Steward Partners Investment Advisory, LLC Incresed Positions in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
6.56K
+ 941.03%
$70.12 - $75.48 $460K - $495K
7.26K $512K
ARKW
Ark Next Generation Internet E

ETFs
520
+ 2.93%
$82.66 - $120.04 $43K - $62.4K
18.3K $1.97M
HES
Hess Corp

Energy
3.54K
+ 76.2%
$127.66 - $148.65 $452K - $526K
8.19K $1.09M
PM
Philip Morris International Inc.

Consumer Defensive
4.72K
+ 4.53%
$118.38 - $133.06 $559K - $628K
109K $13.1M
DOV
Dover Corp

Industrials
2.63K
+ 29.07%
$184.72 - $206.51 $486K - $543K
11.7K $2.19M
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.28K
+ 4.54%
$76.21 - $82.24 $326K - $352K
98.5K $7.68M
SPGI
S&P Global Inc.

Financial Services
2.19K
+ 6.41%
$480.36 - $529.17 $1.05M - $1.16M
36.3K $18.1M
RTX
Raytheon Technologies Corp

Industrials
11.8K
+ 6.99%
$114.45 - $127.21 $1.36M - $1.51M
181K $21M
UGI
Ugi Corp

Utilities
15.9K
+ 1174.67%
$23.24 - $30.37 $370K - $483K
17.3K $487K
IGLB
Ishares 10+ Year Investment Gr

ETFs
9.21K
+ 1922.76%
$49.36 - $53.72 $455K - $495K
9.69K $478K
RECS
Columbia ETF Tr I

ETFs
12.9K
+ 681.6%
$33.61 - $36.42 $435K - $471K
14.8K $513K
INGR
Ingredion Inc

Consumer Defensive
3.27K
+ 770.52%
$132.76 - $154.86 $434K - $506K
3.69K $507K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
10.5K
+ 625.71%
$39.86 - $46.0 $419K - $484K
12.2K $512K
TPL
Texas Pacific Land Corp

Energy
32
+ 1.75%
$915.49 - $1730.0 $29.3K - $55.4K
1.86K $2.06M
BR
Broadridge Financial Solutions, Inc.

Technology
1.31K
+ 10.2%
$209.64 - $236.44 $275K - $310K
14.2K $3.21M
USXF
Ishares Esg Advanced Msci Usa

Technology
8.18K
+ 16.17%
$48.45 - $52.57 $396K - $430K
58.8K $2.92M
EPP
Ishares Inc

ETFs
10.4K
+ 246.23%
$43.59 - $49.13 $454K - $511K
14.6K $641K
SAP
Sap Se

Technology
1.67K
+ 164.4%
$218.13 - $255.54 $364K - $426K
2.68K $660K
TTWO
Take Two Interactive Software Inc

Communication Services
355
+ 3.0%
$147.66 - $190.46 $52.4K - $67.6K
12.2K $2.24M
CSGP
Costar Group, Inc.

Real Estate
5.94K
+ 497.9%
$69.7 - $81.97 $414K - $487K
7.13K $510K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
2.25K
+ 1.99%
$26.18 - $35.42 $58.9K - $79.7K
115K $3.67M
AVUV
American Centy ETF Tr Avantis

ETFs
3.98K
+ 7.46%
$94.37 - $106.41 $375K - $423K
57.3K $5.53M
PFFA
Etfis Ser Tr I

ETFs
31.9K
+ 10.42%
$21.82 - $23.21 $695K - $739K
338K $7.4M
PGR
Progressive Corp

Financial Services
2.59K
+ 17.12%
$239.6 - $268.88 $621K - $697K
17.7K $4.25M
HMOP
Hartford Fds Exchange Traded T

ETFs
20.6K
+ 3.91%
$38.56 - $39.45 $794K - $813K
548K $21.2M
KMX
Carmax Inc

Consumer Cyclical
1.73K
+ 2.9%
$71.11 - $87.2 $123K - $151K
61.2K $5.01M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
31.9K
+ 7875.06%
$10.78 - $12.75 $344K - $407K
32.3K $402K
HYLB
Xtrackers Usd High Yield Corp

ETFs
11K
+ 734.7%
$35.95 - $36.76 $394K - $403K
12.5K $449K
MAIN
Main Street Capital Corp

Financial Services
3.28K
+ 13.79%
$49.95 - $58.58 $164K - $192K
27.1K $1.59M
RF
Regions Financial Corp

Financial Services
16.3K
+ 44.28%
$22.45 - $27.47 $365K - $447K
53K $1.25M
SQ
Block, Inc.

Technology
703
+ 3.81%
$65.06 - $98.92 $45.7K - $69.5K
19.1K $1.63M
ORCC
Owl Rock Capital Corp

Financial Services
29K
+ 11.72%
N/A
276K $3.7M
PSC
Principal ETF U.S. Small Cap M

ETFs
7.59K
+ 192.06%
$50.76 - $56.6 $385K - $430K
11.5K $592K
MLM
Martin Marietta Materials Inc

Basic Materials
796
+ 64.61%
$516.5 - $619.58 $411K - $493K
2.03K $1.05M
HIG
Hartford Financial Services Group, Inc.

Financial Services
4.13K
+ 47.39%
$107.06 - $123.74 $442K - $511K
12.8K $1.4M
ILF
Ishares Latin America 40 ETF

ETFs
19.3K
+ 377.65%
$20.91 - $26.09 $404K - $504K
24.5K $511K
AM
Antero Midstream Corp

Energy
24.8K
+ 67.85%
$14.22 - $15.97 $353K - $397K
61.5K $927K
IONQ
Ion Q, Inc.

Technology
7.37K
+ 368.65%
$8.17 - $48.24 $60.2K - $356K
9.37K $391K
CTRA
Coterra Energy Inc.

Energy
11.9K
+ 30.81%
$22.71 - $27.63 $271K - $329K
50.6K $1.29M
NFG
National Fuel Gas CO

Energy
6K
+ 165.76%
$58.89 - $64.23 $353K - $385K
9.62K $583K
FLMI
Franklin Dynamic Municipal Bon

ETFs
16.4K
+ 24.76%
$24.42 - $25.06 $400K - $410K
82.5K $2.02M
XSMO
Invesco S&P Smallcap Momentum

ETFs
6.04K
+ 1.25%
$65.08 - $73.72 $393K - $445K
487K $32.2M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.82K
+ 2.12%
$72.18 - $81.41 $131K - $148K
87.8K $6.64M
EFV
Msci Eafe Value ETF

ETFs
27.2K
+ 12.79%
$51.78 - $57.15 $1.41M - $1.56M
240K $12.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.18K
+ 5.1%
$29.73 - $30.81 $243K - $252K
169K $5.14M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
21.7K
+ 446.29%
$15.84 - $17.86 $343K - $387K
26.5K $427K
GM
General Motors CO

Consumer Cyclical
597
+ 1.63%
$44.82 - $60.2 $26.8K - $35.9K
37.2K $1.98M
SCHG
Schwab Strategic Tr Us Large C

ETFs
133K
+ 301.43%
$25.93 - $105.3 $3.44M - $14M
177K $4.92M
FDX
Fedex Corp

Industrials
763
+ 4.72%
$260.5 - $305.15 $199K - $233K
16.9K $4.76M
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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