Stewardship Advisors
Latest statistics and disclosures from Stewardship Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, OMFL, HYLB, VWO, SUSA, and represent 45.34% of Stewardship Advisors's stock portfolio.
- Added to shares of these 10 stocks: OMFL (+$30M), HYLB (+$18M), VWO (+$17M), IVV (+$12M), VTEB (+$8.9M), IMFL (+$7.3M), PCY (+$6.6M), VEA (+$6.6M), SPMD (+$6.5M), PZA (+$6.1M).
- Started 18 new stock positions in GTO, MMIN, JMEE, VTEB, VUSE, FLRT, JMST, OMFL, FMHI, HYLB. VWO, GBTC, PCY, SPMD, IMFL, GOVI, PZA, VOO.
- Reduced shares in these 10 stocks: VYMI (-$14M), SCHD (-$13M), IAGG (-$13M), QINT (-$11M), AVEM (-$11M), DBND (-$10M), GOVT (-$10M), JPST (-$9.4M), COWZ (-$8.6M), IWY (-$6.9M).
- Sold out of its positions in Dbx Etf Tr em ma bd int rt, NMZ.
- Stewardship Advisors was a net buyer of stock by $3.1M.
- Stewardship Advisors has $292M in assets under management (AUM), dropping by 5.36%.
- Central Index Key (CIK): 0001733219
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Stewardship Advisors holds 60 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Stewardship Advisors
SEC 13F filings are viewable for Stewardship Advisors going back to 2019
- Stewardship Advisors 2024 Q1 filed April 17, 2024
- Stewardship Advisors 2023 Q4 filed Jan. 10, 2024
- Stewardship Advisors 2023 Q3 filed Oct. 11, 2023
- Stewardship Advisors 2023 Q2 filed July 10, 2023
- Stewardship Advisors 2023 Q1 filed April 12, 2023
- Stewardship Advisors 2022 Q4 filed Jan. 13, 2023
- Stewardship Advisors 2022 Q3 filed Oct. 11, 2022
- Stewardship Advisors 2022 Q2 filed July 11, 2022
- Stewardship Advisors 2022 Q1 filed April 11, 2022
- Stewardship Advisors 2021 Q4 filed Jan. 14, 2022
- Stewardship Advisors 2021 Q3 filed Oct. 19, 2021
- Stewardship Advisors 2021 Q2 filed July 16, 2021
- Stewardship Advisors 2021 Q1 filed April 20, 2021
- Stewardship Advisors 2020 Q4 filed Jan. 19, 2021
- Stewardship Advisors 2020 Q3 filed Oct. 16, 2020
- Stewardship Advisors 2020 Q2 filed July 16, 2020