Stewardship Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $337 Million distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $60.8M, Invesco Exchange Traded Fd Tr with a value of $25.8M, Invesco Exchange Traded Fd Tr with a value of $18.7M, Spdr Portfolio Aggregate Bond with a value of $14.1M, and Invesco Ex Tr Self Indx Fd Tr with a value of $12.9M.
Examining the 13F form we can see an increase of $40.8M in the current position value, from $297M to 337M.
Below you can find more details about Stewardship Advisors, LLC portfolio as well as his latest detailed transactions.
