Steward Partners Investment Advisory, LLC Purchases in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
16.4K
+ 12.27%
$215.56 - $246.98 $3.54M - $4.05M
150K $36.5M
CAT
Caterpillar Inc

Industrials
5.3K
+ 5.49%
$316.8 - $391.12 $1.68M - $2.07M
102K $39.8M
MCD
Mcdonalds Corp

Consumer Cyclical
7.58K
+ 7.07%
$245.82 - $304.51 $1.86M - $2.31M
115K $34.9M
VO
Vanguard Mid Cap ETF

ETFs
17.7K
+ 13.97%
$237.84 - $263.83 $4.21M - $4.67M
145K $38.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
76.3K
+ 8.46%
$53.41 - $57.9 $4.07M - $4.42M
978K $56.6M
ARES
Ares Management Corp

Financial Services
41.3K
+ 338.58%
$133.73 - $158.05 $5.52M - $6.53M
53.5K $8.34M
SO
Southern CO

Utilities
62.2K
+ 72.75%
$77.0 - $90.52 $4.79M - $5.63M
148K $13.3M
VEA
Vanguard Ftse Developed Market

ETFs
72.8K
+ 9.44%
$47.6 - $53.31 $3.47M - $3.88M
845K $44.6M
GIS
General Mills Inc

Consumer Defensive
4.27K
+ 0.74%
$62.5 - $75.15 $267K - $321K
579K $42.8M
XLG
Invesco Exchange Traded Fd Tr

ETFs
132K
+ 822.3%
$42.54 - $47.97 $5.62M - $6.34M
148K $7.04M
GE
General Electric CO

Industrials
20.7K
+ 25.75%
$156.66 - $189.66 $3.25M - $3.93M
101K $19.1M
IBM
International Business Machines Corp

Technology
8.01K
+ 8.59%
$175.1 - $223.38 $1.4M - $1.79M
101K $22.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
22K
+ 14.34%
$162.83 - $179.16 $3.59M - $3.94M
176K $31.5M
VRT
Vertiv Holdings CO

Industrials
69.6K
+ 1868.86%
$86.66 - $86.66 $6.03M - $6.03M
73.3K $6.35M
ICE
Intercontinental Exchange, Inc.

Financial Services
21.7K
+ 20.68%
$136.93 - $162.81 $2.97M - $3.53M
126K $20.3M
VTI
Vanguard Total Stock Market Et

ETFs
12.7K
+ 8.42%
$255.18 - $283.2 $3.25M - $3.6M
164K $46.4M
EFV
Msci Eafe Value ETF

ETFs
93.4K
+ 78.11%
$51.72 - $57.96 $4.83M - $5.41M
213K $12.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
52.6K
+ 69.57%
$89.91 - $101.33 $4.73M - $5.33M
128K $12.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.19K
+ 51.42%
$3305.62 - $4268.05 $3.94M - $5.09M
3.51K $14.8M
PG
Procter & Gamble CO

Consumer Defensive
19.5K
+ 7.43%
$160.76 - $177.82 $3.13M - $3.47M
282K $48.8M
MA
Mastercard Inc

Financial Services
3.98K
+ 5.96%
$429.6 - $500.99 $1.71M - $1.99M
70.7K $34.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.8K
+ 1.81%
$77.02 - $85.06 $913K - $1.01M
666K $56.3M
CB
Chubb LTD

Financial Services
5.18K
+ 4.39%
$252.51 - $292.2 $1.31M - $1.51M
123K $35.5M
KO
Coca Cola CO

Consumer Defensive
30.1K
+ 7.88%
$62.69 - $73.01 $1.89M - $2.2M
413K $29.7M
NOW
Service Now, Inc.

Technology
3.11K
+ 14.28%
$730.87 - $937.36 $2.27M - $2.91M
24.9K $22.2M
VZ
Verizon Communications Inc

Communication Services
57.1K
+ 8.45%
$38.89 - $45.0 $2.22M - $2.57M
733K $32.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
50.7K
+ 7.18%
$54.98 - $59.51 $2.79M - $3.02M
757K $45M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.8K
+ 4.8%
$162.64 - $179.3 $2.25M - $2.48M
302K $54.1M
BSEP
Innovator U.S. Equity Buffer E

ETFs
113K
+ 2217.4%
$39.49 - $42.12 $4.48M - $4.78M
119K $4.99M
MSI
Motorola Solutions, Inc.

Technology
242
+ 0.33%
$385.65 - $450.49 $93.3K - $109K
73.7K $33.1M
DHI
Horton D R Inc

Consumer Cyclical
21.3K
+ 167.79%
$135.21 - $197.06 $2.87M - $4.19M
33.9K $6.47M
LOW
Lowes Companies Inc

Consumer Cyclical
4.31K
+ 6.24%
$213.3 - $270.78 $918K - $1.17M
73.3K $19.9M
PEG
Public Service Enterprise Group Inc

Utilities
42.1K
+ 75.36%
$73.58 - $89.21 $3.1M - $3.75M
97.9K $8.73M
IAU
Ishares Gold Trust

ETFs
64.6K
+ 26.66%
$44.06 - $50.5 $2.84M - $3.26M
307K $15.2M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
69.5K
+ 23.64%
$43.97 - $48.45 $3.05M - $3.37M
363K $17.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.82K
+ 1.56%
$173.36 - $189.8 $662K - $725K
248K $47.1M
AMGN
Amgen Inc

Healthcare
11.6K
+ 15.73%
$309.38 - $337.38 $3.58M - $3.9M
85.1K $27.4M
FISV
Fiserv Inc

Technology
35.2K
+ 41.89%
N/A
119K $14.9M
TT
Trane Technologies PLC

Industrials
2.87K
+ 5.31%
$314.21 - $388.71 $902K - $1.12M
56.9K $22.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
68.9K
+ 200.6%
$57.8 - $60.8 $3.98M - $4.19M
103K $6.24M
XOM
Exxon Mobil Corp

Energy
23.8K
+ 3.63%
$109.72 - $119.0 $2.61M - $2.83M
679K $79.6M
VB
Vanguard Small Cap ETF

ETFs
13.2K
+ 24.46%
$214.77 - $237.72 $2.83M - $3.14M
67.1K $15.9M
UNP
Union Pacific Corp

Industrials
6.63K
+ 5.51%
$221.78 - $256.09 $1.47M - $1.7M
127K $31.2M
T
At&T Inc.

Communication Services
62K
+ 6.83%
$18.21 - $22.28 $1.13M - $1.38M
970K $21.3M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
51K
+ 219.21%
$66.56 - $75.11 $3.39M - $3.83M
74.2K $5.54M
TPR
Tapestry, Inc.

Consumer Cyclical
82.4K
+ 422.15%
$36.29 - $47.94 $2.99M - $3.95M
102K $4.79M
CGGR
Capital Group Growth ETF Shs C

ETFs
101K
+ 59.06%
$30.71 - $34.79 $3.1M - $3.51M
272K $9.45M
DUK
Duke Energy Corp

Utilities
25.2K
+ 40.65%
$99.35 - $117.71 $2.5M - $2.96M
87.1K $10M
VGT
Vanguard Information Technolog

ETFs
5.64K
+ 11.88%
$514.43 - $606.85 $2.9M - $3.42M
53.1K $31.1M
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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