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
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-4.25K
- 4.78%
$41.17 - $43.34 $175K - $184K
84.7K $3.5M
CIGI
Colliers International Group Inc.

Real Estate
-44
- 0.22%
$133.99 - $155.4 $5.9K - $6.84K
20.4K $2.78M
SUI
Sun Communities Inc

Real Estate
-359
- 1.53%
$119.89 - $139.05 $43K - $49.9K
23.1K $2.84M
STWD
Starwood Property Trust, Inc.

Real Estate
-1.32K
- 0.63%
$18.95 - $20.37 $25.1K - $26.9K
210K $3.98M
BKR
Baker Hughes CO

Energy
-10K
- 59.27%
$35.98 - $44.88 $360K - $449K
6.88K $282K
EEMV
Ishares Msci Emerging Markets

ETFs
-844
- 1.42%
$57.85 - $63.11 $48.8K - $53.3K
58.4K $3.39M
IPGP
Ipg Photonics Corp

Technology
-4.37K
- 89.69%
$71.88 - $85.75 $314K - $375K
502 $36K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.78K
- 2.99%
$89.9 - $100.66 $160K - $179K
57.6K $5.21M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-12.1K
- 21.61%
$26.55 - $26.67 $321K - $322K
43.8K $1.17M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-8.65K
- 6.25%
$20.38 - $21.75 $176K - $188K
130K $2.67M
TD
Toronto Dominion Bank

Financial Services
-3.29K
- 23.03%
$51.56 - $63.8 $170K - $210K
11K $585K
GEL
Genesis Energy LP

Energy
-23.4K
- 94.93%
$9.92 - $13.67 $232K - $320K
1.25K $12K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-4.84K
- 17.42%
$51.82 - $54.2 $251K - $262K
23K $1.19M
MEDP
Medpace Holdings, Inc.

Healthcare
-924
- 30.17%
$308.93 - $363.58 $285K - $336K
2.14K $710K
PSLV
Sprott Physical Silver Trust

Financial Services
-1.24K
- 0.34%
$9.65 - $11.76 $12K - $14.6K
364K $3.52M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.18K
- 6.15%
$160.89 - $176.18 $190K - $208K
18K $2.92M
HCA
Hca Healthcare, Inc.

Healthcare
-71
- 2.86%
$297.52 - $415.61 $21.1K - $29.5K
2.41K $723K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-5.85K
- 38.55%
$45.38 - $46.88 $266K - $274K
9.33K $425K
EEM
Ishares Msci Emerging Markets

ETFs
-1.83K
- 3.57%
$41.82 - $47.36 $76.6K - $86.7K
49.5K $2.07M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-37.9K
- 77.07%
$7.67 - $9.21 $290K - $349K
11.3K $96K
IBP
Installed Building Products, Inc.

Consumer Cyclical
-121
- 3.35%
$174.32 - $254.42 $21.1K - $30.8K
3.49K $611K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-8.79K
- 4.85%
$47.71 - $49.76 $419K - $437K
172K $8.44M
RGNX
Regenxbio Inc.

Healthcare
-26.1K
- 99.0%
$7.23 - $11.56 $189K - $302K
263 $2K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-992
- 0.83%
$21.96 - $24.21 $21.8K - $24K
118K $2.63M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2.8K
- 38.69%
$100.18 - $109.1 $280K - $305K
4.43K $464K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-4.16K
- 1.07%
$22.1 - $22.59 $91.8K - $93.9K
383K $8.51M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-6.35K
- 9.53%
$51.33 - $58.78 $326K - $373K
60.3K $3.25M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-2.75K
- 2.35%
$11.91 - $14.14 $32.7K - $38.8K
114K $1.4M
CAG
Conagra Brands Inc.

Consumer Defensive
-4.61K
- 16.55%
$26.48 - $32.72 $122K - $151K
23.3K $645K
CHE
Chemed Corp

Healthcare
-397
- 57.62%
$517.44 - $613.19 $205K - $243K
292 $154K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.14K
- 5.43%
$51.09 - $55.27 $160K - $174K
54.7K $2.8M
VT
Vanguard Total World Stk Index

ETFs
-1.64K
- 5.5%
$117.09 - $123.07 $192K - $202K
28.2K $3.32M
CF
Cf Industries Holdings, Inc.

Basic Materials
-2.96K
- 22.71%
$81.39 - $94.14 $241K - $278K
10.1K $858K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-4.08K
- 17.68%
$31.24 - $37.15 $127K - $152K
19K $610K
NU
Nu Holdings Ltd.

Financial Services
-15.9K
- 73.65%
$10.24 - $15.89 $163K - $253K
5.69K $58K
RIO
Rio Tinto PLC

Basic Materials
-1K
- 7.28%
$58.59 - $71.15 $58.7K - $71.3K
12.8K $750K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-252
- 0.82%
$60.13 - $67.31 $15.2K - $17K
30.5K $1.85M
AZO
Autozone Inc

Consumer Cyclical
-110
- 4.49%
$2981.19 - $3370.27 $328K - $371K
2.34K $7.49M
EME
Emcor Group, Inc.

Industrials
-719
- 16.7%
$427.96 - $526.95 $308K - $379K
3.59K $1.63M
SUB
Ishares Short Term National Mu

ETFs
-1.94K
- 7.89%
$104.94 - $106.2 $204K - $206K
22.6K $2.39M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
-5.86K
- 67.68%
$37.85 - $46.65 $222K - $274K
2.8K $115K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-6.07K
- 6.37%
$29.77 - $30.19 $181K - $183K
89.3K $2.67M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-3.15K
- 38.29%
$56.61 - $61.63 $178K - $194K
5.07K $287K
CE
Celanese Corp

Basic Materials
-380
- 13.25%
$67.03 - $136.68 $25.5K - $51.9K
2.49K $172K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
-8.5K
- 16.33%
$17.61 - $18.99 $150K - $161K
43.6K $767K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-297
- 0.36%
$27.88 - $30.51 $8.28K - $9.06K
82.3K $2.3M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-4.75K
- 1.17%
$22.72 - $23.0 $108K - $109K
402K $9.17M
PINS
Pinterest, Inc.

Communication Services
-5.54K
- 38.85%
$28.24 - $34.15 $156K - $189K
8.72K $252K
FDS
Factset Research Systems Inc

Financial Services
-707
- 10.93%
$449.69 - $495.72 $318K - $350K
5.76K $2.77M
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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