Stewardship Advisors, LLC Incresed Positions in Q3 2025

Stewardship Advisors, LLC

  • $393 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.59K
+ 1.19%
$102.17 - $110.66 $265K - $287K
220K $24.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.53K
+ 1.37%
$49.43 - $54.52 $175K - $193K
262K $14.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19.1K
+ 14.68%
$50.47 - $50.74 $964K - $969K
149K $7.57M
WTMF
Wisdomtree Tr Managed Futures

ETFs
5.76K
+ 2.13%
$35.27 - $37.96 $203K - $219K
276K $10.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
27K
+ 4.71%
$25.21 - $25.99 $681K - $702K
601K $15.5M
GTO
Invesco Actively Managed ETF T

ETFs
13.7K
+ 5.58%
$46.43 - $47.91 $637K - $657K
260K $12.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.61K
+ 2.26%
$48.5 - $50.19 $272K - $282K
253K $12.7M
JMEE
J P Morgan Exchange Traded Fd

ETFs
483
+ 0.65%
$59.19 - $64.47 $28.6K - $31.1K
74.6K $4.73M
SPMD
Spdr Portfolio

ETFs
853
+ 0.84%
$54.43 - $58.29 $46.4K - $49.7K
103K $5.89M
SUB
Ishares Short Term National Mu

ETFs
3K
+ 29.6%
$106.17 - $107.3 $319K - $322K
13.1K $1.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.11K
+ 5.78%
$50.53 - $50.82 $309K - $311K
112K $5.69M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
6.66K
+ 39.27%
$35.41 - $38.93 $236K - $259K
23.6K $918K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.55K
+ 1.09%
$21.89 - $23.17 $77.6K - $82.2K
329K $7.61M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
5.76K
+ 39.2%
$41.64 - $45.4 $240K - $262K
20.5K $928K
MUB
Ishares National Muni Bond ETF

ETFs
2.61K
+ 81.79%
$103.24 - $106.68 $270K - $279K
5.81K $618K
NVDA
Nvidia Corp

Technology
188
+ 2.21%
$153.3 - $186.58 $28.8K - $35.1K
8.68K $1.62M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.7K
+ 4.54%
$46.86 - $48.27 $220K - $227K
108K $5.2M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
4.37K
+ 6.02%
$45.92 - $47.76 $200K - $208K
76.8K $3.65M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.03%
$174.36 - $254.72 $174 - $255
3.82K $927K
TSLA
Tesla, Inc.

Consumer Cyclical
18
+ 1.1%
$293.94 - $444.72 $5.29K - $8K
1.66K $736K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.54K
+ 3.41%
$50.81 - $51.07 $180K - $181K
107K $5.48M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.77K
+ 1.89%
$62.49 - $64.56 $110K - $114K
95K $6.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.49K
+ 5.93%
$97.75 - $100.75 $145K - $150K
26.6K $2.66M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.43K
+ 3.11%
$28.95 - $29.73 $99.3K - $102K
114K $3.38M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
3.57K
+ 44.56%
$36.73 - $38.68 $131K - $138K
11.6K $447K
IWY
Ishares Tr Russell 200 Growth

ETFs
135
+ 3.3%
$243.93 - $275.62 $32.9K - $37.2K
4.23K $1.16M
META
Meta Platforms, Inc.

Communication Services
201
+ 33.5%
$695.21 - $791.73 $140K - $159K
801 $588K
EUSB
Ishares Tr Esg Advanced Total

Technology
2.46K
+ 2.41%
$42.97 - $44.2 $105K - $109K
104K $4.59M
BND
Vanguard Bd Index Fd Inc Total

ETFs
981
+ 2.89%
$72.57 - $74.72 $71.2K - $73.3K
35K $2.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
214
+ 0.27%
$21.69 - $23.34 $4.64K - $4.99K
79.6K $1.85M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
954
+ 26.37%
$92.18 - $95.14 $87.9K - $90.8K
4.57K $434K
SCHV
Schwab Strategic Tr Us Large C

ETFs
257
+ 0.42%
$27.61 - $29.15 $7.1K - $7.49K
61.1K $1.78M
MSFT
Microsoft Corp

Technology
80
+ 3.26%
$491.09 - $535.64 $39.3K - $42.9K
2.53K $1.31M
IEMG
Ishares Inc

ETFs
1.63K
+ 17.42%
N/A
11K $588K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
3.45K
+ 2.8%
$21.47 - $21.83 $74.2K - $75.4K
127K $2.76M
QUAL
Ishares Msci Usa Quality Facto

ETFs
274
+ 23.93%
$182.33 - $194.5 $50K - $53.3K
1.42K $275K
DBND
Doubleline ETF Tr Opportunisti

ETFs
1.21K
+ 22.29%
$45.57 - $46.76 $55.3K - $56.8K
6.66K $309K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.11%
$282.78 - $316.06 $566 - $632
1.89K $596K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
1.32K
+ 1.55%
$47.36 - $47.65 $62.3K - $62.7K
86K $4.08M
PPL
Ppl Corp

Utilities
27
+ 0.21%
$33.54 - $37.24 $906 - $1.01K
12.9K $479K
AVUV
American Centy ETF Tr Avantis

ETFs
50
+ 1.49%
$90.37 - $102.12 $4.52K - $5.11K
3.4K $338K
AVEM
American Centy ETF Tr Avantis

ETFs
68
+ 1.66%
$68.33 - $75.41 $4.65K - $5.13K
4.17K $313K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
393
+ 1.92%
$20.22 - $21.71 $7.95K - $8.53K
20.9K $450K
WMT
Walmart Inc.

Consumer Defensive
78
+ 1.8%
$94.4 - $104.27 $7.36K - $8.13K
4.42K $455K
IMFL
Invesco Ex Tr Self Indx Fd Tr
1.12K
+ 0.19%
$26.82 - $28.12 $30K - $31.4K
576K $15.9M
BNDX
Vanguard Total International B

ETFs
607
+ 2.57%
$49.0 - $49.51 $29.7K - $30.1K
24.2K $1.2M
SCHO
Schwab Short Term Us Treasury

ETFs
1.11K
+ 4.56%
$24.23 - $24.42 $26.8K - $27K
25.4K $619K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
565
+ 5.62%
$42.75 - $43.37 $24.2K - $24.5K
10.6K $460K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
205
+ 3.19%
$71.6 - $76.11 $14.7K - $15.6K
6.63K $502K
Activity Summary
Buys All Purchases 81 New Holdings 12 Increased Positions 69 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Stewardship Advisors, LLC Portfolio

Follow Stewardship Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stewardship Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stewardship Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email