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
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.14K
+ 0.23%
$17.65 - $18.18 $37.8K - $38.9K
931K $16.5M
AWK
American Water Works Company, Inc.

Utilities
500
+ 2.6%
$123.83 - $146.07 $61.9K - $73K
19.7K $2.46M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6.49K
+ 15.22%
$82.28 - $117.52 $534K - $763K
49.1K $4.17M
STZ
Constellation Brands, Inc.

Consumer Defensive
821
+ 5.52%
$219.66 - $257.62 $180K - $212K
15.7K $3.47M
FCX
Freeport Mcmoran Inc

Basic Materials
5.78K
+ 11.49%
$38.08 - $50.82 $220K - $294K
56.1K $2.13M
MCD
Mcdonalds Corp

Consumer Cyclical
4.44K
+ 3.87%
$288.47 - $316.54 $1.28M - $1.41M
119K $34.5M
PLD
Prologis, Inc.

Real Estate
1.72K
+ 6.19%
$101.4 - $126.96 $175K - $219K
29.6K $3.13M
VNQ
Vanguard Specialized Funds Van

ETFs
6.56K
+ 5.59%
$87.85 - $98.6 $576K - $646K
124K $11M
UPS
United Parcel Service Inc

Industrials
2.32K
+ 3.4%
$122.65 - $138.35 $284K - $320K
70.4K $8.88M
MDT
Medtronic PLC

Healthcare
21.2K
+ 10.25%
$79.61 - $92.24 $1.69M - $1.96M
229K $18.3M
ASML
Asml Holding Nv

Technology
1.05K
+ 12.89%
$658.43 - $872.27 $694K - $919K
9.23K $6.4M
IHDG
Wisdomtree Tr

ETFs
6.4K
+ 2.05%
$43.38 - $46.0 $278K - $295K
319K $13.9M
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.35K
+ 1.33%
$48.87 - $53.53 $66.1K - $72.4K
103K $5.05M
UBER
Uber Technologies, Inc

Technology
18.7K
+ 17.65%
$59.93 - $86.34 $1.12M - $1.62M
125K $7.53M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
837
+ 1.3%
$79.93 - $88.06 $66.9K - $73.7K
65.4K $5.23M
CTRE
Care Trust Reit, Inc.

Real Estate
6.65K
+ 3.81%
$26.8 - $32.79 $178K - $218K
181K $4.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.49K
+ 1.41%
$183.23 - $199.79 $640K - $697K
252K $46.6M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
685
+ 0.86%
$54.2 - $60.92 $37.1K - $41.7K
80.5K $4.36M
CSL
Carlisle Companies Inc

Industrials
132
+ 1.82%
$368.67 - $480.91 $48.7K - $63.5K
7.4K $2.73M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
981
+ 26.91%
$701.85 - $1046.91 $689K - $1.03M
4.63K $3.3M
AMT
American Tower Corp

Real Estate
4.35K
+ 15.97%
$179.4 - $232.01 $779K - $1.01M
31.6K $5.79M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
7.77K
+ 1.41%
$19.47 - $20.95 $151K - $163K
558K $10.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.44K
+ 5.79%
$33.77 - $44.09 $285K - $372K
154K $5.22M
MSFT
Microsoft Corp

Technology
14.6K
+ 1.89%
$406.35 - $454.46 $5.92M - $6.62M
784K $331M
QCOM
Qualcomm Inc

Technology
5.23K
+ 6.17%
$150.4 - $178.04 $786K - $930K
90K $13.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
99.7K
+ 87.0%
$25.74 - $53.78 $2.57M - $5.36M
214K $5.54M
LLY
Eli Lilly & CO

Healthcare
8.59K
+ 13.5%
$727.2 - $932.06 $6.25M - $8.01M
72.2K $55.8M
SBUX
Starbucks Corp

Consumer Cyclical
1.76K
+ 1.35%
$87.44 - $102.5 $154K - $181K
133K $12.1M
CCI
Crown Castle International Corp

Real Estate
2.37K
+ 7.27%
$89.78 - $119.11 $212K - $282K
34.9K $3.17M
TSCO
Tractor Supply CO

Consumer Cyclical
113K
+ 401.12%
$52.59 - $303.74 $5.94M - $34.3M
141K $7.49M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
2.22K
+ 0.9%
$18.42 - $22.58 $40.9K - $50.2K
248K $4.68M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
204
+ 0.15%
$58.88 - $64.8 $12K - $13.2K
132K $7.77M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.73K
+ 1.65%
$50.06 - $55.0 $187K - $205K
230K $11.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.8K
+ 5.06%
$75.1 - $82.99 $810K - $895K
224K $16.9M
TDG
Trans Digm Group Inc

Industrials
251
+ 3.31%
$1239.0 - $1442.53 $311K - $362K
7.84K $9.93M
TT
Trane Technologies PLC

Industrials
466
+ 0.82%
$369.35 - $419.14 $172K - $195K
57.4K $21.2M
LHX
L3 Harris Technologies, Inc.

Industrials
3.54K
+ 5.84%
$208.94 - $264.22 $740K - $936K
64.2K $13.5M
STE
Steris PLC

Healthcare
683
+ 2.34%
$204.34 - $235.7 $140K - $161K
29.9K $6.15M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
17.8K
+ 1.7%
$80.93 - $85.66 $1.44M - $1.53M
1.06M $86.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
748
+ 0.41%
$442.29 - $483.08 $331K - $361K
185K $83.9M
VKTX
Viking Therapeutics, Inc.

Healthcare
66.4K
+ 41.99%
$38.28 - $78.03 $2.54M - $5.18M
224K $9.03M
UNP
Union Pacific Corp

Industrials
5.73K
+ 4.51%
$223.15 - $249.32 $1.28M - $1.43M
133K $30.2M
MPWR
Monolithic Power Systems Inc

Technology
676
+ 15.73%
$560.06 - $942.58 $379K - $637K
4.97K $2.94M
AMAT
Applied Materials Inc

Technology
11.4K
+ 15.47%
$161.44 - $213.89 $1.84M - $2.43M
84.9K $13.8M
ABBV
Abb Vie Inc.

Healthcare
21.3K
+ 8.54%
$164.99 - $203.87 $3.51M - $4.33M
270K $48M
BBY
Best Buy CO Inc

Consumer Cyclical
7.04K
+ 6.67%
$85.2 - $101.35 $600K - $714K
113K $9.66M
CARR
Carrier Global Corp

Industrials
557
+ 0.5%
$66.69 - $82.65 $37.1K - $46K
111K $7.6M
NXPI
Nxp Semiconductors N.V.

Technology
1.5K
+ 2.77%
$207.27 - $255.58 $312K - $384K
55.8K $11.6M
DHR
Danaher Corp

Healthcare
595
+ 1.8%
$226.16 - $274.52 $135K - $163K
33.7K $7.74M
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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