Stewardship Advisors, LLC Reduced Holdings in Q4 2024

Stewardship Advisors, LLC

  • $341 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-134K
- 80.48%
$30.48 - $34.2 $4.09M - $4.59M
32.5K $991K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-75.5K
- 68.8%
$46.33 - $48.6 $3.5M - $3.67M
34.3K $1.59M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-158K
- 67.02%
$22.39 - $23.45 $3.54M - $3.7M
77.7K $1.79M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-79.5K
- 77.66%
$38.96 - $43.28 $3.1M - $3.44M
22.9K $900K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-37K
- 76.04%
$81.6 - $90.89 $3.02M - $3.36M
11.7K $1M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-45.6K
- 77.48%
$61.87 - $64.86 $2.82M - $2.96M
13.2K $821K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-62.6K
- 78.12%
$42.7 - $46.33 $2.67M - $2.9M
17.5K $750K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-42K
- 80.41%
$46.52 - $48.32 $1.95M - $2.03M
10.2K $477K
MBNE
Ssga Active Tr Spdr Nuveen Mun

ETFs
-59.2K
- 80.05%
$29.3 - $30.73 $1.73M - $1.82M
14.7K $433K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-70.7K
- 75.41%
$21.02 - $21.57 $1.49M - $1.53M
23.1K $487K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-27.1K
- 14.91%
$50.37 - $50.6 $1.36M - $1.37M
155K $7.79M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-21.6K
- 33.06%
$41.09 - $45.94 $889K - $994K
43.8K $1.84M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.65K
- 1.36%
$56.61 - $61.63 $93.4K - $102K
120K $6.79M
OMFL
Invesco Exchange Traded Self I

ETFs
-8.11K
- 15.44%
$52.49 - $56.58 $426K - $459K
44.4K $2.41M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-3.7K
- 19.65%
$49.87 - $52.46 $185K - $194K
15.1K $755K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.21K
- 18.53%
$67.29 - $73.38 $149K - $162K
9.72K $659K
QINT
American Centy ETF Tr Quality

ETFs
-2.74K
- 13.07%
$47.57 - $51.38 $130K - $141K
18.2K $870K
AVEM
American Centy ETF Tr Avantis

ETFs
-1.94K
- 13.87%
$58.59 - $66.14 $114K - $128K
12K $707K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.32K
- 21.02%
$87.1 - $98.49 $115K - $130K
4.97K $433K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-4.51K
- 24.28%
$35.95 - $36.76 $162K - $166K
14.1K $507K
MUB
Ishares National Muni Bond ETF

ETFs
-1.31K
- 23.48%
$105.78 - $108.7 $139K - $143K
4.27K $455K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.1K
- 14.36%
$94.37 - $106.41 $104K - $117K
6.56K $632K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.38K
- 9.52%
$56.06 - $61.35 $77.1K - $84.4K
13.1K $738K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-1.13K
- 6.97%
$45.15 - $47.26 $51K - $53.4K
15.1K $682K
TAXF
American Centy ETF Tr Diversif

ETFs
-1.19K
- 7.66%
$49.94 - $51.44 $59.5K - $61.3K
14.4K $720K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-1.48K
- 14.45%
$23.79 - $24.6 $35.2K - $36.4K
8.77K $209K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-65
- 0.09%
$60.1 - $66.4 $3.91K - $4.32K
71K $4.3M
AWK
American Water Works Company, Inc.

Utilities
-9
- 0.53%
$123.83 - $146.07 $1.11K - $1.31K
1.68K $209K
SPMD
Spdr Portfolio

ETFs
-489
- 0.49%
$54.13 - $59.56 $26.5K - $29.1K
99.5K $5.44M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-50
- 3.89%
$174.22 - $187.62 $8.71K - $9.38K
1.24K $216K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-212
- 5.72%
$178.39 - $215.0 $37.8K - $45.6K
3.5K $674K
IWY
Ishares Tr Russell 200 Growth

ETFs
-310
- 7.35%
$216.72 - $244.71 $67.2K - $75.9K
3.91K $919K
COST
Costco Wholesale Corp

Consumer Defensive
-22
- 4.12%
$873.59 - $994.69 $19.2K - $21.9K
512 $469K
GLD
Spdr Gold Trust

ETFs
-12
- 0.85%
$236.59 - $257.5 $2.84K - $3.09K
1.41K $340K
FSCO
Fs Cr Opportunities Corp Com
-3.98K
- 28.26%
N/A
10.1K $0
VTI
Vanguard Total Stock Market Et

ETFs
-6
- 0.78%
$280.04 - $302.45 $1.68K - $1.81K
761 $220K
IVV
Ishares Core S&P 500 ETF

ETFs
-737
- 0.7%
$570.51 - $610.59 $420K - $450K
105K $61.6M
Activity Summary
Buys All Purchases 109 New Holdings 17 Increased Positions 92 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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