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
UFPI
Ufp Industries Inc

Basic Materials
8
+ 0.42%
$112.19 - $139.02 $898 - $1.11K
1.9K $213K
VGLT
Vanguard Long Term Treasury Et

ETFs
6.19K
+ 10.17%
$55.1 - $61.74 $341K - $382K
67K $3.71M
COPX
Global X Copper Miners ETF

ETFs
250
+ 5.01%
$38.17 - $48.57 $9.54K - $12.1K
5.24K $200K
JPMB
J P Morgan Usd Emerging Market

ETFs
136
+ 0.84%
$38.04 - $40.49 $5.17K - $5.51K
16.4K $622K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
60
+ 0.21%
$43.6 - $47.2 $2.62K - $2.83K
28.4K $1.24M
ACWI
Ishares Msci Acwi ETF

ETFs
36
+ 0.18%
$117.05 - $123.03 $4.21K - $4.43K
20.1K $2.37M
VICI
Vici Properties Inc.

Real Estate
2.6K
+ 9.35%
$28.27 - $33.19 $73.6K - $86.4K
30.5K $889K
DELL
Dell Technologies Inc.

Technology
210
+ 1.1%
$111.96 - $144.21 $23.5K - $30.3K
19.4K $2.23M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
477
+ 0.74%
$11.39 - $12.41 $5.43K - $5.92K
64.7K $754K
WPC
W. P. Carey Inc.

Real Estate
979
+ 8.24%
$53.44 - $61.33 $52.3K - $60K
12.9K $700K
SCHO
Schwab Short Term Us Treasury

ETFs
3.11K
+ 66.61%
$24.06 - $48.88 $74.8K - $152K
7.77K $187K
TECK
Teck Resources LTD

Basic Materials
297
+ 6.53%
$39.99 - $52.38 $11.9K - $15.6K
4.84K $196K
EWJ
Ishares Msci Japan ETF

ETFs
1.07K
+ 4.14%
$66.18 - $71.84 $70.9K - $76.9K
27K $1.81M
MUR
Murphy Oil Corp

Energy
9
+ 0.07%
$28.14 - $36.09 $253 - $325
13.4K $404K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
6.78K
+ 7.67%
$12.61 - $15.33 $85.5K - $104K
95.2K $1.22M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
5.01K
+ 2.0%
$8.1 - $9.04 $40.6K - $45.3K
256K $2.12M
FLCH
Franklin Templeton ETF Tr

ETFs
844
+ 2.16%
$18.27 - $23.64 $15.4K - $20K
39.9K $733K
IFN
India Fund Inc

Financial Services
2.47K
+ 8.7%
$15.71 - $18.91 $38.9K - $46.8K
30.9K $487K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.67K
+ 1.46%
$32.65 - $33.68 $54.4K - $56.1K
116K $3.79M
AMN
Amn Healthcare Services Inc

Healthcare
46
+ 1.48%
$22.94 - $42.42 $1.06K - $1.95K
3.16K $75K
BRO
Brown & Brown, Inc.

Financial Services
26
+ 0.07%
$100.93 - $113.42 $2.62K - $2.95K
37.9K $3.86M
CAL
Caleres Inc

Consumer Cyclical
32
+ 0.55%
$22.45 - $33.92 $718 - $1.09K
5.9K $136K
PBA
Pembina Pipeline Corp

Energy
1.37K
+ 5.46%
$35.89 - $43.35 $49.3K - $59.6K
26.6K $981K
DFAX
Dimensional ETF Tr
1.46K
+ 3.31%
$24.76 - $27.04 $36.2K - $39.5K
45.5K $1.13M
BLDR
Builders First Source, Inc.

Industrials
41
+ 3.17%
$142.93 - $198.25 $5.86K - $8.13K
1.33K $190K
ALGN
Align Technology Inc

Healthcare
13
+ 0.95%
$205.03 - $245.32 $2.67K - $3.19K
1.39K $288K
XYL
Xylem Inc.

Industrials
2.3K
+ 13.2%
$116.02 - $137.45 $267K - $316K
19.7K $2.29M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
9
+ 0.33%
$165.45 - $196.93 $1.49K - $1.77K
2.76K $457K
RNR
Renaissancere Holdings LTD

Financial Services
299
+ 4.87%
$241.97 - $287.47 $72.3K - $86K
6.44K $1.6M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
1.37K
+ 3.55%
$17.37 - $20.25 $23.8K - $27.7K
39.9K $708K
MTD
Mettler Toledo International Inc

Healthcare
9
+ 3.03%
$1160.67 - $1498.12 $10.4K - $13.5K
306 $374K
EWL
Ishares Inc Msci Switzerlnd

ETFs
1.22K
+ 5.83%
$45.73 - $51.84 $55.7K - $63.2K
22.1K $1.02M
VALE
Vale S.A.

Basic Materials
100
+ 0.39%
$8.74 - $11.78 $874 - $1.18K
25.9K $229K
ECL
Ecolab Inc.

Basic Materials
1.27K
+ 7.16%
$234.32 - $261.43 $298K - $332K
19K $4.45M
WTRG
Essential Utilities, Inc.

Utilities
356
+ 0.93%
$36.18 - $40.55 $12.9K - $14.4K
38.7K $1.4M
HII
Huntington Ingalls Industries, Inc.

Industrials
22
+ 2.13%
$184.96 - $264.65 $4.07K - $5.82K
1.05K $199K
IHF
Ishares Tr

ETFs
378
+ 3.79%
$47.41 - $56.83 $17.9K - $21.5K
10.4K $496K
ABR
Arbor Realty Trust Inc

Real Estate
1.41K
+ 2.54%
$13.66 - $15.64 $19.3K - $22.1K
57K $789K
IYM
Ishares Tr

ETFs
420
+ 6.47%
$129.15 - $153.25 $54.2K - $64.4K
6.91K $897K
DEO
Diageo PLC

Consumer Defensive
2.27K
+ 8.18%
$118.0 - $139.88 $268K - $318K
30.1K $3.82M
HPQ
Hp Inc

Technology
354
+ 1.27%
$32.46 - $39.3 $11.5K - $13.9K
28.3K $922K
LAMR
Lamar Advertising CO

Real Estate
215
+ 2.42%
$121.37 - $138.11 $26.1K - $29.7K
9.1K $1.11M
ITW
Illinois Tool Works Inc

Industrials
616
+ 2.21%
$253.56 - $278.5 $156K - $172K
28.5K $7.22M
ROP
Roper Technologies Inc

Industrials
37
+ 1.29%
$519.85 - $575.95 $19.2K - $21.3K
2.91K $1.51M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
1.14K
+ 1.55%
$10.92 - $12.66 $12.4K - $14.4K
74.7K $825K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
795
+ 0.93%
$18.18 - $19.49 $14.5K - $15.5K
86K $1.57M
VAW
Vanguard Materials ETF

ETFs
329
+ 5.15%
$186.91 - $215.32 $61.5K - $70.8K
6.71K $1.26M
ADI
Analog Devices Inc

Technology
6.68K
+ 7.81%
$206.35 - $236.48 $1.38M - $1.58M
92.1K $19.6M
WM
Waste Management Inc

Industrials
514
+ 1.52%
$201.79 - $228.46 $104K - $117K
34.4K $6.94M
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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