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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
299
+ 8.25%
$173.13 - $258.09 $51.8K - $77.2K
3.92K $905K
HUBS
Hubspot Inc

Technology
6
+ 0.38%
$514.07 - $757.4 $3.08K - $4.54K
1.57K $1.09M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9.22K
+ 11.44%
$45.07 - $47.1 $415K - $434K
89.8K $4.06M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
6.19K
+ 72.97%
$42.8 - $44.98 $265K - $278K
14.7K $641K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.89K
+ 5.19%
$62.07 - $66.61 $180K - $193K
58.7K $3.76M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
5.38K
+ 1441.55%
$46.46 - $51.66 $250K - $278K
5.75K $276K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
30.6K
+ 23.33%
$11.1 - $12.03 $339K - $368K
162K $1.82M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
15.9K
+ 14.34%
$55.45 - $61.08 $880K - $969K
126K $7.01M
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.98K
+ 110.59%
$40.86 - $43.42 $244K - $259K
11.4K $476K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
13.6K
+ 19.32%
$14.94 - $16.14 $202K - $219K
83.7K $1.33M
MKL
Markel Corp

Financial Services
39
+ 3.36%
$1542.01 - $1785.11 $60.1K - $69.6K
1.2K $2.07M
MTN
Vail Resorts Inc

Consumer Cyclical
1.31K
+ 327.75%
$165.69 - $195.44 $217K - $256K
1.71K $320K
CBSH
Commerce Bancshares Inc

Financial Services
2.53K
+ 8.01%
$57.04 - $74.36 $144K - $188K
34.1K $2.13M
EQT
Eqt Corp

Energy
5K
+ 287.18%
$35.62 - $46.89 $178K - $234K
6.74K $310K
GWW
W.W. Grainger, Inc.

Industrials
173
+ 4.13%
$1023.06 - $1220.93 $177K - $211K
4.36K $4.6M
AOM
Ishares Tr Core Moderate Alloc

ETFs
6.11K
+ 51.09%
$43.44 - $45.05 $266K - $275K
18.1K $785K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
379
+ 4.84%
$193.7 - $235.05 $73.4K - $89.1K
8.21K $1.88M
FANG
Diamondback Energy, Inc.

Energy
5.34K
+ 7.26%
$153.06 - $199.5 $817K - $1.06M
78.9K $12.9M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
9.76K
+ 116.33%
$25.0 - $25.11 $244K - $245K
18.2K $454K
FTHI
First Trust Exchange Traded Fd

ETFs
10.3K
+ 343.41%
$22.89 - $24.02 $237K - $249K
13.4K $310K
AIT
Applied Industrial Technologies Inc

Industrials
588
+ 10.14%
$220.05 - $280.49 $129K - $165K
6.39K $1.53M
CATH
Global X Fds Global X S&P 500

ETFs
2.72K
+ 9.15%
$68.5 - $73.81 $186K - $200K
32.4K $2.29M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.72K
+ 157.81%
$101.51 - $140.63 $174K - $241K
2.81K $352K
KBE
Spdr S&P Bank ETF

ETFs
3.82K
+ 43.16%
$51.33 - $62.76 $196K - $239K
12.7K $701K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
17.9K
+ 21.6%
$15.05 - $16.03 $269K - $286K
101K $1.53M
PCAR
Paccar Inc

Industrials
76
+ 0.18%
$97.92 - $118.41 $7.44K - $9K
41.5K $4.31M
EBC
Eastern Bankshares, Inc.

Financial Services
10.1K
+ 16.19%
$15.83 - $19.03 $160K - $193K
72.7K $1.25M
LANC
Lancaster Colony Corp

Consumer Defensive
1.32K
+ 4728.57%
$172.18 - $200.28 $228K - $265K
1.35K $234K
MSCI
Msci Inc.

Financial Services
172
+ 2.31%
$569.09 - $635.99 $97.9K - $109K
7.63K $4.58M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
12.8K
+ 3.52%
$46.9 - $50.96 $599K - $651K
376K $17.8M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.52K
+ 78.18%
$24.94 - $25.74 $212K - $219K
19.4K $495K
BFK
Blackrock Municipal Income Trust

Financial Services
22.6K
+ 1054.29%
$9.79 - $10.72 $221K - $242K
24.7K $244K
BKE
Buckle Inc

Consumer Cyclical
4.34K
+ 4340.0%
$41.32 - $54.08 $179K - $235K
4.44K $225K
SKYY
First Trust Cloud Computing Et

ETFs
857
+ 12.31%
$99.98 - $130.46 $85.7K - $112K
7.82K $931K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.03K
+ 99.31%
$45.17 - $47.23 $227K - $238K
10.1K $457K
IGV
Ishares Expanded Tech Software

ETFs
656
+ 4.66%
$87.5 - $110.17 $57.4K - $72.3K
14.7K $1.48M
EFG
Msci Eafe Growth ETF

ETFs
15.9K
+ 13.01%
$96.83 - $106.88 $1.54M - $1.7M
138K $13.3M
EIX
Edison International

Utilities
3.3K
+ 50.89%
$77.93 - $88.36 $257K - $291K
9.78K $780K
MGMT
Unified Ser Tr Ballast Small/M

ETFs
1.26K
+ 2.35%
$37.84 - $44.21 $47.5K - $55.5K
54.6K $2.27M
GOLD
Barrick Gold Corp

Basic Materials
24.2K
+ 66.34%
$15.23 - $21.19 $368K - $512K
60.6K $939K
IEMG
Ishares Inc

ETFs
4K
+ 1.37%
N/A
296K $15.9M
IWC
Russell Micro Cap ETF

ETFs
1.64K
+ 1686.6%
$120.3 - $138.84 $197K - $227K
1.73K $225K
MBLY
Mobileye Global Inc.
9.17K
+ 181.6%
$12.07 - $20.07 $111K - $184K
14.2K $283K
VGIT
Vanguard Intermediate Term Tre

ETFs
8K
+ 7.75%
$57.78 - $60.4 $462K - $483K
111K $6.45M
CSX
Csx Corp

Industrials
13.8K
+ 13.28%
$31.58 - $36.88 $437K - $510K
118K $3.81M
PWR
Quanta Services, Inc.

Industrials
108
+ 1.1%
$296.05 - $346.6 $32K - $37.4K
9.97K $3.15M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
26.5K
+ 59.82%
$8.36 - $8.71 $222K - $231K
70.9K $596K
ESLT
Elbit Systems LTD

Industrials
675
+ 104.65%
$201.1 - $263.5 $136K - $178K
1.32K $340K
RSG
Republic Services, Inc.

Industrials
1.02K
+ 8.19%
$198.0 - $218.75 $202K - $224K
13.5K $2.72M
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email