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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67092P607

Shares:31.5K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$370.0M)

92203J407

BNDX|92203J407

Shares:22.9K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$370.0M)

MICROSOFT CORP

MSFT|594918104

Shares:2.7K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$370.0M)

25434V708

DFAC|25434V708

Shares:30.7K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$370.0M)

67092P888

Shares:33.8K

Value:$990.1K

% of Portfolio:0.3% ($990.1K/$370.0M)

NVIDIA CORP

NVDA|67066G104

Shares:9.1K

Value:$986.6K

% of Portfolio:0.3% ($986.6K/$370.0M)

46435G326

Shares:13.9K

Value:$960.3K

% of Portfolio:0.3% ($960.3K/$370.0M)

78468R606

Shares:40.5K

Value:$948.8K

% of Portfolio:0.3% ($948.8K/$370.0M)

808524201

SCHX|808524201

Shares:42.6K

Value:$941.1K

% of Portfolio:0.3% ($941.1K/$370.0M)

922020805

Shares:18.7K

Value:$934.6K

% of Portfolio:0.3% ($934.6K/$370.0M)

78464A854

SPLG|78464A854

Shares:14.0K

Value:$923.7K

% of Portfolio:0.2% ($923.7K/$370.0M)

46429B267

Shares:40.0K

Value:$919.3K

% of Portfolio:0.2% ($919.3K/$370.0M)

46138J619

Shares:16.8K

Value:$895.3K

% of Portfolio:0.2% ($895.3K/$370.0M)

464289438

Shares:4.1K

Value:$863.4K

% of Portfolio:0.2% ($863.4K/$370.0M)

AMAZON COM INC

AMZN|023135106

Shares:4.2K

Value:$799.3K

% of Portfolio:0.2% ($799.3K/$370.0M)

25434V104

Shares:19.4K

Value:$745.5K

% of Portfolio:0.2% ($745.5K/$370.0M)

46436E767

Shares:15.9K

Value:$743.3K

% of Portfolio:0.2% ($743.3K/$370.0M)

464288158

Shares:6.3K

Value:$667.1K

% of Portfolio:0.2% ($667.1K/$370.0M)

808524797

SCHD|808524797

Shares:23.5K

Value:$657.4K

% of Portfolio:0.2% ($657.4K/$370.0M)

25434V575

Shares:11.9K

Value:$621.6K

% of Portfolio:0.2% ($621.6K/$370.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip67092P607)✕	31.5K	QoQ NEW(+31.5K) YoY NEW(+31.5K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$370.0M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(BNDXcusip92203J407)	22.9K	QoQ +11.07% (+2.3K) YoY NEW(+22.9K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$370.0M)	QoQ +10.55% (+$106.7K) YoY NEW(+$1.1M)
MICROSOFT CORP(MSFTcusip594918104)	2.7K	QoQ +11.54% (-281) YoY +242.49% (+1.9K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$370.0M)	QoQ -0.66% (-$6.8K) YoY +205.59% (+$685.9K)
(DFACcusip25434V708)	30.7K	QoQ +20.46% (+5.2K) YoY NEW(+30.7K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$370.0M)	QoQ +14.89% (+$131.1K) YoY NEW(+$1.0M)
(cusip67092P888)✕	33.8K	QoQ -60.16% (-51.1K) YoY NEW(+33.8K)	All Managers (Combined)	$990.1K	0.3% ($990.1K/$370.0M)	QoQ -59.84% (-$1.5M) YoY NEW(+$990.1K)
NVIDIA CORP(NVDAcusip67066G104)	9.1K	QoQ +17.45% (-1.4K) YoY NEW(+9.1K)	All Managers (Combined)	$986.6K	0.3% ($986.6K/$370.0M)	QoQ -5.20% (-$54.2K) YoY NEW(+$986.6K)
(cusip46435G326)✕	13.9K	QoQ +12.09% (+1.5K) YoY NEW(+13.9K)	All Managers (Combined)	$960.3K	0.3% ($960.3K/$370.0M)	QoQ +19.78% (+$158.6K) YoY NEW(+$960.3K)
(cusip78468R606)✕	40.5K	QoQ +15.56% (+5.5K) YoY NEW(+40.5K)	All Managers (Combined)	$948.8K	0.3% ($948.8K/$370.0M)	QoQ +15.31% (+$126.0K) YoY NEW(+$948.8K)
(SCHXcusip808524201)	42.6K	QoQ +10.74% (+4.1K) YoY NEW(+42.6K)	All Managers (Combined)	$941.1K	0.3% ($941.1K/$370.0M)	QoQ +5.48% (+$49.0K) YoY NEW(+$941.1K)
(cusip922020805)✕	18.7K	QoQ +10.90% (+1.8K) YoY NEW(+18.7K)	All Managers (Combined)	$934.6K	0.3% ($934.6K/$370.0M)	QoQ +14.29% (+$116.9K) YoY NEW(+$934.6K)
(SPLGcusip78464A854)	14.0K	QoQ +20.94% (+2.4K) YoY +21.75% (+2.5K)	All Managers (Combined)	$923.7K	0.2% ($923.7K/$370.0M)	QoQ +15.36% (+$123.0K) YoY +30.12% (+$213.9K)
(cusip46429B267)✕	40.0K	QoQ -48.52% (-37.7K) YoY -86.42% (-254.6K)	All Managers (Combined)	$919.3K	0.2% ($919.3K/$370.0M)	QoQ -48.51% (-$866.1K) YoY -86.29% (-$5.8M)
(cusip46138J619)✕	16.8K	QoQ -62.19% (-27.6K) YoY -96.95% (-534.4K)	All Managers (Combined)	$895.3K	0.2% ($895.3K/$370.0M)	QoQ -62.83% (-$1.5M) YoY -97.05% (-$29.5M)
(cusip464289438)✕	4.1K	QoQ +4.76% (-186) YoY -52.35% (-4.5K)	All Managers (Combined)	$863.4K	0.2% ($863.4K/$370.0M)	QoQ -6.07% (-$55.8K) YoY -48.48% (-$812.5K)
AMAZON COM INC(AMZNcusip023135106)	4.2K	QoQ +1.13% (-47) YoY NEW(+4.2K)	All Managers (Combined)	$799.3K	0.2% ($799.3K/$370.0M)	QoQ -12.29% (-$112.1K) YoY NEW(+$799.3K)
(cusip25434V104)✕	19.4K	QoQ +19.79% (+3.2K) YoY NEW(+19.4K)	All Managers (Combined)	$745.5K	0.2% ($745.5K/$370.0M)	QoQ +13.73% (+$90.0K) YoY NEW(+$745.5K)
(cusip46436E767)✕	15.9K	QoQ +22.53% (+2.9K) YoY NEW(+15.9K)	All Managers (Combined)	$743.3K	0.2% ($743.3K/$370.0M)	QoQ +15.01% (+$97.1K) YoY NEW(+$743.3K)
(cusip464288158)✕	6.3K	QoQ -0.29% (-19) YoY NEW(+6.3K)	All Managers (Combined)	$667.1K	0.2% ($667.1K/$370.0M)	QoQ -0.18% (-$1.2K) YoY NEW(+$667.1K)
(SCHDcusip808524797)	23.5K	QoQ -51.60% (-25.1K) YoY -42.19% (-17.2K)	All Managers (Combined)	$657.4K	0.2% ($657.4K/$370.0M)	QoQ -50.47% (-$670.0K) YoY -79.95% (-$2.6M)
(cusip25434V575)✕	11.9K	QoQ +15.85% (+1.6K) YoY NEW(+11.9K)	All Managers (Combined)	$621.6K	0.2% ($621.6K/$370.0M)	QoQ +15.69% (+$84.3K) YoY NEW(+$621.6K)