Steward Partners Investment Solutions, LLC Purchases in Q1 2024

Steward Partners Investment Solutions, LLC

  • $594 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
102K
+ 373.36%
$367.75 - $429.37 $37.7M - $44M
130K $54.7B
AAPL
Apple Inc.

Technology
212K
+ 304.48%
$169.0 - $195.18 $35.7M - $41.3M
281K $48.2B
NVDA
Nvidia Corp

Technology
12.8K
+ 347.5%
$475.69 - $950.02 $6.09M - $12.2M
16.5K $14.9B
GOOG
Alphabet Inc.

Communication Services
74.6K
+ 611.43%
$132.56 - $154.84 $9.89M - $11.6M
86.8K $13.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
24.5K
New
$396.28 - $446.38 $9.73M - $11M
24.5K $10.9B
AMZN
Amazon Com Inc

Consumer Cyclical
49.2K
+ 159.85%
$144.57 - $180.38 $7.12M - $8.88M
80K $14.4B
VIG
Vanguard Dividend Appreciation

ETFs
53.1K
New
$168.47 - $182.98 $8.95M - $9.72M
53.1K $9.7B
UBER
Uber Technologies, Inc

Technology
121K
New
$57.58 - $81.39 $6.94M - $9.81M
121K $9.28B
XLF
Financial Sector Spdr

ETFs
207K
New
$37.27 - $42.12 $7.73M - $8.74M
207K $8.74B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17.1K
+ 251.55%
$359.29 - $420.52 $6.14M - $7.18M
23.9K $10B
XLC
Select Sector Spdr Tr Communic

ETFs
75.9K
+ 296.43%
$71.74 - $81.82 $5.44M - $6.21M
101K $8.29B
V
Visa Inc.

Financial Services
22.5K
+ 291.33%
$257.98 - $290.37 $5.79M - $6.52M
30.2K $8.42B
JPM
Jpmorgan Chase & CO

Financial Services
27.2K
+ 114.3%
$167.09 - $200.3 $4.55M - $5.46M
51.1K $10.2B
XLI
Industrial Sector Spdr

ETFs
46.5K
New
$110.23 - $125.96 $5.13M - $5.86M
46.5K $5.86B
AMD
Advanced Micro Devices Inc

Technology
31.4K
+ 827.88%
$135.32 - $211.38 $4.25M - $6.65M
35.2K $6.36B
TMUS
T Mobile Us, Inc.

Communication Services
35.2K
New
$160.41 - $167.42 $5.64M - $5.89M
35.2K $5.74B
UNH
Unitedhealth Group Inc

Healthcare
11.1K
+ 228.39%
$472.6 - $545.42 $5.26M - $6.07M
16K $7.91B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.46K
+ 11.33%
$429.43 - $481.35 $2.34M - $2.63M
53.6K $25.8B
ARES
Ares Management Corp

Financial Services
35.2K
New
$114.19 - $137.06 $4.02M - $4.82M
35.2K $4.68B
AXP
American Express CO

Financial Services
20.5K
New
$179.79 - $229.12 $3.68M - $4.69M
20.5K $4.66B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
17.7K
+ 15.43%
$88.02 - $109.21 $1.56M - $1.93M
132K $14.3B
INTU
Intuit Inc

Technology
6.47K
+ 376.28%
$586.82 - $669.36 $3.8M - $4.33M
8.19K $5.32B
MOH
Molina Healthcare, Inc.

Healthcare
10.3K
New
$350.07 - $419.53 $3.61M - $4.33M
10.3K $4.24B
VRSN
Verisign Inc

Technology
21.9K
New
$187.1 - $206.35 $4.09M - $4.52M
21.9K $4.15B
JNJ
Johnson & Johnson

Healthcare
25.4K
+ 168.53%
$155.22 - $162.74 $3.94M - $4.13M
40.4K $6.39B
VO
Vanguard Mid Cap ETF

ETFs
14.9K
New
$225.86 - $249.86 $3.37M - $3.72M
14.9K $3.72B
VGT
Vanguard Information Technolog

ETFs
6.93K
New
$462.18 - $530.16 $3.2M - $3.67M
6.93K $3.63B
BKNG
Booking Holdings Inc.

Consumer Cyclical
962
New
$3408.14 - $3901.99 $3.28M - $3.75M
962 $3.49B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
33.3K
New
$100.29 - $100.71 $3.34M - $3.36M
33.3K $3.36B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
27.6K
+ 10.37%
$57.2 - $64.68 $1.58M - $1.78M
294K $18.9B
AVGO
Broadcom Inc.

Technology
2.06K
+ 104.35%
$1049.01 - $1407.01 $2.16M - $2.9M
4.04K $5.35B
VCIT
Vanguard Intermediate Term Cor

ETFs
37.8K
New
$79.39 - $81.28 $3M - $3.07M
37.8K $3.04B
DHI
Horton D R Inc

Consumer Cyclical
18.4K
New
$139.21 - $164.55 $2.55M - $3.02M
18.4K $3.02B
MDLZ
Mondelez International, Inc.

Consumer Defensive
42.2K
+ 293.56%
$70.0 - $76.87 $2.96M - $3.25M
56.6K $3.96B
PG
Procter & Gamble CO

Consumer Defensive
15.7K
+ 120.33%
$147.42 - $162.61 $2.31M - $2.55M
28.7K $4.66B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
44.7K
New
$56.98 - $284.98 $2.55M - $12.7M
44.7K $2.72B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.1K
+ 762.91%
$925.4 - $1167.53 $1.94M - $2.45M
2.37K $2.68B
MUB
Ishares National Muni Bond ETF

ETFs
22.1K
New
$107.41 - $108.76 $2.38M - $2.41M
22.1K $2.38B
VLO
Valero Energy Corp

Energy
12.8K
New
$124.77 - $170.98 $1.59M - $2.18M
12.8K $2.18B
KEYS
Keysight Technologies, Inc.

Technology
13.5K
+ 846.29%
$144.04 - $161.52 $1.94M - $2.18M
15.1K $2.36B
CVX
Chevron Corp

Energy
12.8K
+ 165.25%
$141.82 - $157.74 $1.81M - $2.01M
20.5K $3.23B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
40.5K
New
$50.36 - $51.06 $2.04M - $2.07M
40.5K $2.05B
HD
Home Depot, Inc.

Consumer Cyclical
4.86K
+ 99.06%
$338.26 - $395.2 $1.65M - $1.92M
9.77K $3.75B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.02K
+ 9.76%
$467.28 - $523.17 $942K - $1.05M
22.7K $11.8B
VTV
Vanguard Value ETF

ETFs
11.9K
New
$147.46 - $162.86 $1.75M - $1.93M
11.9K $1.93B
GS
Goldman Sachs Group Inc

Financial Services
4.52K
New
$376.91 - $417.69 $1.71M - $1.89M
4.52K $1.89B
IEF
Ishares Barclays

ETFs
17.6K
New
$93.54 - $96.82 $1.65M - $1.7M
17.6K $1.66B
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.69K
New
$153.84 - $169.37 $1.49M - $1.64M
9.69K $1.64B
VB
Vanguard Small Cap ETF

ETFs
6.9K
New
$204.0 - $228.59 $1.41M - $1.58M
6.9K $1.58B
Activity Summary
Buys All Purchases 212 New Holdings 124 Increased Positions 88 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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