Stewardship Advisors, LLC Purchases in Q4 2025

Stewardship Advisors, LLC

  • $408 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RWL
Invesco Exchange Traded Fd Tr

ETFs
92.6K
+ 42.1%
$108.48 - $113.54 $10M - $10.5M
313K $35M
SPMD
Spdr Portfolio

ETFs
89K
+ 86.42%
$55.44 - $58.05 $4.94M - $5.17M
192K $10.8M
VEA
Vanguard Ftse Developed Market

ETFs
67.2K
+ 25.33%
$59.18 - $62.09 $3.97M - $4.17M
332K $20.4M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
24.6K
+ 28.06%
$132.94 - $139.8 $3.26M - $3.43M
112K $15.4M
JMEE
J P Morgan Exchange Traded Fd

ETFs
31.5K
+ 42.31%
$61.3 - $64.67 $1.93M - $2.04M
106K $6.66M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
72.2K
+ 56.95%
$21.43 - $21.82 $1.55M - $1.57M
199K $4.29M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
22.2K
+ 25.81%
$47.1 - $47.44 $1.05M - $1.05M
108K $5.13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10K
+ 37.65%
$99.87 - $101.27 $999K - $1.01M
36.6K $3.66M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19.4K
+ 12.97%
$50.57 - $50.77 $979K - $983K
169K $8.54M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.8K
+ 24.85%
$23.02 - $24.23 $456K - $479K
99.4K $2.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
636
+ 122.54%
$600.51 - $631.95 $382K - $402K
1.16K $713K
AAPL
Apple Inc.

Technology
807
+ 9.22%
$245.27 - $275.25 $198K - $222K
9.56K $2.56M
LLY
Eli Lilly & CO

Healthcare
269
New
$799.57 - $1025.28 $215K - $276K
269 $274K
AMD
Advanced Micro Devices Inc

Technology
1.13K
New
$164.01 - $264.33 $185K - $298K
1.13K $271K
GOOG
Alphabet Inc.

Communication Services
935
New
$237.49 - $291.74 $222K - $273K
935 $267K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
4.9K
+ 6.37%
$47.55 - $48.22 $233K - $236K
81.7K $3.92M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
10.9K
+ 9.57%
$29.21 - $29.73 $318K - $323K
125K $3.64M
NVDA
Nvidia Corp

Technology
1.37K
+ 15.79%
$179.83 - $207.04 $247K - $284K
10.1K $1.88M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.34K
New
$56.5 - $60.52 $245K - $263K
4.34K $254K
GOOGL
Alphabet Inc.

Communication Services
373
+ 9.77%
$236.57 - $291.31 $88.2K - $109K
4.19K $1.16M
ISRG
Intuitive Surgical Inc

Healthcare
421
New
$429.59 - $576.2 $181K - $243K
421 $230K
IVE
Ishares S&P 500 Value ETF

ETFs
1.1K
New
$202.52 - $212.07 $222K - $232K
1.1K $229K
MSFT
Microsoft Corp

Technology
493
+ 19.46%
$496.82 - $542.07 $245K - $267K
3.03K $1.54M
CSCO
Cisco Systems, Inc.

Technology
2.83K
New
$67.46 - $78.0 $191K - $221K
2.83K $220K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
4.33K
New
$44.22 - $47.74 $192K - $207K
4.33K $203K
AMZN
Amazon Com Inc

Consumer Cyclical
567
+ 14.21%
$213.04 - $254.0 $121K - $144K
4.56K $1.07M
TFC
Truist Financial Corp

Financial Services
4.08K
New
$41.09 - $45.64 $168K - $186K
4.08K $183K
COF
Capital One Financial Corp

Financial Services
881
New
$201.01 - $225.01 $177K - $198K
881 $177K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.59K
+ 3.21%
$50.55 - $50.74 $182K - $182K
116K $5.85M
F
Ford Motor CO

Consumer Cyclical
11.9K
New
$11.41 - $13.84 $135K - $164K
11.9K $156K
SPY
Spdr S&P 500 ETF Trust

ETFs
227
+ 29.6%
$653.02 - $687.39 $148K - $156K
994 $661K
AVGO
Broadcom Inc.

Technology
340
+ 21.6%
$324.63 - $385.98 $110K - $131K
1.91K $655K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.9K
+ 5.43%
$74.09 - $75.1 $141K - $143K
36.9K $2.73M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.76K
+ 15.57%
$49.98 - $50.22 $138K - $139K
20.5K $1.02M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.36K
+ 35.29%
$57.9 - $61.26 $78.6K - $83.2K
5.21K $312K
WTMF
Wisdomtree Tr Managed Futures

ETFs
3.51K
+ 1.27%
$37.53 - $38.9 $132K - $137K
280K $10.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
917
+ 9.54%
$76.84 - $80.86 $70.5K - $74.1K
10.5K $832K
MBB
Ishares Tr

ETFs
694
+ 24.24%
$94.9 - $96.23 $65.9K - $66.8K
3.56K $338K
BNDX
Vanguard Total International B

ETFs
1.22K
+ 5.03%
$49.3 - $49.91 $60K - $60.7K
25.4K $1.26M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.44K
+ 2.95%
$42.71 - $43.27 $61.7K - $62.5K
50.4K $2.15M
NFLX
Netflix Inc

Communication Services
2.24K
+ 1256.74%
$110.29 - $1241.35 $247K - $2.78M
2.42K $266K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.84K
+ 6.87%
$23.54 - $23.93 $66.8K - $67.9K
44.2K $1.04M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2K
+ 3.27%
$28.46 - $29.45 $56.9K - $58.8K
63.1K $1.83M
DBND
Doubleline ETF Tr Opportunisti

ETFs
1.07K
+ 16.13%
$46.27 - $46.9 $49.7K - $50.4K
7.73K $358K
TMO
Thermo Fisher Scientific Inc.

Healthcare
19
+ 4.13%
$524.58 - $588.02 $9.97K - $11.2K
479 $271K
NEE
Nextera Energy Inc

Utilities
103
+ 2.88%
$78.18 - $86.03 $8.05K - $8.86K
3.68K $315K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.96K
+ 3.7%
$23.04 - $23.36 $45.1K - $45.7K
54.9K $1.27M
MUB
Ishares National Muni Bond ETF

ETFs
357
+ 6.14%
$106.36 - $107.61 $38K - $38.4K
6.17K $659K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
68
+ 9.67%
$475.68 - $513.11 $32.3K - $34.9K
771 $392K
Activity Summary
Buys All Purchases 106 New Holdings 12 Increased Positions 94 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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