Steward Partners Investment Advisory, LLC Purchases in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
29K
+ 1.35%
$221.69 - $259.02 $6.43M - $7.52M
2.17M $544M
AVGO
Broadcom Inc.

Technology
33.6K
+ 5.85%
$159.67 - $250.0 $5.37M - $8.4M
608K $141M
AMZN
Amazon Com Inc

Consumer Cyclical
6.12K
+ 0.52%
$180.88 - $232.93 $1.11M - $1.42M
1.18M $259M
NVDA
Nvidia Corp

Technology
34.9K
+ 1.48%
$117.0 - $148.88 $4.08M - $5.19M
2.39M $321M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
43.4K
+ 10.42%
$521.84 - $558.82 $22.6M - $24.3M
460K $248M
GOOGL
Alphabet Inc.

Communication Services
20K
+ 2.0%
$161.86 - $196.66 $3.24M - $3.94M
1.02M $193M
JPM
Jpmorgan Chase & CO

Financial Services
20.1K
+ 3.26%
$205.18 - $250.29 $4.12M - $5.03M
637K $153M
TSLA
Tesla, Inc.

Consumer Cyclical
9.84K
+ 10.25%
$213.65 - $479.86 $2.1M - $4.72M
106K $42.7M
IVV
Ishares Core S&P 500 ETF

ETFs
22.6K
+ 6.61%
$570.51 - $610.59 $12.9M - $13.8M
365K $215M
MRVL
Marvell Technology, Inc.

Technology
27.1K
+ 8.23%
$70.31 - $124.78 $1.91M - $3.39M
357K $39.4M
WMT
Walmart Inc.

Consumer Defensive
26.4K
+ 2.65%
$79.1 - $95.7 $2.09M - $2.53M
1.02M $92.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
15.5K
+ 7.07%
$567.81 - $607.81 $8.83M - $9.45M
235K $138M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
179K
+ 364.14%
$55.73 - $66.16 $10M - $11.9M
229K $13.8M
GOOG
Alphabet Inc.

Communication Services
4.43K
+ 1.1%
$163.08 - $198.16 $723K - $878K
409K $77.9M
PLTR
Palantir Technologies Inc.

Technology
65.3K
+ 47.6%
$36.46 - $82.38 $2.38M - $5.38M
202K $15.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
23.7K
+ 50.27%
$417.69 - $450.94 $9.91M - $10.7M
70.9K $30.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
97.3K
+ 82.17%
$100.16 - $100.7 $9.74M - $9.79M
216K $21.6M
C
Citigroup Inc

Financial Services
120K
+ 136.55%
$61.31 - $72.5 $7.35M - $8.7M
208K $14.6M
TFC
Truist Financial Corp

Financial Services
208K
+ 395.28%
$41.51 - $48.1 $8.63M - $10M
261K $11.3M
CRM
Salesforce, Inc.

Technology
4.02K
+ 3.31%
$270.87 - $367.87 $1.09M - $1.48M
126K $42M
IWF
Ishares Russell 1000 Gr ETF

ETFs
7.65K
+ 3.63%
$370.24 - $418.94 $2.83M - $3.2M
218K $87.6M
IWM
Ishares Russell 2000 ETF

ETFs
37.5K
+ 27.68%
$216.13 - $242.4 $8.1M - $9.09M
173K $38.2M
O
Realty Income Corp

Real Estate
162K
+ 314.66%
$51.76 - $64.71 $8.38M - $10.5M
213K $11.4M
META
Meta Platforms, Inc.

Communication Services
9.09K
+ 5.83%
$554.08 - $632.68 $5.04M - $5.75M
165K $97.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.75K
+ 0.63%
$481.22 - $538.17 $842K - $941K
279K $143M
MELI
Mercadolibre Inc

Consumer Cyclical
9.33K
+ 38.07%
$1666.0 - $2117.3 $15.5M - $19.8M
33.8K $57.5M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
269K
+ 607.35%
$25.3 - $26.31 $6.8M - $7.08M
313K $8.01M
NFLX
Netflix Inc

Communication Services
310
+ 0.93%
$687.65 - $936.56 $213K - $290K
33.8K $30.1M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
74.1K
+ 45.0%
$70.54 - $79.61 $5.23M - $5.9M
239K $18.2M
ARCC
Ares Capital Corp

Financial Services
270K
+ 64.73%
$20.74 - $22.27 $5.59M - $6.01M
686K $15M
JCPB
J P Morgan Exchange Traded Fd

ETFs
135K
+ 23781.51%
$46.07 - $48.17 $6.22M - $6.51M
136K $6.25M
VUG
Vanguard Growth ETF

ETFs
1.26K
+ 0.6%
$378.79 - $428.11 $476K - $538K
212K $86.9M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
175K
+ 19.35%
$35.45 - $40.33 $6.21M - $7.07M
1.08M $38.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
21.3K
+ 17.72%
$198.04 - $221.51 $4.23M - $4.73M
142K $29.8M
DRI
Darden Restaurants Inc

Consumer Cyclical
5.09K
+ 2.46%
$155.96 - $188.66 $794K - $960K
212K $39.6M
IBM
International Business Machines Corp

Technology
25.5K
+ 25.14%
$204.9 - $238.04 $5.22M - $6.06M
127K $27.9M
T
At&T Inc.

Communication Services
193K
+ 19.94%
$21.22 - $23.88 $4.1M - $4.62M
1.16M $26.5M
APO
Apollo Global Management, Inc.

Financial Services
18.9K
+ 40.42%
$131.36 - $178.61 $2.49M - $3.38M
65.8K $10.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
16.8K
+ 46.83%
$278.19 - $315.36 $4.68M - $5.31M
52.8K $15.2M
XLK
Technology Sector Spdr

ETFs
16.9K
+ 11.48%
$220.26 - $241.44 $3.72M - $4.08M
164K $38.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
68.9K
+ 238.51%
$66.77 - $71.52 $4.6M - $4.93M
97.8K $6.74M
NOW
Service Now, Inc.

Technology
617
+ 2.48%
$867.18 - $1148.42 $535K - $709K
25.5K $27M
CRDO
Credo Technology Group Holding LTD

Technology
64.5K
New
$30.16 - $77.25 $1.94M - $4.98M
64.5K $4.35M
CRWD
Crowd Strike Holdings, Inc.

Technology
7.4K
+ 31.42%
$275.15 - $388.2 $2.04M - $2.87M
30.9K $10.6M
COP
Conocophillips

Energy
43.9K
+ 59.08%
$95.12 - $114.72 $4.18M - $5.04M
118K $11.7M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
45.8K
New
$79.95 - $89.42 $3.66M - $4.1M
45.8K $3.83M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
61K
+ 3.97%
$61.68 - $67.87 $3.76M - $4.14M
1.6M $99.4M
MSI
Motorola Solutions, Inc.

Technology
6.05K
+ 8.22%
$449.08 - $504.6 $2.72M - $3.05M
79.7K $36.8M
CSCO
Cisco Systems, Inc.

Technology
17.1K
+ 3.78%
$52.45 - $60.02 $895K - $1.02M
468K $27.7M
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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