Sound Stewardship, LLC Purchases in Q4 2024

Sound Stewardship, LLC

  • $168 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
48.6K
+ 483.12%
$20.08 - $20.61 $975K - $1M
58.6K $1.18B
A
Agilent Technologies, Inc.

Healthcare
3.13K
New
$125.69 - $146.56 $393K - $458K
3.13K $420M
TSLA
Tesla, Inc.

Consumer Cyclical
787
New
$213.65 - $479.86 $168K - $378K
787 $318M
WMT
Walmart Inc.

Consumer Defensive
3.06K
New
$79.1 - $95.7 $242K - $292K
3.06K $276M
PG
Procter & Gamble CO

Consumer Defensive
1.44K
New
$161.05 - $179.7 $232K - $259K
1.44K $241M
AMZN
Amazon Com Inc

Consumer Cyclical
1.04K
New
$180.88 - $232.93 $188K - $242K
1.04K $228M
EPR
Epr Properties

Real Estate
4.87K
New
$43.17 - $49.39 $210K - $240K
4.87K $216M
MSFT
Microsoft Corp

Technology
390
+ 17.85%
$406.35 - $454.46 $158K - $177K
2.58K $1.09B
VTI
Vanguard Total Stock Market Et

ETFs
87
+ 0.99%
$280.04 - $302.45 $24.4K - $26.3K
8.85K $2.56B
AAPL
Apple Inc.

Technology
91
+ 2.87%
$221.69 - $259.02 $20.2K - $23.6K
3.26K $816M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.87K
+ 6.26%
$23.29 - $23.93 $113K - $116K
82.7K $1.94B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.7K
+ 1.95%
$19.42 - $19.76 $130K - $132K
350K $6.81B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.77K
+ 1.32%
$19.38 - $19.58 $92.5K - $93.5K
367K $7.14B
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
960
+ 4.07%
$38.17 - $42.95 $36.6K - $41.2K
24.5K $958M
NVDA
Nvidia Corp

Technology
62
+ 2.53%
$117.0 - $148.88 $7.25K - $9.23K
2.51K $338M
CBSH
Commerce Bancshares Inc

Financial Services
216
+ 4.98%
$57.04 - $74.36 $12.3K - $16.1K
4.56K $284M
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 3.45%
$567.81 - $607.81 $11.4K - $12.2K
599 $351M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
782
+ 1.58%
$23.02 - $23.23 $18K - $18.2K
50.2K $1.16B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
771
+ 1.59%
$23.25 - $23.56 $17.9K - $18.2K
49.3K $1.15B
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.87K
+ 200.41%
$22.4 - $68.28 $221K - $674K
14.8K $343M
BSJR
Invesco Indx Tr

ETFs
767
+ 1.56%
$22.37 - $22.7 $17.2K - $17.4K
50K $1.12B
EFA
Ishares Tr Msci Eafe ETF

ETFs
287
+ 5.93%
$75.1 - $82.99 $21.6K - $23.8K
5.13K $388M
IXUS
Ishares Tr

ETFs
3
+ 0.04%
$65.95 - $72.56 $198 - $218
7.51K $497M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
78
+ 0.89%
$62.71 - $68.47 $4.89K - $5.34K
8.85K $557M
TPIF
Timothy Plan Intl ETF (De)

ETFs
2.37K
+ 4.58%
$26.38 - $28.72 $62.4K - $68K
54K $1.44B
TIP
Ishares Tr Tips Bd ETF

ETFs
1.1K
+ 2.32%
$106.33 - $110.69 $117K - $122K
48.4K $5.16B
FNDA
Schwab Fundamental U S Small C

ETFs
135K
+ 98.41%
$29.26 - $59.11 $3.95M - $7.98M
272K $8.08B
Canadian Pacific Kansas City
5
+ 0.06%
N/A
8.27K $598M
DGS
Wisdomtree Emerging Markets Sm

ETFs
255
+ 0.83%
$48.87 - $53.53 $12.5K - $13.7K
31K $1.52B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
26
+ 0.07%
$44.04 - $49.49 $1.15K - $1.29K
38K $1.67B
IDV
Ishares Tr

ETFs
117
+ 0.2%
$27.03 - $29.92 $3.16K - $3.5K
57.4K $1.57B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.47K
+ 4.21%
$55.45 - $61.08 $192K - $212K
85.9K $4.77B
VEA
Vanguard Ftse Developed Market

ETFs
4.65K
+ 4.01%
$47.57 - $52.44 $221K - $244K
121K $5.76B
FNDB
Schwab Fundamental U S Broad M

ETFs
384K
+ 193.99%
$23.07 - $70.32 $8.87M - $27M
583K $13.6B
FNDF
Schwab Fundamental Intl Large

ETFs
6.84K
+ 3.85%
$32.92 - $37.15 $225K - $254K
185K $6.13B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.32K
+ 2.12%
$71.75 - $75.11 $525K - $550K
353K $25.4B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.97K
+ 3.26%
$60.13 - $67.31 $238K - $267K
126K $7.64B
Activity Summary
Buys All Purchases 38 New Holdings 6 Increased Positions 32 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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