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
NOC
Northrop Grumman Corp

Industrials
486
New
$434.55 - $481.08 $211K - $234K
486 $233M
Linde PLC New Shs Isin#Ie000 S9 Ys762
214
+ 8.67%
N/A
2.68K $1.25B
BXSL
Blackstone Secured Lending Fund

Financial Services
7.42K
New
$27.87 - $31.42 $207K - $233K
7.42K $231M
BMY
Bristol Myers Squibb CO

Healthcare
3.89K
+ 62.5%
$47.98 - $54.4 $186K - $211K
10.1K $548M
VFH
Vanguard Financial ETF

ETFs
2.21K
New
$90.62 - $102.39 $200K - $226K
2.21K $226M
FANG
Diamondback Energy, Inc.

Energy
1.14K
New
$149.62 - $198.17 $170K - $226K
1.14K $226M
NOW
Service Now, Inc.

Technology
296
New
$671.87 - $812.94 $199K - $241K
296 $226M
BAC
Bank Of America Corp

Financial Services
4.9K
+ 52.77%
$31.73 - $37.92 $155K - $186K
14.2K $538M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.37K
New
$133.42 - $168.18 $182K - $230K
1.37K $225M
ZTS
Zoetis Inc.

Healthcare
1.33K
New
$165.67 - $199.94 $220K - $266K
1.33K $225M
PXD
Pioneer Natural Resources CO

Energy
852
New
$216.49 - $262.5 $184K - $224K
852 $224M
HYD
Vaneck High Yield Muni ETF

ETFs
4.23K
New
$50.72 - $52.26 $214K - $221K
4.23K $221M
IWM
Ishares Russell 2000 ETF

ETFs
1.05K
New
$189.48 - $210.3 $199K - $221K
1.05K $221M
AZN
Astrazeneca PLC

Healthcare
3.25K
New
$61.03 - $69.57 $198K - $226K
3.25K $220M
ABT
Abbott Laboratories

Healthcare
1.49K
+ 10.62%
$109.52 - $120.96 $163K - $180K
15.5K $1.76B
HES
Hess Corp

Energy
1.4K
New
$137.11 - $152.64 $192K - $214K
1.4K $214M
BA
Boeing CO

Industrials
1.1K
New
$179.84 - $251.76 $198K - $278K
1.1K $213M
NEE
Nextera Energy Inc

Utilities
2.97K
+ 41.6%
$54.97 - $63.91 $163K - $190K
10.1K $647M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.47K
New
$54.61 - $61.05 $190K - $212K
3.47K $212M
CVS
Cvs Health Corp

Healthcare
2.65K
New
$71.99 - $81.42 $191K - $216K
2.65K $211M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.38K
New
$56.11 - $61.66 $189K - $208K
3.38K $208M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
491
New
$407.69 - $446.08 $200K - $219K
491 $205M
BCAT
Black Rock Capital Allocation Trust

ETFs
12.3K
New
$14.83 - $16.66 $183K - $205K
12.3K $205M
VAW
Vanguard Materials ETF

ETFs
989
New
$179.63 - $204.43 $178K - $202K
989 $202M
AEP
American Electric Power CO Inc

Utilities
2.34K
New
$75.94 - $86.1 $178K - $201K
2.34K $201M
ORCC
Owl Rock Capital Corp

Financial Services
12.2K
New
N/A
12.2K $188M
FV
First Trust Dorsey Wright Focu

ETFs
590
+ 2.84%
$49.64 - $57.23 $29.3K - $33.8K
21.4K $1.22B
WBD
Warner Bros. Discovery, Inc.

Communication Services
17.2K
New
$8.11 - $11.66 $139K - $200K
17.2K $150M
CRM
Salesforce, Inc.

Technology
19
+ 0.52%
$251.12 - $316.88 $4.77K - $6.02K
3.67K $1.1B
HON
Honeywell International Inc

Industrials
900
+ 8.92%
$193.01 - $209.0 $174K - $188K
11K $2.25B
CSCO
Cisco Systems, Inc.

Technology
3.08K
+ 5.5%
$48.06 - $52.33 $148K - $161K
59.1K $2.95B
BP
Bp PLC

Energy
703
+ 1.91%
$33.85 - $38.26 $23.8K - $26.9K
37.6K $1.42B
QCOM
Qualcomm Inc

Technology
166
+ 5.64%
$136.17 - $175.72 $22.6K - $29.2K
3.11K $526M
TMO
Thermo Fisher Scientific Inc.

Healthcare
37
+ 2.9%
$528.82 - $599.43 $19.6K - $22.2K
1.32K $764M
SLB
Schlumberger Limited

Energy
908
+ 9.18%
$47.08 - $54.9 $42.7K - $49.8K
10.8K $592M
ISRG
Intuitive Surgical Inc

Healthcare
56
+ 7.26%
$322.13 - $400.59 $18K - $22.4K
827 $330M
MCHP
Microchip Technology Inc

Technology
825
+ 6.85%
$80.58 - $93.34 $66.5K - $77K
12.9K $1.15B
FDN
First Tr Fd Dow Jones

ETFs
95
+ 3.75%
$179.04 - $206.29 $17K - $19.6K
2.63K $539M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
62
+ 0.75%
$122.28 - $131.24 $7.58K - $8.14K
8.32K $1.09B
DNA
Ginkgo Bioworks Holdings, Inc.

Healthcare
50K
New
$1.06 - $1.67 $53K - $83.5K
50K $58M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
35
+ 1.17%
$190.17 - $207.9 $6.66K - $7.28K
3.03K $625M
PBA
Pembina Pipeline Corp

Energy
1.27K
+ 10.78%
$33.2 - $35.93 $42.1K - $45.6K
13K $461M
DOW
Dow Inc.

Basic Materials
647
+ 11.49%
$52.47 - $58.17 $33.9K - $37.6K
6.28K $364M
EPD
Enterprise Products Partners L.P.

Energy
421
+ 3.0%
$26.23 - $29.18 $11K - $12.3K
14.5K $422M
IAU
Ishares Gold Trust

ETFs
208
+ 1.65%
$37.66 - $42.01 $7.83K - $8.74K
12.8K $539M
IVV
Ishares Core S&P 500 ETF

ETFs
54
+ 15.61%
$469.56 - $525.73 $25.4K - $28.4K
400 $210M
UPS
United Parcel Service Inc

Industrials
472
+ 15.66%
$139.08 - $161.22 $65.6K - $76.1K
3.49K $518M
ARCC
Ares Capital Corp

Financial Services
14
+ 0.03%
$19.94 - $20.82 $279 - $291
55.5K $1.16B
MTB
M&T Bank Corp

Financial Services
65
+ 1.63%
$130.47 - $145.85 $8.48K - $9.48K
4.06K $590M
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