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:

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25434V765

Shares:7.7K

Value:$208.5K

% of Portfolio:0.1% ($208.5K/$370.0M)

CINTAS CORP

CTAS|172908105

Shares:994

Value:$204.3K

% of Portfolio:0.1% ($204.3K/$370.0M)

46435G672

Shares:4.1K

Value:$203.2K

% of Portfolio:0.1% ($203.2K/$370.0M)

LINDE PLC

LIN|G54950103

Shares:436

Value:$203.0K

% of Portfolio:0.1% ($203.0K/$370.0M)

CHEVRON CORP

CVX|166764100

Shares:1.2K

Value:$202.6K

% of Portfolio:0.1% ($202.6K/$370.0M)

FS Credit Opportunities Corp.

FSCO|30290Y101

Shares:25.3K

Value:$178.5K

% of Portfolio:0.0% ($178.5K/$370.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V765)✕	7.7K	QoQ NEW(+7.7K) YoY NEW(+7.7K)	All Managers (Combined)	$208.5K	0.1% ($208.5K/$370.0M)	QoQ NEW(+$208.5K) YoY NEW(+$208.5K)
CINTAS CORP(CTAScusip172908105)	994	QoQ NEW(+994) YoY NEW(+994)	All Managers (Combined)	$204.3K	0.1% ($204.3K/$370.0M)	QoQ NEW(+$204.3K) YoY NEW(+$204.3K)
(cusip46435G672)✕	4.1K	QoQ -73.15% (-11.1K) YoY -92.10% (-47.4K)	All Managers (Combined)	$203.2K	0.1% ($203.2K/$370.0M)	QoQ -73.11% (-$552.6K) YoY -92.09% (-$2.4M)
LINDE PLC(LINcusipG54950103)	436	QoQ NEW(+436) YoY NEW(+436)	All Managers (Combined)	$203.0K	0.1% ($203.0K/$370.0M)	QoQ NEW(+$203.0K) YoY NEW(+$203.0K)
CHEVRON CORP(CVXcusip166764100)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$202.6K	0.1% ($202.6K/$370.0M)	QoQ NEW(+$202.6K) YoY NEW(+$202.6K)
FS Credit Opportunities Corp.(FSCOcusip30290Y101)	25.3K	QoQ +150.50% (+15.2K) YoY NEW(+25.3K)	All Managers (Combined)	$178.5K	0.0% ($178.5K/$370.0M)	QoQ +158.95% (+$109.6K) YoY NEW(+$178.5K)