Steward Partners Investment Advisory, LLC Reduced Holdings in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-1.46K
- 1.14%
$49.13 - $54.55 $71.6K - $79.5K
126K $6.82M
GPN
Global Payments Inc

Industrials
-150
- 0.24%
$92.66 - $112.97 $13.9K - $16.9K
62.1K $6.36M
SUI
Sun Communities Inc

Real Estate
-45
- 0.19%
$117.46 - $147.6 $5.29K - $6.64K
23.4K $3.17M
CBRE
Cbre Group, Inc.

Real Estate
-3.38K
- 15.54%
$85.97 - $124.48 $290K - $421K
18.4K $2.29M
JBL
Jabil Inc

Technology
-768
- 1.83%
$97.55 - $126.65 $74.9K - $97.3K
41.2K $4.93M
ONON
On Holding Ag

Consumer Cyclical
-2.72K
- 5.94%
$36.63 - $51.57 $99.5K - $140K
43K $2.16M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-128
- 0.22%
$64.57 - $71.76 $8.26K - $9.19K
58K $4.16M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.43K
- 8.33%
$57.22 - $80.08 $139K - $195K
26.8K $2.09M
STE
Steris PLC

Healthcare
-1.23K
- 4.05%
$213.51 - $247.14 $263K - $305K
29.2K $7.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
-14.8K
- 2.6%
$84.77 - $97.13 $1.26M - $1.44M
555K $53.2M
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.2K
- 3.4%
$65.04 - $84.24 $78.1K - $101K
34.1K $2.75M
BRO
Brown & Brown, Inc.

Financial Services
-865
- 2.24%
$89.11 - $105.82 $77.1K - $91.5K
37.8K $3.92M
PM
Philip Morris International Inc.

Consumer Defensive
-15.9K
- 13.22%
$101.25 - $127.45 $1.61M - $2.02M
104K $12.7M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-868
- 1.72%
$102.05 - $114.97 $88.6K - $99.8K
49.5K $5.7M
CCI
Crown Castle International Corp

Real Estate
-924
- 2.76%
$95.29 - $120.24 $88K - $111K
32.5K $3.86M
PEP
Pepsico Inc

Consumer Defensive
-534
- 0.37%
$161.9 - $179.3 $86.5K - $95.7K
145K $24.7M
ITW
Illinois Tool Works Inc

Industrials
-119
- 0.43%
$233.14 - $263.97 $27.7K - $31.4K
27.9K $7.3M
NRG
Nrg Energy, Inc.

Utilities
-3.65K
- 4.73%
$68.89 - $91.22 $252K - $333K
73.5K $6.69M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-219
- 0.32%
$127.29 - $141.5 $27.9K - $31K
68.7K $9.58M
IVE
Ishares S&P 500 Value ETF

ETFs
-314
- 0.58%
$181.06 - $197.17 $56.9K - $61.9K
53.4K $10.5M
FDL
First Tr Morningstar Dividend

ETFs
-3.06K
- 1.32%
$37.66 - $42.06 $115K - $129K
229K $9.62M
CIGI
Colliers International Group Inc.

Real Estate
-19
- 0.09%
$107.14 - $151.82 $2.04K - $2.88K
20.5K $3.11M
ETN
Eaton Corp PLC

Industrials
-4.51K
- 3.27%
$272.52 - $333.02 $1.23M - $1.5M
133K $44.2M
ZTS
Zoetis Inc.

Healthcare
-287
- 0.54%
$172.58 - $196.48 $49.5K - $56.4K
53.3K $10.4M
OKE
Oneok Inc

Energy
-144
- 0.11%
$78.62 - $95.27 $11.3K - $13.7K
126K $11.5M
CME
Cme Group Inc.

Financial Services
-1.84K
- 2.71%
$193.43 - $220.62 $356K - $405K
66.1K $14.6M
PLTR
Palantir Technologies Inc.

Technology
-13.2K
- 8.81%
$24.09 - $37.95 $319K - $503K
137K $5.1M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-13.4K
- 1.5%
$52.31 - $58.18 $701K - $779K
879K $51.1M
ADP
Automatic Data Processing Inc

Industrials
-4.16K
- 5.57%
$233.44 - $279.45 $970K - $1.16M
70.5K $19.5M
CARR
Carrier Global Corp

Industrials
-3.66K
- 3.2%
$61.9 - $80.88 $226K - $296K
111K $8.91M
BBY
Best Buy CO Inc

Consumer Cyclical
-3.2K
- 2.94%
$80.23 - $103.29 $257K - $331K
106K $10.9M
COST
Costco Wholesale Corp

Consumer Defensive
-776
- 0.92%
$801.83 - $917.05 $622K - $712K
83.6K $74.1M
DGRO
Ishares Core Dividend Growth E

ETFs
-10K
- 1.58%
$57.47 - $62.76 $576K - $629K
625K $39.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.98K
- 0.44%
$79.92 - $88.19 $158K - $174K
451K $39.7M
ALL
Allstate Corp

Financial Services
-1.47K
- 1.31%
$158.43 - $192.86 $233K - $284K
110K $20.9M
LMT
Lockheed Martin Corp

Industrials
-5.7K
- 10.03%
$460.3 - $584.56 $2.62M - $3.33M
51.1K $29.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.6K
- 0.25%
$75.88 - $83.21 $197K - $216K
1.05M $87.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-865
- 0.89%
$191.76 - $263.26 $166K - $228K
96K $25.1M
HD
Home Depot, Inc.

Consumer Cyclical
-8.05K
- 3.84%
$333.64 - $405.2 $2.69M - $3.26M
201K $81.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-328
- 0.1%
$520.18 - $576.82 $171K - $189K
342K $198M
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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