Stewardship Advisors, LLC Incresed Positions in Q4 2024

Stewardship Advisors, LLC

  • $341 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACWV
Ishares Msci Global Min Vol Fa

ETFs
734
+ 30.96%
$108.6 - $115.42 $79.7K - $84.7K
3.11K $339K
DFUS
Dimensional ETF Tr U S Equity

ETFs
870
+ 14.48%
$61.52 - $66.5 $53.5K - $57.9K
6.88K $438K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.76K
+ 136.14%
$25.33 - $51.16 $222K - $448K
15.2K $392K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.43K
+ 33.85%
$64.62 - $71.43 $92.7K - $102K
5.67K $366K
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.76K
+ 16.21%
$33.62 - $35.69 $59.1K - $62.7K
12.6K $425K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
3.12K
+ 26.27%
$19.27 - $20.9 $60.2K - $65.3K
15K $296K
HYG
Ishares Tr

ETFs
745
+ 17.59%
$78.09 - $80.04 $58.2K - $59.6K
4.98K $391K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
911
+ 1.14%
$47.5 - $47.86 $43.3K - $43.6K
80.8K $3.84M
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.45K
+ 20.56%
$40.31 - $42.43 $58.5K - $61.6K
8.51K $344K
TMUS
T Mobile Us, Inc.

Communication Services
110
+ 11.17%
$206.1 - $246.94 $22.7K - $27.2K
1.1K $241K
DFAX
Dimensional ETF Tr
2.77K
+ 16.63%
$24.76 - $27.04 $68.6K - $74.9K
19.4K $482K
VBK
Vanguard Small Cap Growth ETF

ETFs
74
+ 9.23%
$264.18 - $304.19 $19.5K - $22.5K
876 $245K
DFAI
Dimensional ETF Tr

ETFs
2.05K
+ 17.85%
$29.0 - $31.6 $59.5K - $64.9K
13.6K $395K
EMB
Ishares Tr

ETFs
383
+ 14.27%
$88.94 - $93.46 $34.1K - $35.8K
3.07K $273K
FULT
Fulton Financial Corp

Financial Services
100
+ 0.57%
$16.97 - $21.99 $1.7K - $2.2K
17.7K $340K
HD
Home Depot, Inc.

Consumer Cyclical
84
+ 11.29%
$385.02 - $431.37 $32.3K - $36.2K
828 $322K
UNH
Unitedhealth Group Inc

Healthcare
122
+ 23.69%
$485.52 - $625.25 $59.2K - $76.3K
637 $322K
VUSE
ETF Ser Solutions

ETFs
251
+ 6.44%
$56.9 - $62.14 $14.3K - $15.6K
4.15K $243K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
41
+ 5.9%
$442.29 - $483.08 $18.1K - $19.8K
736 $333K
DFAE
Dimensional ETF Tr

ETFs
1.07K
+ 12.77%
$25.36 - $28.15 $27K - $30K
9.41K $238K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.71%
$521.84 - $558.82 $1.57K - $1.68K
424 $228K
PEG
Public Service Enterprise Group Inc

Utilities
198
+ 6.84%
$81.87 - $94.51 $16.2K - $18.7K
3.09K $261K
MCD
Mcdonalds Corp

Consumer Cyclical
40
+ 5.09%
$288.47 - $316.54 $11.5K - $12.7K
826 $239K
PLW
Invesco 1 30 Laddered Treasury

ETFs
38.7K
+ 7.14%
N/A
580K $0
Dimensional ETF Trust
2.12K
+ 25.95%
N/A
10.3K $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
42
+ 1.8%
$88.59 - $94.57 $3.72K - $3.97K
2.37K $210K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.59K
+ 2.49%
$28.6 - $29.27 $74K - $75.8K
106K $3.05M
XOM
Exxon Mobil Corp

Energy
200
+ 7.1%
$105.51 - $125.37 $21.1K - $25.1K
3.02K $324K
PPL
Ppl Corp

Utilities
60
+ 0.43%
$31.47 - $35.0 $1.89K - $2.1K
14.2K $459K
NEE
Nextera Energy Inc

Utilities
440
+ 13.85%
$69.77 - $85.43 $30.7K - $37.6K
3.62K $259K
ADBE
Adobe Inc.

Technology
52
+ 10.63%
$437.39 - $552.96 $22.7K - $28.8K
541 $240K
VZ
Verizon Communications Inc

Communication Services
328
+ 5.34%
$39.6 - $45.21 $13K - $14.8K
6.47K $258K
AMGN
Amgen Inc

Healthcare
106
+ 14.23%
$258.78 - $328.31 $27.4K - $34.8K
851 $221K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.69%
$501.29 - $612.85 $1.5K - $1.84K
435 $226K
VEA
Vanguard Ftse Developed Market

ETFs
6.33K
+ 7.09%
$47.57 - $52.44 $301K - $332K
95.5K $4.57M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
37.6K
+ 96.39%
$18.41 - $40.87 $692K - $1.54M
76.6K $1.42M
GTO
Invesco Actively Managed ETF T

ETFs
5.25K
+ 2.28%
$46.33 - $48.41 $243K - $254K
235K $10.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.4K
+ 167.21%
$26.93 - $84.95 $819K - $2.58M
48.6K $1.33M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
280
+ 0.29%
$44.04 - $49.49 $12.3K - $13.9K
97.2K $4.28M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.93K
+ 1.84%
$24.94 - $26.14 $248K - $260K
549K $13.7M
IMFL
Invesco Ex Tr Self Indx Fd Tr
10.4K
+ 2.05%
$23.48 - $25.49 $244K - $265K
518K $12.2M
Activity Summary
Buys All Purchases 109 New Holdings 17 Increased Positions 92 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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