Sound Stewardship, LLC Purchases and Sells in Q4 2024

Sound Stewardship, LLC

$168 Billion
Q4 2024

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCS	48.6K + 483.12%	$20.08 - $20.61 $975K - $1M	58.6K $1.18B
MSFT	390 + 17.85%	$406.35 - $454.46 $158K - $177K	2.58K $1.09B
VTI	87 + 0.99%	$280.04 - $302.45 $24.4K - $26.3K	8.85K $2.56B
AAPL	91 + 2.87%	$221.69 - $259.02 $20.2K - $23.6K	3.26K $816M
BSCP	3.52K + 1.05%	$20.6 - $20.71 $72.5K - $72.9K	339K $7.01B
SPHY	4.87K + 6.26%	$23.29 - $23.93 $113K - $116K	82.7K $1.94B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
A	3.13K New	$125.69 - $146.56 $393K - $458K	3.13K $420M
TSLA	787 New	$213.65 - $479.86 $168K - $378K	787 $318M
WMT	3.06K New	$79.1 - $95.7 $242K - $292K	3.06K $276M
PG	1.44K New	$161.05 - $179.7 $232K - $259K	1.44K $241M
AMZN	1.04K New	$180.88 - $232.93 $188K - $242K	1.04K $228M
EPR	4.87K New	$43.17 - $49.39 $210K - $240K	4.87K $216M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLTR	-4.78K - 5.6%	$109.14 - $121.63 $522K - $582K	80.6K $8.85B
DGRO	-1.67K - 4.98%	$60.73 - $64.94 $102K - $109K	31.9K $1.96B
IJR	-226 - 0.51%	$113.92 - $127.38 $25.7K - $28.8K	44.5K $5.12B
NEE	-40 - 0.63%	$69.77 - $85.43 $2.79K - $3.42K	6.33K $454M
NUDM	-125 - 0.75%	$30.06 - $33.38 $3.76K - $4.17K	16.6K $500M
IJH	-995 - 1.16%	$61.68 - $67.87 $61.4K - $67.5K	85K $5.3B

Activity Summary All Purchases 38 New Holdings 6 Increased Positions 32 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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