Stevard

Stevard as of March 31, 2023

Portfolio Holdings for Stevard

Stevard holds 45 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pfizer (PFE) 49.8 $53M 1.3M 40.80
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 6.2 $6.6M 18k 376.07
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 5.4 $5.7M 37k 154.01
Spdr S&p 500 Etf Trust Tr Unit (SPY) 3.8 $4.1M 10k 409.39
Invesco Qqq Trust Unit Ser 1 (QQQ) 3.6 $3.9M 12k 320.93
Energy Select Sector Spdr Fund Energy (XLE) 3.0 $3.2M 39k 82.83
NVIDIA Corporation (NVDA) 3.0 $3.1M 11k 277.77
Tesla Motors (TSLA) 2.1 $2.2M 11k 207.46
Danaher Corporation (DHR) 2.0 $2.1M 8.3k 252.04
Apple (AAPL) 1.7 $1.8M 11k 164.90
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 1.7 $1.8M 5.8k 308.77
Zebra Technologies Corporation Cl A Cl A (ZBRA) 1.4 $1.5M 4.8k 318.00
Moderna (MRNA) 1.2 $1.3M 8.2k 153.58
Amazon (AMZN) 1.0 $1.1M 11k 103.29
Veeva Sys Inc Cl A Com Cl A (VEEV) 1.0 $1.1M 5.8k 183.79
Fiserv (FI) 0.8 $859k 7.6k 113.03
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.7 $755k 10k 73.16
Accenture Plc Ireland Shs Class A Shs Class A (ACN) 0.7 $720k 2.5k 285.81
Schnitzer Steel Inds Inc Cl A Cl A (RDUS) 0.7 $708k 23k 31.10
AFLAC Incorporated (AFL) 0.6 $645k 10k 64.52
Ark Autonomous Technology & Robotics Etf Autnmus Technlgy (ARKQ) 0.6 $618k 12k 50.29
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA) 0.6 $618k 1.9k 332.62
Home Depot (HD) 0.6 $599k 2.0k 295.12
Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.6 $593k 1.5k 385.47
Johnson & Johnson (JNJ) 0.5 $577k 3.7k 155.00
Vanguard Financials Etf Financials Etf (VFH) 0.5 $528k 6.8k 77.89
Microsoft Corporation (MSFT) 0.5 $525k 1.8k 288.30
Astrazeneca Sponsored Adr (AZN) 0.5 $503k 7.2k 69.41
Financial Select Sector Spdr Fund Financial (XLF) 0.5 $493k 15k 32.15
Ishares Msci Usa Momentum Factor Etf Msci Usa Mmentm (MTUM) 0.4 $432k 3.1k 139.04
Ark Next Generation Internet Etf Next Gnrtn Inter (ARKW) 0.4 $421k 7.8k 53.61
Sunrun (RUN) 0.4 $408k 20k 20.15
Invesco Solar Etf Solar Etf (TAN) 0.4 $378k 4.9k 77.63
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 0.3 $370k 3.8k 96.93
Ark Innovation Etf Innovation Etf (ARKK) 0.3 $339k 8.4k 40.34
Devon Energy Corporation (DVN) 0.3 $336k 6.6k 50.61
Eli Lilly & Co. (LLY) 0.3 $330k 960.00 343.42
Ark Genomic Revolution Etf Genomic Rev Etf (ARKG) 0.3 $292k 9.7k 30.07
Deere & Company (DE) 0.3 $290k 703.00 412.88
Fortinet (FTNT) 0.3 $277k 4.2k 66.46
Vanguard Consumer Staples Etf Consum Stp Etf (VDC) 0.2 $266k 1.4k 193.52
Renaissance Ipo Etf Ipo Etf (IPO) 0.2 $264k 9.0k 29.27
Intel Corporation (INTC) 0.2 $264k 8.1k 32.67
Crispr Therapeutics Ag Namen Akt Ag Namen Akt (CRSP) 0.2 $259k 5.7k 45.23
First Trust Nasdaq Clean Edge Green Energy Index Fund Nas Clnedg Green (QCLN) 0.2 $231k 4.4k 52.23