Stewardship Advisors, LLC Purchases in Q4 2024

Stewardship Advisors, LLC

  • $341 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQMG
Invesco Exchange Traded Fd Tr

ETFs
167K
New
$32.89 - $36.52 $5.5M - $6.11M
167K $5.83M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
236K
New
$21.66 - $22.69 $5.1M - $5.34M
236K $5.13M
RSPE
Invesco Exchange Traded Fd Tr

ETFs
191K
New
$26.44 - $28.36 $5.04M - $5.4M
191K $5.04M
ESGB
Indexiq Active ETF Tr Iq Macka
208K
New
$20.81 - $21.72 $4.33M - $4.51M
208K $4.33M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
39.8K
New
$98.41 - $98.98 $3.91M - $3.94M
39.8K $3.91M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
26.9K
+ 34.84%
$118.0 - $127.04 $3.17M - $3.41M
104K $12.6M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
85K
New
$29.02 - $32.11 $2.47M - $2.73M
85K $2.47M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
609
+ 0.47%
$198.04 - $221.51 $121K - $135K
129K $27.1M
SCHC
Schwab Strategic Tr Intl Small

ETFs
38.5K
+ 28.99%
$33.93 - $38.37 $1.31M - $1.48M
171K $5.88M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
36.2K
+ 116.58%
$19.82 - $21.55 $718K - $781K
67.3K $1.33M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.74K
+ 8.65%
$50.67 - $50.9 $341K - $343K
84.6K $4.29M
SCHG
Schwab Strategic Tr Us Large C

ETFs
39.6K
+ 381.0%
$25.93 - $105.3 $1.03M - $4.17M
50K $1.39M
SCHV
Schwab Strategic Tr Us Large C

ETFs
39.8K
+ 293.16%
$25.79 - $80.4 $1.03M - $3.2M
53.4K $1.39M
BNDX
Vanguard Total International B

ETFs
6.32K
+ 44.24%
$48.91 - $50.61 $309K - $320K
20.6K $1.01M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.27K
+ 23.19%
$41.17 - $43.34 $341K - $359K
43.9K $1.82M
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.05K
+ 1.6%
$97.11 - $104.1 $296K - $318K
194K $19M
NVDA
Nvidia Corp

Technology
1.4K
+ 21.99%
$117.0 - $148.88 $163K - $208K
7.75K $1.04M
TSLA
Tesla, Inc.

Consumer Cyclical
174
+ 12.67%
$213.65 - $479.86 $37.2K - $83.5K
1.55K $624K
AAPL
Apple Inc.

Technology
432
+ 4.92%
$221.69 - $259.02 $95.8K - $112K
9.22K $2.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
390
+ 15.25%
$481.22 - $538.17 $188K - $210K
2.95K $1.51M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.13K
+ 4.37%
$49.79 - $51.14 $455K - $467K
218K $10.9M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
6.79K
New
$34.1 - $36.82 $232K - $250K
6.79K $237K
AMZN
Amazon Com Inc

Consumer Cyclical
524
+ 14.44%
$180.88 - $232.93 $94.8K - $122K
4.15K $911K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.99K
+ 22.42%
$96.64 - $101.23 $289K - $303K
16.3K $1.58M
CRM
Salesforce, Inc.

Technology
664
New
$270.87 - $367.87 $180K - $244K
664 $221K
PG
Procter & Gamble CO

Consumer Defensive
1.31K
New
$161.05 - $179.7 $210K - $235K
1.31K $218K
IDEV
Ishares Core Msci Intl Develop

ETFs
4.18K
+ 50.64%
$64.18 - $70.42 $268K - $294K
12.4K $801K
PH
Parker Hannifin Corp

Industrials
341
New
$621.74 - $709.46 $212K - $242K
341 $216K
PWR
Quanta Services, Inc.

Industrials
664
New
$296.05 - $346.6 $197K - $230K
664 $209K
T
At&T Inc.

Communication Services
8.96K
New
$21.22 - $23.88 $190K - $214K
8.96K $204K
CSX
Csx Corp

Industrials
6.32K
New
$31.58 - $36.88 $200K - $233K
6.32K $203K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.29K
+ 34.01%
$48.33 - $49.08 $207K - $210K
16.9K $817K
SCHO
Schwab Short Term Us Treasury

ETFs
14.1K
+ 235.39%
$24.06 - $48.88 $338K - $687K
20K $481K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.15K
+ 30.27%
$23.29 - $23.93 $190K - $195K
35.1K $822K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
13.7K
+ 4.89%
$23.42 - $24.25 $320K - $331K
293K $6.91M
MSFT
Microsoft Corp

Technology
434
+ 21.69%
$406.35 - $454.46 $176K - $197K
2.44K $1.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.09K
+ 21.92%
$66.77 - $71.52 $139K - $149K
11.6K $800K
SCHX
Schwab Strategic Tr Us Large C

ETFs
27.6K
+ 252.65%
$22.4 - $68.28 $618K - $1.88M
38.5K $892K
GOOGL
Alphabet Inc.

Communication Services
398
+ 12.39%
$161.86 - $196.66 $64.4K - $78.3K
3.61K $683K
AVGO
Broadcom Inc.

Technology
294
+ 22.95%
$159.67 - $250.0 $46.9K - $73.5K
1.58K $365K
WTMF
Wisdomtree Tr Managed Futures

ETFs
7.84K
+ 3.52%
$34.6 - $36.99 $271K - $290K
231K $8.05M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.84K
+ 48.2%
$77.02 - $78.58 $142K - $144K
5.65K $436K
IEMG
Ishares Inc

ETFs
2.45K
+ 49.73%
N/A
7.37K $395K
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.89K
+ 40.49%
$46.75 - $47.8 $135K - $138K
10K $469K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.03K
+ 37.72%
N/A
7.39K $461K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.47K
+ 15.77%
$33.92 - $36.6 $118K - $127K
25.4K $880K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.65K
+ 2.66%
$50.62 - $50.97 $134K - $135K
102K $5.18M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
3.51K
+ 6.44%
$47.98 - $49.47 $168K - $174K
58K $2.8M
V
Visa Inc.

Financial Services
205
+ 21.13%
$273.87 - $320.91 $56.1K - $65.8K
1.18K $371K
Activity Summary
Buys All Purchases 109 New Holdings 17 Increased Positions 92 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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