Stewardship-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "VCEB",
  null,
  "VSGX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ABBV",
  "ADBE",
  null,
  null,
  null,
  "GOOGL",
  "T",
  null,
  null,
  "AVGO",
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GD",
  "HD",
  null,
  null,
  "MCD",
  null,
  null,
  "FULT",
  "FSCO",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LIN",
  null,
  null,
  "SILA",
  "MA",
  "MSFT",
  "TMUS",
  null,
  null,
  "PNC",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PG",
  "VZ",
  "AMGN",
  null,
  "SPGI",
  null,
  "SCHX",
  "GLD",
  null,
  "SPLG",
  "TMO",
  "ACWV",
  "VWO",
  null,
  "PEG",
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VEA",
  null,
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VOO",
  "V",
  "WMT",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  "SCHF",
  "SCHA",
  "PPL",
  null,
  null,
  null,
  null,
  null,
  "BRK-B",
  "CVX",
  "CTAS",
  "COST",
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "USMV",
  "NEE",
  "QQQ",
  null,
  "XOM",
  "TSLA",
  "PH",
  null,
  "AWK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 146
Total Value: 370041191
Accession Number: 0001733219-25-000003
Form Type: 13F-HR
CIK: stewardship-advisors
Manager Name: Stewardship-Advisors

Data Enrichment

47% identified

69 identified77 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

146 positions • $370.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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47103U845

Shares:105.7K

Value:$5.4M

% of Portfolio:1.4% ($5.4M/$370.0M)

78464A847

Shares:101.3K

Value:$5.2M

% of Portfolio:1.4% ($5.2M/$370.0M)

46435U549

Shares:108.3K

Value:$5.1M

% of Portfolio:1.4% ($5.1M/$370.0M)

46436E619

Shares:105.2K

Value:$4.6M

% of Portfolio:1.2% ($4.6M/$370.0M)

72201R643

Shares:44.4K

Value:$4.4M

% of Portfolio:1.2% ($4.4M/$370.0M)

46641Q118

Shares:73.4K

Value:$4.1M

% of Portfolio:1.1% ($4.1M/$370.0M)

69374H428

Shares:84.2K

Value:$4.0M

% of Portfolio:1.1% ($4.0M/$370.0M)

33739P301

Shares:74.0K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$370.0M)

92189F437

Shares:109.8K

Value:$3.2M

% of Portfolio:0.9% ($3.2M/$370.0M)

67092P854

Shares:126.1K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$370.0M)

464287226

Shares:25.1K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$370.0M)

25434V872

Shares:52.2K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$370.0M)

Apple Inc.

AAPL|037833100

Shares:9.4K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$370.0M)

921937835

BND|921937835

Shares:25.4K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$370.0M)

808524805

SCHF|808524805

Shares:84.4K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$370.0M)

FULTON FINANCIAL CORP

FULT|360271100

Shares:90.2K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$370.0M)

808524409

Shares:58.6K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$370.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:3.2K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$370.0M)

808524300

SCHG|808524300

Shares:59.2K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$370.0M)

78464A805

Shares:19.6K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$370.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip47103U845)✕	105.7K	QoQ +3.40% (+3.5K) YoY NEW(+105.7K)	All Managers (Combined)	$5.4M	1.4% ($5.4M/$370.0M)	QoQ +3.40% (+$176.2K) YoY NEW(+$5.4M)
(cusip78464A847)✕	101.3K	QoQ +1.81% (-1.8K) YoY -17.47% (-21.4K)	All Managers (Combined)	$5.2M	1.4% ($5.2M/$370.0M)	QoQ -4.71% (-$256.7K) YoY -20.81% (-$1.4M)
(cusip46435U549)✕	108.3K	QoQ +216.01% (+74.0K) YoY +42.47% (+32.3K)	All Managers (Combined)	$5.1M	1.4% ($5.1M/$370.0M)	QoQ +223.08% (+$3.5M) YoY +43.74% (+$1.6M)
(cusip46436E619)✕	105.2K	QoQ NEW(+105.2K) YoY NEW(+105.2K)	All Managers (Combined)	$4.6M	1.2% ($4.6M/$370.0M)	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
(cusip72201R643)✕	44.4K	QoQ +11.65% (+4.6K) YoY NEW(+44.4K)	All Managers (Combined)	$4.4M	1.2% ($4.4M/$370.0M)	QoQ +12.04% (+$471.1K) YoY NEW(+$4.4M)
(cusip46641Q118)✕	73.4K	QoQ +3.30% (-2.3K) YoY -25.97% (-25.8K)	All Managers (Combined)	$4.1M	1.1% ($4.1M/$370.0M)	QoQ -4.36% (-$187.6K) YoY -29.20% (-$1.7M)
(cusip69374H428)✕	84.2K	QoQ +4.15% (+3.4K) YoY -25.82% (-29.3K)	All Managers (Combined)	$4.0M	1.1% ($4.0M/$370.0M)	QoQ +3.16% (+$121.6K) YoY -26.56% (-$1.4M)
(cusip33739P301)✕	74.0K	QoQ +27.46% (+15.9K) YoY +325.30% (+56.6K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$370.0M)	QoQ +26.18% (+$733.8K) YoY +321.99% (+$2.7M)
(cusip92189F437)✕	109.8K	QoQ +3.23% (+3.4K) YoY NEW(+109.8K)	All Managers (Combined)	$3.2M	0.9% ($3.2M/$370.0M)	QoQ +3.91% (+$119.5K) YoY NEW(+$3.2M)
(cusip67092P854)✕	126.1K	QoQ +446.70% (+103.0K) YoY NEW(+126.1K)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$370.0M)	QoQ +448.00% (+$2.2M) YoY NEW(+$2.7M)
(cusip464287226)✕	25.1K	QoQ +53.94% (+8.8K) YoY +105.36% (+12.9K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$370.0M)	QoQ +57.15% (+$904.5K) YoY +107.42% (+$1.3M)
(cusip25434V872)✕	52.2K	QoQ +18.78% (+8.3K) YoY NEW(+52.2K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$370.0M)	QoQ +21.05% (+$381.8K) YoY NEW(+$2.2M)
Apple Inc.(AAPLcusip037833100)	9.4K	QoQ +1.72% (-159) YoY +33.08% (+2.3K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$370.0M)	QoQ -9.76% (-$225.5K) YoY +72.39% (+$875.0K)
(BNDcusip921937835)	25.4K	QoQ +10.15% (+2.3K) YoY NEW(+25.4K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$370.0M)	QoQ +12.51% (+$207.2K) YoY NEW(+$1.9M)
(SCHFcusip808524805)	84.4K	QoQ +10.28% (+7.9K) YoY +93.65% (-40.8K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$370.0M)	QoQ +17.91% (+$253.7K) YoY -1.83% (-$31.2K)
FULTON FINANCIAL CORP(FULTcusip360271100)	90.2K	QoQ +411.05% (+72.6K) YoY NEW(+90.2K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$370.0M)	QoQ +379.50% (+$1.3M) YoY NEW(+$1.6M)
(cusip808524409)✕	58.6K	QoQ +9.74% (+5.2K) YoY NEW(+58.6K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$370.0M)	QoQ +11.89% (+$165.5K) YoY NEW(+$1.6M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	3.2K	QoQ +7.32% (-216) YoY -32.33% (-1.5K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$370.0M)	QoQ -1.55% (-$23.4K) YoY -28.54% (-$592.6K)
(SCHGcusip808524300)	59.2K	QoQ +18.30% (+9.2K) YoY NEW(+59.2K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$370.0M)	QoQ +6.28% (+$87.7K) YoY NEW(+$1.5M)
(cusip78464A805)✕	19.6K	QoQ 0.00% (-0) YoY -5.00% (-1.0K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$370.0M)	QoQ -4.78% (-$67.1K) YoY +0.70% (-$9.4K)