Steward Partners Investment Advisory, LLC New Holdings in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRDO
Credo Technology Group Holding LTD

Technology
64.5K
New
$30.16 - $77.25 $1.94M - $4.98M
64.5K $4.35M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
45.8K
New
$79.95 - $89.42 $3.66M - $4.1M
45.8K $3.83M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
15.4K
New
$108.28 - $117.54 $1.67M - $1.81M
15.4K $1.67M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
75.2K
New
$9.86 - $11.9 $741K - $894K
75.2K $742K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
13K
New
$49.39 - $52.31 $641K - $679K
13K $645K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
10.8K
New
$55.42 - $61.69 $597K - $665K
10.8K $597K
PINC
Premier, Inc.

Healthcare
26.1K
New
$19.08 - $23.34 $498K - $610K
26.1K $553K
SVOL
Simplify ETF Simplify Volatili

ETFs
24.9K
New
$20.4 - $21.93 $509K - $547K
24.9K $518K
GUT
Gabelli Utility Trust

Financial Services
87.5K
New
$4.99 - $5.44 $437K - $476K
87.5K $440K
ROIV
Roivant Sciences Ltd.

Healthcare
22K
New
$11.16 - $12.71 $245K - $279K
22K $259K
GPI
Group 1 Automotive Inc

Consumer Cyclical
342
New
$344.56 - $435.0 $118K - $149K
342 $144K
INQQ
Exchange Traded Concepts Tr In

ETFs
6.99K
New
$15.6 - $17.3 $109K - $121K
6.99K $113K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
5.04K
New
$22.43 - $23.09 $113K - $116K
5.04K $113K
QNST
Quinstreet, Inc

Communication Services
4.84K
New
$18.28 - $24.7 $88.5K - $120K
4.84K $111K
OSPN
One Span Inc.

Technology
5.91K
New
$14.47 - $19.38 $85.5K - $114K
5.91K $109K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1.04K
New
$102.08 - $110.92 $106K - $115K
1.04K $106K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
4.56K
New
$23.03 - $23.33 $105K - $106K
4.56K $105K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
5.58K
New
$18.43 - $19.57 $103K - $109K
5.58K $105K
UMBF
Umb Financial Corp

Financial Services
914
New
$101.15 - $127.6 $92.5K - $117K
914 $103K
PFS
Provident Financial Services Inc

Financial Services
5.25K
New
$17.64 - $21.86 $92.6K - $115K
5.25K $99K
SMR
Nuscale Power Corp

Industrials
5.42K
New
$11.69 - $30.21 $63.3K - $164K
5.42K $97K
PRIM
Primoris Services Corp

Industrials
1.27K
New
$57.06 - $84.91 $72.6K - $108K
1.27K $97K
CEIX
Consol Energy Inc.

Energy
880
New
$101.36 - $133.33 $89.2K - $117K
880 $93K
DAT
Proshares Tr Big Data Refiners

ETFs
2.13K
New
$34.75 - $48.4 $73.9K - $103K
2.13K $93K
EURN
Euronav Nv

Energy
5.83K
New
N/A
5.83K $90K
GVA
Granite Construction Inc

Industrials
1.01K
New
$79.33 - $100.2 $80.2K - $101K
1.01K $88K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.76K
New
$46.53 - $49.91 $81.7K - $87.6K
1.76K $84K
RGTI
Rigetti Computing, Inc.

Technology
5.44K
New
$0.74 - $17.08 $4.02K - $92.8K
5.44K $83K
ESAB
Esab Corp

Industrials
696
New
$102.05 - $135.08 $71K - $94K
696 $83K
HAE
Haemonetics Corp

Healthcare
1.03K
New
$71.16 - $93.38 $73.1K - $95.9K
1.03K $80K
SNEX
Stone X Group Inc.

Financial Services
762
New
$80.62 - $104.76 $61.4K - $79.8K
762 $74K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
2.19K
New
$32.82 - $45.55 $71.9K - $99.8K
2.19K $73K
NWPX
Northwest Pipe CO

Industrials
1.5K
New
$43.06 - $57.6 $64.4K - $86.2K
1.5K $72K
MHO
M/I Homes, Inc.

Consumer Cyclical
530
New
$132.44 - $174.81 $70.2K - $92.6K
530 $70K
MCY
Mercury General Corp

Financial Services
1.03K
New
$62.82 - $78.96 $64.4K - $80.9K
1.03K $68K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
2.77K
New
$17.13 - $34.23 $47.5K - $94.8K
2.77K $66K
VPN
Global X Fds Data Ctr Reits &

ETFs
4K
New
N/A
4K $63K
EWP
Ishares Inc Msci Spain ETF

ETFs
1.95K
New
$30.65 - $34.74 $59.9K - $67.8K
1.95K $60K
LQDA
Liquidia Corp

Healthcare
5K
New
$9.82 - $11.8 $49.1K - $59K
5K $58K
GDRX
Good Rx Holdings, Inc.

Healthcare
11.9K
New
$4.15 - $7.09 $49.6K - $84.7K
11.9K $55K
AXS
Axis Capital Holdings LTD

Financial Services
596
New
$78.26 - $94.05 $46.6K - $56.1K
596 $52K
EWI
Ishares Inc Msci Italy ETF

ETFs
1.39K
New
$35.52 - $39.19 $49.5K - $54.6K
1.39K $50K
MLPX
Global X Mlp & Energy Infrastr

ETFs
834
New
$54.89 - $64.32 $45.8K - $53.6K
834 $50K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
596
New
$83.82 - $95.89 $50K - $57.2K
596 $50K
GSL
Global Ship Lease, Inc.

Industrials
2.12K
New
$21.21 - $26.31 $45.1K - $55.9K
2.12K $46K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
412
New
$99.0 - $99.5 $40.8K - $41K
412 $40K
VERX
Vertex, Inc.

Technology
721
New
$39.21 - $56.92 $28.3K - $41K
721 $38K
BIBL
Northern Lts Fd Tr Iv

ETFs
968
New
$38.73 - $42.41 $37.5K - $41.1K
968 $37K
MINO
Pimco ETF Tr Municipal Income

ETFs
697
New
$44.94 - $46.07 $31.3K - $32.1K
697 $31K
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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