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Stevard

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

Top 5 stock holdings are PFE, VOO, VIG, NVDA, QQQ, and represent 65.39% of Stevard's stock portfolio.
Added to shares of these 10 stocks: BRK.B, IBM, QCLN, IWM, RSP, TSLA, AMZN, AAPL, XLE, RUN.
Started 1 new stock position in IBM.
Reduced shares in these 10 stocks: SCHD, CRSP, VOO, PFE, NVDA, ARKG, DHR, MRNA, RDUS, FTNT.
Sold out of its position in CRSP.
Stevard was a net buyer of stock by $53k.
Stevard has $99M in assets under management (AUM), dropping by -5.97%.
Central Index Key (CIK): 0001812093

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Portfolio Holdings for Stevard

Stevard holds 44 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pfizer (PFE)	43.4	$43M		1.3M	33.17	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	6.9	$6.8M		17k	392.70	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	5.9	$5.8M		37k	155.38	View chart
NVIDIA Corporation (NVDA)	4.9	$4.9M		11k	434.99	View chart
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)	4.4	$4.3M		12k	358.27	View chart
Spdr S&p 500 Etf Trust Tr Unit (SPY)	4.3	$4.3M		10k	427.48	View chart
Energy Select Sector Spdr Fund Energy (XLE)	3.6	$3.5M		39k	90.39	View chart
Tesla Motors (TSLA)	2.8	$2.7M		11k	250.22	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	2.4	$2.4M	+19%	6.9k	350.30	View chart
Danaher Corporation (DHR)	2.1	$2.0M		8.2k	248.10	View chart
Apple (AAPL)	1.9	$1.9M		11k	171.21	View chart
Amazon (AMZN)	1.4	$1.4M		11k	127.12	View chart
Veeva Sys Inc Cl A Cl A Com (VEEV)	1.2	$1.2M		5.8k	203.45	View chart
Zebra Technologies Corporation Cl A Cl A (ZBRA)	1.1	$1.1M		4.7k	236.53	View chart
Fiserv (FI)	0.9	$859k		7.6k	112.96	View chart
Moderna (MRNA)	0.8	$820k		7.9k	103.29	View chart
Accenture Plc Ireland Shs Class A Cl A (ACN)	0.8	$774k		2.5k	307.11	View chart
AFLAC Incorporated (AFL)	0.8	$768k		10k	76.75	View chart
Ark Autonomous Technology & Robotics Etf Autnmus Technlgy (ARKQ)	0.7	$645k		12k	52.46	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.6	$639k		1.5k	414.90	View chart
Schnitzer Steel Inds Inc Cl A Cl A (RDUS)	0.6	$627k		23k	27.85	View chart
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)	0.6	$623k		1.9k	334.95	View chart
Microsoft Corporation (MSFT)	0.6	$617k		2.0k	315.75	View chart
Home Depot (HD)	0.6	$614k		2.0k	302.16	View chart
Johnson & Johnson (JNJ)	0.6	$579k		3.7k	155.75	View chart
Eli Lilly & Co. (LLY)	0.5	$528k		982.00	537.13	View chart
Astrazeneca Sponsored Adr (AZN)	0.5	$491k		7.2k	67.72	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.5	$453k	-37%	6.4k	70.76	View chart
Ishares Msci Usa Momentum Factor Etf Msci Usa Mmentm (MTUM)	0.4	$434k		3.1k	139.70	View chart
Ark Next Generation Internet Etf Next Gnrtn Inter (ARKW)	0.4	$421k		7.8k	54.16	View chart
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	0.4	$381k	+3%	3.9k	96.49	View chart
Ark Innovation Etf Innovation Etf (ARKK)	0.3	$330k		8.3k	39.67	View chart
Devon Energy Corporation (DVN)	0.3	$326k		6.8k	47.70	View chart
Renaissance Ipo Etf Ipo Etf (IPO)	0.3	$288k		9.0k	31.97	View chart
Intel Corporation (INTC)	0.3	$287k		8.1k	35.55	View chart
Deere & Company (DE)	0.3	$265k		703.00	377.38	View chart
Ark Genomic Revolution Etf Genomic Rev Etf (ARKG)	0.3	$256k	-4%	9.2k	27.86	View chart
Sunrun (RUN)	0.3	$254k		20k	12.56	View chart
Invesco Solar Etf Solar Etf (TAN)	0.3	$252k		4.9k	51.79	View chart
Vanguard Consumer Staples Etf Consum Stp Etf (VDC)	0.3	$251k		1.4k	182.67	View chart
First Trust Nasdaq Clean Edge Green Energy Index Fund Nas Clnedg Green (QCLN)	0.3	$250k	+28%	5.9k	42.63	View chart
Fortinet (FTNT)	0.2	$244k		4.2k	58.68	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.2	$205k	+7%	1.2k	176.74	View chart
International Business Machines (IBM)	0.2	$203k	NEW	1.4k	140.30	View chart

Past Filings by Stevard

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

Stevard 2023 Q3 filed Nov. 14, 2023
Stevard 2023 Q2 filed Aug. 11, 2023
Stevard 2023 Q1 filed May 12, 2023
Stevard 2022 Q4 filed Feb. 13, 2023
Stevard 2022 Q3 filed Nov. 14, 2022
Stevard 2022 Q1 filed May 13, 2022
Stevard 2021 Q4 filed Feb. 10, 2022
Stevard 2021 Q3 filed Nov. 12, 2021
Stevard 2021 Q1 filed Aug. 13, 2021
Stevard 2021 Q2 filed Aug. 13, 2021
Stevard 2020 Q4 filed Feb. 12, 2021
Stevard 2020 Q3 filed Nov. 12, 2020
Stevard 2020 Q2 filed Aug. 11, 2020
Stevard 2019 Q4 filed May 14, 2020
Stevard 2020 Q1 filed May 14, 2020

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