Stewardship Advisors, LLC Incresed Positions in Q1 2025

Stewardship Advisors, LLC

  • $347 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
42
+ 4.94%
$258.59 - $327.36 $10.9K - $13.7K
893 $278K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.51K
+ 10.03%
$19.66 - $21.64 $29.6K - $32.6K
16.5K $351K
SCHO
Schwab Short Term Us Treasury

ETFs
1.88K
+ 9.39%
$24.1 - $24.34 $45.4K - $45.8K
21.9K $533K
V
Visa Inc.

Financial Services
20
+ 1.7%
$306.92 - $362.71 $6.14K - $7.25K
1.2K $418K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
112
+ 26.42%
$507.05 - $563.67 $56.8K - $63.1K
536 $275K
XOM
Exxon Mobil Corp

Energy
90
+ 2.98%
$105.44 - $118.93 $9.49K - $10.7K
3.11K $369K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.14K
+ 10.74%
$21.75 - $24.28 $89.9K - $100K
42.6K $936K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
2.09K
+ 17.1%
$35.37 - $41.21 $73.9K - $86K
14.3K $513K
VZ
Verizon Communications Inc

Communication Services
71
+ 1.1%
$37.81 - $46.49 $2.68K - $3.3K
6.54K $296K
DFAE
Dimensional ETF Tr

ETFs
1.22K
+ 12.97%
$24.64 - $26.86 $30.1K - $32.8K
10.6K $275K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
718
+ 8.17%
$42.38 - $43.28 $30.4K - $31.1K
9.51K $404K
MA
Mastercard Inc

Financial Services
13
+ 1.36%
$504.67 - $576.31 $6.56K - $7.49K
969 $531K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.72K
+ 17.9%
$23.16 - $27.04 $62.9K - $73.5K
17.9K $420K
UNH
Unitedhealth Group Inc

Healthcare
26
+ 4.08%
$461.52 - $548.18 $12K - $14.3K
663 $347K
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 2.18%
$279.74 - $321.29 $5.04K - $5.78K
844 $263K
VBR
Vanguard Small Cap Value ETF

ETFs
173
+ 13.7%
$183.02 - $207.75 $31.7K - $35.9K
1.44K $266K
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.72%
$225.19 - $279.95 $2.93K - $3.64K
1.83K $449K
VBK
Vanguard Small Cap Growth ETF

ETFs
141
+ 16.1%
$247.97 - $296.33 $35K - $41.8K
1.02K $257K
GVI
Ishares Tr

ETFs
19
+ 0.51%
$103.49 - $106.02 $1.97K - $2.01K
3.71K $393K
META
Meta Platforms, Inc.

Communication Services
27
+ 4.42%
$576.36 - $736.67 $15.6K - $19.9K
638 $367K
VBND
ETF Ser Solutions Vident Core

ETFs
70
+ 1.19%
$42.62 - $44.01 $2.98K - $3.08K
5.96K $260K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
16.2K
+ 9.7%
$31.77 - $36.65 $515K - $594K
183K $5.84M
TMO
Thermo Fisher Scientific Inc.

Healthcare
32
+ 7.36%
$497.6 - $606.74 $15.9K - $19.4K
467 $232K
NEE
Nextera Energy Inc

Utilities
66
+ 1.82%
$66.96 - $76.16 $4.42K - $5.03K
3.68K $261K
DFSB
Dimensional ETF Tr Dimensional
653
+ 14.22%
N/A
5.25K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
155K
+ 26.62%
N/A
735K $0
FSCO
Fs Cr Opportunities Corp Com
15.2K
+ 150.51%
N/A
25.3K $0
Dimensional ETF Trust
1.63K
+ 15.85%
N/A
11.9K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
1.04K
+ 24.29%
N/A
5.31K $0
MUB
Ishares National Muni Bond ETF

ETFs
35
+ 0.82%
$104.71 - $107.69 $3.66K - $3.77K
4.31K $454K
PH
Parker Hannifin Corp

Industrials
8
+ 2.35%
$591.65 - $707.05 $4.73K - $5.66K
349 $212K
PEG
Public Service Enterprise Group Inc

Utilities
25
+ 0.81%
$78.2 - $90.39 $1.96K - $2.26K
3.12K $256K
MSFT
Microsoft Corp

Technology
281
+ 11.54%
$375.39 - $447.2 $105K - $126K
2.72K $1.02M
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.6%
$347.25 - $424.87 $1.74K - $2.12K
833 $305K
QQQ
Invesco Qqq Trust, Series 1

ETFs
216
+ 7.33%
$468.34 - $539.52 $101K - $117K
3.16K $1.48M
ADBE
Adobe Inc.

Technology
16
+ 2.96%
$377.84 - $464.11 $6.05K - $7.43K
557 $213K
NVDA
Nvidia Corp

Technology
1.35K
+ 17.46%
$106.98 - $149.43 $145K - $202K
9.1K $986K
PNC
Pnc Financial Services Group, Inc.

Financial Services
37
+ 1.06%
$168.84 - $202.89 $6.25K - $7.51K
3.53K $620K
IWY
Ishares Tr Russell 200 Growth

ETFs
186
+ 4.76%
$210.19 - $243.33 $39.1K - $45.3K
4.09K $861K
AVGO
Broadcom Inc.

Technology
203
+ 12.89%
$167.43 - $244.7 $34K - $49.7K
1.78K $297K
GOOGL
Alphabet Inc.

Communication Services
178
+ 4.93%
$154.33 - $206.19 $27.5K - $36.7K
3.79K $585K
AMZN
Amazon Com Inc

Consumer Cyclical
47
+ 1.13%
$190.26 - $242.06 $8.94K - $11.4K
4.2K $799K
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.35K
+ 3.3%
$54.51 - $63.63 $128K - $149K
73.4K $4.09M
TSLA
Tesla, Inc.

Consumer Cyclical
54
+ 3.49%
$222.15 - $428.22 $12K - $23.1K
1.6K $414K
AAPL
Apple Inc.

Technology
159
+ 1.72%
$209.68 - $247.1 $33.3K - $39.3K
9.38K $2.08M
SPMD
Spdr Portfolio

ETFs
1.81K
+ 1.82%
$50.21 - $57.73 $90.7K - $104K
101K $5.17M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.13K
+ 6.3%
$192.82 - $222.1 $1.57M - $1.81M
137K $26.5M
Activity Summary
Buys All Purchases 108 New Holdings 10 Increased Positions 98 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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