Sound Stewardship, LLC Portfolio Holdings

Sound Stewardship, LLC

  • $178 Billion
  • Q3 2024

Sound Stewardship, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $178 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $26B, Schwab Fundamental U S Broad M with a value of $13.9B, Ishares Core S&P 500 ETF with a value of $11.1B, Abrdn Precious Metals Basket ETF Trust with a value of $9.67B, and Ishares Tr Msci Eafe Small Cap with a value of $8.25B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $165B to 178B.

Sound Stewardship, LLC is based out at Overland Park, KS

Below you can find more details about Sound Stewardship, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $174 Billion
Technology: $2.24 Billion
Utilities: $1.19 Billion
Financial Services: $258 Million
Healthcare: $214 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.03T
$940 Million 0.53% of portfolio
2,185
Q3 2024 Reduced 3.32%
$3.62T
$738 Million 0.41% of portfolio
3,166
Q3 2024 Added 3.63%
$156B
$539 Million 0.3% of portfolio
6,371
Q3 2024 Reduced 4.67%
$14.9B
$394 Million 0.22% of portfolio
6,491
Q4 2022 New
$331B
$298 Million 0.17% of portfolio
2,452
Q3 2024 Reduced 5.73%
$13.8B
$262 Million 0.15% of portfolio
4,232
Q3 2024 Added 0.14%
$39.3B
$262 Million 0.15% of portfolio
1,486
Q3 2024 Reduced 5.89%
$7.59B
$258 Million 0.14% of portfolio
4,339
Q3 2024 Added 3.9%
$214B
$214 Million 0.12% of portfolio
346
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $178 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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