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
VSEC
Vse Corp

Industrials
6
New
$83.31 - $121.36 $500 - $728
6 $0
Apollo Global Mgmt Inc
1.12K
New
N/A
1.12K $0
UPLD
Upland Software, Inc.

Technology
20
New
$2.13 - $5.31 $42.6 - $106
20 $0
Aptose Biosciences Inc
3
New
N/A
3 $0
Ares Management Corporation
3.16K
New
N/A
3.16K $0
Arista Networks Inc
49.9K
New
N/A
49.9K $0
Ultimus Managers Tr
38.6K
New
N/A
38.6K $0
Uber Technologies Inc
43K
New
N/A
43K $0
CGSD
Capital Grp Core Plus Income E
6.55K
New
N/A
6.55K $0
Array Technologies Inc
5K
New
N/A
5K $0
Surf Air Mobility Inc
3.68K
New
N/A
3.68K $0
Perimeter Solutions Inc
4.32K
New
N/A
4.32K $0
Klaviyo Inc
225
New
N/A
225 $0
Everus Constr Group
1.29K
New
N/A
1.29K $0
EVH
Evolent Health, Inc.

Healthcare
18
New
$10.71 - $27.14 $193 - $489
18 $0
Exact Sciences Corp
4K
New
N/A
4K $0
IRMD
Iradimed Corp

Healthcare
18
New
$48.3 - $57.35 $869 - $1.03K
18 $0
Ionis Pharmaceuticals Inc
4K
New
N/A
4K $0
Exchange Traded Concepts Tru
150
New
N/A
150 $0
HTEC
Robo Global Healthcare

ETFs
34
New
$27.99 - $30.62 $952 - $1.04K
34 $0
EXLS
Exl Service Holdings, Inc.

Technology
22
New
$38.1 - $47.02 $838 - $1.03K
22 $0
Expedia Group Inc
59K
New
N/A
59K $0
Invesco Actively Managed Exc
13K
New
N/A
13K $0
Integer Hldgs Corp
4K
New
N/A
4K $0
Innovator Etfs Trust
2.36K
New
N/A
2.36K $0
Innovator Etfs Trust
8.35K
New
N/A
8.35K $0
Innovator Etfs Trust
1.51K
New
N/A
1.51K $0
Euronet Worldwide Inc
45K
New
N/A
45K $0
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
25
New
$31.83 - $34.97 $796 - $874
25 $0
ETF Ser Solutions
37
New
N/A
37 $0
JAMF
Jamf Holding Corp.

Technology
30
New
$14.05 - $17.71 $422 - $531
30 $0
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
2
New
$18.5 - $20.08 $37 - $40.2
2 $0
J P Morgan Exchange Traded F
81
New
N/A
81 $0
UTES
Virtus Reaves Utilities ETF
4.91K
New
N/A
4.91K $0
ETF Opportunities Trust
11.2K
New
N/A
11.2K $0
Ishares Tr
391
New
N/A
391 $0
Ishares Tr
826
New
N/A
826 $0
Ishares Tr
786
New
N/A
786 $0
GRF
Eagle Capital Growth Fund, Inc.

Financial Services
83
New
$9.6 - $10.54 $797 - $875
83 $0
Tcw ETF Trust
648
New
N/A
648 $0
Envista Holdings Corporation
62K
New
N/A
62K $0
Etsy Inc
4K
New
N/A
4K $0
LQDW
Ishares Tr Invt Grade Corporat
3.38K
New
N/A
3.38K $0
Innovator Etfs Trust
3.38K
New
N/A
3.38K $0
Innovator Etfs Trust
2.66K
New
N/A
2.66K $0
Innovator Etfs Trust
2.49K
New
N/A
2.49K $0
Fidelity Wise Origin Bitcoin
200
New
N/A
200 $0
Halozyme Therapeutics Inc
6K
New
N/A
6K $0
Haemonetics Corp Mass
7K
New
N/A
7K $0
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
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