Stewardship Advisors, LLC New Holdings in Q3 2024

Stewardship Advisors, LLC

  • $337 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
PML
Pimco Municipal Income Fund Ii

Financial Services
11K
New
$8.4 - $9.39 $92.4K - $103K
11K $103K
FSCO
Fs Cr Opportunities Corp Com
14.1K
New
N/A
14.1K $0
Dimensional ETF Trust
8.15K
New
N/A
8.15K $0
Grayscale Bitcoin Mini Tr Bt
46K
New
N/A
46K $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
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