Portfolio (Quarterly)
Guide ↗
Stewardship Advisors, LLC
· CIK 0001733219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NUEM | NUSHARES ETF TR | — | 37,397 | $1.4M | 0.32% | SOLD |
| 2 | CVX | CHEVRON CORPORATION | Energy | 1,285 | $266K | 0.06% | SOLD |
| 3 | T | AT&T INC | Communication Services | 8,295 | $240K | 0.06% | SOLD |
| 4 | TMUS | T-MOBILE US INC | Communication Services | 1,121 | $235K | 0.05% | SOLD |
| 5 | EOG | EOG RES INC | Energy | 1,590 | $230K | 0.05% | SOLD |
| 6 | NFLX | NETFLIX INC. | Communication Services | 2,371 | $228K | 0.05% | SOLD |
| 7 | — | ENTERGY CORP NEW | — | 1,969 | $221K | 0.05% | SOLD |
| 8 | EFV | ISHARES TR | — | 2,942 | $219K | 0.05% | SOLD |
| 9 | VBND | ETF SER SOLUTIONS | — | 4,922 | $214K | 0.05% | SOLD |
| 10 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 459 | $212K | 0.05% | SOLD |
| 11 | JAAA | JANUS DETROIT STR TR | — | 4,033 | $203K | 0.05% | SOLD |
| 12 | DUK | DUKE ENERGY CORP NEW | Utilities | 1,547 | $203K | 0.05% | SOLD |
| 13 | VUSE | ETF SER SOLUTIONS | — | 3,201 | $201K | 0.05% | SOLD |
| 14 | PFE | PFIZER INC | Healthcare | 7,128 | $200K | 0.05% | SOLD |
Sector Allocation
Technology
40.2%
Financial Services
24.5%
Consumer Cyclical
9.6%
Communication Services
8.8%
Consumer Defensive
3.8%
Utilities
3.6%
Industrials
3.2%
Healthcare
3.0%
Real Estate
1.4%
Energy
1.0%