Steward Partners Investment Advisory, LLC Incresed Positions in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AIG
American International Group, Inc.

Financial Services
2.87K
+ 34.68%
$70.0 - $79.22 $201K - $228K
11.2K $812K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.9K
+ 3.83%
$113.79 - $124.5 $216K - $236K
51.4K $5.9M
BALT
Innovator Etfs Tr
6.23K
+ 79.44%
$30.76 - $31.55 $192K - $197K
14.1K $442K
MOD
Modine Manufacturing CO

Consumer Cyclical
1.81K
+ 362.0%
$109.77 - $143.22 $199K - $259K
2.31K $267K
INTU
Intuit Inc

Technology
136
+ 0.89%
$602.01 - $706.25 $81.9K - $96.1K
15.5K $9.73M
CB
Chubb LTD

Financial Services
6.08K
+ 4.93%
$271.57 - $301.89 $1.65M - $1.83M
129K $35.7M
HEQT
Simplify Exchange Traded Fds H
3.14K
+ 1.79%
$28.73 - $30.22 $90.3K - $95K
179K $5.28M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.83K
+ 2.83%
$65.31 - $74.15 $120K - $136K
66.5K $4.49M
TOST
Toast, Inc.

Technology
211
+ 0.91%
$27.43 - $43.54 $5.79K - $9.19K
23.5K $855K
IYR
Ishares Tr

ETFs
2.48K
+ 64.29%
$90.74 - $102.87 $225K - $255K
6.33K $588K
IAPR
Innovator Etfs Tr Internationa

ETFs
7.49K
+ 299.76%
$26.66 - $28.18 $200K - $211K
9.99K $266K
JMBS
Janus Detroit Str Tr Henderson

ETFs
4.55K
+ 174.98%
$44.03 - $46.65 $200K - $212K
7.16K $316K
SPOT
Spotify Technology S.A.

Communication Services
85
+ 4.28%
$362.95 - $502.38 $30.9K - $42.7K
2.07K $926K
VMC
Vulcan Materials CO

Basic Materials
584
+ 9.75%
$237.95 - $292.31 $139K - $171K
6.57K $1.69M
WBD
Warner Bros. Discovery, Inc.

Communication Services
4.79K
+ 7.93%
$7.33 - $12.37 $35.1K - $59.2K
65.2K $691K
JOE
St Joe CO

Real Estate
5.88K
+ 108.35%
$43.8 - $59.68 $257K - $351K
11.3K $507K
VGSH
Vanguard

ETFs
3.44K
+ 37.96%
$58.02 - $58.88 $199K - $202K
12.5K $726K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.53K
+ 39.69%
$67.29 - $73.38 $237K - $259K
12.4K $843K
MCO
Moodys Corp

Financial Services
405
+ 15.85%
$454.04 - $500.88 $184K - $203K
2.96K $1.4M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
3.64K
+ 4.86%
$18.92 - $22.13 $68.8K - $80.5K
78.5K $1.63M
WSO
Watsco Inc

Industrials
473
+ 23.78%
$466.57 - $568.78 $221K - $269K
2.46K $1.17M
IGF
Ishares Global Infrastructure

ETFs
3.86K
+ 59.91%
$51.2 - $55.7 $197K - $215K
10.3K $537K
VEU
Vanguard Ftse All World Ex Us

ETFs
9.11K
+ 15.17%
$57.29 - $63.1 $522K - $575K
69.1K $3.97M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.07K
+ 8.14%
$77.86 - $79.27 $239K - $244K
40.8K $3.19M
BMO
Bank Of Montreal

Financial Services
1.7K
+ 58.42%
$89.75 - $103.39 $153K - $176K
4.62K $448K
FHB
First Hawaiian, Inc.

Financial Services
6.37K
+ 88.86%
$22.33 - $28.3 $142K - $180K
13.5K $351K
HMC
Honda Motor CO LTD

Consumer Cyclical
6.56K
+ 851.23%
$23.7 - $32.62 $156K - $214K
7.33K $209K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
9.79K
+ 11.66%
$23.75 - $25.68 $233K - $251K
93.8K $2.26M
SU
Suncor Energy Inc

Energy
5.33K
+ 95.04%
$34.5 - $41.53 $184K - $221K
10.9K $390K
BNL
Broadstone Net Lease, Inc.

Real Estate
11.5K
+ 13015.91%
$15.86 - $18.7 $182K - $214K
11.5K $183K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
18.9K
+ 724.4%
$9.77 - $10.51 $185K - $198K
21.5K $209K
FISV
Fiserv Inc

Technology
1.44K
+ 1.21%
N/A
121K $15.1M
EBAY
Ebay Inc

Consumer Cyclical
5.21K
+ 11.49%
$57.51 - $67.17 $300K - $350K
50.5K $3.13M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.47K
+ 6.69%
$22.72 - $28.29 $56K - $69.8K
39.3K $1.04M
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.79K
+ 2.01%
$40.15 - $42.9 $273K - $291K
345K $13.9M
BWX
Spdr Bloomberg International T

ETFs
8.26K
+ 925.45%
$21.39 - $23.3 $177K - $192K
9.15K $195K
VNLA
Janus Henderson Short Duration

ETFs
3.92K
+ 2.79%
$48.82 - $49.11 $191K - $192K
145K $7.07M
AER
Aer Cap Holdings N.V.

Industrials
1.8K
+ 393.0%
$91.85 - $100.3 $165K - $180K
2.25K $215K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.68K
+ 2.93%
$50.73 - $51.08 $187K - $188K
129K $6.58M
AON
Aon PLC

Financial Services
408
+ 29.16%
$344.14 - $393.31 $140K - $160K
1.81K $649K
DFAT
Dimensional ETF Tr U S Target

ETFs
2.94K
+ 11.44%
$54.54 - $61.04 $160K - $179K
28.7K $1.59M
BBAX
J P Morgan Betabuilders Develo

ETFs
3.36K
+ 4048.19%
$48.75 - $54.36 $164K - $183K
3.44K $167K
NN
Nextnav Inc.

Communication Services
6.04K
+ 71.89%
$7.49 - $18.0 $45.2K - $109K
14.4K $224K
HBAN
Huntington Bancshares Inc

Financial Services
3.71K
+ 5.8%
$14.18 - $18.2 $52.6K - $67.4K
67.6K $1.1M
WEC
Wec Energy Group, Inc.

Utilities
2.43K
+ 7.74%
$92.94 - $101.82 $226K - $248K
33.9K $3.18M
NRG
Nrg Energy, Inc.

Utilities
2.46K
+ 3.35%
$85.3 - $101.61 $210K - $250K
76K $6.85M
IJUL
Innovator Etfs Tr

ETFs
5.91K
+ 182.66%
$27.59 - $29.25 $163K - $173K
9.14K $253K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
4.7K
+ 10.11%
$33.7 - $37.69 $158K - $177K
51.2K $1.76M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.97K
+ 17.45%
$65.79 - $72.14 $261K - $286K
26.7K $1.76M
Activity Summary
Buys All Purchases 2060 New Holdings 444 Increased Positions 1616 Sells All Sells 1050 Reductions 1050 Sold out 0 Options Calls 0 Puts 0
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