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
CCJ
Cameco Corp

Energy
-2.34K
- 10.22%
$36.9 - $53.72 $86.5K - $126K
20.6K $982K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-8.47K
- 6.91%
$32.36 - $33.78 $274K - $286K
114K $3.85M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-6.94K
- 60.61%
$17.94 - $20.93 $124K - $145K
4.51K $83K
TDS
Telephone & Data Systems Inc

Communication Services
-7.46K
- 61.34%
$19.05 - $24.64 $142K - $184K
4.7K $109K
APA
Apa Corp

Energy
-4.24K
- 57.41%
$23.34 - $32.22 $99K - $137K
3.15K $76K
MOS
Mosaic CO

Basic Materials
-3.1K
- 13.15%
$24.54 - $30.61 $76.1K - $95K
20.5K $548K
ATKR
Atkore Inc.

Industrials
-573
- 34.33%
$82.81 - $152.57 $47.5K - $87.4K
1.1K $92K
AAP
Advance Auto Parts Inc

Consumer Cyclical
-1.49K
- 49.04%
$38.53 - $64.44 $57.3K - $95.9K
1.55K $60K
EQNR
Equinor Asa

Energy
-3.39K
- 24.83%
$24.19 - $29.0 $81.9K - $98.2K
10.2K $259K
ET
Energy Transfer LP

Energy
-4.22K
- 1.15%
$15.43 - $16.44 $65.1K - $69.4K
363K $5.82M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-5.08K
- 37.73%
$24.78 - $25.11 $126K - $128K
8.39K $210K
KJUL
Innovator U.S. Small Cap Power

Technology
-4.5K
- 71.46%
$27.38 - $29.23 $123K - $132K
1.8K $52K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-5.24K
- 48.7%
$23.41 - $23.78 $123K - $124K
5.52K $130K
COPX
Global X Copper Miners ETF

ETFs
-2.96K
- 37.17%
$38.58 - $48.4 $114K - $143K
4.99K $236K
EOG
Eog Resources Inc

Energy
-386
- 1.54%
$117.9 - $132.65 $45.5K - $51.2K
24.7K $3.04M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2K
- 22.95%
$75.47 - $83.18 $151K - $167K
6.72K $558K
PTF
Invesco Exchange Traded Fd Tr

ETFs
-2.01K
- 32.86%
$53.62 - $65.67 $108K - $132K
4.11K $260K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-3.58K
- 49.22%
$35.6 - $38.62 $127K - $138K
3.69K $141K
UNIT
Uniti Group Inc.

Real Estate
-51.9K
- 79.08%
$2.74 - $5.84 $142K - $303K
13.7K $77K
FNB
Fnb Corp

Financial Services
-8.74K
- 41.98%
$13.41 - $15.55 $117K - $136K
12.1K $170K
PBI
Pitney Bowes Inc

Industrials
-32K
- 56.34%
$5.65 - $7.49 $181K - $239K
24.8K $176K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-2.42K
- 3.59%
$50.32 - $50.75 $122K - $123K
64.9K $3.29M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.07K
- 13.75%
$36.98 - $41.55 $188K - $211K
31.8K $1.31M
VDE
Vanguard Energy ETF

ETFs
-469
- 4.71%
$117.44 - $131.06 $55.1K - $61.5K
9.49K $1.16M
NOG
Northern Oil & Gas, Inc.

Energy
-2.54K
- 24.76%
$33.96 - $43.19 $86.3K - $110K
7.72K $273K
LBRT
Liberty Energy Inc.

Energy
-4.65K
- 44.22%
$18.68 - $24.15 $86.9K - $112K
5.87K $111K
MGRC
Mcgrath Rentcorp

Industrials
-960
- 19.08%
$98.13 - $115.62 $94.2K - $111K
4.07K $428K
AMKR
Amkor Technology, Inc.

Technology
-1.3K
- 18.33%
$28.09 - $44.68 $36.6K - $58.2K
5.8K $177K
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.7K
- 32.33%
$76.07 - $83.33 $129K - $142K
3.56K $296K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-2.29K
- 91.97%
$45.71 - $48.29 $105K - $111K
200 $9K
MLPA
Global X Mlp ETF

ETFs
-2.12K
- 45.32%
$45.78 - $49.84 $97K - $106K
2.56K $122K
LANC
Lancaster Colony Corp

Consumer Defensive
-539
- 95.06%
$167.65 - $198.49 $90.4K - $107K
28 $4K
NNOX
Nano X Imaging Ltd.

Healthcare
-13.8K
- 93.38%
$5.9 - $9.52 $81.1K - $131K
975 $5K
MUR
Murphy Oil Corp

Energy
-5
- 0.04%
$32.79 - $42.32 $164 - $212
13.4K $450K
TNK
Teekay Tankers Ltd.

Energy
-867
- 18.06%
$52.85 - $69.39 $45.8K - $60.2K
3.93K $229K
MTDR
Matador Resources CO

Energy
-1.35K
- 40.5%
$47.4 - $65.22 $64K - $88.1K
1.99K $98K
PPT
Putnam Premier Income Trust

Financial Services
-28.1K
- 65.14%
$3.55 - $3.73 $99.6K - $105K
15K $56K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-13.6K
- 4.42%
$21.7 - $22.6 $296K - $308K
295K $6.64M
FHN
First Horizon Corp

Financial Services
-5.84K
- 27.81%
$14.63 - $17.45 $85.4K - $102K
15.2K $235K
DVYE
Ishares Emerging Markets Divid

ETFs
-13.8K
- 6.95%
$25.71 - $29.05 $355K - $401K
185K $5.3M
HRTX
Heron Therapeutics, Inc.

Healthcare
-26.4K
- 95.97%
$1.73 - $3.67 $45.7K - $96.9K
1.11K $2K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-2.75K
- 41.01%
$34.72 - $36.88 $95.3K - $101K
3.95K $145K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
-4.23K
- 22.07%
$22.87 - $23.34 $96.8K - $98.8K
14.9K $347K
PAA
Plains All American Pipeline LP

Energy
-4.05K
- 9.13%
$17.0 - $19.03 $68.8K - $77K
40.3K $699K
FBT
First Trust Nyse Arca Biotechn

ETFs
-928
- 23.73%
$152.39 - $172.91 $141K - $160K
2.98K $512K
APTV
Aptiv PLC

Consumer Cyclical
-1.3K
- 50.39%
$65.39 - $74.24 $84.8K - $96.3K
1.28K $91K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-1K
- 47.13%
$97.66 - $119.74 $97.7K - $120K
1.12K $125K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-1.75K
- 8.8%
$28.19 - $31.47 $49.2K - $54.9K
18.1K $523K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-1.92K
- 77.18%
$45.87 - $48.53 $88.1K - $93.2K
568 $27K
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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