| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 16 | Q3 2023 | 15.7% |
| ISHARES TR | 16 | Q3 2023 | 8.4% |
| ISHARES TR | 16 | Q3 2023 | 6.5% |
| INVESCO QQQ TR | 16 | Q3 2023 | 5.0% |
| ISHARES TR | 16 | Q3 2023 | 6.2% |
| SPDR SER TR | 16 | Q3 2023 | 10.4% |
| SPDR SER TR | 16 | Q3 2023 | 11.1% |
| VANGUARD WORLD FD | 16 | Q3 2023 | 3.8% |
| NUSHARES ETF TR | 16 | Q3 2023 | 2.2% |
| ISHARES TR | 16 | Q3 2023 | 1.9% |
View Stewardship Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-14 |
View Stewardship Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.