Sound Stewardship, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $165 Billion distributed in 56 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 $23.5B, Schwab Fundamental U S Broad M with a value of $12.9B, Ishares Core S&P 500 ETF with a value of $10.4B, Abrdn Precious Metals Basket ETF Trust with a value of $8.95B, and Ishares Tr Msci Eafe Small Cap with a value of $7.35B.

Examining the 13F form we can see an decrease of $305M in the current position value, from $165B to 165B.

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 $165 Billion
ETFs: $160 Billion
Technology: $2.23 Billion
Utilities: $1.03 Billion
Real Estate: $386 Million
Financial Services: $233 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $165 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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