Sound Stewardship, LLC Purchases and Sells in Q3 2025

Sound Stewardship, LLC

$208 Billion
Q3 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDB	17.3K + 2.81%	$23.83 - $25.77 $413K - $446K	634K $16.3B
BND	14.4K + 3.76%	$72.57 - $74.72 $1.05M - $1.08M	399K $29.7B
IJR	5.85K + 11.34%	$108.46 - $120.63 $634K - $705K	57.4K $6.82B
IVV	316 + 1.59%	$620.67 - $670.08 $196K - $212K	20.2K $13.5B
VEA	3.47K + 2.7%	$56.02 - $60.3 $195K - $209K	132K $7.92B
IJH	3.65K + 3.97%	$62.09 - $66.51 $227K - $243K	95.6K $6.24B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	547 New	$293.94 - $444.72 $161K - $243K	547 $243M
BSCT	12.9K New	$18.61 - $18.94 $240K - $244K	12.9K $242M
DSI	1.71K New	$115.96 - $125.95 $198K - $215K	1.71K $215M
JPM	655 New	$282.78 - $316.06 $185K - $207K	655 $207M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TPIF	-5.23K - 9.87%	$31.81 - $33.66 $166K - $176K	47.8K $1.59B
CANADIAN PACIFIC KANSAS CITY	-749 - 9.63%	N/A	7.03K $524M
DGRO	-2.58K - 8.08%	$64.12 - $68.08 $165K - $175K	29.3K $1.99B
DLS	-837 - 9.68%	$74.73 - $80.82 $62.5K - $67.6K	7.81K $621M
TPLC	-874 - 5.79%	$44.8 - $46.43 $39.2K - $40.6K	14.2K $659M
SCHP	-427 - 4.6%	$26.44 - $27.1 $11.3K - $11.6K	8.85K $238M

Activity Summary All Purchases 30 New Holdings 4 Increased Positions 26 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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