Stewardship Advisors, LLC Purchases in Q3 2024

Stewardship Advisors, LLC

  • $337 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.06K
New
$51.58 - $53.79 $312K - $326K
6.06K $324K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
695
New
$405.19 - $478.57 $282K - $333K
695 $319K
FULT
Fulton Financial Corp

Financial Services
17.6K
New
$16.35 - $20.14 $287K - $354K
17.6K $318K
WMT
Walmart Inc.

Consumer Defensive
3.89K
New
$66.91 - $81.4 $260K - $316K
3.89K $313K
GVI
Ishares Tr

ETFs
2.89K
New
$103.17 - $107.43 $298K - $311K
2.89K $309K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
4.24K
New
$64.83 - $72.82 $275K - $308K
4.24K $305K
HD
Home Depot, Inc.

Consumer Cyclical
744
New
$333.64 - $405.2 $248K - $301K
744 $301K
UNH
Unitedhealth Group Inc

Healthcare
515
New
$488.01 - $604.18 $251K - $311K
515 $301K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.81K
New
$76.38 - $78.87 $291K - $301K
3.81K $300K
DFIP
Dimensional ETF Tr Inflation P

ETFs
7.06K
New
$40.69 - $42.46 $287K - $300K
7.06K $298K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
422
+ 0.53%
$39.98 - $43.99 $16.9K - $18.6K
80.1K $3.52M
META
Meta Platforms, Inc.

Communication Services
502
New
$453.41 - $572.44 $228K - $287K
502 $287K
VZ
Verizon Communications Inc

Communication Services
6.14K
New
$38.89 - $45.0 $239K - $276K
6.14K $275K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.31K
New
$41.95 - $43.42 $265K - $274K
6.31K $273K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.37K
New
$104.5 - $114.97 $248K - $273K
2.37K $271K
NEE
Nextera Energy Inc

Utilities
3.18K
New
$69.9 - $84.97 $222K - $270K
3.18K $268K
TMO
Thermo Fisher Scientific Inc.

Healthcare
432
New
$531.86 - $624.21 $230K - $270K
432 $267K
V
Visa Inc.

Financial Services
970
New
$253.74 - $291.56 $246K - $283K
970 $266K
IEMG
Ishares Inc

ETFs
4.92K
New
$53.64 - $53.64 $264K - $264K
4.92K $263K
PEG
Public Service Enterprise Group Inc

Utilities
2.89K
New
$73.58 - $89.21 $213K - $258K
2.89K $258K
ADBE
Adobe Inc.

Technology
489
New
$508.13 - $586.55 $248K - $287K
489 $253K
EMB
Ishares Tr

ETFs
2.68K
New
$87.75 - $93.74 $236K - $252K
2.68K $251K
AWK
American Water Works Company, Inc.

Utilities
1.69K
New
$127.76 - $149.9 $216K - $253K
1.69K $247K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
11.9K
New
$19.01 - $20.7 $226K - $246K
11.9K $242K
AMGN
Amgen Inc

Healthcare
745
New
$309.38 - $337.38 $230K - $251K
745 $240K
MCD
Mcdonalds Corp

Consumer Cyclical
786
New
$245.82 - $304.51 $193K - $239K
786 $239K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.75K
New
$75.63 - $84.89 $208K - $233K
2.75K $231K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.29K
New
$162.83 - $179.16 $209K - $230K
1.29K $230K
DFAE
Dimensional ETF Tr

ETFs
8.35K
New
$24.46 - $27.82 $204K - $232K
8.35K $228K
PNC
Pnc Financial Services Group, Inc.

Financial Services
756
+ 25.61%
$156.14 - $187.2 $118K - $142K
3.71K $685K
HCA
Hca Healthcare, Inc.

Healthcare
553
New
$315.12 - $406.43 $174K - $225K
553 $224K
PEP
Pepsico Inc

Consumer Defensive
1.31K
New
$161.9 - $179.3 $213K - $236K
1.31K $223K
AVGO
Broadcom Inc.

Technology
1.28K
New
$136.27 - $1745.86 $175K - $2.24M
1.28K $220K
VBR
Vanguard Small Cap Value ETF

ETFs
1.08K
New
$179.99 - $201.6 $194K - $218K
1.08K $216K
VBK
Vanguard Small Cap Growth ETF

ETFs
802
New
$240.48 - $267.94 $193K - $215K
802 $214K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.33K
New
$83.76 - $91.82 $195K - $214K
2.33K $212K
VUG
Vanguard Growth ETF

ETFs
544
New
$341.08 - $391.94 $186K - $213K
544 $208K
TMUS
T Mobile Us, Inc.

Communication Services
985
New
$175.14 - $206.36 $173K - $203K
985 $203K
HYMU
Blackrock ETF Tr Ii High Yield
8.75K
New
$22.51 - $23.25 $197K - $203K
8.75K $202K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
444
+ 0.76%
$61.6 - $65.13 $27.4K - $28.9K
58.8K $3.82M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
3.45K
+ 3.82%
$20.81 - $21.7 $71.9K - $74.9K
93.8K $2.04M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
710
+ 5.62%
$96.25 - $101.98 $68.3K - $72.4K
13.3K $1.35M
XOM
Exxon Mobil Corp

Energy
881
+ 45.51%
$109.72 - $119.0 $96.7K - $105K
2.82K $330K
PML
Pimco Municipal Income Fund Ii

Financial Services
11K
New
$8.4 - $9.39 $92.4K - $103K
11K $103K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
844
+ 6.2%
$53.41 - $57.9 $45.1K - $48.9K
14.5K $835K
Dimensional ETF Trust
8.15K
New
N/A
8.15K $0
Grayscale Bitcoin Mini Tr Bt
46K
New
N/A
46K $0
FSCO
Fs Cr Opportunities Corp Com
14.1K
New
N/A
14.1K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
334K
+ 161.04%
N/A
542K $0
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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