Stewardship Advisors, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $288 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $55.8M, Invesco Exchange Traded Self I with a value of $30.4M, Xtrackers Usd High Yield Corp with a value of $17.5M, Vanguard Ftse Emerging Mkts Et with a value of $17M, and Ishares Tr Msci Usa Esg Select with a value of $11.7M.

Examining the 13F form we can see an increase of $13.3M in the current position value, from $275M to 288M.

Below you can find more details about Stewardship Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $288 Million
ETFs: $279 Million
Technology: $1.54 Million
Financial Services: $476,000
Industrials: $262,000
Energy: $222,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $288 Million
  • Prior Value $275 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 18 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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