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
LANC
Lancaster Colony Corp

Consumer Defensive
539
+ 1925.0%
$181.29 - $206.8 $97.7K - $111K
567 $107K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
2.54K
+ 19.94%
$40.27 - $40.47 $102K - $103K
15.3K $617K
MBB
Ishares Tr

ETFs
1.45K
+ 2.75%
$89.41 - $92.64 $129K - $134K
54K $4.95M
ALC
Alcon Inc

Healthcare
1.03K
+ 61.8%
$77.58 - $92.26 $80.1K - $95.2K
2.7K $240K
TTD
Trade Desk, Inc.

Technology
211
+ 2.75%
$77.3 - $99.25 $16.3K - $20.9K
7.88K $769K
LBRT
Liberty Energy Inc.

Energy
4.67K
+ 79.74%
$20.01 - $24.69 $93.3K - $115K
10.5K $219K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3.49K
+ 4.56%
$13.8 - $14.95 $48.2K - $52.2K
80.1K $1.19M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
1.19K
+ 41.83%
$67.37 - $76.12 $80.2K - $90.7K
4.04K $301K
SNX
Td Synnex Corp

Technology
116
+ 0.32%
$111.7 - $132.85 $13K - $15.4K
36.1K $4.17M
CF
Cf Industries Holdings, Inc.

Basic Materials
5.44K
+ 16.07%
$72.95 - $86.18 $397K - $469K
39.3K $2.91M
HRTX
Heron Therapeutics, Inc.

Healthcare
26.5K
+ 2652.5%
$2.32 - $3.86 $61.5K - $102K
27.5K $96K
CBOE
Cboe Global Markets, Inc.

Financial Services
754
+ 29.65%
$167.6 - $185.5 $126K - $140K
3.3K $560K
EW
Edwards Lifesciences Corp

Healthcare
4.35K
+ 4.49%
$84.3 - $94.31 $366K - $410K
101K $9.33M
MGRC
Mcgrath Rentcorp

Industrials
1.44K
+ 40.09%
$102.88 - $121.22 $148K - $175K
5.03K $536K
VST
Vistra Corp.

Utilities
389
+ 10.89%
$65.66 - $106.2 $25.5K - $41.3K
3.96K $340K
NNOX
Nano X Imaging Ltd.

Healthcare
13.1K
+ 792.42%
$6.52 - $10.87 $85.2K - $142K
14.7K $108K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
5.89K
+ 9.56%
$10.62 - $11.46 $62.6K - $67.5K
67.5K $773K
PSTG
Pure Storage, Inc.

Technology
725
+ 19.73%
$49.46 - $68.35 $35.9K - $49.6K
4.4K $282K
EME
Emcor Group, Inc.

Industrials
131
+ 4.65%
$328.63 - $398.69 $43.1K - $52.2K
2.95K $1.08M
AGZ
Ishares Agency Bond ETF

ETFs
839
+ 87.03%
$106.48 - $108.13 $89.3K - $90.7K
1.8K $194K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
6.59K
+ 25.82%
$11.53 - $12.47 $76K - $82.2K
32.1K $400K
EXR
Extra Space Storage Inc.

Real Estate
224
+ 3.45%
$132.46 - $159.33 $29.7K - $35.7K
6.71K $1.04M
GAB
Gabelli Equity Trust Inc

Financial Services
25.9K
+ 18.35%
$5.17 - $5.62 $134K - $146K
167K $868K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
2.53K
+ 7.09%
$35.43 - $37.76 $89.7K - $95.6K
38.2K $1.43M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.92K
+ 338.2%
$45.27 - $46.67 $87K - $89.7K
2.49K $115K
CRUS
Cirrus Logic, Inc.

Technology
564
+ 123.96%
$82.02 - $127.66 $46.3K - $72K
1.02K $130K
CATH
Global X Fds Global X S&P 500

ETFs
676
+ 2.71%
$60.01 - $66.14 $40.6K - $44.7K
25.6K $1.67M
AMKR
Amkor Technology, Inc.

Technology
966
+ 15.73%
$28.5 - $40.09 $27.5K - $38.7K
7.11K $284K
RGLD
Royal Gold Inc

Basic Materials
617
+ 21.2%
$118.82 - $134.31 $73.3K - $82.9K
3.53K $441K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
2.47K
+ 5.19%
$31.7 - $33.46 $78.3K - $82.6K
50.1K $1.64M
DD
Du Pont De Nemours, Inc.

Basic Materials
204
+ 1.14%
$72.5 - $82.16 $14.8K - $16.8K
18.2K $1.46M
PAR
Par Technology Corp

Technology
1.52K
+ 19.67%
$40.09 - $49.65 $60.9K - $75.5K
9.25K $435K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
5.46K
+ 9.39%
$11.34 - $13.46 $61.9K - $73.5K
63.5K $814K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
860
+ 28.64%
$70.68 - $82.12 $60.8K - $70.6K
3.86K $313K
WPM
Wheaton Precious Metals Corp.

Basic Materials
376
+ 3.12%
$47.79 - $57.82 $18K - $21.7K
12.4K $651K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.45K
+ 44.75%
$57.95 - $65.15 $84K - $94.5K
4.69K $278K
WSO
Watsco Inc

Industrials
52
+ 2.73%
$396.92 - $491.01 $20.6K - $25.5K
1.96K $905K
VGSH
Vanguard

ETFs
1.43K
+ 16.04%
$57.55 - $58.0 $82.1K - $82.7K
10.3K $598K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
9.59K
+ 11.75%
$13.5 - $17.34 $129K - $166K
91.1K $1.32M
THW
Tekla World Healthcare Fund

Financial Services
7.49K
+ 4.19%
$12.19 - $13.15 $91.3K - $98.5K
186K $2.44M
BPMC
Blueprint Medicines Corp

Healthcare
476
+ 22.31%
$85.18 - $108.78 $40.5K - $51.8K
2.61K $281K
DY
Dycom Industries Inc

Industrials
320
+ 32.0%
$134.71 - $184.33 $43.1K - $59K
1.32K $222K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
5.6K
+ 107.69%
$11.37 - $12.91 $63.7K - $72.3K
10.8K $139K
AME
Ametek Inc

Industrials
1.48K
+ 14.15%
$163.34 - $182.22 $242K - $270K
11.9K $1.99M
VRT
Vertiv Holdings CO

Industrials
717
+ 23.86%
$75.01 - $106.17 $53.8K - $76.1K
3.72K $322K
WRE
Washington Real Estate Investment Trust
4.34K
+ 175.17%
N/A
6.82K $120K
CMS
Cms Energy Corp

Utilities
1.6K
+ 6.69%
$56.89 - $63.24 $91.3K - $101K
25.6K $1.52M
DXCM
Dexcom Inc

Healthcare
12.2K
+ 23.61%
$110.31 - $140.45 $1.35M - $1.72M
64K $7.25M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
324
+ 62.43%
$153.77 - $218.0 $49.8K - $70.6K
843 $177K
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email