam ETF Tr Putnam Focused L
12K
+ 600.75%
$34.2 - $36.59 $411K - $440K
14K $508K
CSL
Carlisle Companies Inc

Industrials
905
+ 17.44%
$367.41 - $427.92 $333K - $387K
6.1K $2.47M
SPXC
Spx Corp

Industrials
3.02K
+ 6715.56%
$116.23 - $145.42 $351K - $439K
3.07K $435K
SBAC
Sba Communications Corp

Real Estate
2.28K
+ 262.4%
$186.12 - $218.6 $423K - $497K
3.14K $616K
PHM
Pultegroup Inc

Consumer Cyclical
5.58K
+ 31.1%
$105.43 - $122.07 $588K - $681K
23.5K $2.59M
OKE
Oneok Inc

Energy
3.13K
+ 2.55%
$76.92 - $83.01 $240K - $259K
126K $10.3M
CB
Chubb LTD

Financial Services
3.48K
+ 3.04%
$243.01 - $274.28 $846K - $955K
118K $30.1M
CGGO
Capital Group Global Growth Eq

ETFs
11.7K
+ 9.35%
$27.26 - $30.04 $318K - $350K
136K $4.01M
NU
Nu Holdings Ltd.

Financial Services
31.9K
+ 411.44%
$10.48 - $12.92 $334K - $412K
39.6K $510K
ABC
Amerisourcebergen Corp

Healthcare
2.24K
+ 4.77%
N/A
49.3K $9.13M
VZ
Verizon Communications Inc

Communication Services
21.3K
+ 3.25%
$38.6 - $42.84 $822K - $912K
676K $27.9M
IRM
Iron Mountain Inc

Real Estate
2.36K
+ 11.44%
$74.42 - $89.62 $175K - $211K
23K $2.06M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.16K
+ 1.59%
$108.78 - $119.23 $127K - $139K
74.3K $8.82M
UL
Unilever PLC

Consumer Defensive
3K
+ 6.36%
$46.47 - $56.38 $140K - $169K
50.2K $2.76M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.2K
+ 267.62%
$34.2 - $36.64 $382K - $410K
15.4K $538K
STX
Seagate Technology Holdings PLC

Technology
614
+ 1.94%
$82.46 - $105.99 $50.6K - $65.1K
32.3K $3.34M
TPL
Texas Pacific Land Corp

Energy
125
+ 6.83%
$558.56 - $777.27 $69.8K - $97.2K
1.96K $1.44M
AMT
American Tower Corp

Real Estate
2.34K
+ 9.63%
$171.0 - $200.41 $399K - $468K
26.6K $5.17M
TOL
Toll Brothers, Inc.

Consumer Cyclical
5.26K
+ 31.29%
$112.21 - $134.92 $590K - $710K
22.1K $2.54M
SHOP
Shopify Inc.

Technology
8.83K
+ 45.45%
$56.97 - $78.19 $503K - $690K
28.2K $1.87M
XYLD
Global X Fds S&P 500 Covered C

ETFs
9.03K
+ 455.98%
$39.67 - $40.83 $358K - $369K
11K $445K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.61K
+ 2.49%
$100.29 - $100.75 $362K - $364K
148K $14.9M
MCK
Mckesson Corp

Healthcare
219
+ 4.38%
$518.81 - $607.81 $114K - $133K
5.22K $3.05M
PINS
Pinterest, Inc.

Communication Services
5.53K
+ 43.4%
$32.4 - $44.98 $179K - $249K
18.3K $805K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
17K
+ 2.47%
$20.38 - $20.52 $347K - $350K
706K $14.4M
WU
Western Union CO

Financial Services
30.1K
+ 839.24%
$12.0 - $13.75 $361K - $414K
33.7K $411K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.21K
+ 2.48%
$50.64 - $51.3 $365K - $370K
298K $15.3M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.65K
+ 81.58%
$358.0 - $512.65 $590K - $844K
3.67K $1.41M
CGUS
Capital Group Core Equity ETF
10.6K
+ 157.05%
$29.72 - $32.45 $316K - $345K
17.4K $561K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
8.74K
+ 5.8%
$26.4 - $27.67 $231K - $242K
159K $4.41M
CCJ
Cameco Corp

Energy
4.9K
+ 27.2%
$45.63 - $55.51 $224K - $272K
22.9K $1.13M
FDVV
Fidelity High Dividend ETF

ETFs
6.6K
+ 27.96%
$43.48 - $47.63 $287K - $314K
30.2K $1.41M
ECL
Ecolab Inc.

Basic Materials
895
+ 5.25%
$218.16 - $244.64 $195K - $219K
17.9K $4.27M
CACI
Caci International Inc

Technology
507
+ 22.66%
$362.51 - $437.13 $184K - $222K
2.74K $1.18M
PAYC
Paycom Software, Inc.

Technology
2.44K
+ 594.16%
$140.99 - $207.82 $344K - $507K
2.85K $408K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.87K
+ 32.46%
$47.58 - $48.41 $327K - $332K
28K $1.35M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
10.8K
+ 3.43%
$38.37 - $39.99 $414K - $431K
325K $12.9M
GEL
Genesis Energy LP

Energy
22.5K
+ 11270.0%
$11.33 - $14.31 $255K - $323K
22.7K $325K
ENB
Enbridge Inc

Energy
10K
+ 16.34%
$32.97 - $37.83 $331K - $379K
71.4K $2.54M
AIQ
Global X Funds Global X Artifi

ETFs
8.72K
+ 161.07%
$31.46 - $35.95 $274K - $313K
14.1K $503K
PGR
Progressive Corp

Financial Services
1.46K
+ 13.22%
$202.26 - $215.9 $295K - $315K
12.5K $2.6M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
13.9K
+ 19.12%
$22.94 - $23.25 $319K - $323K
86.6K $2M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.83K
+ 2.91%
$30.03 - $33.13 $145K - $160K
171K $5.62M
VB
Vanguard Small Cap ETF

ETFs
3.82K
+ 7.61%
$210.76 - $226.94 $804K - $866K
53.9K $11.8M
DHI
Horton D R Inc

Consumer Cyclical
3.64K
+ 40.35%
$139.4 - $161.88 $508K - $590K
12.7K $1.79M
BROS
Dutch Bros Inc.

Consumer Cyclical
2.92K
+ 13.64%
$26.95 - $42.1 $78.6K - $123K
24.3K $1.01M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.61K
+ 4.76%
$60.59 - $70.78 $97.2K - $114K
35.3K $2.31M
PCG
Pg&E Corp

Utilities
17K
+ 1816.63%
$16.03 - $18.92 $273K - $322K
18K $313K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.83K
+ 6.62%
$77.44 - $82.55 $296K - $316K
61.6K $5.01M
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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