Steward Partners Investment Advisory, LLC Incresed Positions in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
47
+ 0.04%
$119.52 - $132.25 $5.62K - $6.22K
112K $14.8M
VDC
Vanguard Consumer Staples ETF

ETFs
4.45K
+ 21.59%
$201.77 - $221.32 $897K - $984K
25K $5.47M
SYK
Stryker Corp

Healthcare
2.52K
+ 14.03%
$315.94 - $371.96 $796K - $937K
20.5K $7.4M
DVY
Ishares Tr

ETFs
375
+ 0.44%
$119.99 - $135.74 $45K - $50.9K
85.9K $11.6M
TDG
Trans Digm Group Inc

Industrials
92
+ 1.23%
$1202.03 - $1427.41 $111K - $131K
7.59K $10.8M
PGR
Progressive Corp

Financial Services
2.64K
+ 21.12%
$209.46 - $259.24 $553K - $685K
15.1K $3.84M
DE
Deere & CO

Industrials
370
+ 1.5%
$344.84 - $418.0 $128K - $155K
25K $10.5M
LLY
Eli Lilly & CO

Healthcare
2.72K
+ 4.47%
$772.14 - $960.02 $2.1M - $2.61M
63.6K $56.4M
BK
Bank Of New York Mellon Corp

Financial Services
2.38K
+ 2.7%
$59.54 - $72.17 $142K - $172K
90.6K $6.51M
MO
Altria Group, Inc.

Consumer Defensive
14.1K
+ 15.56%
$45.95 - $54.71 $647K - $771K
105K $5.34M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
26.4K
+ 6.17%
$49.7 - $56.11 $1.31M - $1.48M
454K $25M
O
Realty Income Corp

Real Estate
12.2K
+ 31.21%
$52.36 - $63.42 $641K - $776K
51.5K $3.26M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
545
+ 0.49%
$111.9 - $124.28 $61K - $67.7K
111K $13.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.37K
+ 9.96%
$210.25 - $231.86 $709K - $782K
37.2K $8.31M
PAYX
Paychex Inc

Industrials
4.91K
+ 15.28%
$116.17 - $135.19 $570K - $664K
37.1K $4.97M
AMT
American Tower Corp

Real Estate
610
+ 2.29%
$192.27 - $242.73 $117K - $148K
27.2K $6.33M
TXN
Texas Instruments Inc

Technology
5.89K
+ 11.39%
$194.6 - $194.6 $1.15M - $1.15M
57.6K $11.2M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
161
+ 0.08%
$71.86 - $78.56 $11.6K - $12.6K
194K $15.3M
PSX
Phillips 66

Energy
16.7K
+ 15.38%
$125.0 - $147.17 $2.09M - $2.46M
125K $16.5M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
22.9K
+ 74.4%
$43.99 - $46.63 $1.01M - $1.07M
53.7K $2.49M
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.28K
+ 1.59%
$37.33 - $40.63 $197K - $214K
338K $13.7M
EPD
Enterprise Products Partners L.P.

Energy
35.5K
+ 14.03%
$27.88 - $30.0 $991K - $1.07M
289K $8.41M
PVAL
Putnam ETF Tr Putnam Focused L
27.2K
+ 193.86%
$35.03 - $37.94 $952K - $1.03M
41.2K $1.56M
PHYS
Sprott Physical Gold Trust

Financial Services
16.5K
+ 5.36%
$18.12 - $20.72 $299K - $341K
324K $6.61M
IJK
Ishares S&P Midcap 400 Growth

ETFs
231
+ 0.09%
$84.81 - $93.54 $19.6K - $21.6K
269K $24.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.24K
+ 2.99%
$240.48 - $267.94 $298K - $332K
42.7K $11.4M
GFF
Griffon Corp

Industrials
9.97K
+ 17.68%
$55.61 - $74.71 $554K - $745K
66.3K $4.64M
CTRE
Care Trust Reit, Inc.

Real Estate
1.45K
+ 0.84%
$25.14 - $31.2 $36.4K - $45.1K
174K $5.38M
XLI
Industrial Sector Spdr

ETFs
3.3K
+ 7.65%
$120.56 - $135.44 $398K - $447K
46.5K $6.29M
FTNT
Fortinet, Inc.

Technology
1K
+ 1.81%
$55.39 - $77.55 $55.5K - $77.7K
56.2K $4.36M
NOC
Northrop Grumman Corp

Industrials
151
+ 1.47%
$423.73 - $533.14 $64K - $80.5K
10.5K $5.52M
FTCS
First Trust Capital Strength E

ETFs
4.32K
+ 4.62%
$83.58 - $90.94 $361K - $392K
97.8K $8.88M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
15.8K
+ 9.21%
$37.39 - $41.59 $591K - $658K
188K $7.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.02K
+ 81.06%
$283.28 - $314.39 $855K - $949K
6.74K $2.12M
XLC
Select Sector Spdr Tr Communic

ETFs
6.58K
+ 7.47%
$82.16 - $90.4 $541K - $595K
94.6K $8.55M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
10K
+ 80.29%
$100.09 - $100.69 $1M - $1.01M
22.5K $2.26M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
859
+ 2.45%
$256.4 - $289.78 $220K - $249K
35.9K $10.2M
CWB
Spdr Bloomberg Convertible Sec

ETFs
7.89K
+ 9.14%
$71.19 - $76.59 $562K - $605K
94.3K $7.22M
ARCC
Ares Capital Corp

Financial Services
45.6K
+ 12.29%
$19.8 - $21.28 $903K - $970K
417K $8.72M
URI
United Rentals, Inc.

Industrials
45
+ 0.77%
$627.41 - $814.1 $28.2K - $36.6K
5.9K $4.77M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
6.59K
+ 93.18%
$97.96 - $124.99 $646K - $824K
13.7K $1.7M
GILD
Gilead Sciences, Inc.

Healthcare
5.29K
+ 14.93%
$66.59 - $83.99 $352K - $444K
40.7K $3.41M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25.2K
+ 46.08%
$31.05 - $34.29 $784K - $866K
80K $2.74M
NSC
Norfolk Southern Corp

Industrials
1.55K
+ 9.13%
$213.75 - $259.69 $331K - $402K
18.5K $4.6M
GD
General Dynamics Corp

Industrials
1.36K
+ 3.01%
$279.51 - $308.09 $380K - $419K
46.6K $14.1M
CL
Colgate Palmolive CO

Consumer Defensive
4.34K
+ 6.16%
$95.54 - $108.77 $415K - $472K
74.9K $7.77M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
10.7K
+ 7.52%
$42.22 - $48.62 $450K - $519K
152K $7.09M
PWR
Quanta Services, Inc.

Industrials
1.9K
+ 23.88%
$239.58 - $298.23 $455K - $567K
9.86K $2.94M
VXF
Vanguard Extended Market ETF

ETFs
1.52K
+ 3.14%
$163.98 - $182.92 $249K - $277K
49.8K $9.06M
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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