Good Steward Wealth Advisors,LLC
Filing Date
Global Rank
#7,543
/ 8,603
▲ 99
· as of Mar 2026
Top Industry
Utilities - Regulated Electric
14.1%
3Y Alpha vs SPY
+1.5%
Period ended 3 months ago
Filed May 4, 2026 · 2mo
5 quarters · since Mar 2025
Clone Performance
May 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+29.7%
SPY
+28.1%
Annualised alpha
+1.4%
Max drawdown
−8.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
43 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.8%
+0.7 pts
Top 5
40.1%
+1.2 pts
Top 10
59.9%
+1.2 pts
HHI
465
Diversified+18
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 20.9% | $5,333,064 |
| Industrials | 20.3% | $5,183,525 |
| Technology | 19.2% | $4,903,980 |
| Utilities | 11.1% | $2,844,494 |
| Consumer Defensive | 7.4% | $1,887,531 |
| Healthcare | 7.0% | $1,783,622 |
| Energy | 5.8% | $1,485,169 |
| Financial Services | 4.1% | $1,056,184 |
| Consumer Cyclical | 3.2% | $815,035 |
| Communication Services | 0.9% | $227,107 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE Co | −471 | 1,831 | $264,469 | |
| NEE | Nextera Energy Inc | −452 | 20,260 | $1,881,748 | |
| WMB | Williams Companies, Inc. | −402 | 3,557 | $258,878 | |
| T | At&T Inc. | −346 | 7,834 | $227,107 | |
| DUK | Duke Energy CORP | −346 | 2,603 | $340,836 | |
| NVDA | Nvidia Corp | −285 | 1,921 | $335,022 | |
| MSFT | Microsoft Corp | −234 | 3,408 | $1,261,539 | |
| PNC | Pnc Financial Services Group, Inc. | −208 | 978 | $203,512 | |
| GLD | Spdr Gold Trust | −168 | 5,808 | $2,499,124 | |
| AMZN | Amazon Com Inc | −166 | 1,702 | $354,475 | |
| JNJ | Johnson & Johnson | −152 | 1,180 | $288,439 | |
| RTX | RTX Corp | −146 | 1,778 | $342,976 | |
| JPM | Jpmorgan Chase & Co | −118 | 1,180 | $347,108 | |
| AVGO | Broadcom Inc. | −113 | 2,301 | $712,182 | |
| ORCL | Oracle Corp | −111 | 1,518 | $223,312 | |
| ETN | Eaton Corp plc | −110 | 813 | $290,785 | |
| MCD | Mcdonalds Corp | −93 | 666 | $206,986 | |
| GS | Goldman Sachs Group Inc | −87 | 254 | $214,881 | |
| BMY | Bristol Myers Squibb Co | −77 | 4,219 | $255,882 | |
| CVX | Chevron Corp | −77 | 1,933 | $399,937 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −71 | 883 | $298,409 | |
| CAT | Caterpillar Inc | −70 | 902 | $639,030 | |
| SO | Southern Co | −61 | 3,514 | $339,171 | |
| AEP | American Electric Power Co Inc | −52 | 2,157 | $282,739 | |
| HD | Home Depot, Inc. | −44 | 771 | $253,574 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
43 positions ·
$25,519,711 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 5,808 | $2,499,124 | 9.79% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,214 | $2,090,192 | 8.19% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 7,788 | $1,889,524 | 7.40% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 20,260 | $1,881,748 | 7.37% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,358 | $1,867,386 | 7.32% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 11,434 | $1,421,017 | 5.57% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,408 | $1,261,539 | 4.94% | |
| DE |
Deere & Co
Industrials
|
Held | 1,643 | $925,501 | 3.63% | |
| SLV |
iShares Silver Trust
|
Added | 10,915 | $743,748 | 2.91% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 2,301 | $712,182 | 2.79% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 5,578 | $670,977 | 2.63% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 902 | $639,030 | 2.50% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 2,038 | $503,549 | 1.97% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,933 | $399,937 | 1.57% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Held | 1,531 | $398,503 | 1.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,702 | $354,475 | 1.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,180 | $347,108 | 1.36% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 1,778 | $342,976 | 1.34% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 2,603 | $340,836 | 1.34% | |
| SO |
Southern Co
Utilities
|
Reduced | 3,514 | $339,171 | 1.33% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,921 | $335,022 | 1.31% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 1,322 | $322,805 | 1.26% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 325 | $298,925 | 1.17% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 883 | $298,409 | 1.17% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 813 | $290,785 | 1.14% | |
| AXP |
American Express Co
Financial Services
|
Added | 961 | $290,683 | 1.14% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,180 | $288,439 | 1.13% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 2,157 | $282,739 | 1.11% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 9,594 | $269,399 | 1.06% | |
| GE |
General Electric Co
Industrials
|
Held | 937 | $265,892 | 1.04% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,831 | $264,469 | 1.04% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 3,557 | $258,878 | 1.01% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 4,219 | $255,882 | 1.00% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 771 | $253,574 | 0.99% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 7,834 | $227,107 | 0.89% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 1,518 | $223,312 | 0.88% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 249 | $217,352 | 0.85% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 254 | $214,881 | 0.84% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 239 | $213,962 | 0.84% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 666 | $206,986 | 0.81% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,516 | $206,130 | 0.81% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 978 | $203,512 | 0.80% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
NEW | 1,222 | $202,045 | 0.79% |