Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Sound Stewardship LLC
  City: Overland Park
  State: KS
  Zip: 66210
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $164,875,000
  Total Value Change : $13,792,000
  Securities Held Change : -4
   
All Securities Held : 61
  New Positions : 4
  Closed Positions : 8
  Increased Positions : 23
  Unchanged Positions : 6
  Decreased Positions : 28

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... 23 New $23.32 $1,578,000 67,272 0.96% 1,578,000 67,272 0.065    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 46 New $946.30 $352,000 389 0.21% 352,000 389 0    Semiconductor - Speci...
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 52 New $45.13 $284,000 6,764 0.17% 284,000 6,764 0    Closed - End Fund - E...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 61 New $599.02 $209,000 360 0.13% 209,000 360 0    Medical Laboratories ...

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results