Sound Stewardship, LLC Sells in Q4 2025

Sound Stewardship, LLC

  • $209 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-661
- 7.72%
$736.33 - $801.52 $487K - $530K
7.9K $5.96B
MSFT
Microsoft Corp

Technology
-381
- 16.14%
$496.82 - $542.07 $189K - $207K
1.98K $957M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-3.71K
- 19.37%
$50.43 - $53.13 $187K - $197K
15.4K $813M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2K
- 3.49%
$114.27 - $121.15 $229K - $243K
55.4K $6.66B
NUDM
Nuveen Esg International Devel

ETFs
-2.11K
- 11.99%
$37.36 - $38.79 $78.7K - $81.7K
15.5K $560M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.32K
- 3.0%
$52.54 - $55.77 $69.5K - $73.8K
42.8K $2.3B
CBSH
Commerce Bancshares Inc

Financial Services
-483
- 10.97%
$52.19 - $59.46 $25.2K - $28.7K
3.92K $205M
AAPL
Apple Inc.

Technology
-390
- 11.22%
$245.27 - $275.25 $95.7K - $107K
3.09K $839M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.19K
- 4.06%
$66.93 - $69.17 $79.5K - $82.2K
28.1K $1.95B
NVDA
Nvidia Corp

Technology
-225
- 7.82%
$179.83 - $207.04 $40.5K - $46.6K
2.65K $494M
Canadian Pacific Kansas City
-225
- 3.2%
N/A
6.8K $501M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-21
- 3.54%
$475.68 - $513.11 $9.99K - $10.8K
573 $288M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-158
- 4.67%
$132.94 - $139.8 $21K - $22.1K
3.23K $449M
A
Agilent Technologies, Inc.

Healthcare
-202
- 6.2%
$136.62 - $151.52 $27.6K - $30.6K
3.06K $416M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-390
- 1.89%
$43.95 - $46.24 $17.1K - $18K
20.2K $930M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-47
- 0.85%
$42.41 - $44.49 $1.99K - $2.09K
5.46K $244M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-420
- 0.54%
$43.97 - $46.55 $18.5K - $19.6K
77.4K $3.55B
NEE
Nextera Energy Inc

Utilities
-18
- 0.31%
$78.18 - $86.03 $1.41K - $1.55K
5.73K $460M
VTI
Vanguard Total Stock Market Et

ETFs
-101
- 1.07%
$321.8 - $337.95 $32.5K - $34.1K
9.35K $3.14B
IDV
Ishares Tr

ETFs
-252
- 0.44%
$35.91 - $38.56 $9.05K - $9.72K
56.8K $2.24B
IVV
Ishares Core S&P 500 ETF

ETFs
-61
- 0.3%
$656.2 - $690.71 $40K - $42.1K
20.2K $13.8B
FNDF
Schwab Fundamental Intl Large

ETFs
-1.53K
- 0.81%
$42.35 - $45.18 $64.8K - $69.1K
187K $8.47B
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-8.78K
- 13.06%
$165.48 - $188.67 $1.45M - $1.66M
58.5K $12B
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sound Stewardship, LLC Portfolio

Follow Sound Stewardship, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Stewardship, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Stewardship, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email