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
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-11
- 0.2%
$60.17 - $75.64 $662 - $832
5.39K $382K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-875
- 0.79%
$121.89 - $135.52 $107K - $119K
110K $13.7M
SHAK
Shake Shack Inc.

Consumer Cyclical
-37
- 2.06%
$101.73 - $138.76 $3.76K - $5.13K
1.76K $228K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-100
- 0.67%
$1.38 - $4.81 $138 - $481
14.8K $65K
NET
Cloudflare, Inc.

Technology
-31
- 1.53%
$78.11 - $117.56 $2.42K - $3.64K
1.99K $214K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-368
- 0.52%
$26.53 - $28.09 $9.76K - $10.3K
70.7K $1.95M
MTB
M&T Bank Corp

Financial Services
-119
- 1.59%
$172.48 - $221.95 $20.5K - $26.4K
7.35K $1.38M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-688
- 0.41%
$28.22 - $28.78 $19.4K - $19.8K
168K $4.83M
VFH
Vanguard Financial ETF

ETFs
-411
- 3.21%
$108.87 - $126.2 $44.7K - $51.9K
12.4K $1.46M
KD
Kyndryl Holdings, Inc.

Technology
-89
- 1.7%
$22.43 - $35.79 $2K - $3.19K
5.15K $178K
CBRE
Cbre Group, Inc.

Real Estate
-500
- 2.72%
$119.22 - $140.71 $59.6K - $70.4K
17.9K $2.34M
CRNC
Cerence Inc.

Technology
-2.1K
- 13.09%
$2.64 - $8.95 $5.54K - $18.8K
13.9K $109K
CVBF
Cvb Financial Corp

Financial Services
-773
- 3.55%
$17.39 - $24.0 $13.4K - $18.6K
21K $449K
IDT
Idt Corp

Communication Services
-100
- 1.28%
$37.73 - $53.3 $3.77K - $5.33K
7.74K $367K
SNA
Snap On Inc

Industrials
-65
- 3.31%
$285.44 - $371.35 $18.6K - $24.1K
1.9K $645K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-512
- 7.04%
$60.57 - $82.2 $31K - $42.1K
6.76K $522K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-81
- 1.36%
$229.83 - $258.46 $18.6K - $20.9K
5.86K $1.45M
VTHR
Vanguard Russell 3000 ETF

ETFs
-23
- 0.16%
$251.33 - $271.45 $5.78K - $6.24K
14.2K $3.68M
BILL
Bill.Com Holdings, Inc.

Technology
-25
- 0.94%
$51.23 - $97.41 $1.28K - $2.44K
2.63K $222K
STT
State Street Corp

Financial Services
-349
- 2.61%
$85.96 - $100.78 $30K - $35.2K
13K $1.28M
BE
Bloom Energy Corp

Industrials
-21.6K
- 43.42%
$9.04 - $27.45 $195K - $593K
28.1K $625K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-5.93K
- 2.42%
$49.03 - $53.35 $291K - $316K
238K $12.2M
SUM
Summit Materials, Inc.

Basic Materials
-498
- 3.62%
$36.82 - $51.66 $18.3K - $25.7K
13.3K $670K
SOFI
So Fi Technologies, Inc.

Financial Services
-6.4K
- 20.34%
$7.63 - $16.88 $48.8K - $108K
25.1K $386K
SPYG
Spdr Portfolio

ETFs
-969
- 2.01%
$81.74 - $91.38 $79.2K - $88.5K
47.2K $4.15M
SOUN
Soundhound Ai, Inc.

Technology
-12.7K
- 47.45%
$4.51 - $24.23 $57.5K - $309K
14.1K $280K
TRGP
Targa Resources Corp.

Energy
-121
- 2.04%
$150.58 - $207.69 $18.2K - $25.1K
5.81K $1.04M
APH
Amphenol Corp

Technology
-913
- 1.67%
$62.07 - $75.35 $56.7K - $68.8K
53.6K $3.72M
FV
First Trust Dorsey Wright Focu

ETFs
-439
- 0.17%
$57.47 - $62.82 $25.2K - $27.6K
255K $15.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-128
- 1.18%
$1146.59 - $1270.6 $147K - $163K
10.7K $12.7M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-4
- 0.17%
$229.85 - $335.91 $919 - $1.34K
2.4K $784K
CG
Carlyle Group Inc.

Financial Services
-892
- 2.01%
$43.2 - $54.81 $38.5K - $48.9K
43.6K $2.2M
DXCM
Dexcom Inc

Healthcare
-2.42K
- 5.0%
$65.68 - $81.01 $159K - $196K
46K $3.57M
DFS
Discover Financial Services

Financial Services
-24
- 0.22%
$136.3 - $182.67 $3.27K - $4.38K
11.1K $1.93M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2.16K
- 19.49%
$260.53 - $404.79 $562K - $873K
8.91K $3.41M
EW
Edwards Lifesciences Corp

Healthcare
-4.81K
- 4.58%
$64.54 - $75.92 $310K - $365K
100K $7.42M
FDN
First Tr Fd Dow Jones

ETFs
-237
- 1.28%
$210.5 - $257.24 $49.9K - $61K
18.3K $4.46M
BROS
Dutch Bros Inc.

Consumer Cyclical
-100
- 0.38%
$30.72 - $55.82 $3.07K - $5.58K
26.1K $1.37M
DLR
Digital Realty Trust, Inc.

Real Estate
-843
- 1.41%
$156.46 - $195.69 $132K - $165K
59.1K $10.5M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-313
- 0.08%
$111.85 - $120.71 $35K - $37.8K
368K $42.4M
BAC
Bank Of America Corp

Financial Services
-29.8K
- 5.56%
$39.22 - $47.77 $1.17M - $1.42M
506K $22.2M
VGT
Vanguard Information Technolog

ETFs
-1.26K
- 2.37%
$571.78 - $647.97 $720K - $816K
51.8K $32.2M
BX
Blackstone Inc.

Financial Services
-2.95K
- 3.52%
$148.45 - $199.05 $439K - $588K
81.1K $14M
DIS
Walt Disney CO

Communication Services
-1.58K
- 1.66%
$92.39 - $117.6 $146K - $186K
93.7K $10.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-552
- 0.94%
$172.07 - $207.36 $95K - $114K
58.1K $11.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.35K
- 0.78%
$116.4 - $138.52 $157K - $187K
173K $21.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-111
- 3.16%
$4100.99 - $5300.34 $455K - $588K
3.4K $16.9M
GS
Goldman Sachs Group Inc

Financial Services
-410
- 1.21%
$486.1 - $608.57 $199K - $250K
33.5K $19.2M
V
Visa Inc.

Financial Services
-9.6K
- 3.42%
$273.87 - $320.91 $2.63M - $3.08M
271K $85.7M
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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