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Stevard, LLC13F | |
| Stevard, LLC | |
| Last update 2025-02-13 | 23 Stocks (1 new) |
| Value $27.00 Mil | Turnover 2 % |
Stevard, LLC Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 35,360 | 4,748.5 | 0% | 17.720 | 0% | 0.000 | -15.97% | -17.55% | 2,701,324.0 | Semiconductors | |
SPY | SPDR S&P 500 ETF Trust | 5,324 | 3,120.3 | 0% | 11.650 | 0% | 0.000 | -7.12% | -7.74% | 566,578.5 | ||
TSLA | Tesla Inc | 7,538 | 3,044.2 | 0% | 11.360 | 0% | 0.000 | -36.33% | -37.51% | 811,688.1 | Vehicles & Parts | |
VOO | Vanguard S&P 500 ETF | 5,396 | 2,907.4 | 0% | 10.850 | 0% | 0.000 | -7.11% | -7.72% | 627,480.8 | ||
AAPL | Apple Inc | 8,518 | 2,133.1 | 0% | 7.960 | 0% | 0.000 | -13.09% | -19.04% | 3,042,270.2 | Hardware | |
QQQ | INVESCO QQQ Trust | 2,801 | 1,432.0 | +1.78% | 5.350 | +0.09% | 0.000 | -9.29% | -10.38% | 293,313.3 | ||
MSFT | Microsoft Corp | 2,547 | 1,073.6 | 0% | 4.010 | 0% | 0.000 | -6.52% | -7.81% | 2,882,972.7 | Software | |
AMZN | Amazon.com Inc | 4,429 | 971.7 | +0.50% | 3.630 | +0.02% | 0.000 | -16.37% | -16.99% | 1,932,723.7 | Retail - Cyclical | |
LLY | Eli Lilly and Co | 1,139 | 879.3 | 0% | 3.280 | 0% | 0.000 | +1.44% | -2.12% | 677,398.1 | Drug Manufacturers | |
XLE | The Energy Select Sector SPDR Fund | 9,444 | 809.0 | +0.11% | 3.020 | 0% | 0.000 | -12.53% | -6.86% | 26,571.4 |
Stevard, LLC's Historical Top Holdings Breakdowns
Stevard, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 2024-12-31 | New Buy | +1.35% | 37.49 ($58.59) 82.38 | $92.62 | 58.08% | New holding | 4,765 | 4,765 | |
DHR | Danaher Corp | 2024-12-31 | Sold Out | -0.87% | 226.16 ($245.3) 274.38 | $192.97 | -21.33% | Sold Out | 0 | -771 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2024-12-31 | Reduce | -0.42% | 174.22 ($180.84) 187.62 | $164.09 | -9.26% | Reduce -16.75% | 2,867 | -577 | |
QQQ | INVESCO QQQ Trust | 2024-12-31 | Add | +0.09% | 481.59 ($506.19) 538.17 | $457.48 | -9.62% | Add 1.78% | 2,801 | 49 | |
IWM | iShares Russell 2000 ETF | 2024-12-31 | Add | +0.03% | 216.13 ($228.17) 242.4 | $186.53 | -18.25% | Add 3.11% | 1,195 | 36 | |
AMZN | Amazon.com Inc | 2024-12-31 | Add | +0.02% | 180.8 ($204.89) 232.93 | $182.12 | -11.11% | Add 0.5% | 4,429 | 22 | |
SMH | VanEck Vectors Semiconductor ETF | 2024-12-31 | Add | +0.02% | 238.25 ($248.25) 261.28 | $201.61 | -18.79% | Add 0.74% | 3,261 | 24 | |
ARKW | ARK Next Generation Internet ETF | 2024-12-31 | Add | +0.01% | 82.23 ($100.67) 120.04 | $92.81 | -7.81% | Add 0.71% | 2,400 | 17 | |
XLE | The Energy Select Sector SPDR Fund | 2024-12-31 | Add | 0% | 83.32 ($90.9) 97.27 | $79.17 | -12.90% | Add 0.11% | 9,444 | 10 | |
PFE | Pfizer Inc | 2024-09-30 | Sold Out | -26.17% | 27.7 ($29.17) 31.39 | $22.12 | -24.17% | Sold Out | 0 | -1,082,110 |
Stevard, LLC Total Holding History ($B)
Stevard, LLC's Asset Allocation
Stevard, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Stevard, LLC's Hypothetical Growth since 2024-12-31
Stevard, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Stevard, LLC's Holdings Heat Map
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Stevard, LLC's Holdings Bubble Chart
Stevard, LLC News
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