Steward Partners Investment Advisory, LLC Reduced Holdings in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-29.6K
- 16.65%
$3.76 - $4.47 $111K - $132K
148K $558K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-814
- 5.51%
$89.81 - $104.0 $73.1K - $84.7K
14K $1.26M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.03K
- 4.07%
$90.42 - $94.5 $93K - $97.2K
24.3K $2.2M
CHKP
Check Point Software Technologies LTD

Technology
-502
- 2.86%
$170.18 - $209.01 $85.4K - $105K
17.1K $3.19M
BIIB
Biogen Inc.

Healthcare
-691
- 31.81%
$146.47 - $191.55 $101K - $132K
1.48K $226K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-5.1K
- 70.37%
$34.46 - $38.29 $176K - $195K
2.15K $74K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-1.01K
- 23.04%
$97.29 - $122.68 $98.3K - $124K
3.37K $329K
ADMA
Adma Biologics, Inc.

Healthcare
-9.17K
- 80.21%
$15.62 - $22.62 $143K - $207K
2.26K $38K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-2.79K
- 10.2%
$105.85 - $112.84 $296K - $315K
24.6K $2.71M
VPU
Vanguard Utilities ETF

ETFs
-214
- 1.47%
$160.52 - $179.11 $34.4K - $38.3K
14.3K $2.34M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-360
- 0.12%
$21.81 - $22.48 $7.85K - $8.09K
294K $6.45M
OEF
Ishares S&P 100 ETF

ETFs
-702
- 0.7%
N/A
99.8K $26.5M
MRNA
Moderna, Inc.

Healthcare
-1.58K
- 33.38%
$36.85 - $63.93 $58.4K - $101K
3.16K $131K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-3.8K
- 7.15%
$25.79 - $27.56 $98.1K - $105K
49.4K $1.29M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-871
- 14.43%
$192.71 - $203.05 $168K - $177K
5.16K $999K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-6.2K
- 1.56%
$23.25 - $23.37 $144K - $145K
392K $9.13M
DY
Dycom Industries Inc

Industrials
-823
- 54.29%
$168.3 - $202.91 $139K - $167K
693 $120K
IYE
Ishares Tr

ETFs
-3K
- 5.62%
$43.93 - $51.37 $132K - $154K
50.4K $2.3M
DNL
Wiswisdomtree Tr

ETFs
-3.95K
- 38.73%
$35.98 - $39.39 $142K - $156K
6.25K $224K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-2.46K
- 1.57%
$12.12 - $13.1 $29.8K - $32.2K
154K $1.88M
EWW
Ishares Inc Msci Mexico ETF

ETFs
-3.05K
- 44.17%
N/A
3.85K $219K
ARW
Arrow Electronics Inc

Technology
-678
- 14.03%
$112.44 - $137.23 $76.2K - $93K
4.15K $469K
TFLO
Ishares Treasury Floating Rate

ETFs
-3.35K
- 19.37%
$50.37 - $50.63 $169K - $170K
14K $704K
OSTK
Overstock.Com, Inc

Consumer Cyclical
-6.7K
- 67.74%
N/A
3.19K $81K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-263
- 0.82%
$238.25 - $261.28 $62.7K - $68.7K
32K $7.75M
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.28K
- 11.53%
$49.38 - $59.52 $63.4K - $76.4K
9.85K $497K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-424
- 1.25%
$115.64 - $129.74 $49K - $55K
33.6K $3.91M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-2.02K
- 3.13%
$118.0 - $127.04 $238K - $257K
62.6K $7.61M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-5.66K
- 14.43%
$14.59 - $16.93 $82.6K - $95.8K
33.6K $501K
CPB
Campbell Soup CO

Consumer Defensive
-2.54K
- 34.62%
$41.42 - $48.71 $105K - $124K
4.79K $200K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.02K
- 7.39%
$38.37 - $42.82 $77.4K - $86.4K
25.3K $969K
QRVO
Qorvo, Inc.

Technology
-594
- 17.6%
$65.6 - $104.58 $39K - $62.1K
2.78K $194K
EXP
Eagle Materials Inc

Basic Materials
-234
- 10.18%
$246.48 - $315.29 $57.7K - $73.8K
2.06K $509K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.21K
- 11.6%
$68.25 - $75.42 $82.2K - $90.9K
9.18K $628K
BELFB
Bel Fuse Inc.

Technology
-2K
- 42.55%
$72.79 - $91.36 $146K - $183K
2.7K $222K
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.52K
- 9.86%
$35.32 - $44.84 $88.9K - $113K
23K $855K
PPL
Ppl Corp

Utilities
-3.57K
- 7.72%
$31.47 - $35.0 $112K - $125K
42.7K $1.38M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-6.21K
- 7.22%
$8.43 - $9.68 $52.4K - $60.1K
79.9K $682K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-600
- 1.03%
$69.58 - $74.87 $41.7K - $44.9K
57.4K $4.02M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-730
- 0.62%
$47.58 - $48.56 $34.7K - $35.4K
117K $5.59M
IFF
International Flavors & Fragrances Inc

Basic Materials
-88
- 1.34%
$83.96 - $106.19 $7.39K - $9.34K
6.49K $548K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-3.38K
- 96.4%
$38.7 - $51.36 $131K - $173K
126 $5K
ICLR
Icon PLC

Healthcare
-277
- 27.56%
$187.22 - $297.57 $51.9K - $82.4K
728 $152K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.15K
- 1.66%
$50.02 - $51.24 $57.5K - $58.9K
68.3K $3.43M
DG
Dollar General Corp

Consumer Defensive
-1.27K
- 29.73%
$73.27 - $84.47 $92.8K - $107K
2.99K $226K
VOD
Vodafone Group Public LTD CO

Communication Services
-4.18K
- 6.54%
$8.37 - $9.95 $35K - $41.6K
59.8K $507K
FCPT
Four Corners Property Trust, Inc.

Real Estate
-125
- 0.21%
$26.74 - $29.73 $3.34K - $3.72K
59K $1.6M
PFG
Principal Financial Group Inc

Financial Services
-656
- 7.01%
$74.91 - $91.26 $49.1K - $59.9K
8.71K $673K
KBH
Kb Home

Consumer Cyclical
-475
- 9.57%
$65.58 - $85.3 $31.2K - $40.5K
4.49K $295K
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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