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
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-27.6K
- 32.37%
$50.25 - $50.74 $1.39M - $1.4M
57.6K $2.92M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-8.35K
- 57.65%
$178.41 - $210.18 $1.49M - $1.75M
6.13K $1.22M
BAC
Bank Of America Corp

Financial Services
-32.5K
- 5.72%
$36.65 - $44.13 $1.19M - $1.43M
535K $21.3M
FITB
Fifth Third Bancorp

Financial Services
-36.3K
- 81.96%
$36.01 - $43.64 $1.31M - $1.59M
8K $342K
RDVY
First Trust Rising Dividend Ac

ETFs
-65.1K
- 11.2%
$53.68 - $59.24 $3.49M - $3.86M
516K $30.6M
FVD
First Tr Value Line Divid Inde

ETFs
-67.3K
- 17.47%
$40.45 - $45.49 $2.72M - $3.06M
318K $14.5M
SHV
Ishares Tr

ETFs
-11.5K
- 4.3%
$110.05 - $110.63 $1.26M - $1.27M
255K $28.3M
WCC
Wesco International Inc

Industrials
-7.81K
- 60.88%
$149.47 - $183.24 $1.17M - $1.43M
5.02K $843K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-23.8K
- 21.67%
$65.15 - $72.97 $1.55M - $1.74M
86K $6.28M
AEP
American Electric Power CO Inc

Utilities
-20.2K
- 30.71%
$87.11 - $104.95 $1.76M - $2.12M
45.7K $4.68M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-23K
- 90.04%
$39.97 - $43.37 $918K - $996K
2.54K $110K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
-27.2K
- 75.83%
$33.68 - $44.74 $916K - $1.22M
8.66K $337K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-32.8K
- 63.96%
$23.09 - $25.75 $758K - $846K
18.5K $445K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-8.2K
- 42.67%
$76.83 - $91.38 $630K - $749K
11K $908K
OMFL
Invesco Exchange Traded Self I

ETFs
-14.7K
- 42.09%
$47.65 - $52.99 $699K - $778K
20.2K $1.07M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-30.9K
- 7.18%
$23.88 - $24.01 $739K - $743K
400K $9.6M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-33.8K
- 7.83%
$23.13 - $23.43 $781K - $791K
398K $9.32M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-30.8K
- 58.05%
$22.94 - $23.16 $707K - $714K
22.3K $515K
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 22.22%
$610460.0 - $715910.0 $1.22M - $1.43M
7 $4.83M
CLF
Cleveland Cliffs Inc.

Basic Materials
-26.5K
- 20.76%
$10.91 - $16.21 $290K - $430K
101K $1.29M
SOXX
Ishares Semiconductor ETF

ETFs
-2.08K
- 17.46%
$199.29 - $265.49 $414K - $551K
9.82K $2.26M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-31.5K
- 93.75%
$19.74 - $20.07 $622K - $632K
2.1K $42K
MCK
Mckesson Corp

Healthcare
-303
- 5.81%
$479.06 - $630.38 $145K - $191K
4.91K $2.43M
PCAR
Paccar Inc

Industrials
-4.25K
- 9.31%
$91.64 - $109.98 $389K - $467K
41.4K $4.08M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-34.2K
- 7.76%
$22.55 - $23.1 $772K - $791K
407K $9.39M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-13.7K
- 65.15%
$45.78 - $51.72 $628K - $709K
7.34K $375K
IEMG
Ishares Inc

ETFs
-11.3K
- 3.72%
$53.64 - $53.64 $604K - $604K
292K $15.6M
IYW
Ishares Dj Us Tech ETF

ETFs
-4.26K
- 5.54%
$133.16 - $158.73 $567K - $676K
72.6K $11M
BEPC
Brookfield Renewable Corp

Utilities
-20.1K
- 72.63%
$26.92 - $32.89 $540K - $660K
7.57K $247K
XLK
Technology Sector Spdr

ETFs
-2.07K
- 1.39%
$197.34 - $237.68 $408K - $492K
147K $33.2M
NEP
Nextera Energy Partners, LP

Utilities
-19.4K
- 37.01%
$23.83 - $28.64 $462K - $555K
33K $910K
FTSL
First Trust Senior Ln Fund

ETFs
-12.1K
- 9.66%
$45.51 - $46.26 $551K - $560K
113K $5.19M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.4K
- 1.09%
$85.84 - $85.84 $292K - $292K
307K $26.4M
FTGC
First Trust Global Tactical CO

ETFs
-21.1K
- 16.09%
$22.3 - $24.39 $471K - $515K
110K $2.61M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-19.8K
- 26.13%
$26.42 - $26.67 $522K - $527K
55.9K $1.49M
DIS
Walt Disney CO

Communication Services
-2.02K
- 2.08%
$85.6 - $98.61 $173K - $199K
95.2K $9.16M
CROX
Crocs, Inc.

Consumer Cyclical
-3.32K
- 36.88%
$121.05 - $147.9 $402K - $492K
5.69K $823K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-10K
- 20.95%
$51.0 - $52.05 $511K - $521K
37.8K $1.96M
BSX
Boston Scientific Corp

Healthcare
-10.5K
- 17.35%
$72.96 - $84.0 $768K - $884K
50.2K $4.2M
URA
Global X Uranium ETF

ETFs
-16K
- 42.11%
$23.18 - $31.26 $370K - $500K
22K $628K
OEF
Ishares S&P 100 ETF

ETFs
-2.41K
- 2.34%
$266.03 - $266.03 $640K - $640K
100K $26.7M
AR
Antero Resources Corp

Energy
-12.9K
- 56.68%
$24.94 - $33.3 $321K - $429K
9.85K $282K
IBMP
Ishares Tr Ibonds December 202

ETFs
-19.6K
- 20.74%
$24.92 - $25.47 $489K - $500K
75K $1.91M
MBLY
Mobileye Global Inc.
-13.3K
- 72.56%
$10.57 - $27.89 $141K - $372K
5.05K $69K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-21K
- 71.34%
$20.05 - $20.17 $420K - $423K
8.42K $169K
TM
Toyota Motor Corp

Consumer Cyclical
-591
- 5.08%
$167.18 - $207.59 $98.8K - $123K
11K $1.97M
XDQQ
Innovator Etfs Tr Growth Accel
-13.4K
- 51.81%
$27.96 - $32.11 $376K - $431K
12.5K $399K
NXST
Nexstar Media Group, Inc.

Communication Services
-2.38K
- 85.79%
$154.25 - $184.79 $367K - $439K
394 $65K
SHAK
Shake Shack Inc.

Consumer Cyclical
-4.57K
- 71.75%
$78.84 - $109.49 $360K - $500K
1.8K $185K
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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