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CIK: 0001733219
Total reported value
$481.4M
$481.4M
146 檔
26.3%
In Q1 2025, Stewardship Advisors, LLC's U.S. equity holdings reached a combined market value of $481.4M, distributed across 146 disclosed stock positions.
In Q1 2025, Stewardship Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.82% | +4.11% | -25.60% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.15% | +0.36% | +6.30% | |
| 3 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 5.79% | -2.22% | +11.09% | |
| 4 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 5.52% | +2.70% | +26.62% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.94% | +1.34% | +4.06% | |
| 6 | IMFL | Invesco Int Dvlp Dyn Multi | ETF-Other | 3.84% | -0.03% | +11.47% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.68% | -2.44% | +180.23% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.26% | +0.35% | +11.64% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.17% | -0.09% | +167.00% | |
| 10 | GTO | Invesco Total Return Bond Et | ETF-Other | 3.11% | +1.08% | +4.14% | |
| 11 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 2.95% | +0.44% | -8.72% | |
| 12 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.59% | -0.78% | +35.49% | |
| 13 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 2.46% | -0.10% | +15.85% | |
| 14 | PZA | Invesco National Amt-free Mu | ETF-Other | 2.01% | +0.27% | +10.12% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.82% | -1.78% | -13.80% | |
| 16 | RSPE | Invesco Esg Sp 500 Eq Weight | ETF-Other | 1.64% | -0.01% | +22.13% | |
| 17 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 1.63% | +0.04% | +623.74% | |
| 18 | QQMG | Invesco Esg Nasdaq 100 | ETF-Tech | 1.58% | +0.16% | +9.70% | |
| 19 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.50% | -0.10% | -9.50% | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.46% | +0.20% | +25.25% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.45% | -0.05% | EXIT | |
| 22 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.40% | -1.54% | +1.82% | |
| 23 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.39% | +0.18% | +216.01% | |
| 24 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 1.23% | +0.08% | — | |
| 25 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 1.18% | -0.42% | +11.66% | |
| 26 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 1.11% | +0.09% | +3.30% | |
| 27 | FLRT | Pacer Aristotle Pacific Floa | ETF-Other | 1.07% | -0.71% | +4.15% | |
| 28 | FMHI | First Trust Municipal High I | ETF-Other | 0.96% | -0.07% | +27.46% | |
| 29 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.86% | -0.22% | +3.23% | |
| 30 | NUHY | Nuveen Esg Hi Yld CORP Bnd | ETF-Other | 0.72% | -0.50% | +446.71% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | -0.47% | +53.95% | |
| 32 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.59% | -0.02% | +18.78% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.02% | +1.72% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.50% | -0.03% | +10.16% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.45% | +0.01% | +10.28% | |
| 36 | FULT | Fulton Financial CORP | Stock-Financials | 0.44% | -0.02% | +411.05% | |
| 37 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.42% | +0.01% | +9.75% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.04% | +7.33% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.40% | +0.02% | +18.30% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.36% | +0.01% | — | |
| 41 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.33% | +0.01% | — | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.30% | -0.02% | +11.08% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.01% | +11.54% | |
| 44 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.27% | +0.01% | +20.47% | |
| 45 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.27% | -0.32% | EXIT | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.01% | +17.46% | |
| 47 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.26% | — | +12.09% | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.26% | -0.01% | +15.56% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.25% | — | +10.74% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.25% | -0.01% | +10.91% |
According to official SEC Form 13F filings, Stewardship Advisors, LLC reported a total U.S. public equity portfolio value of $481.4M across 146 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQM, RWL) accounted for 26.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $43.8M
During Q1 2025, Stewardship Advisors, LLC's top holdings by market value included IVV (11.8%)、QQQM (7.2%)、RWL (5.8%). The largest single position, IVV, represented 11.8% of total portfolio value.
In Q1 2025, Stewardship Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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