Sound Stewardship, LLC Purchases and Sells in Q1 2025

Sound Stewardship, LLC

$176 Billion
Q1 2025

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCS	260K + 443.37%	$20.05 - $20.4 $5.21M - $5.3M	319K $6.48B
BND	18.2K + 5.15%	$71.17 - $73.66 $1.29M - $1.34M	371K $27.3B
FNDF	855 + 0.46%	$32.9 - $37.45 $28.1K - $32K	186K $6.7B
SCZ	1.82K + 1.45%	$59.28 - $66.1 $108K - $120K	128K $8.11B
VEA	1.83K + 1.52%	$47.4 - $52.99 $86.7K - $97K	122K $6.22B
BSCR	14.5K + 4.16%	$19.43 - $19.62 $283K - $285K	364K $7.13B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSJS	47.6K New	$21.66 - $22.08 $1.03M - $1.05M	47.6K $1.03B
SCHP	9.59K New	$25.69 - $26.78 $246K - $257K	9.59K $258M
TMUS	930 New	$211.3 - $272.83 $197K - $254K	930 $248M
BRK-B	407 New	$442.66 - $534.52 $180K - $218K	407 $217M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGT	-333 - 3.93%	$543.24 - $646.34 $181K - $215K	8.14K $4.41B
IVV	-487 - 2.57%	$554.06 - $615.85 $270K - $300K	18.5K $10.4B
FNDB	-10.4K - 1.79%	$22.52 - $24.48 $235K - $256K	572K $13.2B
IJH	-344 - 0.4%	$57.21 - $65.8 $19.7K - $22.6K	84.7K $4.94B
PRFZ	-68 - 0.09%	$37.35 - $43.35 $2.54K - $2.95K	76K $2.88B
SUSA	-1.69K - 16.52%	$113.22 - $126.36 $191K - $213K	8.53K $980M

Activity Summary All Purchases 29 New Holdings 4 Increased Positions 25 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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