Sound Stewardship, LLC Portfolio Holdings

Sound Stewardship, LLC

$178 Billion
Q3 2024

Sound Stewardship, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $178 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 $26B, Schwab Fundamental U S Broad M with a value of $13.9B, Ishares Core S&P 500 ETF with a value of $11.1B, Abrdn Precious Metals Basket ETF Trust with a value of $9.67B, and Ishares Tr Msci Eafe Small Cap with a value of $8.25B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $165B to 178B.

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 $178 Billion

ETFs: $174 Billion

Technology: $2.24 Billion

Utilities: $1.19 Billion

Financial Services: $258 Million

Healthcare: $214 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CBSH Commerce Bancshares Inc Financial Services	$8.57B	$258 Million 0.14% of portfolio	4,339	Q3 2024 Added 3.9%

Summary

Portfolio
No. of Stocks 60
Current Value $178 Billion
Prior Value $165 Billion
Filing
Period Q3 2024
Filing Date October 24, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 5 stocks
Additional Purchases 24 stocks
Sold out of 0 stocks
Reduced holdings in 25 stocks

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Sound Stewardship, LLC Portfolio Holdings