Stewardship Advisors, LLC Portfolio Holdings
Stewardship Advisors, LLC
- $341 Million
- Q4 2024
Stewardship Advisors, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $341 Million distributed in 152 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 $61.6M, Invesco Exchange Traded Fd Tr with a value of $27.1M, Invesco Exchange Traded Fd Tr with a value of $19M, Spdr Portfolio Aggregate Bond with a value of $13.7M, and Ishares Tr Msci Usa Esg Select with a value of $12.6M.
Examining the 13F form we can see an increase of $3.91M in the current position value, from $337M to 341M.
Below you can find more details about Stewardship Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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