Steward Partners Investment Advisory, LLC Sells in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SEIC
Sei Investments CO

Financial Services
-647
- 40.29%
$69.36 - $86.58 $44.9K - $56K
959 $79K
DINO
Hf Sinclair Corp

Energy
-374
- 19.62%
$33.69 - $47.67 $12.6K - $17.8K
1.53K $53K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-828
- 12.16%
$43.33 - $45.42 $35.9K - $37.6K
5.98K $266K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-124
- 2.45%
$46.96 - $51.46 $5.82K - $6.38K
4.94K $233K
NNY
Nuveen New York Municipal Value Fund

Financial Services
-2.15K
- 9.29%
$7.98 - $8.67 $17.2K - $18.6K
21K $168K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-775
- 50.0%
$31.31 - $35.01 $24.3K - $27.1K
775 $24K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.08K
- 5.25%
$34.78 - $35.99 $37.6K - $38.9K
19.5K $692K
NEON
Neonode Inc.

Technology
-3.05K
- 64.89%
$5.9 - $9.18 $18K - $28K
1.65K $13K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-52
- 0.02%
$30.67 - $30.84 $1.59K - $1.6K
230K $7.06M
APLD
Applied Blockchain, Inc.

Financial Services
-1.1K
- 4.13%
$5.97 - $10.68 $6.57K - $11.7K
25.5K $191K
HL
Hecla Mining CO

Basic Materials
-4K
- 87.2%
$4.86 - $7.53 $19.4K - $30.1K
587 $2K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-102
- 0.1%
$13.42 - $14.34 $1.37K - $1.46K
102K $1.39M
PAWZ
Proshares Tr Pet Care ETF

ETFs
-300
- 12.99%
$54.39 - $59.67 $16.3K - $17.9K
2.01K $109K
TFX
Teleflex Inc

Healthcare
-26
- 7.58%
$172.66 - $245.13 $4.49K - $6.37K
317 $56K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-166
- 1.31%
$123.69 - $133.68 $20.5K - $22.2K
12.5K $1.57M
INVH
Invitation Homes Inc.

Real Estate
-1
- 0.01%
$31.4 - $34.69 $31.4 - $34.7
8.39K $268K
MGEE
Mge Energy Inc

Utilities
-300
- 56.18%
$88.55 - $108.16 $26.6K - $32.4K
234 $21K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-1.8K
- 25.0%
$14.45 - $15.15 $26K - $27.3K
5.4K $81K
PALT
Paltalk, Inc.

Technology
-7.85K
- 84.86%
$1.65 - $3.19 $13K - $25K
1.4K $2K
VSH
Vishay Intertechnology Inc

Technology
-1.38K
- 73.11%
$15.17 - $19.41 $20.9K - $26.8K
508 $8K
BFZ
Blackrock California Municipal Income Trust

Financial Services
-654
- 3.21%
$11.17 - $12.2 $7.31K - $7.98K
19.7K $220K
CUBE
Cube Smart

Real Estate
-326
- 30.73%
$41.74 - $53.03 $13.6K - $17.3K
735 $31K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-165
- 38.82%
$170.03 - $192.78 $28.1K - $31.8K
260 $48K
PLUG
Plug Power Inc

Industrials
-9.46K
- 20.08%
$1.87 - $2.67 $17.7K - $25.3K
37.7K $80K
RKT
Rocket Companies, Inc.

Financial Services
-250
- 8.53%
$11.03 - $19.27 $2.76K - $4.82K
2.68K $30K
BOX
Box Inc

Technology
-91
- 0.45%
$31.6 - $35.65 $2.88K - $3.24K
19.9K $629K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.03K
- 4.68%
$37.61 - $38.92 $38.7K - $40.1K
21K $808K
K
Kellogg CO

Consumer Defensive
-341
- 4.8%
$80.34 - $81.29 $27.4K - $27.7K
6.77K $548K
ITM
Vaneck Intermediate Muni ETF

ETFs
-344
- 3.32%
$45.56 - $46.97 $15.7K - $16.2K
10K $461K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-65
- 4.24%
$114.08 - $125.68 $7.42K - $8.17K
1.47K $167K
RACE
Ferrari N.V.

Consumer Cyclical
-9
- 1.9%
$422.83 - $490.34 $3.81K - $4.41K
464 $197K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
-643
- 39.14%
$28.25 - $31.75 $18.2K - $20.4K
1K $28K
AKAM
Akamai Technologies Inc

Technology
-268
- 5.76%
N/A
4.38K $398K
ETSY
Etsy Inc

Consumer Cyclical
-431
- 65.2%
$47.48 - $61.61 $20.5K - $26.6K
230 $12K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-2.72K
- 2.3%
$41.8 - $43.67 $114K - $119K
116K $4.97M
JHMM
John Hancock Multifactor Mid C

ETFs
-180
- 0.63%
$59.61 - $64.8 $10.7K - $11.7K
28.5K $1.7M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-818
- 11.15%
$50.63 - $59.0 $41.4K - $48.3K
6.52K $352K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-447
- 28.76%
$47.11 - $50.8 $21.1K - $22.7K
1.11K $52K
IESC
Ies Holdings, Inc.

Industrials
-120
- 24.0%
$196.89 - $309.86 $23.6K - $37.2K
380 $76K
TTC
Toro CO

Industrials
-119
- 6.13%
$80.1 - $88.44 $9.53K - $10.5K
1.82K $145K
ZION
Zions Bancorporation, National Association

Financial Services
-680
- 33.7%
$45.62 - $61.73 $31K - $42K
1.34K $72K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-219
- 66.97%
$107.32 - $127.74 $23.5K - $28K
108 $13K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
-1.58K
- 52.77%
$12.54 - $13.29 $19.9K - $21K
1.42K $17K
GTLS
Chart Industries Inc

Industrials
-646
- 42.56%
$119.65 - $202.35 $77.3K - $131K
872 $166K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-347
- 11.5%
$136.18 - $158.26 $47.3K - $54.9K
2.67K $396K
FTC
First Tr Lge Cap Growth

ETFs
-249
- 11.73%
$130.13 - $149.09 $32.4K - $37.1K
1.87K $257K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-345
- 12.2%
$48.12 - $52.79 $16.6K - $18.2K
2.48K $119K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-400
- 14.41%
$35.21 - $44.8 $14.1K - $17.9K
2.38K $91K
CCK
Crown Holdings Inc

Consumer Cyclical
-133
- 18.34%
$81.89 - $97.79 $10.9K - $13K
592 $48K
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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