The Analysis of Good Steward Wealth Advisors,LLC's Holdings
Currently, Good Steward Wealth Advisors,LLC holds 70 types of securities in its portfolio with a total value $151.5M. In the most recent quarter, they have increased their positions in SCHH (+216.5K shares, valued at $4.5M), DBMF (+64.6K shares, valued at $1.8M), EMBD (+48.1K shares, valued at $1.2M); decreased their positions in SLV (-34.9K shares, valued at $2.2M), GLD (-1.5K shares, valued at $612.7K), DIVO (-2.6K shares, valued at $116.8K); initiated new positions in SCHH (+216.5K shares, valued at $4.5M), NET (+1.2K shares, valued at $238.9K), PH (+239 shares, valued at $210.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS40.8K shares2.83%2025-12-312026-01-22
PULS PGIM ETF TR271.9K shares6.59%2025-12-312026-01-22 SEPI SCM TRUST410.3K shares3.23%2025-12-312026-01-22 PFXF VANECK ETF TRUST596.5K shares2.25%2025-12-312026-01-22 EMBD GLOBAL X FDS330.2K shares17.05%2025-12-312026-01-22 VXUS VANGUARD STAR FDS73.3K shares2.09%2025-12-312026-01-22 IEF ISHARES TR52.5K shares-2.11%2025-12-312026-01-22 DIVO AMPLIFY ETF TR112.6K shares-2.28%2025-12-312026-01-22 IEFA ISHARES TR55.2K shares17.35%2025-12-312026-01-22 BND VANGUARD BD INDEX FDS66.7K shares8.26%2025-12-312026-01-22 SCHH SCHWAB STRATEGIC TR216.5K sharesnew addition2025-12-312026-01-22 PEY INVESCO EXCHANGE TRADED FD T218.8K shares15.04%2025-12-312026-01-22 VCSH VANGUARD SCOTTSDALE FDS53.0K shares12.76%2025-12-312026-01-22 VO VANGUARD INDEX FDS12.0K shares17.54%2025-12-312026-01-22 LQD ISHARES TR29.3K shares38.26%2025-12-312026-01-22 VTWO VANGUARD SCOTTSDALE FDS30.9K shares11.94%2025-12-312026-01-22 IEMG ISHARES INC45.3K shares14.00%2025-12-312026-01-22 GLD SPDR GOLD TR6.0K shares-20.55%2025-12-312026-01-22 DBMF LITMAN GREGORY FDS TR81.6K shares378.79%2025-12-312026-01-22 XOM EXXON MOBIL CORP19.0K shares-1.40%2025-12-312026-01-22 BSV VANGUARD BD INDEX FDS28.0K shares15.60%2025-12-312026-01-22 SPY SPDR S&P 500 ETF TR3.2K shares5.36%2025-12-312026-01-22 AAPL APPLE INC7.4K shares-1.46%2025-12-312026-01-22 UNP UNION PAC CORP7.8K shares-4.09%2025-12-312026-01-22 MSFT MICROSOFT CORP3.6K shares-4.73%2025-12-312026-01-22 NEE NEXTERA ENERGY INC20.7K shares-4.37%2025-12-312026-01-22 WMT WALMART INC11.0K shares2.75%2025-12-312026-01-22 BTAL AGF INVTS TR69.3K shares98.95%2025-12-312026-01-22 BROADCOM INC BROADCOM INC2.4K shares-9.28%2025-12-312026-01-22 DE DEERE & CO1.6K shares-2.43%2025-12-312026-01-22 SLV ISHARES SILVER TR10.5K shares-76.88%2025-12-312026-01-22 CAT CATERPILLAR INC972 shares-4.42%2025-12-312026-01-22 MNA NEW YORK LIFE INVESTMENTS ET12.4K shares2.83%2025-12-312026-01-22 AMZN AMAZON COM INC1.9K shares-5.85%2025-12-312026-01-22 JPM JPMORGAN CHASE & CO.1.3K shares-11.03%2025-12-312026-01-22 NVDA NVIDIA CORPORATION2.2K shares-5.57%2025-12-312026-01-22 LLY ELI LILLY & CO352 shares-4.86%2025-12-312026-01-22 ITW ILLINOIS TOOL WKS INC1.5K shares-2.42%2025-12-312026-01-22 RTX RTX CORPORATION1.9K shares-9.54%2025-12-312026-01-22 AXP AMERICAN EXPRESS CO916 shares0.00%2025-12-312026-01-22 VLO VALERO ENERGY CORP2.0K shares-1.02%2025-12-312026-01-22 PG PROCTER AND GAMBLE CO2.3K shares-18.80%2025-12-312026-01-22 ORCL ORACLE CORP1.6K shares-16.76%2025-12-312026-01-22 BDX BECTON DICKINSON & CO1.6K shares-4.06%2025-12-312026-01-22 SO SOUTHERN CO3.6K shares-14.39%2025-12-312026-01-22 CVX CHEVRON CORP NEW2.0K shares-25.22%2025-12-312026-01-22 GS GOLDMAN SACHS GROUP INC341 shares-11.43%2025-12-312026-01-22 TSM TAIWAN SEMICONDUCTOR MFG LTD954 shares-8.27%2025-12-312026-01-22 GE AEROSPACE GE AEROSPACE937 shares0.00%2025-12-312026-01-22 HD HOME DEPOT INC815 shares-10.14%2025-12-312026-01-22 XNTK SPDR SERIES TRUST1.0K shares0.00%2025-12-312026-01-22 JNJ JOHNSON & JOHNSON1.3K shares-16.28%2025-12-312026-01-22 IBM INTERNATIONAL BUSINESS MACHS929 shares-7.10%2025-12-312026-01-22 AEP AMERICAN ELEC PWR CO INC2.2K shares-15.01%2025-12-312026-01-22 PNC PNC FINL SVCS GROUP INC1.2K shares-24.60%2025-12-312026-01-22 NET CLOUDFLARE INC1.2K sharesnew addition2025-12-312026-01-22 PFE PFIZER INC9.6K shares-17.12%2025-12-312026-01-22 WMB WILLIAMS COS INC4.0K shares-26.25%2025-12-312026-01-22 ALPHABET INC ALPHABET INC755 shares-12.11%2025-12-312026-01-22 MCD MCDONALDS CORP759 shares-17.77%2025-12-312026-01-22 BMY BRISTOL-MYERS SQUIBB CO4.3K shares-32.71%2025-12-312026-01-22 ABBV ABBVIE INC1.0K shares-29.64%2025-12-312026-01-22 PH PARKER-HANNIFIN CORP239 sharesnew addition2025-12-312026-01-22 ALPHABET INC ALPHABET INC670 sharesnew addition2025-12-312026-01-22 MPC MARATHON PETE CORP1.3K shares13.91%2025-12-312026-01-22 T AT&T INC8.2K shares-18.78%2025-12-312026-01-22 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available