Sound Stewardship, LLC Incresed Positions in Q1 2025

Sound Stewardship, LLC

  • $176 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
260K
+ 443.37%
$20.05 - $20.4 $5.21M - $5.3M
319K $6.48B
BND
Vanguard Bd Index Fd Inc Total

ETFs
18.2K
+ 5.15%
$71.17 - $73.66 $1.29M - $1.34M
371K $27.3B
FNDF
Schwab Fundamental Intl Large

ETFs
855
+ 0.46%
$32.9 - $37.45 $28.1K - $32K
186K $6.7B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.82K
+ 1.45%
$59.28 - $66.1 $108K - $120K
128K $8.11B
VEA
Vanguard Ftse Developed Market

ETFs
1.83K
+ 1.52%
$47.4 - $52.99 $86.7K - $97K
122K $6.22B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.5K
+ 4.16%
$19.43 - $19.62 $283K - $285K
364K $7.13B
TIP
Ishares Tr Tips Bd ETF

ETFs
830
+ 1.71%
$106.22 - $111.09 $88.2K - $92.2K
49.2K $5.47B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.65K
+ 1.81%
$19.42 - $19.54 $129K - $130K
374K $7.28B
EPR
Epr Properties

Real Estate
757
+ 15.55%
$43.98 - $53.81 $33.3K - $40.7K
5.63K $296M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
173
+ 0.46%
$42.5 - $46.71 $7.35K - $8.08K
38.1K $1.73B
EFA
Ishares Tr Msci Eafe ETF

ETFs
39
+ 0.76%
$74.85 - $84.89 $2.92K - $3.31K
5.17K $422M
BSJR
Invesco Indx Tr

ETFs
1.28K
+ 2.56%
$22.4 - $22.69 $28.7K - $29.1K
51.3K $1.15B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.01K
+ 1.17%
$54.25 - $57.64 $54.7K - $58.2K
87K $4.79B
DGS
Wisdomtree Emerging Markets Sm

ETFs
735
+ 2.37%
$47.4 - $50.24 $34.8K - $36.9K
31.8K $1.53B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
893
+ 1.81%
$23.19 - $23.5 $20.7K - $21K
50.2K $1.16B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
709
+ 1.41%
$23.03 - $23.17 $16.3K - $16.4K
50.9K $1.17B
NVDA
Nvidia Corp

Technology
663
+ 26.37%
$106.98 - $149.43 $70.9K - $99.1K
3.18K $344M
WMT
Walmart Inc.

Consumer Defensive
108
+ 3.54%
$84.5 - $105.05 $9.13K - $11.3K
3.16K $278M
AMZN
Amazon Com Inc

Consumer Cyclical
162
+ 15.56%
$190.26 - $242.06 $30.8K - $39.2K
1.2K $229M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
67
+ 0.08%
$23.32 - $23.84 $1.56K - $1.6K
82.8K $1.94B
A
Agilent Technologies, Inc.

Healthcare
130
+ 4.16%
$116.69 - $152.6 $15.2K - $19.8K
3.26K $381M
AAPL
Apple Inc.

Technology
219
+ 6.72%
$209.68 - $247.1 $45.9K - $54.1K
3.48K $772M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
281
+ 0.63%
$102.49 - $119.96 $28.8K - $33.7K
44.7K $4.68B
FNDA
Schwab Fundamental U S Small C

ETFs
502
+ 0.18%
$26.87 - $30.99 $13.5K - $15.6K
273K $7.47B
Activity Summary
Buys All Purchases 29 New Holdings 4 Increased Positions 25 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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