Portfolio (Quarterly)
Guide ↗
Stewardship Advisors, LLC
· CIK 0001733219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NEE | NEXTERA ENERGY INC | Utilities | 3,676 | $295K | 0.07% | SOLD |
| 2 | QUAL | ISHARES TR | — | 1,192 | $237K | 0.06% | SOLD |
| 3 | COF | CAPITAL ONE FINL CORP | Financial Services | 881 | $214K | 0.05% | SOLD |
| 4 | MINT | PIMCO ETF TR | — | 2,089 | $210K | 0.05% | SOLD |
| 5 | NULG | NUSHARES ETF TR | — | 2,128 | $208K | 0.05% | SOLD |
| 6 | HCA | HCA HEALTHCARE INC | Healthcare | 445 | $208K | 0.05% | SOLD |
| 7 | TFC | TRUIST FINL CORP | Financial Services | 4,084 | $201K | 0.05% | SOLD |
Sector Allocation
Technology
29.7%
Financial Services
25.2%
Communication Services
13.6%
Consumer Cyclical
10.0%
Healthcare
4.8%
Consumer Defensive
4.6%
Utilities
4.2%
Energy
3.6%
Industrials
2.2%
Real Estate
1.2%