Steward Partners Investment Solutions, LLC Incresed Positions 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
AMZN
Amazon Com Inc

Consumer Cyclical
49.2K
+ 159.85%
$144.57 - $180.38 $7.12M - $8.88M
80K $14.4B
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
AMD
Advanced Micro Devices Inc

Technology
31.4K
+ 827.88%
$135.32 - $211.38 $4.25M - $6.65M
35.2K $6.36B
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
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
JNJ
Johnson & Johnson

Healthcare
25.4K
+ 168.53%
$155.22 - $162.74 $3.94M - $4.13M
40.4K $6.39B
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
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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.1K
+ 762.91%
$925.4 - $1167.53 $1.94M - $2.45M
2.37K $2.68B
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
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
GOOGL
Alphabet Inc.

Communication Services
8.6K
+ 54.94%
$131.4 - $153.51 $1.13M - $1.32M
24.2K $3.66B
KO
Coca Cola CO

Consumer Defensive
22.2K
+ 73.28%
$58.91 - $61.24 $1.31M - $1.36M
52.5K $3.21B
LOW
Lowes Companies Inc

Consumer Cyclical
4.79K
+ 101.06%
$210.55 - $261.0 $1.01M - $1.25M
9.52K $2.43B
LLY
Eli Lilly & CO

Healthcare
865
+ 31.75%
$592.2 - $792.28 $512K - $685K
3.59K $2.79B
MA
Mastercard Inc

Financial Services
1.84K
+ 71.95%
$418.77 - $488.64 $770K - $899K
4.4K $2.12B
META
Meta Platforms, Inc.

Communication Services
1.39K
+ 59.04%
$344.47 - $512.19 $477K - $709K
3.73K $1.81B
PFE
Pfizer Inc

Healthcare
34.2K
+ 127.47%
$25.89 - $29.73 $886K - $1.02M
61.1K $1.7B
ABBV
Abb Vie Inc.

Healthcare
1.88K
+ 10.61%
$159.82 - $182.1 $301K - $343K
19.6K $3.57B
VTI
Vanguard Total Stock Market Et

ETFs
2.22K
+ 28.73%
$232.77 - $260.14 $516K - $576K
9.93K $2.58B
AMGN
Amgen Inc

Healthcare
2.65K
+ 66.73%
$268.87 - $324.56 $712K - $859K
6.61K $1.88B
COST
Costco Wholesale Corp

Consumer Defensive
551
+ 15.5%
$644.69 - $785.59 $355K - $433K
4.11K $3.01B
TSLA
Tesla, Inc.

Consumer Cyclical
5.15K
+ 117.99%
$162.5 - $248.42 $837K - $1.28M
9.51K $1.67B
MRK
Merck & Co., Inc.

Healthcare
802
+ 3.93%
$113.24 - $131.95 $90.8K - $106K
21.2K $2.8B
DIS
Walt Disney CO

Communication Services
3.41K
+ 85.46%
$89.29 - $122.36 $304K - $417K
7.4K $905M
WMT
Walmart Inc.

Consumer Defensive
31.5K
+ 212.89%
$58.61 - $175.86 $1.84M - $5.53M
46.3K $2.78B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
59
+ 1.24%
$138.52 - $224.86 $8.17K - $13.3K
4.82K $1.08B
XLK
Technology Sector Spdr

ETFs
1.52K
+ 37.94%
$184.12 - $211.02 $279K - $320K
5.51K $1.15B
XOM
Exxon Mobil Corp

Energy
722
+ 4.88%
$96.8 - $116.24 $69.9K - $83.9K
15.5K $1.81B
PEP
Pepsico Inc

Consumer Defensive
1.7K
+ 55.22%
$162.04 - $175.01 $275K - $297K
4.77K $835M
SO
Southern CO

Utilities
3.09K
+ 6.41%
$66.25 - $72.24 $205K - $223K
51.3K $3.68B
EMR
Emerson Electric CO

Industrials
165
+ 1.06%
$91.73 - $113.45 $15.1K - $18.7K
15.7K $1.78B
RDVY
First Trust Rising Dividend Ac

ETFs
1.55K
+ 4.21%
$50.05 - $56.17 $77.6K - $87.1K
38.4K $2.16B
CB
Chubb LTD

Financial Services
305
+ 6.08%
$225.25 - $260.21 $68.7K - $79.4K
5.32K $1.38B
NKE
Nike, Inc.

Consumer Cyclical
3.66K
+ 50.24%
$92.58 - $107.18 $339K - $392K
10.9K $1.03B
DUK
Duke Energy Corp

Utilities
2.49K
+ 24.04%
$90.65 - $99.39 $225K - $247K
12.8K $1.24B
Linde PLC New Shs Isin#Ie000 S9 Ys762
214
+ 8.67%
N/A
2.68K $1.25B
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
Track This Portfolio

Track Steward Partners Investment Solutions, LLC Portfolio

Follow Steward Partners Investment Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email