Stevard

Stevard as of June 30, 2024

Portfolio Holdings for Stevard

Stevard holds 54 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pfizer (PFE) 26.2 $30M 1.1M 27.98
NVIDIA Corporation (NVDA) 12.8 $15M 120k 123.54
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 7.4 $8.6M 17k 500.13
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 5.9 $6.8M 37k 182.55
Invesco Qqq Trust Series I Unit Ser 1 (QQQ) 5.0 $5.8M 12k 479.11
Spdr S&p 500 Etf Trust Tr Unit (SPY) 4.7 $5.4M 9.9k 544.22
Energy Select Sector Spdr Fund Energy (XLE) 3.1 $3.6M 39k 91.15
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 2.5 $2.8M 7.0k 406.80
Apple (AAPL) 2.3 $2.7M 13k 210.62
Amazon (AMZN) 2.3 $2.6M 14k 193.25
Tesla Motors (TSLA) 2.0 $2.3M 12k 197.88
Danaher Corporation (DHR) 1.8 $2.1M 8.2k 249.85
Microsoft Corporation (MSFT) 1.7 $2.0M 4.4k 446.95
Vaneck Semiconductor Etf Semiconductr Etf (SMH) 1.6 $1.9M 7.1k 260.70
Eli Lilly & Co. (LLY) 1.6 $1.8M 2.0k 905.38
Zebra Technologies Corporation Cl A Cl A (ZBRA) 1.2 $1.4M 4.4k 308.93
Fiserv (FI) 1.0 $1.1M 7.6k 149.04
Veeva Sys Inc Cl A Cl A Com (VEEV) 0.9 $1.1M 5.8k 183.01
AFLAC Incorporated (AFL) 0.8 $893k 10k 89.31
Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.8 $887k 1.5k 576.59
Moderna (MRNA) 0.8 $873k 7.4k 118.75
Global X U.s. Infrastructure Development Etf Us Infr Dev Etf (PAVE) 0.7 $823k 22k 37.02
Ark Autonomous Technology & Robotics Etf Autnmus Technlgy (ARKQ) 0.7 $771k 14k 55.09
Accenture Plc Ireland Shs Class A Shs Class A (ACN) 0.7 $765k 2.5k 303.41
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA) 0.7 $764k 2.0k 391.13
Ark Next Generation Internet Etf Next Gnrtn Inter (ARKW) 0.6 $727k 9.3k 78.03
Home Depot (HD) 0.6 $699k 2.0k 344.24
Ishares Msci Usa Momentum Factor Etf Msci Usa Mmentm (MTUM) 0.6 $679k 3.5k 194.87
Vanguard Small-cap Etf Small Cp Etf (VB) 0.6 $655k 3.0k 218.04
Invesco Aerospace & Defense Etf Aerospace Defn (PPA) 0.5 $598k 5.8k 102.72
Wisdomtree Japan Hedged Equity Fund Japn Hedge Eqt (DXJ) 0.5 $583k 5.2k 112.82
Astrazeneca Sponsored Adr (AZN) 0.5 $565k 7.2k 77.99
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 0.5 $563k 3.4k 164.28
Johnson & Johnson (JNJ) 0.5 $558k 3.8k 146.16
Ge Aerospace Com New (GE) 0.5 $548k 3.4k 158.97
Technology Select Sector Spdr Fund Technology (XLK) 0.5 $531k 2.3k 226.23
Pure Storage Inc Cl A Cl A (PSTG) 0.4 $482k 7.5k 64.21
Renaissance Ipo Etf Ipo Etf (IPO) 0.4 $481k 12k 40.31
Ishares U.s. Technology Etf U.s. Tech Etf (IYW) 0.4 $460k 3.1k 150.50
Veralto Corp Com Shs (VLTO) 0.4 $449k 4.7k 95.47
Wisdomtree India Earnings Fund India Erngs Fd (EPI) 0.4 $444k 9.2k 48.28
Constellation Energy (CEG) 0.4 $423k 2.1k 200.27
First Trust Nasdaq Cybersecurity Etf Nasdaq Cyb Etf (CIBR) 0.3 $401k 7.1k 56.42
First Trust Nasdaq Oil & Gas Etf Nasdq Oil Gas (FTXN) 0.3 $363k 12k 30.86
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.3 $334k 1.8k 182.15
International Business Machines (IBM) 0.3 $329k 1.9k 172.95
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.3 $305k 3.9k 77.76
Intel Corporation (INTC) 0.3 $296k 9.6k 30.97
Palo Alto Networks (PANW) 0.2 $287k 846.00 339.01
Crispr Therapeutics Ag Namen Akt Ag Namen Akt (CRSP) 0.2 $271k 5.0k 54.01
Ishares Russell 2000 Etf Russell 2000 Etf (IWM) 0.2 $255k 1.3k 202.89
Fortinet (FTNT) 0.2 $250k 4.2k 60.27
Meta Platforms Inc Cl A Cl A (META) 0.2 $221k 438.00 504.22
Ark Innovation Etf Innovation Etf (ARKK) 0.2 $218k 5.0k 43.95