Steward Partners Investment Advisory, LLC Sells in Q4 2024

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PHM
Pultegroup Inc

Consumer Cyclical
-175K
- 88.85%
$108.86 - $149.04 $19.1M - $26.1M
22K $2.4M
AXP
American Express CO

Financial Services
-57.8K
- 44.77%
$267.35 - $305.57 $15.5M - $17.7M
71.4K $21.2M
COST
Costco Wholesale Corp

Consumer Defensive
-17.4K
- 20.86%
$873.59 - $994.69 $15.2M - $17.3M
66.1K $60.6M
DVN
Devon Energy Corp

Energy
-282K
- 73.79%
$30.52 - $42.96 $8.61M - $12.1M
100K $3.28M
AMD
Advanced Micro Devices Inc

Technology
-13.6K
- 6.07%
$118.88 - $172.8 $1.62M - $2.35M
211K $25.5M
NVO
Novo Nordisk A S

Healthcare
-52.5K
- 28.92%
$85.0 - $120.04 $4.46M - $6.3M
129K $11.1M
JNJ
Johnson & Johnson

Healthcare
-27.4K
- 7.64%
$143.34 - $165.86 $3.92M - $4.54M
331K $47.8M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-223K
- 90.74%
$40.06 - $45.21 $8.93M - $10.1M
22.7K $924K
SHV
Ishares Tr

ETFs
-85.6K
- 33.51%
$109.92 - $110.57 $9.41M - $9.47M
170K $18.7M
XLV
Select Sector Spdr Fund Health

ETFs
-50.3K
- 31.87%
$136.28 - $154.74 $6.86M - $7.79M
108K $14.8M
MRK
Merck & Co., Inc.

Healthcare
-21.4K
- 4.23%
$96.31 - $114.76 $2.06M - $2.45M
484K $48.2M
XLP
Consumer Staples Sector Spdr

ETFs
-118K
- 58.43%
N/A
83.8K $6.37M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-174K
- 28.86%
$42.84 - $45.38 $7.44M - $7.88M
428K $18.4M
XOM
Exxon Mobil Corp

Energy
-12K
- 1.77%
$105.51 - $125.37 $1.27M - $1.51M
667K $71.8M
AMGN
Amgen Inc

Healthcare
-9.96K
- 11.7%
$258.78 - $328.31 $2.58M - $3.27M
75.2K $19.6M
MPC
Marathon Petroleum Corp

Energy
-22.5K
- 11.23%
$131.65 - $174.84 $2.96M - $3.93M
178K $24.8M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-125K
- 99.02%
$49.25 - $53.57 $6.16M - $6.7M
1.24K $61K
LMT
Lockheed Martin Corp

Industrials
-2.3K
- 4.5%
$479.66 - $614.62 $1.1M - $1.41M
48.8K $23.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
-31.4K
- 24.87%
$148.29 - $166.93 $4.66M - $5.25M
95K $14.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
-120K
- 16.45%
$50.23 - $50.46 $6.01M - $6.04M
608K $30.6M
GIS
General Mills Inc

Consumer Defensive
-618
- 0.11%
$62.78 - $74.62 $38.8K - $46.1K
578K $36.9M
NEE
Nextera Energy Inc

Utilities
-9.6K
- 2.72%
$69.77 - $85.43 $670K - $820K
344K $24.6M
CI
Cigna Corp

Healthcare
-11.8K
- 47.65%
$265.59 - $358.58 $3.13M - $4.22M
12.9K $3.57M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-4.95K
- 11.06%
$396.64 - $516.74 $1.96M - $2.56M
39.8K $16M
CVX
Chevron Corp

Energy
-26K
- 9.54%
$141.15 - $162.53 $3.66M - $4.22M
246K $35.7M
AZN
Astrazeneca PLC

Healthcare
-49.2K
- 52.19%
$63.2 - $79.58 $3.11M - $3.91M
45.1K $2.95M
PSX
Phillips 66

Energy
-19.3K
- 15.39%
$110.35 - $138.93 $2.13M - $2.68M
106K $12.1M
AMP
Ameriprise Financial Inc

Financial Services
-9.62K
- 70.16%
$473.15 - $574.01 $4.55M - $5.52M
4.09K $2.18M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-32.7K
- 42.91%
$124.26 - $134.12 $4.07M - $4.39M
43.6K $5.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-58.3K
- 45.06%
$65.67 - $69.79 $3.83M - $4.07M
71K $4.76M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.15K
- 3.38%
$501.29 - $612.85 $574K - $702K
32.7K $17M
ELV
Elevance Health, Inc.

Healthcare
-2.44K
- 12.6%
$365.96 - $514.62 $894K - $1.26M
16.9K $6.26M
AES
Aes Corp

Utilities
-178K
- 84.56%
$12.44 - $20.24 $2.22M - $3.61M
32.6K $419K
HD
Home Depot, Inc.

Consumer Cyclical
-731
- 0.36%
$385.02 - $431.37 $281K - $315K
201K $78.1M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-34K
- 73.53%
$72.97 - $96.75 $2.48M - $3.29M
12.2K $908K
FXI
Ishares Tr

ETFs
-107K
- 96.08%
$29.52 - $36.69 $3.16M - $3.93M
4.37K $132K
CAT
Caterpillar Inc

Industrials
-1.17K
- 1.15%
$360.37 - $416.88 $420K - $486K
101K $36.5M
GD
General Dynamics Corp

Industrials
-5.52K
- 11.83%
$260.28 - $314.03 $1.44M - $1.73M
41.1K $10.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-21.6K
- 3.82%
$126.68 - $134.74 $2.73M - $2.9M
543K $69.3M
PEP
Pepsico Inc

Consumer Defensive
-2.81K
- 1.94%
$151.29 - $176.1 $426K - $496K
142K $21.6M
ACGL
Arch Capital Group Ltd.

Financial Services
-21K
- 39.76%
$88.71 - $114.86 $1.86M - $2.41M
31.8K $2.94M
RCII
Rent A Center Inc De

Industrials
-111K
- 96.0%
N/A
4.64K $123K
CVS
Cvs Health Corp

Healthcare
-28.7K
- 31.62%
$43.78 - $67.46 $1.26M - $1.94M
62.1K $2.79M
RNA
Avidity Biosciences, Inc.

Healthcare
-45.2K
- 48.25%
$29.08 - $52.5 $1.31M - $2.37M
48.5K $1.41M
OSCR
Oscar Health, Inc.

Healthcare
-124K
- 98.54%
$13.38 - $20.63 $1.66M - $2.56M
1.84K $24K
ZTS
Zoetis Inc.

Healthcare
-5.15K
- 9.65%
$162.24 - $194.42 $835K - $1M
48.2K $7.85M
STX
Seagate Technology Holdings PLC

Technology
-20.2K
- 60.64%
$86.31 - $112.64 $1.74M - $2.28M
13.1K $1.13M
IVW
Ishares S&P 500 Growth ETF

ETFs
-55.8K
- 10.06%
$94.43 - $105.47 $5.27M - $5.89M
499K $50.7M
MOH
Molina Healthcare, Inc.

Healthcare
-5.95K
- 50.8%
$274.73 - $341.91 $1.63M - $2.03M
5.76K $1.68M
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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