Stevard

Latest statistics and disclosures from Stevard's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, SPY, TSLA, VOO, AAPL, and represent 59.55% of Stevard's stock portfolio.
  • Added to shares of these 7 stocks: PLTR, QQQ, IWM, SMH, AMZN, ARKW, XLE.
  • Started 1 new stock position in PLTR.
  • Reduced shares in these 2 stocks: DHR, RSP.
  • Sold out of its position in DHR.
  • Stevard was a net buyer of stock by $91k.
  • Stevard has $27M in assets under management (AUM), dropping by 9.03%.
  • Central Index Key (CIK): 0001812093

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Portfolio Holdings for Stevard

Stevard holds 23 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 17.7 $4.7M 35k 134.29
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Spdr S&p 500 Etf Trust Tr Unit (SPY) 11.6 $3.1M 5.3k 586.08
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Tesla Motors (TSLA) 11.4 $3.0M 7.5k 403.84
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Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 10.9 $2.9M 5.4k 538.81
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Apple (AAPL) 8.0 $2.1M 8.5k 250.42
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Invesco Qqq Trust Series I Unit Ser 1 (QQQ) 5.3 $1.4M 2.8k 511.23
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Microsoft Corporation (MSFT) 4.0 $1.1M 2.5k 421.50
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Amazon (AMZN) 3.6 $972k 4.4k 219.39
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Eli Lilly & Co. (LLY) 3.3 $879k 1.1k 772.00
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Energy Select Sector Spdr Fund Energy (XLE) 3.0 $809k 9.4k 85.66
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Vaneck Semiconductor Etf Semiconductr Etf (SMH) 2.9 $790k 3.3k 242.17
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Zebra Technologies Corporation Cl A Cl A (ZBRA) 2.4 $642k 1.7k 386.22
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Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 2.1 $568k 1.3k 453.28
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Ark Autonomous Technology & Robotics Etf Autnmus Technlgy (ARKQ) 2.0 $532k 6.9k 77.25
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Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 1.9 $502k -16% 2.9k 175.23
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Pure Storage Inc Cl A Cl A (PSTG) 1.7 $462k 7.5k 61.43
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Fortinet (FTNT) 1.5 $392k 4.2k 94.48
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Palantir Technologies Inc Cl A Cl A (PLTR) 1.3 $360k NEW 4.8k 75.63
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Veeva Sys Inc cl a (VEEV) 1.3 $351k 1.7k 210.25
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Astrazeneca Sponsored Adr (AZN) 1.1 $301k 4.6k 65.52
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Ishares Russell 2000 Etf Russell 2000 Etf (IWM) 1.0 $264k +3% 1.2k 220.96
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Ark Next Generation Internet Etf Next Gnrtn Inter (ARKW) 1.0 $259k 2.4k 107.98
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Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.9 $248k 1.3k 189.30
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Past Filings by Stevard

SEC 13F filings are viewable for Stevard going back to 2020

View all past filings