Stevard

Stevard as of Dec. 31, 2022

Portfolio Holdings for Stevard

Stevard holds 50 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pfizer (PFE) 56.8 $67M 1.3M 51.24
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 5.3 $6.2M 18k 351.34
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 4.9 $5.7M 38k 151.85
Spdr S&p 500 Etf Trust Tr Unit (SPY) 3.3 $3.9M 10k 382.43
Energy Select Sector Spdr Fund Energy (XLE) 2.9 $3.4M 39k 87.47
Invesco Qqq Trust Unit Ser 1 (QQQ) 2.7 $3.2M 12k 266.28
Danaher Corporation (DHR) 1.9 $2.2M 8.3k 265.42
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 1.5 $1.8M 5.8k 308.90
NVIDIA Corporation (NVDA) 1.4 $1.7M 11k 146.14
Moderna (MRNA) 1.3 $1.5M 8.2k 179.62
Apple (AAPL) 1.2 $1.4M 11k 129.93
Zebra Technologies Corporation Cl A Cl A (ZBRA) 1.0 $1.2M 4.8k 256.41
Tesla Motors (TSLA) 1.0 $1.1M 9.1k 123.18
Veeva Sys Inc Cl A Cl A Com (VEEV) 0.8 $943k 5.8k 161.38
Amazon (AMZN) 0.8 $889k 11k 84.00
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.7 $779k 10k 75.54
Proshares Short Qqq Short Qqq New (PSQ) 0.7 $768k 52k 14.72
Fiserv (FI) 0.7 $768k 7.6k 101.07
AFLAC Incorporated (AFL) 0.6 $719k 10k 71.94
Schnitzer Steel Inds Inc Cl A Cl A (RDUS) 0.6 $697k 23k 30.65
Accenture Plc Ireland Shs Class A Shs Class A (ACN) 0.6 $672k 2.5k 266.84
Johnson & Johnson (JNJ) 0.6 $657k 3.7k 176.65
Home Depot (HD) 0.5 $642k 2.0k 315.86
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA) 0.5 $634k 1.9k 331.33
Vanguard Financials Etf Financials Etf (VFH) 0.5 $561k 6.8k 82.73
Financial Select Sector Spdr Fund Financial (XLF) 0.4 $524k 15k 34.20
Axs Short Innovation Daily Etf Axs Short Innov (SARK) 0.4 $504k 9.2k 54.51
Ark Autonomous Technology & Robotics Etf Autnmus Technlgy (ARKQ) 0.4 $503k 12k 41.01
Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.4 $492k 1.5k 319.41
Astrazeneca Sponsored Adr (AZN) 0.4 $491k 7.2k 67.80
Sunrun (RUN) 0.4 $487k 20k 24.02
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $456k 6.1k 74.49
Ishares Msci Usa Momentum Factor Etf Msci Usa Mmentm (MTUM) 0.4 $453k 3.1k 145.93
Devon Energy Corporation (DVN) 0.3 $407k 6.6k 61.51
Microsoft Corporation (MSFT) 0.3 $366k 1.5k 239.82
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 0.3 $361k 3.8k 94.68
Invesco Solar Etf Solar Etf (TAN) 0.3 $355k 4.9k 72.94
Eli Lilly & Co. (LLY) 0.3 $351k 960.00 365.84
Ark Next Generation Internet Etf Next Gnrtn Inter (ARKW) 0.3 $302k 7.8k 38.55
Deere & Company (DE) 0.3 $301k 703.00 428.76
Ark Genomic Revolution Etf Genomic Rev Etf (ARKG) 0.2 $275k 9.7k 28.23
Vanguard Consumer Staples Etf Consum Stp Etf (VDC) 0.2 $263k 1.4k 191.57
Ark Innovation Etf Innovation Etf (ARKK) 0.2 $263k 8.4k 31.24
Crispr Therapeutics Ag Namen Akt Ag Namen Akt (CRSP) 0.2 $232k 5.7k 40.65
United Natural Foods (UNFI) 0.2 $229k 5.9k 38.71
Renaissance Ipo Etf Ipo Etf (IPO) 0.2 $220k 8.9k 24.72
Intel Corporation (INTC) 0.2 $213k 8.1k 26.43
Fortinet (FTNT) 0.2 $204k 4.2k 48.89
International Business Machines (IBM) 0.2 $203k 1.4k 140.89
Lockheed Martin Corporation (LMT) 0.2 $202k 415.00 486.49