Good Steward Wealth Advisors as of Dec. 31, 2025
Portfolio Holdings for Good Steward Wealth Advisors
Good Steward Wealth Advisors holds 70 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 9.0 | $14M | 41k | 335.27 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 8.9 | $14M | 272k | 49.59 | |
| Scm Trust Shelton Eqt Pre (SEPI) | 7.1 | $11M | 410k | 26.31 | |
| Vaneck Etf Trust Preferred Securt (PFXF) | 7.0 | $11M | 597k | 17.66 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.8 | $8.7M | 14k | 627.13 | |
| Global X Fds X Emerging Mkt (EMBD) | 5.2 | $7.9M | 330k | 24.01 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.7 | $5.5M | 73k | 75.44 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.3 | $5.1M | 53k | 96.16 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 3.3 | $5.0M | 113k | 44.50 | |
| Ishares Tr Core Msci Eafe (IEFA) | 3.3 | $4.9M | 55k | 89.46 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.3 | $4.9M | 67k | 74.07 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 3.0 | $4.5M | 217k | 20.89 | |
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 2.9 | $4.5M | 219k | 20.39 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.8 | $4.2M | 53k | 79.73 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $3.5M | 12k | 290.22 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.1 | $3.2M | 29k | 110.19 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 2.0 | $3.1M | 31k | 99.52 | |
| Ishares Core Msci Emkt (IEMG) | 2.0 | $3.0M | 45k | 67.22 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $2.4M | 6.0k | 396.31 | |
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 1.5 | $2.3M | 82k | 28.06 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $2.3M | 19k | 120.34 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.5 | $2.2M | 28k | 78.81 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $2.2M | 3.2k | 681.92 | |
| Apple (AAPL) | 1.3 | $2.0M | 7.4k | 271.86 | |
| Union Pacific Corporation (UNP) | 1.2 | $1.8M | 7.8k | 231.32 | |
| Microsoft Corporation (MSFT) | 1.2 | $1.8M | 3.6k | 483.66 | |
| Nextera Energy (NEE) | 1.1 | $1.7M | 21k | 80.28 | |
| Wal-Mart Stores (WMT) | 0.8 | $1.2M | 11k | 111.41 | |
| Agf Invts Tr Us Market Netrl (BTAL) | 0.7 | $997k | 69k | 14.39 | |
| Broadcom (AVGO) | 0.6 | $836k | 2.4k | 346.10 | |
| Deere & Company (DE) | 0.5 | $765k | 1.6k | 465.57 | |
| Ishares Silver Tr Ishares (SLV) | 0.4 | $676k | 11k | 64.42 | |
| Caterpillar (CAT) | 0.4 | $557k | 972.00 | 572.87 | |
| Merck & Co (MRK) | 0.4 | $553k | 5.3k | 105.26 | |
| New York Life Investments Et Nyli Merger Arbi (MNA) | 0.3 | $444k | 12k | 35.79 | |
| Amazon (AMZN) | 0.3 | $431k | 1.9k | 230.82 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $418k | 1.3k | 322.22 | |
| NVIDIA Corporation (NVDA) | 0.3 | $411k | 2.2k | 186.50 | |
| Eli Lilly & Co. (LLY) | 0.2 | $378k | 352.00 | 1074.68 | |
| Illinois Tool Works (ITW) | 0.2 | $377k | 1.5k | 246.30 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $353k | 1.9k | 183.40 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $346k | 2.9k | 117.21 | |
| American Express Company (AXP) | 0.2 | $339k | 916.00 | 369.95 | |
| Valero Energy Corporation (VLO) | 0.2 | $332k | 2.0k | 162.79 | |
| Procter & Gamble Company (PG) | 0.2 | $330k | 2.3k | 143.31 | |
| Oracle Corporation (ORCL) | 0.2 | $318k | 1.6k | 194.91 | |
| Becton, Dickinson and (BDX) | 0.2 | $312k | 1.6k | 194.07 | |
| Southern Company (SO) | 0.2 | $312k | 3.6k | 87.20 | |
| Chevron Corporation (CVX) | 0.2 | $306k | 2.0k | 152.41 | |
| Goldman Sachs (GS) | 0.2 | $300k | 341.00 | 879.00 | |
| Eaton Corp SHS (ETN) | 0.2 | $294k | 923.00 | 318.51 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $290k | 954.00 | 303.89 | |
| Ge Aerospace Com New (GE) | 0.2 | $289k | 937.00 | 308.03 | |
| Home Depot (HD) | 0.2 | $280k | 815.00 | 343.99 | |
| Spdr Series Trust State Street Spd (XNTK) | 0.2 | $278k | 1.0k | 277.88 | |
| Johnson & Johnson (JNJ) | 0.2 | $276k | 1.3k | 206.95 | |
| International Business Machines (IBM) | 0.2 | $275k | 929.00 | 296.21 | |
| American Electric Power Company (AEP) | 0.2 | $255k | 2.2k | 115.31 | |
| PNC Financial Services (PNC) | 0.2 | $248k | 1.2k | 208.73 | |
| Cloudflare Cl A Com (NET) | 0.2 | $239k | 1.2k | 197.15 | |
| Pfizer (PFE) | 0.2 | $239k | 9.6k | 24.90 | |
| Williams Companies (WMB) | 0.2 | $238k | 4.0k | 60.10 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $237k | 755.00 | 313.80 | |
| McDonald's Corporation (MCD) | 0.2 | $232k | 759.00 | 305.63 | |
| Bristol Myers Squibb (BMY) | 0.2 | $232k | 4.3k | 53.94 | |
| Abbvie (ABBV) | 0.2 | $229k | 1.0k | 228.49 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $210k | 239.00 | 878.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $210k | 670.00 | 313.00 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $204k | 1.3k | 162.63 | |
| At&t (T) | 0.1 | $203k | 8.2k | 24.84 |