Steward Partners Investment Advisory, LLC Sells in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
-26.3K
- 89.33%
$696.17 - $892.35 $18.3M - $23.5M
3.15K $2.43M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-345K
- 96.02%
$47.72 - $53.81 $16.5M - $18.6M
14.3K $761K
GBIL
Goldman Sachs Access Treasury

ETFs
-149K
- 87.94%
$99.7 - $100.3 $14.9M - $15M
20.5K $2.05M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-633K
- 89.53%
$20.47 - $20.71 $12.9M - $13.1M
74K $1.53M
RODM
Hartford Multifactor Developed

ETFs
-457K
- 98.34%
$27.35 - $30.82 $12.5M - $14.1M
7.73K $235K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-179K
- 78.45%
$49.83 - $62.75 $8.94M - $11.3M
49.3K $2.84M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-564K
- 91.66%
$19.2 - $19.63 $10.8M - $11.1M
51.4K $1M
CVX
Chevron Corp

Energy
-43K
- 13.66%
$137.88 - $161.97 $5.93M - $6.97M
272K $40.1M
MCHP
Microchip Technology Inc

Technology
-91.4K
- 57.4%
$72.0 - $95.98 $6.58M - $8.77M
67.8K $5.45M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-200K
- 61.55%
$39.37 - $41.68 $7.87M - $8.33M
125K $5.17M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-54.9K
- 89.74%
$96.3 - $106.49 $5.29M - $5.85M
6.28K $657K
NVO
Novo Nordisk A S

Healthcare
-7.99K
- 4.22%
$119.07 - $145.42 $951K - $1.16M
181K $21.6M
CSCO
Cisco Systems, Inc.

Technology
-162K
- 26.46%
$44.74 - $53.22 $7.26M - $8.64M
451K $24M
CDNS
Cadence Design Systems Inc

Technology
-14.4K
- 48.42%
$246.84 - $321.11 $3.56M - $4.64M
15.4K $4.17M
LDOS
Leidos Holdings, Inc.

Technology
-34.8K
- 86.42%
$142.66 - $163.02 $4.96M - $5.67M
5.46K $890K
HAL
Halliburton CO

Energy
-127K
- 57.11%
$27.81 - $36.44 $3.53M - $4.63M
95.4K $2.77M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-73.1K
- 96.36%
$59.25 - $65.33 $4.33M - $4.78M
2.76K $179K
ADBE
Adobe Inc.

Technology
-5.57K
- 14.53%
$508.13 - $586.55 $2.83M - $3.27M
32.8K $17M
AVAV
Aero Vironment Inc

Industrials
-23.5K
- 80.09%
$164.14 - $204.5 $3.86M - $4.81M
5.85K $1.17M
APH
Amphenol Corp

Technology
-57.9K
- 51.49%
$58.39 - $70.41 $3.38M - $4.07M
54.5K $3.55M
DXCM
Dexcom Inc

Healthcare
-15.6K
- 24.36%
$64.0 - $116.06 $997K - $1.81M
48.4K $3.24M
IEF
Ishares Barclays

ETFs
-46.8K
- 29.27%
$92.67 - $99.14 $4.34M - $4.64M
113K $11.1M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-101K
- 64.65%
$39.15 - $46.02 $3.95M - $4.64M
55.2K $2.52M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-104K
- 44.77%
$33.61 - $35.94 $3.51M - $3.75M
129K $4.63M
MAR
Marriott International Inc

Consumer Cyclical
-14.8K
- 38.2%
$211.35 - $255.11 $3.13M - $3.78M
24K $5.96M
MU
Micron Technology Inc

Technology
-22K
- 57.75%
$86.27 - $136.82 $1.9M - $3.01M
16.1K $1.67M
LHX
L3 Harris Technologies, Inc.

Industrials
-18.1K
- 22.97%
$221.96 - $243.27 $4.01M - $4.4M
60.7K $14.4M
ASML
Asml Holding Nv

Technology
-1.5K
- 15.52%
$749.82 - $1098.95 $1.13M - $1.65M
8.17K $6.81M
ROP
Roper Technologies Inc

Industrials
-5.42K
- 65.37%
$515.25 - $576.55 $2.79M - $3.12M
2.87K $1.6M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-69.1K
- 31.31%
$47.29 - $52.55 $3.27M - $3.63M
152K $7.97M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-29.9K
- 20.17%
$100.3 - $100.74 $3M - $3.01M
118K $11.9M
YJUN
First Tr Exchange Traded Fd Vi
-138K
- 89.37%
$21.48 - $23.09 $2.96M - $3.18M
16.4K $375K
NXPI
Nxp Semiconductors N.V.

Technology
-4.87K
- 8.24%
$225.14 - $290.78 $1.1M - $1.42M
54.3K $13M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-24.9K
- 49.49%
$94.31 - $103.26 $2.35M - $2.57M
25.4K $2.61M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-162K
- 90.94%
$11.03 - $18.11 $1.79M - $2.93M
16.1K $181K
NTAP
Net App, Inc.

Technology
-16.2K
- 78.36%
$114.18 - $134.62 $1.85M - $2.19M
4.49K $554K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-113K
- 63.36%
$18.12 - $18.92 $2.05M - $2.14M
65.4K $1.23M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-95K
- 82.2%
$21.05 - $21.17 $2M - $2.01M
20.6K $434K
WDAY
Workday, Inc.

Technology
-9.58K
- 53.32%
$207.75 - $264.68 $1.99M - $2.54M
8.39K $2.05M
TFC
Truist Financial Corp

Financial Services
-53.7K
- 50.53%
$38.22 - $44.94 $2.05M - $2.42M
52.6K $2.25M
AVUS
American Centy ETF Tr Avantis

ETFs
-21.3K
- 70.71%
$86.27 - $95.15 $1.84M - $2.03M
8.84K $841K
CF
Cf Industries Holdings, Inc.

Basic Materials
-26.3K
- 66.86%
$69.38 - $85.8 $1.82M - $2.25M
13K $1.12M
HEFA
Ishares Currency Hedged Msci E

ETFs
-49.5K
- 88.74%
$32.34 - $35.85 $1.6M - $1.78M
6.29K $222K
MMM
3 M CO

Industrials
-30.8K
- 43.12%
$99.69 - $139.42 $3.07M - $4.29M
40.6K $5.54M
EL
Estee Lauder Companies Inc

Consumer Defensive
-13.4K
- 35.22%
$84.18 - $106.5 $1.13M - $1.43M
24.6K $2.46M
ANET
Arista Networks, Inc.

Technology
-5.46K
- 35.44%
$311.42 - $388.21 $1.7M - $2.12M
9.94K $3.82M
ALB
Albemarle Corp

Basic Materials
-16.4K
- 95.12%
$72.85 - $100.09 $1.2M - $1.64M
843 $79K
DHR
Danaher Corp

Healthcare
-9.9K
- 23.01%
$239.25 - $280.76 $2.37M - $2.78M
33.1K $9.2M
PULS
Pgim ETF Tr

ETFs
-28K
- 69.28%
$49.47 - $49.8 $1.38M - $1.39M
12.4K $617K
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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