Stewardship Advisors, LLC Purchases in Q3 2024

Stewardship Advisors, LLC

  • $337 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
128K
New
$178.94 - $207.0 $23M - $26.6M
128K $25.8M
RWL
Invesco Exchange Traded Fd Tr

ETFs
191K
New
$90.36 - $98.07 $17.3M - $18.7M
191K $18.7M
WTMF
Wisdomtree Tr Managed Futures

ETFs
223K
New
$34.69 - $36.83 $7.73M - $8.2M
223K $7.91M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
259K
+ 92.17%
$24.86 - $26.33 $6.43M - $6.81M
539K $14.1M
GTO
Invesco Actively Managed ETF T

ETFs
110K
+ 92.33%
$46.22 - $48.77 $5.11M - $5.39M
230K $11.1M
SCHC
Schwab Strategic Tr Intl Small

ETFs
133K
New
$34.48 - $38.87 $4.58M - $5.16M
133K $5.12M
IVV
Ishares Core S&P 500 ETF

ETFs
3.62K
+ 3.56%
$520.18 - $576.82 $1.88M - $2.09M
105K $60.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
99.5K
New
$50.52 - $50.95 $5.03M - $5.07M
99.5K $5.06M
IMFL
Invesco Ex Tr Self Indx Fd Tr
173K
+ 51.77%
$23.68 - $26.26 $4.1M - $4.54M
507K $12.9M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
104K
New
$28.11 - $29.42 $2.92M - $3.05M
104K $3.05M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
56.1K
+ 257.02%
$50.61 - $50.96 $2.84M - $2.86M
77.9K $3.97M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
31.7K
+ 139.03%
$48.27 - $49.43 $1.53M - $1.57M
54.5K $2.69M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
35.7K
New
$41.34 - $43.55 $1.47M - $1.55M
35.7K $1.54M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.7K
New
$71.45 - $75.64 $1.12M - $1.19M
15.7K $1.18M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.62K
+ 243.65%
$73.43 - $80.37 $707K - $773K
13.6K $1.09M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.37K
+ 242.61%
$92.63 - $105.69 $682K - $779K
10.4K $1.08M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22K
New
$31.05 - $34.29 $682K - $754K
22K $753K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.9K
New
$61.11 - $67.85 $667K - $741K
10.9K $740K
BNDX
Vanguard Total International B

ETFs
14.3K
New
$48.42 - $50.35 $692K - $719K
14.3K $718K
AMZN
Amazon Com Inc

Consumer Cyclical
3.63K
New
$161.02 - $200.0 $585K - $726K
3.63K $676K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
26.9K
New
$23.04 - $24.06 $620K - $647K
26.9K $647K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.6K
New
$48.06 - $49.39 $606K - $622K
12.6K $621K
MUB
Ishares National Muni Bond ETF

ETFs
5.58K
New
$106.13 - $108.7 $593K - $607K
5.58K $606K
IDEV
Ishares Core Msci Intl Develop

ETFs
8.26K
New
$63.46 - $71.43 $524K - $590K
8.26K $584K
SUB
Ishares Short Term National Mu

ETFs
5.45K
New
$104.3 - $106.3 $568K - $579K
5.45K $578K
DFAU
Dimensional ETF Tr

ETFs
14.1K
New
$35.8 - $39.69 $505K - $560K
14.1K $560K
AAPL
Apple Inc.

Technology
1.71K
+ 24.12%
$207.23 - $234.82 $354K - $401K
8.79K $2.05M
USXF
Ishares Esg Advanced Msci Usa

Technology
11.1K
New
$43.59 - $49.35 $482K - $546K
11.1K $542K
GOOGL
Alphabet Inc.

Communication Services
3.21K
New
$148.65 - $191.18 $478K - $614K
3.21K $532K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.4K
+ 6.19%
$46.18 - $48.92 $296K - $313K
110K $5.34M
NVDA
Nvidia Corp

Technology
4.24K
+ 201.09%
$98.91 - $134.91 $420K - $572K
6.35K $771K
MSFT
Microsoft Corp

Technology
1.2K
+ 148.88%
$395.15 - $467.56 $473K - $560K
2K $860K
COST
Costco Wholesale Corp

Consumer Defensive
534
New
$801.83 - $917.05 $428K - $490K
534 $473K
PPL
Ppl Corp

Utilities
14.1K
New
$27.36 - $33.08 $386K - $466K
14.1K $466K
DFAX
Dimensional ETF Tr
16.6K
New
$24.29 - $27.25 $404K - $454K
16.6K $449K
MA
Mastercard Inc

Financial Services
849
New
$429.6 - $500.99 $365K - $425K
849 $419K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
11K
New
$31.02 - $36.12 $340K - $396K
11K $395K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
11.8K
New
$29.78 - $32.95 $351K - $389K
11.8K $388K
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.01K
New
$56.04 - $62.2 $337K - $374K
6.01K $373K
DUHP
Dimensional ETF Tr Dimensional

ETFs
10.8K
New
$30.74 - $34.07 $333K - $369K
10.8K $369K
DFAI
Dimensional ETF Tr

ETFs
11.5K
New
$28.69 - $32.06 $330K - $369K
11.5K $365K
TSLA
Tesla, Inc.

Consumer Cyclical
1.37K
New
$191.76 - $263.26 $263K - $361K
1.37K $359K
JPM
Jpmorgan Chase & CO

Financial Services
1.67K
New
$194.9 - $224.8 $325K - $375K
1.67K $351K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
13.8K
New
$23.58 - $25.5 $326K - $353K
13.8K $351K
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.14K
New
$47.0 - $47.84 $335K - $341K
7.14K $340K
HYG
Ishares Tr

ETFs
4.24K
New
$76.72 - $80.36 $325K - $340K
4.24K $340K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.18K
+ 5.1%
$38.03 - $42.06 $121K - $134K
65.5K $2.74M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.37K
New
$62.4 - $62.4 $335K - $335K
5.37K $334K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.43K
New
$46.9 - $51.96 $302K - $334K
6.43K $331K
Activity Summary
Buys All Purchases 100 New Holdings 78 Increased Positions 22 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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