Steward Financial Group LLC has filed its 13F form on October 20, 2023 for Q3 2023 where it was disclosed a total value porftolio of $315 Million distributed in 1629 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $85.3M, Dimensional ETF Tr U S Core Eq with a value of $76.7M, Dimensional ETF Tr Us Marketwi with a value of $19.5M, Dimensional ETF Tr Dimensional with a value of $16.3M, and Dimensional ETF Tr U S Target with a value of $14.4M.
Examining the 13F form we can see an increase of $2.38M in the current position value, from $313M to 315M.
Below you can find more details about Steward Financial Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$315 Million
ETFs: $279 Million
Financial Services: $5.94 Million
Technology: $5.89 Million
Healthcare: $3.51 Million
Consumer Cyclical: $2.99 Million
Energy: $2.53 Million
Industrials: $2.31 Million
Consumer Defensive: $1.78 Million
Other: $2.65 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
