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
NUV
Nuveen Municipal Value Fund Inc

Financial Services
22.7K
+ 33.53%
$8.39 - $8.71 $190K - $197K
90.3K $779K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
5.73K
+ 3.67%
$12.83 - $14.14 $73.5K - $81K
162K $2.28M
TPR
Tapestry, Inc.

Consumer Cyclical
5.91K
+ 43.46%
$38.79 - $48.1 $229K - $284K
19.5K $835K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
13.5K
+ 9.88%
$14.33 - $15.54 $193K - $210K
150K $2.32M
MAIN
Main Street Capital Corp

Financial Services
2.45K
+ 12.84%
$46.68 - $50.88 $115K - $125K
21.6K $1.09M
GLDM
World Gold Trust

ETFs
2.34K
+ 6.34%
$44.52 - $48.11 $104K - $113K
39.2K $1.81M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
8.85K
+ 16.37%
$30.29 - $33.04 $268K - $292K
62.9K $1.91M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
3.05K
+ 4.78%
$25.43 - $28.05 $77.5K - $85.4K
66.7K $1.87M
HTGC
Hercules Capital, Inc.

Financial Services
1.71K
+ 2.37%
$17.96 - $20.45 $30.7K - $35K
73.9K $1.51M
PARA
Paramount Global

Communication Services
25.1K
+ 41.47%
$9.61 - $13.86 $241K - $348K
85.5K $888K
FTSL
First Trust Senior Ln Fund

ETFs
5.11K
+ 4.25%
$45.71 - $46.33 $233K - $237K
125K $5.73M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
4.94K
+ 53.69%
$30.26 - $31.94 $149K - $158K
14.1K $451K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.29K
+ 3.09%
$31.14 - $34.36 $71.4K - $78.8K
76.6K $2.57M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.71K
+ 20.28%
$39.84 - $46.12 $108K - $125K
16.1K $734K
FLRN
Spdr Bloomberg Investment Grad

ETFs
5.42K
+ 2.47%
$30.69 - $30.88 $166K - $167K
225K $6.94M
IXUS
Ishares Tr

ETFs
2.62K
+ 8.43%
$65.1 - $70.07 $171K - $184K
33.7K $2.28M
SRE
Sempra Energy

Utilities
1.9K
+ 34.53%
$66.41 - $78.4 $126K - $149K
7.42K $564K
VPU
Vanguard Utilities ETF

ETFs
712
+ 6.04%
$136.04 - $157.94 $96.9K - $112K
12.5K $1.85M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
3.35K
+ 28.83%
$42.92 - $44.74 $144K - $150K
15K $668K
IGV
Ishares Expanded Tech Software

ETFs
1.65K
+ 11.98%
$77.36 - $86.9 $128K - $144K
15.5K $1.34M
KRP
Kimbell Royalty Partners, LP

Energy
7.14K
+ 12.44%
$15.63 - $16.92 $112K - $121K
64.6K $1.06M
LNG
Cheniere Energy, Inc.

Energy
178
+ 1.82%
$153.87 - $174.83 $27.4K - $31.1K
9.96K $1.74M
RWK
Invesco Exchange Traded Fd Tr

ETFs
1.7K
+ 38.77%
$106.43 - $115.19 $181K - $196K
6.09K $668K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
31.2K
+ 61.66%
$38.07 - $59.71 $1.19M - $1.86M
81.8K $3.14M
LVHI
Franklin International Low Vol

ETFs
5.5K
+ 183.11%
$29.03 - $30.81 $160K - $169K
8.5K $251K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
602
+ 80.37%
$203.59 - $256.17 $123K - $154K
1.35K $334K
WTFC
Wintrust Financial Corp

Financial Services
1.79K
+ 62.42%
$91.95 - $103.07 $165K - $185K
4.66K $459K
ED
Consolidated Edison Inc

Utilities
2K
+ 13.09%
$87.42 - $98.12 $175K - $197K
17.3K $1.55M
MCHI
Ishares Msci China ETF

ETFs
3.54K
+ 98.58%
$38.97 - $47.44 $138K - $168K
7.13K $300K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
13.6K
+ 9.57%
$39.16 - $42.3 $534K - $577K
156K $6.26M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.57K
+ 2.6%
$57.86 - $62.21 $149K - $160K
101K $6.11M
CHKP
Check Point Software Technologies LTD

Technology
842
+ 5.16%
$146.79 - $165.0 $124K - $139K
17.2K $2.83M
VV
Vanguard Large Cap ETF

ETFs
313
+ 4.12%
$227.27 - $251.65 $71.1K - $78.8K
7.9K $1.97M
KR
Kroger CO

Consumer Defensive
10.9K
+ 20.0%
$49.37 - $57.82 $538K - $630K
65.4K $3.27M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
16K
+ 34.05%
$9.26 - $9.93 $148K - $159K
63.1K $611K
RGNX
Regenxbio Inc.

Healthcare
19.6K
+ 237.2%
$11.51 - $21.53 $226K - $422K
27.9K $325K
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.12K
+ 12.69%
$101.52 - $107.47 $215K - $228K
18.8K $1.96M
SF
Stifel Financial Corp

Financial Services
145
+ 0.64%
$74.35 - $84.15 $10.8K - $12.2K
22.8K $1.92M
WWD
Woodward, Inc.

Industrials
148
+ 2.46%
$145.56 - $186.5 $21.5K - $27.6K
6.17K $1.08M
GNRC
Generac Holdings Inc.

Industrials
700
+ 7.91%
$127.41 - $154.23 $89.2K - $108K
9.55K $1.26M
USXF
Ishares Esg Advanced Msci Usa

Technology
1.67K
+ 3.54%
$41.56 - $47.79 $69.4K - $79.8K
48.9K $2.28M
MSTR
Microstrategy Inc

Technology
144
+ 87.8%
$1028.27 - $1727.24 $148K - $249K
308 $424K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
4.23K
+ 51.19%
$30.92 - $32.03 $131K - $135K
12.5K $399K
IOO
Ishares Tr Global 100 ETF

ETFs
108
+ 0.58%
$85.21 - $97.45 $9.2K - $10.5K
18.7K $1.8M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
8K
+ 148.48%
$16.04 - $17.85 $128K - $143K
13.4K $234K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
2.88K
+ 3.83%
$53.34 - $59.71 $154K - $172K
78.1K $4.32M
WDC
Western Digital Corp

Technology
1.74K
+ 165.31%
$66.05 - $80.23 $115K - $140K
2.8K $212K
KMX
Carmax Inc

Consumer Cyclical
10.7K
+ 22.84%
$67.21 - $85.94 $718K - $918K
57.4K $4.21M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
397
+ 4.77%
$109.98 - $128.59 $43.7K - $51.1K
8.72K $1.11M
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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