Steward Partners Investment Advisory, LLC New Holdings in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSCV
Invesco ETF Self Indexed Fd Tr
851K
New
$15.89 - $16.79 $13.5M - $14.3M
851K $14.2M
OSCR
Oscar Health, Inc.

Healthcare
126K
New
$14.96 - $23.27 $1.89M - $2.93M
126K $2.67M
AIT
Applied Industrial Technologies Inc

Industrials
5.8K
New
$183.8 - $224.77 $1.07M - $1.3M
5.8K $1.29M
DFSV
Dimensional ETF Tr Dimensional

ETFs
31.9K
New
$28.25 - $31.7 $900K - $1.01M
31.9K $981K
FLCH
Franklin Templeton ETF Tr

ETFs
39K
New
$15.81 - $20.11 $617K - $785K
39K $785K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
51.5K
New
$10.79 - $12.29 $555K - $633K
51.5K $621K
WWW
Wolverine World Wide Inc

Consumer Cyclical
31.2K
New
$12.16 - $17.51 $379K - $546K
31.2K $543K
ITM
Vaneck Intermediate Muni ETF

ETFs
10.4K
New
$45.67 - $47.0 $473K - $487K
10.4K $486K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
21.7K
New
$20.69 - $22.19 $449K - $481K
21.7K $471K
DIV
Global X Superdividend Us ETF

ETFs
23.5K
New
$17.18 - $17.18 $403K - $403K
23.5K $403K
BCPC
Balchem Corp

Basic Materials
2.24K
New
$154.1 - $181.56 $345K - $407K
2.24K $394K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
4.72K
New
$72.41 - $86.76 $342K - $410K
4.72K $389K
CRAK
Vaneck ETF Tr Oil Refiners ETF

ETFs
11K
New
$33.0 - $36.3 $363K - $399K
11K $376K
MEOH
Methanex Corp

Basic Materials
7.07K
New
$36.58 - $52.92 $259K - $374K
7.07K $292K
PWZ
Invesco California Amt Free Mu

ETFs
10.3K
New
$24.63 - $25.25 $252K - $259K
10.3K $257K
FCAL
First Tr Iii Calif Mun High In

ETFs
5.1K
New
$49.34 - $50.4 $252K - $257K
5.1K $255K
PSC
Principal ETF U.S. Small Cap M

ETFs
3.95K
New
$47.43 - $52.33 $188K - $207K
3.95K $205K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.59K
New
$80.44 - $110.41 $128K - $176K
1.59K $175K
HNI
Hni Corp

Industrials
2.79K
New
$44.15 - $54.95 $123K - $153K
2.79K $150K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
22.3K
New
$6.3 - $6.99 $141K - $156K
22.3K $147K
FCBC
First Community Bankshares Inc

Financial Services
3.23K
New
$35.82 - $45.71 $116K - $148K
3.23K $140K
AIR
Aar Corp

Industrials
1.6K
New
$57.07 - $75.54 $91.1K - $121K
1.6K $104K
EARN
Ellington Residential Mortgage Reit

Real Estate
14.3K
New
$6.52 - $7.15 $93.4K - $102K
14.3K $99K
AVPT
Ave Point, Inc.

Technology
8.02K
New
$9.7 - $11.98 $77.8K - $96K
8.02K $94K
TGTX
Tg Therapeutics, Inc.

Healthcare
4.05K
New
$17.21 - $25.28 $69.6K - $102K
4.05K $94K
TBBK
Bancorp, Inc.

Financial Services
1.75K
New
$37.82 - $54.21 $66.1K - $94.8K
1.75K $93K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.26K
New
$64.24 - $74.15 $80.6K - $93.1K
1.26K $92K
NRIX
Nurix Therapeutics, Inc.

Healthcare
4.05K
New
$18.93 - $25.69 $76.7K - $104K
4.05K $90K
MCBS
Metro City Bankshares, Inc.

Financial Services
2.95K
New
$25.48 - $32.1 $75.1K - $94.6K
2.95K $90K
IBCP
Independent Bank Corp

Financial Services
2.65K
New
$25.51 - $35.28 $67.7K - $93.6K
2.65K $88K
SFNC
Simmons First National Corp

Financial Services
4.08K
New
$17.05 - $22.07 $69.6K - $90.1K
4.08K $87K
ARRY
Array Technologies, Inc.

Technology
13.1K
New
$5.69 - $11.76 $74.5K - $154K
13.1K $86K
GHC
Graham Holdings CO

Consumer Defensive
100
New
$688.99 - $821.72 $68.9K - $82.2K
100 $82K
CFB
Crossfirst Bankshares, Inc.

Financial Services
4.82K
New
$13.95 - $18.68 $67.3K - $90.1K
4.82K $80K
DAKT
Daktronics Inc

Technology
6.15K
New
$11.8 - $15.84 $72.5K - $97.4K
6.15K $79K
SPNS
Sapiens International Corp N V

Technology
2.14K
New
$34.15 - $41.02 $73.1K - $87.8K
2.14K $79K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
5.81K
New
$12.28 - $14.02 $71.3K - $81.5K
5.81K $75K
UCTT
Ultra Clean Holdings, Inc.

Technology
1.84K
New
$32.7 - $56.18 $60.3K - $104K
1.84K $73K
VECO
Veeco Instruments Inc

Technology
2.14K
New
$28.99 - $48.47 $62K - $104K
2.14K $70K
NVMI
Nova Ltd.

Technology
323
New
$172.87 - $244.49 $55.8K - $79K
323 $67K
RECS
Columbia ETF Tr I

ETFs
1.9K
New
$30.74 - $33.91 $58.3K - $64.3K
1.9K $64K
NN
Nextnav Inc.

Communication Services
8.4K
New
$6.54 - $9.34 $54.9K - $78.4K
8.4K $62K
AVLV
American Centy ETF Tr Avantis
950
New
$60.05 - $65.83 $57K - $62.5K
950 $62K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
2.16K
New
$27.93 - $29.14 $60.3K - $62.9K
2.16K $60K
PSI
Invesco Exchange Traded Fd Tr

ETFs
1.04K
New
$49.13 - $66.72 $50.8K - $69.1K
1.04K $59K
CPNG
Coupang, Inc.

Consumer Cyclical
2.3K
New
$19.79 - $24.92 $45.6K - $57.4K
2.3K $56K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
6K
New
$8.77 - $9.35 $52.6K - $56.1K
6K $55K
SENEA
Seneca Foods Corp

Consumer Defensive
862
New
$57.56 - $63.59 $49.6K - $54.8K
862 $53K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
1.64K
New
$29.09 - $32.07 $47.8K - $52.7K
1.64K $52K
Activity Summary
Buys All Purchases 1882 New Holdings 310 Increased Positions 1572 Sells All Sells 941 Reductions 941 Sold out 0 Options Calls 0 Puts 0
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