Stewardship Advisors, LLC
Top Portfolio Positions
47 positions ·
$23,444,278 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
8,031 | $2,038,187 | 8.69% |
| NVDA |
Nvidia Corp
Technology
|
10,692 | $1,864,684 | 7.95% |
| FULT |
Fulton Financial Corp
Financial Services
|
75,375 | $1,533,127 | 6.54% |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,408 | $1,389,849 | 5.93% |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,216 | $1,212,352 | 5.17% |
| MSFT |
Microsoft Corp
Technology
|
3,246 | $1,201,571 | 5.13% |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
59,034 | $980,554 | 4.18% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,674 | $973,453 | 4.15% |
| SPY |
Spdr S&P 500 Etf Trust
|
994 | $646,437 | 2.76% |
| AVGO |
Broadcom Inc.
Technology
|
2,067 | $639,757 | 2.73% |
Portfolio Trend
Holdings in BPRE
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $980,554 | 59,034 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $775,080 | 51,672 | Shares | Sole | 2026-01-15 | |
| No quarters match your search. | ||||||