Sound Stewardship, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $165 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $23.2B, Schwab Fundamental U S Broad M with a value of $13B, Ishares Core S&P 500 ETF with a value of $9.97B, Abrdn Precious Metals Basket ETF Trust with a value of $8.54B, and Ishares Tr Msci Eafe Small Cap with a value of $7.45B.

Examining the 13F form we can see an increase of $13.8B in the current position value, from $151B to 165B.

Sound Stewardship, LLC is based out at Overland Park, KS

Below you can find more details about Sound Stewardship, LLC portfolio as well as his latest detailed transactions.

Portfolio value $165 Billion
ETFs: $160 Billion
Technology: $2.16 Billion
Utilities: $980 Million
Real Estate: $390 Million
Financial Services: $222 Million
Healthcare: $209 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $165 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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