Stewardship Concepts Financial Services LLC New Holdings in Q4 2025

Stewardship Concepts Financial Services LLC

  • $119 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
205K
New
$41.33 - $43.47 $8.47M - $8.91M
205K $8.96B
SCHG
Schwab Strategic Tr Us Large C

ETFs
270K
New
$31.41 - $33.69 $8.49M - $9.1M
270K $8.82B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
292K
New
$26.44 - $27.53 $7.71M - $8.03M
292K $8.02B
RDVY
First Trust Rising Dividend Ac

ETFs
113K
New
$65.02 - $68.31 $7.33M - $7.7M
113K $7.84B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
223K
New
$33.05 - $33.87 $7.36M - $7.54M
223K $7.63B
CGGR
Capital Group Growth ETF Shs C

ETFs
170K
New
$43.04 - $45.68 $7.3M - $7.75M
170K $7.55B
HEFA
Ishares Currency Hedged Msci E

ETFs
159K
New
$39.63 - $41.86 $6.31M - $6.67M
159K $6.59B
CGMS
Capital Grp Core Plus Income E
228K
New
N/A
228K $6.29B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
142K
New
$36.47 - $38.19 $5.16M - $5.41M
142K $5.43B
IAU
Ishares Gold Trust

ETFs
52.7K
New
$72.65 - $82.5 $3.83M - $4.35M
52.7K $4.28B
CGCP
Capital Group Core Plus Income

ETFs
151K
New
$22.64 - $22.98 $3.41M - $3.46M
151K $3.41B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
56.6K
New
$59.91 - $60.13 $3.39M - $3.4M
56.6K $3.39B
IVV
Ishares Core S&P 500 ETF

ETFs
4.58K
New
$656.2 - $690.71 $3M - $3.16M
4.58K $3.14B
JCPB
J P Morgan Exchange Traded Fd

ETFs
61.9K
New
$47.34 - $48.01 $2.93M - $2.97M
61.9K $2.93B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
123K
New
$23.37 - $23.7 $2.88M - $2.92M
123K $2.88B
Capital Group New Geography
86.4K
New
N/A
86.4K $2.76B
UITB
Usaa ETF Tr Core Intermediate

ETFs
58K
New
$47.38 - $47.93 $2.75M - $2.78M
58K $2.75B
DFAS
Dimensional ETF Tr U S Small C

ETFs
34.7K
New
$66.04 - $69.67 $2.29M - $2.42M
34.7K $2.42B
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.78K
New
$358.39 - $376.54 $1.71M - $1.8M
4.78K $1.79B
Capital Group Core Balanced
47.9K
New
N/A
47.9K $1.69B
SPYG
Spdr Portfolio

ETFs
12.5K
New
$102.4 - $109.39 $1.28M - $1.37M
12.5K $1.33B
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
21.4K
New
N/A
21.4K $1.22B
SCHX
Schwab Strategic Tr Us Large C

ETFs
43.9K
New
$25.85 - $27.19 $1.14M - $1.19M
43.9K $1.18B
SHV
Ishares Tr

ETFs
8.25K
New
$110.15 - $110.49 $909K - $911K
8.25K $909M
MSFT
Microsoft Corp

Technology
1.69K
New
$496.82 - $542.07 $839K - $916K
1.69K $817M
ROK
Rockwell Automation, Inc

Industrials
2.03K
New
$333.75 - $394.54 $678K - $802K
2.03K $793M
CGXU
Capital Group Intl Focus Equit

ETFs
25.4K
New
$29.32 - $31.03 $744K - $787K
25.4K $751M
CGMU
Capital Group Core Plus Income
26.8K
New
N/A
26.8K $734M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.2K
New
$52.76 - $53.18 $697K - $703K
13.2K $699M
JPM
Jpmorgan Chase & CO

Financial Services
1.9K
New
$294.11 - $320.41 $559K - $609K
1.9K $614M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.5K
New
$25.2 - $26.46 $517K - $542K
20.5K $539M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.3K
New
$42.26 - $44.28 $436K - $457K
10.3K $459M
MUB
Ishares National Muni Bond ETF

ETFs
4.18K
New
$106.36 - $107.61 $445K - $450K
4.18K $448M
AAPL
Apple Inc.

Technology
1.51K
New
$245.27 - $275.25 $370K - $416K
1.51K $411M
CVX
Chevron Corp

Energy
2.69K
New
$148.9 - $157.72 $400K - $424K
2.69K $409M
IEFA
Ishares Tr

ETFs
4.24K
New
$86.09 - $89.88 $365K - $381K
4.24K $380M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
4.8K
New
$76.15 - $82.04 $365K - $394K
4.8K $378M
AVUV
American Centy ETF Tr Avantis

ETFs
3.7K
New
$95.19 - $100.66 $353K - $373K
3.7K $378M
IBM
International Business Machines Corp

Technology
1.23K
New
$275.97 - $314.98 $340K - $388K
1.23K $365M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.2K
New
$27.17 - $28.65 $330K - $348K
12.2K $346M
PH
Parker Hannifin Corp

Industrials
367
New
$716.66 - $857.93 $263K - $315K
367 $323M
COST
Costco Wholesale Corp

Consumer Defensive
365
New
$910.94 - $954.99 $332K - $349K
365 $314M
RTX
Raytheon Technologies Corp

Industrials
1.54K
New
$157.0 - $179.44 $241K - $275K
1.54K $282M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
5.88K
New
$46.07 - $46.84 $271K - $275K
5.88K $279M
RY
Royal Bank Of Canada

Financial Services
1.61K
New
$143.64 - $149.05 $232K - $241K
1.61K $276M
SOXX
Ishares Semiconductor ETF

ETFs
835
New
$271.99 - $309.6 $227K - $259K
835 $252M
HD
Home Depot, Inc.

Consumer Cyclical
673
New
$358.03 - $397.02 $241K - $267K
673 $232M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.22K
New
$74.62 - $78.21 $240K - $252K
3.22K $230M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
347
New
$600.51 - $631.95 $208K - $219K
347 $218M
Activity Summary
Buys All Purchases 53 New Holdings 53 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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