Steward Financial Group LLC Portfolio Holdings
Steward Financial Group LLC
- $315 Million
- Q3 2023
Steward Financial Group LLC has filed its 13F form on October 20, 2023 for Q3 2023 where it was disclosed a total value porftolio of $315 Million distributed in 1629 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $85.3M, Dimensional ETF Tr U S Core Eq with a value of $76.7M, Dimensional ETF Tr Us Marketwi with a value of $19.5M, Dimensional ETF Tr Dimensional with a value of $16.3M, and Dimensional ETF Tr U S Target with a value of $14.4M.
Examining the 13F form we can see an increase of $2.38M in the current position value, from $313M to 315M.
Below you can find more details about Steward Financial Group LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,629
- Current Value $315 Million
- Prior Value $313 Million
- Filing
- Period Q3 2023
- Filing Date October 20, 2023
- Form Type 13F-HR
- Activity in Q3 2023
- New Purchases 1,241 stocks
- Additional Purchases 153 stocks
- Sold out of 0 stocks
- Reduced holdings in 125 stocks