Stevard

Stevard as of March 31, 2022

Portfolio Holdings for Stevard

Stevard holds 51 positions in its portfolio as reported in 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 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 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 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 8.3k 172.22
Veeva Sys Inc Cl A Cl A Com (VEEV) 1.0 $1.3M 6.0k 212.45
Ark Next Generation Internet Etf Next Gnrtn Inter (ARKW) 0.9 $1.2M 14k 87.24
Schnitzer Steel Inds Inc Cl A Cl A (RDUS) 0.9 $1.2M 23k 51.95
Ark Innovation Etf Innovation Etf (ARKK) 0.8 $1.0M 15k 66.26
Netflix (NFLX) 0.7 $889k 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 12k 67.66
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.6 $814k 10k 78.89
Ark Genomic Revolution Etf Genomic Rev Etf (ARKG) 0.6 $777k 17k 45.95
Fiserv (FI) 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 6.8k 93.40
Sunrun (RUN) 0.5 $619k 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 3.6k 168.29
Financial Select Sector Spdr Fund Financial (XLF) 0.5 $587k 15k 38.32
Renaissance Ipo Etf Ipo Etf (IPO) 0.4 $492k 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 3.4k 135.57
Intel Corporation (INTC) 0.3 $400k 8.1k 49.55
Devon Energy Corporation (DVN) 0.3 $391k 6.6k 59.13
Ark Fintech Innovation Etf Fintech Innova (ARKF) 0.3 $390k 13k 29.03
Crispr Therapeutics Ag Namen Akt Ag Namen Akt (CRSP) 0.3 $359k 5.7k 62.78
Invesco Solar Etf Solar Etf (TAN) 0.2 $316k 4.2k 75.54
Fortinet (FTNT) 0.2 $285k 834.00 341.73
Deere & Company (DE) 0.2 $282k 678.00 415.93
Etsy (ETSY) 0.2 $280k 2.2k 124.50
Eli Lilly & Co. (LLY) 0.2 $275k 960.00 286.46
United Natural Foods (UNFI) 0.2 $260k 6.3k 41.36
Vanguard Consumer Staples Index Fund Consum Stp Etf (VDC) 0.2 $254k 1.3k 196.29
Ameresco Inc Cl A Cl A (AMRC) 0.2 $230k 2.9k 79.42
Where Food Comes From Com New (WFCF) 0.1 $140k 12k 11.44