Steward Partners Investment Advisory, LLC Reduced Holdings in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FSLY
Fastly, Inc.

Technology
-10
- 0.3%
$6.33 - $11.34 $63.3 - $113
3.36K $31K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-298
- 1.09%
$40.26 - $44.35 $12K - $13.2K
27.1K $1.12M
KAI
Kadant Inc

Industrials
-2
- 0.23%
$316.45 - $422.93 $633 - $846
870 $300K
R
Ryder System Inc

Industrials
-10
- 1.5%
$138.78 - $170.03 $1.39K - $1.7K
655 $102K
TTAC
Fcf Us Quality ETF

ETFs
-74
- 0.89%
$64.72 - $70.85 $4.79K - $5.24K
8.24K $547K
NVCR
Novo Cure LTD

Healthcare
-50
- 10.02%
$14.54 - $33.41 $727 - $1.67K
449 $13K
AVPT
Ave Point, Inc.

Technology
-1.87K
- 23.27%
$11.54 - $18.89 $21.5K - $35.2K
6.15K $101K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-85
- 4.91%
$85.33 - $104.24 $7.25K - $8.86K
1.65K $160K
JBT
John Bean Technologies Corp

Industrials
-5
- 2.07%
$94.76 - $131.66 $474 - $658
237 $30K
SE
Sea LTD

Consumer Cyclical
-28
- 3.29%
$93.56 - $117.41 $2.62K - $3.29K
823 $87K
ACA
Arcosa, Inc.

Industrials
-33
- 0.59%
$91.1 - $111.57 $3.01K - $3.68K
5.57K $538K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-418
- 0.96%
$47.07 - $48.75 $19.7K - $20.4K
43.2K $2.07M
LITE
Lumentum Holdings Inc.

Technology
-29
- 5.65%
$61.49 - $94.9 $1.78K - $2.75K
484 $40K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-133
- 17.69%
$47.29 - $84.74 $6.29K - $11.3K
619 $46K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-901
- 1.86%
$39.04 - $40.41 $35.2K - $36.4K
47.5K $1.91M
TDY
Teledyne Technologies Inc

Technology
-18
- 2.74%
$436.59 - $489.24 $7.86K - $8.81K
640 $297K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-371
- 0.53%
$14.04 - $14.76 $5.21K - $5.48K
69.9K $1M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-60
- 0.4%
$46.18 - $48.09 $2.77K - $2.89K
15.1K $713K
HLI
Houlihan Lokey, Inc.

Financial Services
-70
- 4.73%
$158.81 - $190.49 $11.1K - $13.3K
1.41K $245K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-345
- 0.69%
$37.46 - $43.08 $12.9K - $14.9K
49.8K $1.9M
SAIA
Saia Inc

Industrials
-4
- 0.52%
$411.44 - $569.08 $1.65K - $2.28K
758 $345K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-234
- 0.78%
$43.61 - $45.3 $10.2K - $10.6K
29.7K $1.33M
VRSN
Verisign Inc

Technology
-20
- 2.0%
$176.68 - $206.96 $3.53K - $4.14K
978 $202K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-33
- 1.21%
$36.5 - $53.22 $1.2K - $1.76K
2.7K $116K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-30
- 2.55%
$340.59 - $380.5 $10.2K - $11.4K
1.15K $419K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-67
- 6.1%
$24.08 - $48.71 $1.61K - $3.26K
1.03K $42K
GBCI
Glacier Bancorp, Inc.

Financial Services
-25
- 0.67%
$44.09 - $58.89 $1.1K - $1.47K
3.7K $185K
CCL
Carnival Corp

Consumer Cyclical
-3.23K
- 21.41%
$17.34 - $26.8 $56.1K - $86.7K
11.9K $295K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-355
- 0.9%
$50.07 - $52.35 $17.8K - $18.6K
39.3K $2.02M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-583
- 10.71%
$29.11 - $41.59 $17K - $24.2K
4.86K $179K
BB
Blackberry LTD

Technology
-8.9K
- 19.74%
$2.25 - $3.96 $20K - $35.3K
36.2K $136K
IYY
Ishares Tr

ETFs
-172
- 1.39%
$138.14 - $149.13 $23.8K - $25.7K
12.2K $1.75M
RCAT
Red Cat Holdings, Inc.

Technology
-1.83K
- 44.64%
$2.69 - $14.09 $4.93K - $25.8K
2.27K $29K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
-994
- 1.33%
$19.62 - $21.98 $19.5K - $21.8K
73.9K $1.53M
NWL
Newell Brands Inc.

Consumer Defensive
-1.51K
- 9.59%
$7.18 - $11.63 $10.8K - $17.5K
14.2K $141K
RKLB
Rocket Lab Usa, Inc.

Industrials
-142
- 9.27%
$9.23 - $28.44 $1.31K - $4.04K
1.39K $35K
FOUR
Shift4 Payments, Inc.

Technology
-100
- 4.84%
$88.26 - $114.95 $8.83K - $11.5K
1.97K $204K
TW
Tradeweb Markets Inc.

Financial Services
-35
- 0.95%
$124.87 - $136.32 $4.37K - $4.77K
3.66K $478K
IOO
Ishares Tr Global 100 ETF

ETFs
-59
- 0.31%
$97.46 - $103.45 $5.75K - $6.1K
18.7K $1.89M
CIEN
Ciena Corp

Technology
-293
- 13.52%
$61.45 - $91.14 $18K - $26.7K
1.87K $158K
FYC
First Trust Small Cap Growth A

ETFs
-345
- 2.01%
$72.19 - $84.64 $24.9K - $29.2K
16.9K $1.31M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1
- 0.01%
$38.88 - $44.07 $38.9 - $44.1
12.9K $533K
ALK
Alaska Air Group, Inc.

Industrials
-57
- 3.53%
$42.48 - $67.6 $2.42K - $3.85K
1.56K $100K
WBS
Webster Financial Corp

Financial Services
-19
- 0.59%
$44.33 - $62.82 $842 - $1.19K
3.22K $177K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-676
- 1.31%
$26.5 - $28.18 $17.9K - $19K
50.8K $1.4M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-55
- 0.34%
$9.71 - $15.34 $534 - $844
16.1K $213K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-1.3K
- 2.06%
$28.37 - $30.25 $37K - $39.4K
61.8K $1.84M
JETS
ETF Ser Solutions U S Global J

ETFs
-185
- 2.07%
$20.04 - $25.93 $3.71K - $4.8K
8.73K $221K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-619
- 1.95%
$22.75 - $25.31 $14.1K - $15.7K
31.1K $767K
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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