Stewardship Advisors, LLC
Top Portfolio Positions
47 positions ·
$23,444,278 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 FULT
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,533,127 | 75,375 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,677,631 | 86,789 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,614,587 | 86,666 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,579,582 | 87,560 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,632,007 | 90,216 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $340,349 | 17,653 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $318,235 | 17,553 | Shares | Sole | 2024-10-21 | |
| 2021-12-31 | $177,140 | 10,420 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $168,416 | 11,022 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $173,927 | 11,022 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $276,975 | 16,264 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $206,878 | 16,264 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $151,743 | 16,264 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $171,259 | 16,264 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $186,873 | 16,264 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||