Sound Stewardship, LLC Portfolio Holdings by Sector
Sound Stewardship, LLC
- $165 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BND FNDB IVV GLTR SCZ FNDA BSCQ BSCO 45 stocks |
$158 Million
96.13% of portfolio
|
  20  
|
  19  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.47 Million
1.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE LNT EVRG 3 stocks |
$1.03 Million
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.01 Million
0.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$643,509
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
EPR 1 stocks |
$385,755
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$321,349
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$257,237
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CBSH 1 stocks |
$232,938
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|