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
EPD
Enterprise Products Partners L.P.

Energy
11.8K
+ 4.88%
$27.74 - $29.88 $327K - $352K
253K $7.34M
JCI
Johnson Controls International PLC

Industrials
2.06K
+ 1.53%
$60.47 - $73.9 $125K - $152K
136K $9.07M
CGXU
Capital Group Intl Focus Equit

ETFs
11.3K
+ 11.38%
$24.83 - $26.72 $281K - $303K
111K $2.85M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
12.5K
+ 187.18%
$22.73 - $23.17 $284K - $290K
19.2K $439K
JNJ
Johnson & Johnson

Healthcare
27.2K
+ 8.86%
$144.38 - $157.78 $3.93M - $4.3M
335K $48.9M
ES
Eversource Energy

Utilities
5.8K
+ 36.58%
$56.71 - $61.92 $329K - $359K
21.7K $1.23M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
12.1K
+ 50.45%
$17.28 - $21.8 $208K - $263K
36K $719K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
11K
+ 2.61%
$23.85 - $23.98 $261K - $263K
431K $10.3M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
6.24K
+ 9.07%
$25.39 - $27.96 $158K - $174K
75.1K $2.06M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
13.3K
+ 3.87%
$24.14 - $24.61 $321K - $327K
357K $8.72M
CEM
Clear Bridge Mlp & Midstream Fund Inc.

Financial Services
3.77K
+ 6.67%
$43.77 - $48.55 $165K - $183K
60.3K $2.86M
CORT
Corcept Therapeutics Inc

Healthcare
3.49K
+ 16.45%
$22.21 - $34.48 $77.5K - $120K
24.7K $802K
HMOP
Hartford Fds Exchange Traded T

ETFs
8.64K
+ 1.8%
$38.26 - $38.95 $331K - $337K
489K $18.9M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
5.57K
+ 67.18%
$39.2 - $46.94 $218K - $262K
13.9K $584K
AKAM
Akamai Technologies Inc

Technology
3.21K
+ 175.78%
$90.84 - $109.33 $291K - $351K
5.03K $457K
EHC
Encompass Health Corp

Healthcare
674
+ 1.08%
$78.62 - $87.09 $53K - $58.7K
63.3K $5.43M
SYK
Stryker Corp

Healthcare
1.59K
+ 9.71%
$324.3 - $354.67 $515K - $564K
18K $6.11M
NXST
Nexstar Media Group, Inc.

Communication Services
1.55K
+ 126.47%
$150.56 - $179.69 $233K - $278K
2.77K $460K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.79K
+ 207.91%
$132.1 - $144.92 $236K - $259K
2.65K $370K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.91K
+ 41.31%
$50.57 - $50.75 $248K - $249K
16.8K $851K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.08K
+ 21.17%
$173.94 - $199.42 $188K - $215K
6.17K $1.22M
GBIL
Goldman Sachs Access Treasury

ETFs
3.76K
+ 2.27%
$99.66 - $100.12 $375K - $377K
170K $17M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.22K
+ 8.15%
$49.92 - $50.63 $261K - $264K
69.3K $3.49M
CSQ
Calamos Strategic Total Return Fund

Financial Services
11.7K
+ 13.91%
$15.29 - $16.92 $180K - $199K
96.2K $1.62M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
2.32K
+ 12.11%
$67.65 - $77.64 $157K - $180K
21.5K $1.66M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.46K
+ 3.77%
$50.82 - $51.15 $227K - $228K
123K $6.28M
FDN
First Tr Fd Dow Jones

ETFs
1.14K
+ 7.72%
$192.91 - $207.84 $219K - $236K
15.9K $3.25M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6.33K
+ 94.86%
$30.22 - $34.82 $191K - $220K
13K $434K
FISV
Fiserv Inc

Technology
1.83K
+ 2.23%
N/A
84K $10.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
324
+ 0.97%
$196.29 - $215.75 $63.6K - $69.9K
33.9K $7.14M
IYJ
Ishares Tr

ETFs
2.14K
+ 46.15%
$119.1 - $125.05 $254K - $267K
6.76K $807K
PJUN
Innovator U.S. Equity Power Bu

ETFs
6.3K
+ 1598.98%
$34.41 - $35.64 $217K - $225K
6.69K $238K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
21.5K
+ 6.37%
$50.03 - $53.92 $1.08M - $1.16M
359K $18M
FE
Firstenergy Corp

Utilities
5.91K
+ 40.73%
$36.83 - $40.43 $217K - $239K
20.4K $780K
MGC
Vanguard Mega Cap ETF

ETFs
738
+ 10.68%
$177.06 - $198.62 $131K - $147K
7.65K $1.51M
COPX
Global X Copper Miners ETF

ETFs
4.58K
+ 135.88%
$42.73 - $52.72 $196K - $241K
7.95K $358K
GL
Globe Life Inc.

Financial Services
5.05K
+ 86.26%
$49.17 - $114.13 $248K - $576K
10.9K $896K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.32K
+ 5.07%
$94.27 - $104.77 $124K - $138K
27.3K $2.84M
WELL
Welltower Inc.

Real Estate
974
+ 9.21%
$88.31 - $105.01 $86K - $102K
11.6K $1.2M
FVD
First Tr Value Line Divid Inde

ETFs
18.6K
+ 5.06%
$39.94 - $42.43 $741K - $788K
385K $15.7M
CTRE
Care Trust Reit, Inc.

Real Estate
3.55K
+ 2.1%
$23.47 - $26.17 $83.3K - $92.9K
173K $4.34M
FITB
Fifth Third Bancorp

Financial Services
6.55K
+ 17.35%
$34.09 - $38.98 $223K - $255K
44.3K $1.62M
SHEL
Shell PLC

Energy
176
+ 0.46%
$67.92 - $74.17 $12K - $13.1K
38.6K $2.78M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.01K
+ 17.68%
$59.06 - $63.19 $178K - $190K
20K $1.25M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
807
+ 15.4%
$194.47 - $218.2 $157K - $176K
6.05K $1.32M
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
13.3K
+ 188.1%
$8.48 - $16.37 $113K - $218K
20.4K $318K
XYL
Xylem Inc.

Industrials
664
+ 4.01%
$126.22 - $145.95 $83.8K - $96.9K
17.2K $2.34M
STE
Steris PLC

Healthcare
1.58K
+ 5.48%
$199.01 - $236.0 $315K - $374K
30.5K $6.69M
AEP
American Electric Power CO Inc

Utilities
958
+ 1.48%
$79.51 - $92.67 $76.2K - $88.8K
65.9K $5.78M
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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