Stevard

Stevard as of Dec. 31, 2021

Portfolio Holdings for Stevard

Stevard holds 49 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pfizer (PFE) 54.4 $77M 1.3M 59.05
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 3.8 $5.4M 12k 436.55
Invesco Qqq Trust Unit Ser 1 (QQQ) 3.5 $4.9M 12k 397.84
Spdr S&p 500 Etf Tr Unit (SPY) 3.3 $4.7M 9.9k 474.93
Vanguard Dividend Appreciation Index Fund Div App Etf (VIG) 2.9 $4.1M 24k 171.74
Danaher Corporation (DHR) 1.9 $2.7M 8.3k 329.06
NVIDIA Corporation (NVDA) 1.9 $2.6M 9.0k 294.16
Zebra Technologies Corporation Cl A Cl A (ZBRA) 1.8 $2.5M 4.2k 595.26
Tesla Motors (TSLA) 1.7 $2.5M 2.3k 1056.77
Apple (AAPL) 1.6 $2.3M 13k 177.59
Moderna (MRNA) 1.6 $2.2M 8.8k 253.98
Ark Innovation Etf Innovation Etf (ARKK) 1.5 $2.2M 23k 94.59
Ark Next Generation Internet Etf Next Gnrtn Inter (ARKW) 1.5 $2.1M 18k 118.58
Netflix (NFLX) 1.4 $2.0M 3.3k 602.58
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 1.2 $1.7M 5.8k 298.96
Ark Genomic Revolution Etf Genomic Rev Etf (ARKG) 1.0 $1.4M 24k 61.23
Amazon (AMZN) 1.0 $1.4M 412.00 3334.95
Veeva Sys Inc Cl A Cl A Com (VEEV) 0.8 $1.2M 4.7k 255.56
Schnitzer Steel Inds Inc Cl A Cl A (RDUS) 0.8 $1.2M 23k 51.91
Ark Autonomous Technology & Robotics Etf Autnmus Technlgy (ARKQ) 0.8 $1.1M 14k 76.99
Accenture Plc Ireland Shs Class A Shs Cl A (ACN) 0.7 $1.0M 2.5k 414.68
Etsy (ETSY) 0.6 $853k 3.9k 219.00
Home Depot (HD) 0.6 $843k 2.0k 415.07
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.6 $834k 10k 80.83
Fiserv (FI) 0.6 $789k 7.6k 103.82
Renaissance Ipo Etf Ipo Etf (IPO) 0.6 $788k 14k 57.87
Sunrun (RUN) 0.6 $783k 23k 34.30
Spdr Dow Jones Industrial Average Etf Ut Ser 1 (DIA) 0.5 $744k 2.0k 363.10
Taiwan Semiconductor Mfg Sponsored Adr (TSM) 0.5 $736k 6.1k 120.26
Block Inc Cl A Cl A (SQ) 0.5 $708k 4.4k 161.46
Vanguard Information Technology Index Fund Inf Tech Etf (VGT) 0.5 $705k 1.5k 458.09
Financial Select Sector Spdr Fund Financial (XLF) 0.4 $598k 15k 39.04
AFLAC Incorporated (AFL) 0.4 $584k 10k 58.40
Ark Fintech Innovation Etf Fintech Innova (ARKF) 0.4 $581k 14k 40.88
Microsoft Corporation (MSFT) 0.4 $513k 1.5k 336.39
Crispr Therapeutics Ag Namen Akt Namen Akt (CRSP) 0.4 $507k 6.7k 75.82
Intel Corporation (INTC) 0.3 $478k 9.3k 51.55
Energy Select Sector Spdr Fund Energy (XLE) 0.3 $458k 8.3k 55.47
Astrazeneca Sponsored Adr (AZN) 0.3 $422k 7.2k 58.22
Ishares Msci Usa Momentum Factor Etf Msci Usa Mmentm (MTUM) 0.3 $399k 2.2k 182.03
Paypal Holdings (PYPL) 0.3 $377k 2.0k 188.50
Teradyne (TER) 0.2 $339k 2.1k 163.45
Ameresco Inc Cl A Cl A (AMRC) 0.2 $320k 3.9k 81.36
United Natural Foods (UNFI) 0.2 $309k 6.3k 49.16
Fortinet (FTNT) 0.2 $300k 834.00 359.71
Eli Lilly & Co. (LLY) 0.2 $265k 960.00 276.04
International Business Machines (IBM) 0.2 $260k 1.9k 133.81
Deere & Company (DE) 0.2 $222k 648.00 342.59
Where Food Comes From Com New (WFCF) 0.1 $178k 12k 14.55