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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 | +62.08% | +17.85% | 3,859,087.0 | Semiconductors | |
SPY | SPDR S&P 500 ETF Trust | 5,324 | 3,120.3 | 0% | 11.650 | 0% | 0.000 | +23.06% | +5.90% | 638,360.3 | ||
TSLA | Tesla Inc | 7,538 | 3,044.2 | 0% | 11.360 | 0% | 0.000 | +26.00% | -27.21% | 946,767.9 | Vehicles & Parts | |
VOO | Vanguard S&P 500 ETF | 5,396 | 2,907.4 | 0% | 10.850 | 0% | 0.000 | +23.09% | +5.90% | 651,674.4 | ||
AAPL | Apple Inc | 8,518 | 2,133.1 | 0% | 7.960 | 0% | 0.000 | +15.85% | -15.96% | 3,135,776.7 | Hardware | |
QQQ | INVESCO QQQ Trust | 2,801 | 1,432.0 | +1.78% | 5.350 | +0.09% | 0.000 | +30.29% | +7.98% | 354,541.3 | ||
MSFT | Microsoft Corp | 2,547 | 1,073.6 | 0% | 4.010 | 0% | 0.000 | +39.34% | +18.54% | 3,699,325.7 | Software | |
AMZN | Amazon.com Inc | 4,429 | 971.7 | +0.50% | 3.630 | +0.02% | 0.000 | +27.51% | +1.86% | 2,372,436.3 | Retail - Cyclical | |
LLY | Eli Lilly and Co | 1,139 | 879.3 | 0% | 3.280 | 0% | 0.000 | +7.01% | +0.49% | 693,833.0 | Drug Manufacturers | |
XLE | The Energy Select Sector SPDR Fund | 9,444 | 809.0 | +0.11% | 3.020 | 0% | 0.000 | +10.15% | +0.62% | 27,298.8 |
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 New Buy | +1.35% | 37.49 ($58.59) 82.38 | $139.12 | 137.45% | New holding | 4,765 | 4,765 | |
DHR | Danaher Corp | 2024-12-31 | Sold Out Sold Out | -0.87% | 226.16 ($245.3) 274.38 | $199.63 | -18.62% | Sold Out | 0 | -771 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2024-12-31 | Reduce Reduce | -0.42% | 174.22 ($180.84) 187.62 | $183.70 | 1.58% | Reduce -16.75% | 2,867 | -577 | |
QQQ | INVESCO QQQ Trust | 2024-12-31 | Add Add | +0.09% | 481.59 ($506.19) 538.17 | $552.03 | 9.06% | Add 1.78% | 2,801 | 49 | |
IWM | iShares Russell 2000 ETF | 2024-12-31 | Add Add | +0.03% | 216.13 ($228.17) 242.4 | $219.73 | -3.70% | Add 3.11% | 1,195 | 36 | |
AMZN | Amazon.com Inc | 2024-12-31 | Add Add | +0.02% | 180.8 ($204.89) 232.93 | $223.47 | 9.07% | Add 0.5% | 4,429 | 22 | |
SMH | VanEck Vectors Semiconductor ETF | 2024-12-31 | Add Add | +0.02% | 238.25 ($248.25) 261.28 | $279.76 | 12.69% | Add 0.74% | 3,261 | 24 | |
ARKW | ARK Next Generation Internet ETF | 2024-12-31 | Add Add | +0.01% | 82.23 ($100.67) 120.04 | $148.46 | 47.47% | Add 0.71% | 2,400 | 17 | |
XLE | The Energy Select Sector SPDR Fund | 2024-12-31 | Add Add | 0% | 83.32 ($90.9) 97.27 | $86.19 | -5.18% | Add 0.11% | 9,444 | 10 | |
PFE | Pfizer Inc | 2024-09-30 | Sold Out Sold Out | -26.17% | 27.7 ($29.17) 31.39 | $25.24 | -13.47% | Sold Out | 0 | -1,082,110 |
Stevard, LLC Total Holding History ($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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