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
ZS
Zscaler, Inc.

Technology
-1.81K
- 54.45%
$155.9 - $204.47 $282K - $369K
1.51K $258K
HUM
Humana Inc

Healthcare
-506
- 13.48%
$310.25 - $404.52 $157K - $205K
3.25K $1.03M
WU
Western Union CO

Financial Services
-30.4K
- 90.24%
$11.35 - $12.97 $345K - $394K
3.29K $39K
UBER
Uber Technologies, Inc

Technology
-8.71K
- 7.58%
$58.48 - $77.47 $509K - $675K
106K $7.98M
PINS
Pinterest, Inc.

Communication Services
-4.03K
- 22.03%
$28.66 - $43.51 $115K - $175K
14.3K $461K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.84K
- 9.92%
$92.63 - $105.69 $449K - $512K
44K $4.58M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-13.1K
- 20.82%
$29.08 - $31.84 $381K - $417K
49.8K $1.57M
CVS
Cvs Health Corp

Healthcare
-11.4K
- 11.11%
$55.81 - $63.18 $633K - $717K
90.8K $5.71M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-24.1K
- 5.86%
$21.96 - $22.69 $529K - $547K
387K $8.77M
CPA
Copa Holdings, S.A.

Industrials
-3.27K
- 60.18%
$81.5 - $96.88 $267K - $317K
2.16K $202K
DKNG
Draft Kings Inc.

Consumer Cyclical
-8.85K
- 25.76%
$29.85 - $41.1 $264K - $364K
25.5K $1M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-10.8K
- 28.32%
$36.99 - $40.84 $401K - $442K
27.4K $1.12M
MRNA
Moderna, Inc.

Healthcare
-377
- 7.36%
$63.64 - $125.14 $24K - $47.2K
4.75K $317K
SBAC
Sba Communications Corp

Real Estate
-1.77K
- 56.17%
$189.0 - $245.01 $334K - $432K
1.38K $331K
IPGP
Ipg Photonics Corp

Technology
-2.78K
- 36.37%
$62.31 - $90.65 $173K - $252K
4.87K $362K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-733
- 2.61%
$91.43 - $117.51 $67K - $86.1K
27.4K $2.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.1K
- 8.34%
$81.31 - $83.29 $333K - $341K
45K $3.74M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.39K
- 30.8%
$73.43 - $80.37 $322K - $353K
9.86K $792K
FLYW
Flywire Corp

Technology
-15.9K
- 65.3%
$15.63 - $18.99 $248K - $301K
8.43K $138K
ADC
Agree Realty Corp

Real Estate
-4.76K
- 63.99%
$61.47 - $76.71 $292K - $365K
2.68K $201K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
-3.7K
- 68.59%
$63.28 - $81.93 $234K - $303K
1.69K $107K
RCM
R1 Rcm Inc.

Healthcare
-20.1K
- 98.24%
$10.9 - $14.18 $219K - $285K
359 $5K
SNAP
Snap Inc

Communication Services
-3.08K
- 8.46%
$8.29 - $16.84 $25.5K - $51.9K
33.4K $357K
FTXH
First Tr ETF Vi Nasdaq Pharmac

ETFs
-9.5K
- 53.46%
$26.75 - $29.66 $254K - $282K
8.27K $238K
CORT
Corcept Therapeutics Inc

Healthcare
-12.6K
- 50.97%
$29.51 - $46.26 $372K - $583K
12.1K $560K
S
Sentinel One, Inc.

Technology
-11.4K
- 66.84%
$19.76 - $25.26 $226K - $289K
5.67K $135K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-5.61K
- 50.94%
$38.49 - $41.61 $216K - $233K
5.4K $224K
TROW
Price T Rowe Group Inc

Financial Services
-935
- 5.05%
$101.71 - $120.75 $95.1K - $113K
17.6K $1.92M
NU
Nu Holdings Ltd.

Financial Services
-18K
- 45.46%
$10.71 - $15.14 $193K - $273K
21.6K $294K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-5.88K
- 11.86%
$52.1 - $59.66 $307K - $351K
43.7K $2.59M
FDS
Factset Research Systems Inc

Financial Services
-1.33K
- 17.03%
$397.04 - $469.48 $527K - $623K
6.47K $2.97M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.33K
- 11.61%
$76.38 - $78.87 $254K - $263K
25.3K $1.99M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-4.05K
- 62.39%
$47.78 - $62.75 $194K - $254K
2.44K $142K
MOTI
Vaneck Morningstar Internation

ETFs
-9.56K
- 26.41%
$30.71 - $35.45 $294K - $339K
26.6K $933K
BSJR
Invesco Indx Tr

ETFs
-9.05K
- 97.97%
$22.08 - $22.75 $200K - $206K
188 $4K
CDW
Cdw Corp

Technology
-968
- 11.94%
$206.67 - $239.84 $200K - $232K
7.14K $1.62M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-5.35K
- 67.16%
$36.29 - $38.05 $194K - $204K
2.62K $99K
TGNA
Tegna Inc

Communication Services
-13.9K
- 91.35%
$13.39 - $16.27 $186K - $226K
1.32K $20K
RBLX
Roblox Corp

Communication Services
-6.4K
- 47.6%
$36.18 - $47.64 $232K - $305K
7.05K $311K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-9.44K
- 10.9%
$23.08 - $23.52 $218K - $222K
77.1K $1.81M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-20.2K
- 32.0%
$9.59 - $10.12 $194K - $204K
42.9K $431K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-7.83K
- 39.19%
$22.61 - $22.79 $177K - $178K
12.1K $275K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-3.11K
- 31.06%
$57.0 - $57.0 $177K - $177K
6.9K $393K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-997
- 38.17%
$63.56 - $107.36 $63.4K - $107K
1.62K $113K
CHWY
Chewy, Inc.

Consumer Cyclical
-6.3K
- 66.31%
$22.22 - $32.67 $140K - $206K
3.2K $93K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-1.87K
- 66.58%
$69.02 - $93.84 $129K - $175K
936 $65K
GOLD
Barrick Gold Corp

Basic Materials
-16.6K
- 31.36%
$16.56 - $21.01 $276K - $350K
36.4K $724K
IYE
Ishares Tr

ETFs
-1.51K
- 2.74%
$44.44 - $49.18 $67K - $74.2K
53.4K $2.48M
GM
General Motors CO

Consumer Cyclical
-1.88K
- 4.89%
$39.95 - $49.9 $75.1K - $93.9K
36.6K $1.64M
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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