Stevard

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

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Positions held by Stevard consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stevard

Companies in the Stevard portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pfizer (PFE) 51.7 $67M 1.3M 51.77
Vanguard Dividend Appreciation Index Fund Div App Etf (VIG) 4.7 $6.1M +6% 38k 162.17
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 4.0 $5.2M 13k 415.14
Spdr S&p 500 Etf Tr Unit (SPY) 3.4 $4.5M -38% 9.9k 451.65
Invesco Qqq Trust Unit Ser 1 (QQQ) 3.4 $4.4M 12k 362.56
NVIDIA Corporation (NVDA) 2.4 $3.1M 11k 272.85
Tesla Motors (TSLA) 2.4 $3.1M 2.9k 1077.51
Energy Select Sector Spdr Fund Energy (XLE) 2.3 $3.0M +417% 39k 76.44
Danaher Corporation (DHR) 1.9 $2.4M 8.3k 293.35
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 1.6 $2.0M 5.8k 352.87
Zebra Technologies Corporation Cl A Cl A (ZBRA) 1.5 $2.0M 4.8k 413.61
Apple (AAPL) 1.5 $1.9M 11k 174.63
Amazon (AMZN) 1.4 $1.8M 543.00 3259.67
Moderna (MRNA) 1.1 $1.4M -13% 8.3k 172.22

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Veeva Sys Inc Cl A Cl A Com (VEEV) 1.0 $1.3M -6% 6.0k 212.45
Ark Next Generation Internet Etf Next Gnrtn Inter (ARKW) 0.9 $1.2M -29% 14k 87.24
Schnitzer Steel Inds Inc Cl A Cl A (SCHN) 0.9 $1.2M 23k 51.95
Ark Innovation Etf Innovation Etf (ARKK) 0.8 $1.0M -38% 15k 66.26
Netflix (NFLX) 0.7 $889k -29% 2.4k 374.63
Accenture Plc Ireland Shs Class A Shs Class A (ACN) 0.7 $850k 2.5k 337.30
Ark Autonomous Technology & Robotics Etf Autnmus Technlgy (ARKQ) 0.6 $830k -25% 12k 67.66
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.6 $814k -11% 10k 78.89
Ark Genomic Revolution Etf Genomic Rev Etf (ARKG) 0.6 $777k -43% 17k 45.95
Fiserv (FISV) 0.6 $771k 7.6k 101.45
Spdr Dow Jones Industrial Average Etf Ut Ser 1 (DIA) 0.5 $711k 2.0k 347.00
Johnson & Johnson (JNJ) 0.5 $659k 3.7k 177.15
AFLAC Incorporated (AFL) 0.5 $644k 10k 64.40
Vanguard Information Technology Index Fund Inf Tech Etf (VGT) 0.5 $641k 1.5k 416.50
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $638k 6.1k 104.25
Vanguard Financials Index Fund Financials Etf (VFH) 0.5 $631k NEW 6.8k 93.40
Sunrun (RUN) 0.5 $619k -16% 20k 30.35
Home Depot (HD) 0.5 $608k 2.0k 299.36
Ishares Msci Usa Momentum Factor Etf Msci Usa Mmentm (MTUM) 0.5 $604k -3% 3.6k 168.29
Financial Select Sector Spdr Fund Financial (XLF) 0.5 $587k +98% 15k 38.32
Renaissance Ipo Etf Ipo Etf (IPO) 0.4 $492k -18% 11k 44.07
Astrazeneca Sponsored Adr (AZN) 0.4 $481k 7.2k 66.36
Microsoft Corporation (MSFT) 0.4 $470k 1.5k 308.20
Block Inc Cl A Cl A (SQ) 0.4 $465k -37% 3.4k 135.57
Intel Corporation (INTC) 0.3 $400k 8.1k 49.55
Devon Energy Corporation (DVN) 0.3 $391k NEW 6.6k 59.13
Ark Fintech Innovation Etf Fintech Innova (ARKF) 0.3 $390k -23% 13k 29.03
Crispr Therapeutics Ag Namen Akt Ag Namen Akt (CRSP) 0.3 $359k -28% 5.7k 62.78
Invesco Solar Etf Solar Etf (TAN) 0.2 $316k NEW 4.2k 75.54
Fortinet (FTNT) 0.2 $285k 834.00 341.73
Deere & Company (DE) 0.2 $282k +4% 678.00 415.93
Etsy (ETSY) 0.2 $280k -42% 2.2k 124.50
Eli Lilly & Co. (LLY) 0.2 $275k NEW 960.00 286.46
United Natural Foods (UNFI) 0.2 $260k +5% 6.3k 41.36
Vanguard Consumer Staples Index Fund Consum Stp Etf (VDC) 0.2 $254k NEW 1.3k 196.29
Ameresco Inc Cl A Cl A (AMRC) 0.2 $230k NEW 2.9k 79.42
Where Food Comes From Com New (WFCF) 0.1 $140k +6% 12k 11.44

Past Filings by Stevard

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