Sound Stewardship, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $168 Billion distributed in 60 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 $25.4B, Schwab Fundamental U S Broad M with a value of $13.6B, Ishares Core S&P 500 ETF with a value of $11.1B, Abrdn Precious Metals Basket ETF Trust with a value of $8.85B, and Schwab Fundamental U S Small C with a value of $8.08B.

Examining the 13F form we can see an decrease of $9.86B in the current position value, from $178B to 168B.

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 $168 Billion
ETFs: $162 Billion
Technology: $2.53 Billion
Utilities: $1.1 Billion
Consumer Cyclical: $546 Million
Consumer Defensive: $517 Million
Healthcare: $420 Million
Financial Services: $284 Million
Real Estate: $216 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $168 Billion
  • Prior Value $178 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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