Stewardship Advisors, LLC Incresed Positions in Q3 2024

Stewardship Advisors, LLC

  • $337 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
IVV
Ishares Core S&P 500 ETF

ETFs
3.62K
+ 3.56%
$520.18 - $576.82 $1.88M - $2.09M
105K $60.8M
IMFL
Invesco Ex Tr Self Indx Fd Tr
173K
+ 51.77%
$23.68 - $26.26 $4.1M - $4.54M
507K $12.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
58.6K
+ 47.59%
$50.25 - $50.74 $2.95M - $2.97M
182K $9.22M
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
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
AAPL
Apple Inc.

Technology
1.71K
+ 24.12%
$207.23 - $234.82 $354K - $401K
8.79K $2.05M
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
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.18K
+ 5.1%
$38.03 - $42.06 $121K - $134K
65.5K $2.74M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
422
+ 0.53%
$39.98 - $43.99 $16.9K - $18.6K
80.1K $3.52M
PNC
Pnc Financial Services Group, Inc.

Financial Services
756
+ 25.61%
$156.14 - $187.2 $118K - $142K
3.71K $685K
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
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
844
+ 6.2%
$53.41 - $57.9 $45.1K - $48.9K
14.5K $835K
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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