$4.62 Billion is the total value of Steward Partners Investment Advisory, LLC's 2935 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CNXC | New | CONCENTRIX CORPORATION | $4,075,000 | – | 41,287 | +100.0% | 0.09% | – |
| ICVT | New | ISHARES TR CONV BD ETFexchange traded funds (country baskets/ishares) - domestic | $3,639,000 | – | 37,695 | +100.0% | 0.08% | – |
| URTH | New | ISHARES INCORPORATED MSCI WORLD ETFexchange traded funds (country baskets/ishares) - domestic | $2,092,000 | – | 18,607 | +100.0% | 0.04% | – |
| RCD | New | INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETFexchange traded funds (country baskets/ishares) - domestic | $1,759,000 | – | 14,381 | +100.0% | 0.04% | – |
| PRG | New | PROG HOLDINGS INCORPORATED COM NPV | $982,000 | – | 18,237 | +100.0% | 0.02% | – |
| VTRS | New | VIATRIS INCORPORATED | $968,000 | – | 51,634 | +100.0% | 0.02% | – |
| NEEPRQ | New | NEXTERA ENERGY INC.convertible preferred stock | $654,000 | – | 12,735 | +100.0% | 0.01% | – |
| ARR | New | ARMOUR RESIDENTIAL REIT INCORPORATED COM NEW REIT | $609,000 | – | 56,417 | +100.0% | 0.01% | – |
| U | New | UNITY SOFTWARE INCORPORATED | $520,000 | – | 3,390 | +100.0% | 0.01% | – |
| DBA | New | INVESCO DB AGRICULTURE FUNDmaster limited partnership (dividends) | $464,000 | – | 28,731 | +100.0% | 0.01% | – |
| MNA | New | IQ MERGER ARBITRAGE ETFexchange traded funds (country baskets/ishares) - domestic | $425,000 | – | 12,750 | +100.0% | 0.01% | – |
| BLNK | New | BLINK CHARGING COMPANY | $434,000 | – | 10,153 | +100.0% | 0.01% | – |
| SLG | New | SL GREEN RLTY CORPORATION REITreal estate investment trusts | $366,000 | – | 6,147 | +100.0% | 0.01% | – |
| OTRK | New | ONTRAK INCORPORATED | $321,000 | – | 5,200 | +100.0% | 0.01% | – |
| RSX | New | VANECK VECTORS RUSSIA ETFexchange traded funds (country baskets/ishares) - domestic | $322,000 | – | 13,331 | +100.0% | 0.01% | – |
| LEMB | New | ISHARES INCORPORATED JP MORGAN EM ETFexchange traded funds (country baskets/ishares) - domestic | $271,000 | – | 5,986 | +100.0% | 0.01% | – |
| EUSB | New | ISHARES TR ESG ADV TTL USDexchange traded funds (country baskets/ishares) - domestic | $291,000 | – | 5,756 | +100.0% | 0.01% | – |
| FTXN | New | FIRST TRUST NASDAQ OIL & GAS ETFexchange traded funds (country baskets/ishares) - domestic | $260,000 | – | 22,375 | +100.0% | 0.01% | – |
| CVLT | New | COMMVAULT SYSTEMS INCORPORATED | $283,000 | – | 5,109 | +100.0% | 0.01% | – |
| OPEN | New | OPENDOOR TECHNOLOGIES INCORPORATED | $227,000 | – | 10,000 | +100.0% | 0.01% | – |
| MMYT | New | MAKEMYTRIP LIMITED MAURITIUS SHSforeign ordinary shares | $233,000 | – | 7,885 | +100.0% | 0.01% | – |
| LTHM | New | LIVENT CORPORATION | $165,000 | – | 8,780 | +100.0% | 0.00% | – |
| CXSE | New | WISDOMTREE CHINA EX-STATE-OWNED-ENTERPRISESexchange traded funds (country baskets/ishares) - domestic | $169,000 | – | 2,565 | +100.0% | 0.00% | – |
| CHIQ | New | GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETFexchange traded funds (country baskets/ishares) - domestic | $188,000 | – | 5,280 | +100.0% | 0.00% | – |
| BLI | New | BERKELEY LTS INCORPORATED | $197,000 | – | 2,203 | +100.0% | 0.00% | – |
| SUMO | New | SUMO LOGIC INCORPORATED | $181,000 | – | 6,350 | +100.0% | 0.00% | – |
| QQQJ | New | INVESCO NASDAQ NEXT GEN 100 ETFexchange traded funds (country baskets/ishares) - domestic | $183,000 | – | 5,925 | +100.0% | 0.00% | – |
| TPGY | New | TPG PACE BEN FIN CORPORATION CLASS A COMforeign ordinary shares | $193,000 | – | 7,500 | +100.0% | 0.00% | – |
| AAN | New | THE AARONS COMPANY INCORPORATED | $169,000 | – | 8,899 | +100.0% | 0.00% | – |
| ZS | New | ZSCALER INCORPORATED | $132,000 | – | 662 | +100.0% | 0.00% | – |
| OGIG | New | O'SHARES GLOBAL INTERNET GIANTS ETFexchange traded funds (country baskets/ishares) - domestic | $119,000 | – | 2,200 | +100.0% | 0.00% | – |
| HIW | New | HIGHWOODS PPTYS INCORPORATED REITreal estate investment trusts | $152,000 | – | 3,825 | +100.0% | 0.00% | – |
| IVOL | New | QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFexchange traded funds (country baskets/ishares) - domestic | $144,000 | – | 5,157 | +100.0% | 0.00% | – |
| LXP | New | LEXINGTON REALTY TRUST REITreal estate investment trusts | $137,000 | – | 12,875 | +100.0% | 0.00% | – |
| AEL | New | AMERICAN EQTY INVT LIFE HLD COMPANY | $92,000 | – | 3,318 | +100.0% | 0.00% | – |
| ANEW | New | PROSHARES MSCI TRANSFORMATIONAL CHANGES ETFexchange traded funds (country baskets/ishares) - domestic | $78,000 | – | 1,849 | +100.0% | 0.00% | – |
| VLDR | New | VELODYNE LIDAR INCORPORATED | $107,000 | – | 4,700 | +100.0% | 0.00% | – |
| TPYP | New | TORTOISE NORTH AMERICAN PIPELINE FUNDexchange traded funds (country baskets/ishares) - domestic | $82,000 | – | 4,750 | +100.0% | 0.00% | – |
| PRNT | New | THE 3D PRINTING ETFexchange traded funds (country baskets/ishares) - domestic | $84,000 | – | 2,660 | +100.0% | 0.00% | – |
| BSJO | New | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFexchange traded funds (country baskets/ishares) - domestic | $76,000 | – | 3,067 | +100.0% | 0.00% | – |
| DRIV | New | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFexchange traded funds (country baskets/ishares) - domestic | $87,000 | – | 3,640 | +100.0% | 0.00% | – |
| BZUN | New | BAOZUN INCORPORATED SPONSORED ADRamerican depository receipts | $91,000 | – | 2,650 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INCORPORATED COM CLASS A | $74,000 | – | 506 | +100.0% | 0.00% | – |
| TPIC | New | TPI COMPOSITES INCORPORATED | $101,000 | – | 1,921 | +100.0% | 0.00% | – |
| EMIF | New | ISHARES TR EMGR MKT INF ETFexchange traded funds (country baskets/ishares) - domestic | $81,000 | – | 3,300 | +100.0% | 0.00% | – |
| LRN | New | STRIDE INCORPORATED | $96,000 | – | 4,500 | +100.0% | 0.00% | – |
| FUBO | New | FUBOTV INCORPORATED | $92,000 | – | 3,281 | +100.0% | 0.00% | – |
| FROG | New | JFROG LIMITED ORD SHSforeign ordinary shares | $97,000 | – | 1,550 | +100.0% | 0.00% | – |
| JEPI | New | JPMORGAN EQUITY PREMIUM INCOME ETFexchange traded funds (country baskets/ishares) - domestic | $100,000 | – | 1,800 | +100.0% | 0.00% | – |
| IHRT | New | IHEARTMEDIA INCORPORATED COM CLASS A | $40,000 | – | 3,070 | +100.0% | 0.00% | – |
| MMIN | New | IQ MACKAY MUNICIPAL INSURED ETFclosed end fund | $44,000 | – | 1,600 | +100.0% | 0.00% | – |
| FRSX | New | FORESIGHT AUTONOMOUS HLDGS LIMITED SPONSORED ADSamerican depository receipts | $41,000 | – | 10,000 | +100.0% | 0.00% | – |
| BSJR | New | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETFexchange traded funds (country baskets/ishares) - domestic | $25,000 | – | 958 | +100.0% | 0.00% | – |
| BSJQ | New | INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETFexchange traded funds (country baskets/ishares) - domestic | $24,000 | – | 956 | +100.0% | 0.00% | – |
| BSJP | New | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFexchange traded funds (country baskets/ishares) - domestic | $51,000 | – | 2,098 | +100.0% | 0.00% | – |
| FSLR | New | FIRST SOLAR INCORPORATED | $46,000 | – | 470 | +100.0% | 0.00% | – |
| AG | New | FIRST MAJESTIC SILVER CORPORATIONforeign ordinary shares | $38,000 | – | 2,800 | +100.0% | 0.00% | – |
| FCN | New | FTI CONSULTING INCORPORATED | $66,000 | – | 591 | +100.0% | 0.00% | – |
| XONE | New | EXONE COMPANY | $65,000 | – | 6,800 | +100.0% | 0.00% | – |
| CEFS | New | SABA CLOSED-END FUNDS ETFexchange traded funds (country baskets/ishares) - domestic | $56,000 | – | 2,887 | +100.0% | 0.00% | – |
| EB | New | EVENTBRITE INCORPORATED COM CLASS A | $27,000 | – | 1,500 | +100.0% | 0.00% | – |
| IMCG | New | ISHARES TR MRGSTR MD CP GRWexchange traded funds (country baskets/ishares) - domestic | $39,000 | – | 103 | +100.0% | 0.00% | – |
| ISCG | New | ISHARES TR MRGSTR SM CP GRexchange traded funds (country baskets/ishares) - domestic | $39,000 | – | 128 | +100.0% | 0.00% | – |
| ENIA | New | ENEL AMERICAS S A SPONSORED ADRamerican depository receipts | $34,000 | – | 4,100 | +100.0% | 0.00% | – |
| AOR | New | ISHARES TR GRWT ALLOCAT ETFexchange traded funds (country baskets/ishares) - domestic | $31,000 | – | 595 | +100.0% | 0.00% | – |
| ETB | New | EATON VANCE TAX MNGED BUY WRITclosed end funds - taxable | $34,000 | – | 2,276 | +100.0% | 0.00% | – |
| DMXF | New | ISHARES TR ESG EAFE ETFexchange traded funds (country baskets/ishares) - domestic | $46,000 | – | 731 | +100.0% | 0.00% | – |
| USXF | New | ISHARES TR ESG MSCI USA ETFexchange traded funds (country baskets/ishares) - domestic | $62,000 | – | 1,990 | +100.0% | 0.00% | – |
| New | JAKKS PAC INCORPORATED COM NEW | $66,000 | – | 13,300 | +100.0% | 0.00% | – | |
| KBAL | New | KIMBALL INTERNATIONAL INCORPORATED CLASS B | $29,000 | – | 2,400 | +100.0% | 0.00% | – |
| MP | New | MP MATERIALS CORPORATION COM CLASS A | $69,000 | – | 2,150 | +100.0% | 0.00% | – |
| DNMR | New | DANIMER SCIENTIFIC INCORPORATED COM CLASS A | $24,000 | – | 1,025 | +100.0% | 0.00% | – |
| New | DANAHER CORP DEL SR CV ZERO DB 21corp bonds - convertible | $34,000 | – | 4,000 | +100.0% | 0.00% | – | |
| MGNI | New | MAGNITE INCORPORATED | $25,000 | – | 800 | +100.0% | 0.00% | – |
| ASHR | New | XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETFexchange traded funds (country baskets/ishares) - domestic | $41,000 | – | 1,025 | +100.0% | 0.00% | – |
| MSTR | New | MICROSTRATEGY INCORPORATED CLASS A NEW | $39,000 | – | 100 | +100.0% | 0.00% | – |
| MIRM | New | MIRUM PHARMACEUTICALS INCORPORATED | $44,000 | – | 2,500 | +100.0% | 0.00% | – |
| New | NOVELLUS SYS INC SR COCO 41corp bonds - convertible | $30,000 | – | 2,000 | +100.0% | 0.00% | – | |
| ONEW | New | ONEWATER MARINE INCORPORATED CLASS A COM | $29,000 | – | 1,000 | +100.0% | 0.00% | – |
| PTBD | New | PACER TRENDPILOT US BOND ETFexchange traded funds (country baskets/ishares) - domestic | $55,000 | – | 2,000 | +100.0% | 0.00% | – |
| CARV | New | CARVER BANCORP INCORPORATED COM NEW | $32,000 | – | 5,000 | +100.0% | 0.00% | – |
| CSIQ | New | CANADIAN SOLAR INCORPORATEDforeign ordinary shares | $56,000 | – | 1,100 | +100.0% | 0.00% | – |
| QS | New | QUANTUMSCAPE CORPORATION COM CLASS A | $59,000 | – | 693 | +100.0% | 0.00% | – |
| RXT | New | RACKSPACE TECHNOLOGY INCORPORATED | $38,000 | – | 2,000 | +100.0% | 0.00% | – |
| RDHL | New | REDHILL BIOPHARMA LIMITED SPONSORED ADSamerican depository receipts | $40,000 | – | 5,000 | +100.0% | 0.00% | – |
| WHD | New | CACTUS INCORPORATED CLASS A | $60,000 | – | 2,300 | +100.0% | 0.00% | – |
| CCMP | New | CMC MATERIALS INCORPORATED | $30,000 | – | 200 | +100.0% | 0.00% | – |
| AI | New | C3 AI INCORPORATED CLASS A | $27,000 | – | 196 | +100.0% | 0.00% | – |
| BWEN | New | BROADWIND INCORPORATED COM NEW | $25,000 | – | 3,100 | +100.0% | 0.00% | – |
| SGEN | New | SEAGEN INCORPORATED | $39,000 | – | 225 | +100.0% | 0.00% | – |
| SI | New | SILVERGATE CAP CORPORATION CLASS A | $43,000 | – | 585 | +100.0% | 0.00% | – |
| SBE | New | SWITCHBACK ENERGY ACQUISTN CRP COM CLASS A | $30,000 | – | 750 | +100.0% | 0.00% | – |
| BNED | New | BARNES & NOBLE ED INCORPORATED | $42,000 | – | 9,135 | +100.0% | 0.00% | – |
| TEX | New | TEREX CORPORATION NEW | $35,000 | – | 1,000 | +100.0% | 0.00% | – |
| TA | New | TRAVELCENTERS OF AMERICA INCORPORATED COM NEW | $24,000 | – | 750 | +100.0% | 0.00% | – |
| VSEC | New | VSE CORPORATION | $63,000 | – | 1,625 | +100.0% | 0.00% | – |
| MT | New | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHforeign ordinary shares | $50,000 | – | 2,168 | +100.0% | 0.00% | – |
| ABUS | New | ARBUTUS BIOPHARMA CORPORATIONforeign ordinary shares | $25,000 | – | 7,000 | +100.0% | 0.00% | – |
| WSBF | New | WATERSTONE FINL INCORPORATED MD | $30,000 | – | 1,600 | +100.0% | 0.00% | – |
| ALSN | New | ALLISON TRANSMISSION HLDGS INCORPORATED | $54,000 | – | 1,253 | +100.0% | 0.00% | – |
| IZRL | New | ARK ISRAEL INNOVATIVE TECHNOLOGY ETFexchange traded funds (country baskets/ishares) - domestic | $69,000 | – | 2,328 | +100.0% | 0.00% | – |
| BUG | New | GLOBAL X CYBERSECURITY ETFexchange traded funds (country baskets/ishares) - domestic | $56,000 | – | 2,000 | +100.0% | 0.00% | – |
| DASH | New | DOORDASH INCORPORATED CLASS A | $7,000 | – | 50 | +100.0% | 0.00% | – |
| TROX | New | TRONOX HOLDINGS PLC SHSforeign ordinary shares | $0 | – | 11 | +100.0% | 0.00% | – |
| LCII | New | LCI INDUSTRIES | $1,000 | – | 10 | +100.0% | 0.00% | – |
| HEIA | New | HEICO CORPORATION NEW CLASS A | $10,000 | – | 89 | +100.0% | 0.00% | – |
| PTPI | New | PETROS PHARMACEUTICALS INCORPORATED | $1,000 | – | 281 | +100.0% | 0.00% | – |
| KEX | New | KIRBY CORPORATION | $2,000 | – | 31 | +100.0% | 0.00% | – |
| GLUU | New | GLU MOBILE INCORPORATED | $18,000 | – | 2,000 | +100.0% | 0.00% | – |
| PINC | New | PREMIER INCORPORATED CLASS A | $5,000 | – | 149 | +100.0% | 0.00% | – |
| PBH | New | PRESTIGE CONSMR HEALTHCARE INCORPORATED | $2,000 | – | 65 | +100.0% | 0.00% | – |
| New | BOOKING HOLDINGS INC SR COCO 21corp bonds - convertible | $8,000 | – | 7,000 | +100.0% | 0.00% | – | |
| VNTR | New | VENATOR MATLS PLC SHSforeign ordinary shares | $1,000 | – | 390 | +100.0% | 0.00% | – |
| IAA | New | IAA INCORPORATED | $6,000 | – | 89 | +100.0% | 0.00% | – |
| CM | New | CANADIAN IMP BK COMMforeign ordinary shares | $5,000 | – | 53 | +100.0% | 0.00% | – |
| ONLN | New | PROSHARES ONLINE RETAIL ETFexchange traded funds (country baskets/ishares) - domestic | $21,000 | – | 270 | +100.0% | 0.00% | – |
| HYFM | New | HYDROFARM HLDGS GROUP INCORPORATED | $2,000 | – | 45 | +100.0% | 0.00% | – |
| PLOW | New | DOUGLAS DYNAMICS INCORPORATED | $2,000 | – | 44 | +100.0% | 0.00% | – |
| BEKE | New | KE HLDGS INCORPORATED SPONSORED ADSamerican depository receipts | $5,000 | – | 79 | +100.0% | 0.00% | – |
| New | J2 GLOBAL INCnote 3.250% 6/1 | $3,000 | – | 2,000 | +100.0% | 0.00% | – | |
| PLX | New | PROTALIX BIOTHERAPEUTICS INCORPORATED | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
| PTGX | New | PROTAGONIST THERAPEUTICS INCORPORATED | $1,000 | – | 40 | +100.0% | 0.00% | – |
| APG | New | API GROUP CORPORATION COM STK | $10,000 | – | 525 | +100.0% | 0.00% | – |
| PCYO | New | PURE CYCLE CORPORATION COM NEW | $19,000 | – | 1,707 | +100.0% | 0.00% | – |
| JKS | New | JINKOSOLAR HLDG COMPANY LIMITED SPONSORED ADRamerican depository receipts | $0 | – | 2 | +100.0% | 0.00% | – |
| QDEL | New | QUIDEL CORPORATION | $1,000 | – | 8 | +100.0% | 0.00% | – |
| JOF | New | JAPAN SMALLER CAPITALIZATION Fclosed end funds - taxable | $8,000 | – | 900 | +100.0% | 0.00% | – |
| RYAM | New | RAYONIER ADVANCED MATLS INCORPORATED | $0 | – | 20 | +100.0% | 0.00% | – |
| RP | New | REALPAGE INCORPORATED | $11,000 | – | 128 | +100.0% | 0.00% | – |
| CALX | New | CALIX INCORPORATED | $22,000 | – | 750 | +100.0% | 0.00% | – |
| REGI | New | RENEWABLE ENERGY GROUP INCORPORATED COM NEW | $7,000 | – | 92 | +100.0% | 0.00% | – |
| RPAY | New | REPAY HLDGS CORPORATION COM CLASS A | $3,000 | – | 100 | +100.0% | 0.00% | – |
| JPUS | New | JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETFexchange traded funds (country baskets/ishares) - domestic | $8,000 | – | 100 | +100.0% | 0.00% | – |
| TWNK | New | HOSTESS BRANDS INCORPORATED CLASS A | $4,000 | – | 260 | +100.0% | 0.00% | – |
| GILT | New | GILAT SATELLITE NETWORKS LIMITED SHS NEWforeign ordinary shares | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
| UAN | New | CVR PARTNERS LPmaster limited partnership (dividends) | $2,000 | – | 150 | +100.0% | 0.00% | – |
| NTEC | New | INTEC PHARMA LIMITED JERUSALEM SHS NEWforeign ordinary shares | $0 | – | 110 | +100.0% | 0.00% | – |
| CSGS | New | CSG SYSTEMS INTERNATIONAL INCORPORATED | $2,000 | – | 40 | +100.0% | 0.00% | – |
| ROL | New | ROLLINS INCORPORATED | $3,000 | – | 84 | +100.0% | 0.00% | – |
| CNO | New | CNO FINL GROUP INCORPORATED | $0 | – | 7 | +100.0% | 0.00% | – |
| CNA | New | CNA FINL CORPORATION | $1,000 | – | 34 | +100.0% | 0.00% | – |
| RSI | New | RUSH STREET INTERACTIVE INCORPORATED | $22,000 | – | 1,000 | +100.0% | 0.00% | – |
| SEIC | New | SEI INVTS COMPANY | $3,000 | – | 44 | +100.0% | 0.00% | – |
| ITRN | New | ITURAN LOCATION AND CONTROL SHSforeign ordinary shares | $1,000 | – | 28 | +100.0% | 0.00% | – |
| SPSC | New | SPS COMMERCE INCORPORATED | $2,000 | – | 17 | +100.0% | 0.00% | – |
| NETL | New | NETLEASE CORPORATE REAL ESTATE ETFexchange traded funds (country baskets/ishares) - domestic | $18,000 | – | 700 | +100.0% | 0.00% | – |
| HYXF | New | ISHARES TR ESG ADVNCD HY BDexchange traded funds (country baskets/ishares) - domestic | $10,000 | – | 191 | +100.0% | 0.00% | – |
| KMDA | New | KAMADA LIMITED SHSforeign ordinary shares | $3,000 | – | 500 | +100.0% | 0.00% | – |
| GOAU | New | US GLOBAL GO GOLD AND PRECIOUS METAL MINERS ETFexchange traded funds (country baskets/ishares) - domestic | $12,000 | – | 582 | +100.0% | 0.00% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INCORPORATED | $0 | – | 4 | +100.0% | 0.00% | – |
| BTG | New | B2GOLD CORPORATIONforeign ordinary shares | $1,000 | – | 147 | +100.0% | 0.00% | – |
| SPMB | New | SPDR PORTFOLIO MORTGAGE BACKED BOND ETFexchange traded funds (country baskets/ishares) - domestic | $11,000 | – | 400 | +100.0% | 0.00% | – |
| NNOX | New | NANO X IMAGING LIMITED ORD SHSforeign ordinary shares | $22,000 | – | 476 | +100.0% | 0.00% | – |
| PRFX | New | PAINREFORM LIMITED SHSforeign ordinary shares | $2,000 | – | 500 | +100.0% | 0.00% | – |
| QAT | New | ISHARES TR MSCI QATAR ETFexchange traded funds (country baskets/ishares) - domestic | $14,000 | – | 750 | +100.0% | 0.00% | – |
| BCO | New | BRINKS COMPANY | $7,000 | – | 92 | +100.0% | 0.00% | – |
| PYPD | New | POLYPID LIMITED SHSforeign ordinary shares | $2,000 | – | 200 | +100.0% | 0.00% | – |
| TIPX | New | SPDR BLOOMBERG BARCLAYS 1-10 YEAR TIPS ETFexchange traded funds (country baskets/ishares) - domestic | $21,000 | – | 1,000 | +100.0% | 0.00% | – |
| SP | New | SP PLUS CORPORATION | $1,000 | – | 26 | +100.0% | 0.00% | – |
| EPAY | New | BOTTOMLINE TECH DEL INCORPORATED | $1,000 | – | 17 | +100.0% | 0.00% | – |
| EMGF | New | ISHARES INCORPORATED MSCI EMERG MKTexchange traded funds (country baskets/ishares) - domestic | $11,000 | – | 225 | +100.0% | 0.00% | – |
| RING | New | ISHARES INCORPORATED MSCI GBL GOLD MNexchange traded funds (country baskets/ishares) - domestic | $12,000 | – | 409 | +100.0% | 0.00% | – |
| DAC | New | DANAOS CORPORATION SHSforeign ordinary shares | $0 | – | 11 | +100.0% | 0.00% | – |
| HEEM | New | ISHARES INCORPORATED CUR HD MSCI EMexchange traded funds (country baskets/ishares) - domestic | $2,000 | – | 80 | +100.0% | 0.00% | – |
| New | IONIS PHARMACEUTICALS INC SR COCO 21corp bonds - convertible | $2,000 | – | 2,000 | +100.0% | 0.00% | – | |
| EBIX | New | EBIX INCORPORATED COM NEW | $0 | – | 4 | +100.0% | 0.00% | – |
| HALO | New | HALOZYME THERAPEUTICS INCORPORATED | $15,000 | – | 350 | +100.0% | 0.00% | – |
| GOEX | New | GLOBAL X GOLD EXPLORERS ETFexchange traded funds (country baskets/ishares) - domestic | $12,000 | – | 356 | +100.0% | 0.00% | – |
| COMT | New | ISHARES U S ETF TR COMMOD SEL STGexchange traded funds (country baskets/ishares) - domestic | $14,000 | – | 525 | +100.0% | 0.00% | – |
| SEM | New | SELECT MED HLDGS CORPORATION | $0 | – | 6 | +100.0% | 0.00% | – |
| EGO | New | ELDORADO GOLD CORPORATION NEWforeign ordinary shares | $0 | – | 11 | +100.0% | 0.00% | – |
| SVM | New | SILVERCORP METALS INCORPORATEDforeign ordinary shares | $2,000 | – | 300 | +100.0% | 0.00% | – |
| BLCN | New | SIREN NASDAQ NEXGEN ECONOMY ETFexchange traded funds (country baskets/ishares) - domestic | $4,000 | – | 87 | +100.0% | 0.00% | – |
| SITE | New | SITEONE LANDSCAPE SUPPLY INCORPORATED | $6,000 | – | 38 | +100.0% | 0.00% | – |
| UUUU | New | ENERGY FUELS INCORPORATED COM NEWforeign ordinary shares | $1,000 | – | 300 | +100.0% | 0.00% | – |
| SMAR | New | SMARTSHEET INCORPORATED COM CLASS A | $21,000 | – | 300 | +100.0% | 0.00% | – |
| SLRC | New | SOLAR CAP LIMITEDclosed end funds - taxable | $6,000 | – | 353 | +100.0% | 0.00% | – |
| SPTN | New | SPARTANNASH COMPANY | $4,000 | – | 232 | +100.0% | 0.00% | – |
| BLRX | New | BIOLINERX LIMITED SPONSORED ADSamerican depository receipts | $3,000 | – | 1,133 | +100.0% | 0.00% | – |
| SUM | New | SUMMIT MATLS INCORPORATED CLASS A | $2,000 | – | 102 | +100.0% | 0.00% | – |
| SMMT | New | SUMMIT THERAPEUTICS INCORPORATEDforeign ordinary shares | $9,000 | – | 2,000 | +100.0% | 0.00% | – |
| SNSS | New | SUNESIS PHARMACEUTICALS INCORPORATED COM NEW | $0 | – | 63 | +100.0% | 0.00% | – |
| SUN | New | SUNOCO LP/SUNOCO FIN CORPORATION COM UT REP LPmaster limited partnership (dividends) | $0 | – | 5 | +100.0% | 0.00% | – |
| STAY | New | EXTENDED STAY AMER INC SHS 1 COM 1 CLASS Bunits: stock and warrants | $5,000 | – | 361 | +100.0% | 0.00% | – |
| TPH | New | TRI POINTE GROUP INCORPORATED | $1,000 | – | 48 | +100.0% | 0.00% | – |
| EZPW | New | EZCORP INCORPORATED CLASS A NON VTG | $10,000 | – | 2,000 | +100.0% | 0.00% | – |
| TALO | New | TALOS ENERGY INCORPORATED | $2,000 | – | 300 | +100.0% | 0.00% | – |
| BBDC | New | BARINGS BDC INCORPORATED | $4,000 | – | 400 | +100.0% | 0.00% | – |
| VIV | New | TELEFONICA BRASIL SA NEW ADRamerican depository receipts | $3,000 | – | 311 | +100.0% | 0.00% | – |
| TS | New | TENARIS S A SPONSORED ADSamerican depository receipts | $0 | – | 1 | +100.0% | 0.00% | – |
| TMX | New | TERMINIX GLOBAL HOLDINGS INCORPORATED | $4,000 | – | 69 | +100.0% | 0.00% | – |
| FIDU | New | FIDELITY MSCI INDUSTRIALS INDEX ETFexchange traded funds (country baskets/ishares) - domestic | $3,000 | – | 65 | +100.0% | 0.00% | – |
| New | TEVA PHARMACEUTICAL FIN LLCdbcv 0.250% 2/0 | $3,000 | – | 3,000 | +100.0% | 0.00% | – | |
| TIMB | New | TIM S A SPONSORED ADRamerican depository receipts | $1,000 | – | 61 | +100.0% | 0.00% | – |
| BCPC | New | BALCHEM CORPORATION | $1,000 | – | 10 | +100.0% | 0.00% | – |
| TRU | New | TRANSUNION | $10,000 | – | 100 | +100.0% | 0.00% | – |
| QQXT | New | FIRST TRUST NASDAQ-100 EX-TECH SECTOR INDEX FUNDexchange traded funds (country baskets/ishares) - domestic | $4,000 | – | 54 | +100.0% | 0.00% | – |
| TRS | New | TRIMAS CORPORATION COM NEW | $1,000 | – | 18 | +100.0% | 0.00% | – |
| BJ | New | BJS WHOLESALE CLUB HLDGS INCORPORATED | $3,000 | – | 92 | +100.0% | 0.00% | – |
| TRQ | New | TURQUOISE HILL RES LIMITEDforeign ordinary shares | $9,000 | – | 714 | +100.0% | 0.00% | – |
| TYL | New | TYLER TECHNOLOGIES INCORPORATED | $7,000 | – | 17 | +100.0% | 0.00% | – |
| AYRO | New | AYRO INCORPORATED | $3,000 | – | 500 | +100.0% | 0.00% | – |
| USAT | New | USA TECHNOLOGIES INCORPORATED | $11,000 | – | 1,073 | +100.0% | 0.00% | – |
| CDMO | New | AVID BIOSERVICES INCORPORATED | $10,000 | – | 831 | +100.0% | 0.00% | – |
| UNF | New | UNIFIRST CORPORATION MASS | $3,000 | – | 16 | +100.0% | 0.00% | – |
| AVTR | New | AVANTOR INCORPORATED | $15,000 | – | 540 | +100.0% | 0.00% | – |
| EEMA | New | ISHARES INCORPORATED MSCI EM ASIA ETFexchange traded funds (country baskets/ishares) - domestic | $9,000 | – | 100 | +100.0% | 0.00% | – |
| UNVR | New | UNIVAR SOLUTIONS USA INCORPORATED | $2,000 | – | 120 | +100.0% | 0.00% | – |
| New | US ECOLOGY INCORPORATED | $1,000 | – | 19 | +100.0% | 0.00% | – | |
| AEYE | New | AUDIOEYE INCORPORATED COM NEW | $14,000 | – | 534 | +100.0% | 0.00% | – |
| FTXL | New | FIRST TRUST NASDAQ SEMICONDUCTOR ETFexchange traded funds (country baskets/ishares) - domestic | $7,000 | – | 125 | +100.0% | 0.00% | – |
| ARRY | New | ARRAY TECHNOLOGIES INCORPORATED COM SHS | $15,000 | – | 350 | +100.0% | 0.00% | – |
| AGX | New | ARGAN INCORPORATED | $2,000 | – | 47 | +100.0% | 0.00% | – |
| IFV | New | FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETFexchange traded funds (country baskets/ishares) - domestic | $7,000 | – | 300 | +100.0% | 0.00% | – |
| ARMK | New | ARAMARK | $19,000 | – | 500 | +100.0% | 0.00% | – |
| FPEI | New | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES ANDexchange traded funds (country baskets/ishares) - domestic | $14,000 | – | 680 | +100.0% | 0.00% | – |
| FCFS | New | FIRSTCASH INCORPORATED | $3,000 | – | 39 | +100.0% | 0.00% | – |
| AIRC | New | APARTMENT INCOME REIT CORPORATION REITreal estate investment trusts | $2,000 | – | 48 | +100.0% | 0.00% | – |
| AIV | New | APARTMENT INVT & MGMT COMPANY CLASS A REIT | $0 | – | 48 | +100.0% | 0.00% | – |
| FSR | New | FISKER INCORPORATED CLASS A COM STK | $18,000 | – | 1,200 | +100.0% | 0.00% | – |
| PLAN | New | ANAPLAN INCORPORATED | $1,000 | – | 15 | +100.0% | 0.00% | – |
| TLEH | New | FLEXSHARES CURRENCY HEDGED MORNINGSTAR EM FACTOR TILT INDEX FUNDexchange traded funds (country baskets/ishares) - domestic | $6,000 | – | 199 | +100.0% | 0.00% | – |
| AMKR | New | AMKOR TECHNOLOGY INCORPORATED | $1,000 | – | 55 | +100.0% | 0.00% | – |
| VER | New | VEREIT INCORPORATED REITreal estate investment trusts | $7,000 | – | 180 | +100.0% | 0.00% | – |
| VBTX | New | VERITEX HLDGS INCORPORATED | $7,000 | – | 280 | +100.0% | 0.00% | – |
| VRTS | New | VIRTUS INVT PARTNERS INCORPORATED | $22,000 | – | 100 | +100.0% | 0.00% | – |
| VG | New | VONAGE HLDGS CORPORATION | $1,000 | – | 93 | +100.0% | 0.00% | – |
| VNT | New | VONTIER CORPORATION | $21,000 | – | 640 | +100.0% | 0.00% | – |
| FOX | New | FOX CORPORATION CLASS B COM | $21,000 | – | 716 | +100.0% | 0.00% | – |
| WNS | New | WNS HLDGS LIMITED SPON ADRamerican depository receipts | $4,000 | – | 58 | +100.0% | 0.00% | – |
| WPG | New | WASHINGTON PRIME GROUP NEW REITreal estate investment trusts | $0 | – | 17 | +100.0% | 0.00% | – |
| PINE | New | ALPINE INCOME PROPERTY TR INCORPORATED REITreal estate investment trusts | $3,000 | – | 200 | +100.0% | 0.00% | – |
| W | New | WAYFAIR INCORPORATED CLASS A | $1,000 | – | 3 | +100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY INCORPORATED | $11,000 | – | 1,001 | +100.0% | 0.00% | – |
| FREE | New | WHOLE EARTH BRANDS INCORPORATED COM CLASS A | $22,000 | – | 1,985 | +100.0% | 0.00% | – |
| NTLA | New | INTELLIA THERAPEUTICS INCORPORATED | $16,000 | – | 297 | +100.0% | 0.00% | – |
| EPRF | New | INNOVATOR S&P INVESTMENT GRADE PREFERRED ETFexchange traded funds (country baskets/ishares) - domestic | $20,000 | – | 812 | +100.0% | 0.00% | – |
| GSEU | New | GOLDMAN SACHS ACTIVEBETA EUROPE EQUITY ETFexchange traded funds (country baskets/ishares) - domestic | $7,000 | – | 200 | +100.0% | 0.00% | – |
| ATSG | New | AIR TRANSPORT SERVICES GRP INCORPORATED | $5,000 | – | 156 | +100.0% | 0.00% | – |
| GVIP | New | GOLDMAN SACHS HEDGE INDUSTRY VIP ETFexchange traded funds (country baskets/ishares) - domestic | $18,000 | – | 200 | +100.0% | 0.00% | – |
| INT | New | WORLD FUEL SVCS CORPORATION | $1,000 | – | 35 | +100.0% | 0.00% | – |
| GLDG | New | GOLDMINING INCORPORATEDforeign ordinary shares | $1,000 | – | 430 | +100.0% | 0.00% | – |
| IMKTA | New | INGLES MKTS INCORPORATED CLASS A | $1,000 | – | 21 | +100.0% | 0.00% | – |
| XL | New | XL FLEET CORPORATION COM CLASS A | $12,000 | – | 500 | +100.0% | 0.00% | – |
| DBLV | New | ADVISORSHARES DOUBLELINE VALUE EQUITY ETFexchange traded funds (country baskets/ishares) - domestic | $16,000 | – | 200 | +100.0% | 0.00% | – |
| YELP | New | YELP INCORPORATED CLASS A | $2,000 | – | 49 | +100.0% | 0.00% | – |
| ADUS | New | ADDUS HOMECARE CORPORATION | $3,000 | – | 22 | +100.0% | 0.00% | – |
| GOGO | New | GOGO INCORPORATED | $7,000 | – | 700 | +100.0% | 0.00% | – |
| INFN | New | INFINERA CORPORATION | $10,000 | – | 1,000 | +100.0% | 0.00% | – |
| LOPE | New | GRAND CANYON ED INCORPORATED | $2,000 | – | 26 | +100.0% | 0.00% | – |
| ACIW | New | ACI WORLDWIDE INCORPORATED | $2,000 | – | 47 | +100.0% | 0.00% | – |
| MCY | New | MERCURY GENL CORPORATION NEW | $3,000 | – | 50 | +100.0% | 0.00% | – |
| MRCY | New | MERCURY SYSTEMS INCORPORATED | $2,000 | – | 25 | +100.0% | 0.00% | – |
| CUBI | New | CUSTOMERS BANCORP INCORPORATED | $2,000 | – | 100 | +100.0% | 0.00% | – |
| CUB | New | CUBIC CORPORATION | $2,000 | – | 33 | +100.0% | 0.00% | – |
| MDGS | New | MEDIGUS LIMITED SPONSORED ADSamerican depository receipts | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| MDXG | New | MIMEDX GROUP INCORPORATED | $9,000 | – | 1,000 | +100.0% | 0.00% | – |
| CACC | New | CREDIT ACCEP CORPORATION MICH | $4,000 | – | 12 | +100.0% | 0.00% | – |
| MOH | New | MOLINA HEALTHCARE INCORPORATED | $3,000 | – | 15 | +100.0% | 0.00% | – |
| COWN | New | COWEN INCORPORATED CLASS A NEW | $0 | – | 6 | +100.0% | 0.00% | – |
| MEG | New | MONTROSE ENVIRONMENTAL GROUP I | $4,000 | – | 145 | +100.0% | 0.00% | – |
| ACHC | New | ACADIA HEALTHCARE COMPANY INCORPORATED | $0 | – | 3 | +100.0% | 0.00% | – |
| CSGP | New | COSTAR GROUP INCORPORATED | $11,000 | – | 12 | +100.0% | 0.00% | – |
| COOP | New | MR COOPER GROUP INCORPORATED | $0 | – | 5 | +100.0% | 0.00% | – |
| MAXR | New | MAXAR TECHNOLOGIES INCORPORATED | $0 | – | 5 | +100.0% | 0.00% | – |
| CRSR | New | CORSAIR GAMING INCORPORATED | $2,000 | – | 50 | +100.0% | 0.00% | – |
| NVEE | New | NV5 GLOBAL INCORPORATED | $3,000 | – | 36 | +100.0% | 0.00% | – |
| NGHC | New | NATIONAL GENERAL HLDGS CORPORATION | $4,000 | – | 112 | +100.0% | 0.00% | – |
| MXL | New | MAXLINEAR INCORPORATED | $4,000 | – | 106 | +100.0% | 0.00% | – |
| AY | New | ATLANTICA SUSTAINABLE INFR PLC SHSforeign ordinary shares | $3,000 | – | 87 | +100.0% | 0.00% | – |
| ABST | New | ABSOLUTE SOFTWARE CORPORATIONforeign ordinary shares | $2,000 | – | 200 | +100.0% | 0.00% | – |
| CTG | New | COMPUTER TASK GROUP INCORPORATED | $14,000 | – | 2,272 | +100.0% | 0.00% | – |
| CPSI | New | COMPUTER PROGRAMS & SYSTEMS INCORPORATED | $1,000 | – | 37 | +100.0% | 0.00% | – |
| RE | New | EVEREST RE GROUP LIMITEDforeign ordinary shares | $1,000 | – | 6 | +100.0% | 0.00% | – |
| GAN | New | GAN LIMITED ORD SHSforeign ordinary shares | $10,000 | – | 500 | +100.0% | 0.00% | – |
| NUS | New | NU SKIN ENTERPRISES INCORPORATED CLASS A | $0 | – | 3 | +100.0% | 0.00% | – |
| HZO | New | MARINEMAX INCORPORATED | $23,000 | – | 644 | +100.0% | 0.00% | – |
| DJCO | New | DAILY JOURNAL CORPORATION | $4,000 | – | 10 | +100.0% | 0.00% | – |
| CLNY | New | COLONY CAP INCORPORATED NEW CLASS A COM REITreal estate investment trusts | $16,000 | – | 3,329 | +100.0% | 0.00% | – |
| CFX | New | COLFAX CORPORATION | $4,000 | – | 112 | +100.0% | 0.00% | – |
| DAR | New | DARLING INGREDIENTS INCORPORATED | $6,000 | – | 112 | +100.0% | 0.00% | – |
| OIBRC | New | OI SA SPONSORED ADR NEamerican depository receipts | $0 | – | 2 | +100.0% | 0.00% | – |
| BETZ | New | ROUNDHILL SPORTS BETTING & IGAMING ETFexchange traded funds (country baskets/ishares) - domestic | $5,000 | – | 200 | +100.0% | 0.00% | – |
| CCOI | New | COGENT COMMUNICATIONS HLDGS IN COM NEW | $1,000 | – | 18 | +100.0% | 0.00% | – |
| GLTR | New | ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARESexchange traded funds (country baskets/ishares) - domestic | $10,000 | – | 100 | +100.0% | 0.00% | – |
| New | LIGHTBRIDGE CORPORATION | $0 | – | 1 | +100.0% | 0.00% | – | |
| OCSL | New | OAKTREE SPECIALTY LENDING CORPORATION | $2,000 | – | 280 | +100.0% | 0.00% | – |
| ODC | New | OIL DRI CORPORATION AMER | $5,000 | – | 140 | +100.0% | 0.00% | – |
| DINT | New | DAVIS SELECT INTERNATIONAL ETFexchange traded funds (country baskets/ishares) - domestic | $2,000 | – | 100 | +100.0% | 0.00% | – |
| MANU | New | MANCHESTER UTD PLC NEW ORD CLASS Aforeign ordinary shares | $11,000 | – | 650 | +100.0% | 0.00% | – |
| ONTX | New | ONCONOVA THERAPEUTICS INCORPORATED COM PAR | $0 | – | 166 | +100.0% | 0.00% | – |
| ONCT | New | ONCTERNAL THERAPEUTICS INCORPORATED | $1,000 | – | 300 | +100.0% | 0.00% | – |
| FLWS | New | FLWS/1-800 FLOWERS CLASS A | $1,000 | – | 35 | +100.0% | 0.00% | – |
| CLH | New | CLEAN HARBORS INCORPORATED | $4,000 | – | 49 | +100.0% | 0.00% | – |
| OPRX | New | OPTIMIZERX CORPORATION COM NEW | $6,000 | – | 200 | +100.0% | 0.00% | – |
| ORMP | New | ORAMED PHARMACEUTICALS INCORPORATED COM NEW | $6,000 | – | 1,500 | +100.0% | 0.00% | – |
| CVEO | New | CIVEO CORPORATION CDA COM NEWforeign ordinary shares | $15,000 | – | 1,109 | +100.0% | 0.00% | – |
| FAX | New | ABERDEEN ASIA-PACIFIC INCOME Fclosed end funds - taxable | $13,000 | – | 3,000 | +100.0% | 0.00% | – |
| DECK | New | DECKERS OUTDOOR CORPORATION | $1,000 | – | 3 | +100.0% | 0.00% | – |
| IDA | New | IDACORP INCORPORATED | $2,000 | – | 21 | +100.0% | 0.00% | – |
| New | NABRIVA THERAPEUTICS PLC SHS NEWforeign ordinary shares | $2,000 | – | 952 | +100.0% | 0.00% | – | |
| OC | New | OWENS CORNING NEW | $2,000 | – | 20 | +100.0% | 0.00% | – |
| New | PDC ENERGY INC SR GLBL CV NT 21corp bonds - convertible | $2,000 | – | 2,000 | +100.0% | 0.00% | – | |
| DSGX | New | DESCARTES SYSTEMS GROUP INCORPORATEDforeign ordinary shares | $2,000 | – | 38 | +100.0% | 0.00% | – |
| RODM | New | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFexchange traded funds (country baskets/ishares) - domestic | $2,000 | – | 75 | +100.0% | 0.00% | – |
| DM | New | DESKTOP METAL INCORPORATED COM CLASS A | $3,000 | – | 200 | +100.0% | 0.00% | – |
| LFC | New | CHINA LIFE INS COMPANY LIMITED SPON ADR REP Hamerican depository receipts | $6,000 | – | 550 | +100.0% | 0.00% | – |
| COWZ | New | PACER US CASH COWS 100 ETFexchange traded funds (country baskets/ishares) - domestic | $10,000 | – | 300 | +100.0% | 0.00% | – |
| LCY | New | LANDCADIA HOLDINGS III INCORPORATED COM CLASS A | $21,000 | – | 2,000 | +100.0% | 0.00% | – |
| ABCL | New | ABCELLERA BIOLOGICS INCORPORATEDforeign ordinary shares | $16,000 | – | 400 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INCORPORATED | 28 | Q3 2023 | 5.4% |
| AMAZON COM INCORPORATED | 28 | Q3 2023 | 3.1% |
| MICROSOFT CORPORATION | 28 | Q3 2023 | 2.9% |
| SPDR S&P 500 ETF TRUST | 28 | Q3 2023 | 4.4% |
| ISHARES TR RUS 1000 GRW ETF | 28 | Q3 2023 | 7.3% |
| ALPHABET INCORPORATED CAP STK CLASS A | 28 | Q3 2023 | 2.0% |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 28 | Q3 2023 | 1.4% |
| ISHARES TR MSCI USA MIN VOL | 28 | Q3 2023 | 1.8% |
| JPMORGAN CHASE & COMPANY | 28 | Q3 2023 | 1.8% |
| JOHNSON & JOHNSON | 28 | Q3 2023 | 2.1% |
View Steward Partners Investment Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-12 |
View Steward Partners Investment Advisory, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.