SL
| |
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
View Full List
| 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 | +65.52% | +18.71% | 3,887,015.7 | Semiconductors | |
SPY | SPDR S&P 500 ETF Trust | 5,324 | 3,120.3 | 0% | 11.650 | 0% | 0.000 | +25.38% | +6.53% | 638,319.1 | ||
TSLA | Tesla Inc | 7,538 | 3,044.2 | 0% | 11.360 | 0% | 0.000 | +36.09% | -25.24% | 972,503.3 | Vehicles & Parts | |
VOO | Vanguard S&P 500 ETF | 5,396 | 2,907.4 | 0% | 10.850 | 0% | 0.000 | +25.32% | +6.60% | 651,708.7 | ||
AAPL | Apple Inc | 8,518 | 2,133.1 | 0% | 7.960 | 0% | 0.000 | +21.87% | -16.00% | 3,134,283.1 | Hardware | |
QQQ | INVESCO QQQ Trust | 2,801 | 1,432.0 | +1.78% | 5.350 | +0.09% | 0.000 | +32.92% | +8.34% | 354,778.9 | ||
MSFT | Microsoft Corp | 2,547 | 1,073.6 | 0% | 4.010 | 0% | 0.000 | +40.06% | +18.05% | 3,684,237.7 | Software | |
AMZN | Amazon.com Inc | 4,429 | 971.7 | +0.50% | 3.630 | +0.02% | 0.000 | +29.23% | +0.53% | 2,341,436.5 | Retail - Cyclical | |
LLY | Eli Lilly and Co | 1,139 | 879.3 | 0% | 3.280 | 0% | 0.000 | +7.44% | +1.24% | 699,021.9 | Drug Manufacturers | |
XLE | The Energy Select Sector SPDR Fund | 9,444 | 809.0 | +0.11% | 3.020 | 0% | 0.000 | +17.04% | +5.25% | 28,106.5 |
Stevard, LLC's Historical Top Holdings Breakdowns
Stevard, LLC's Top Stock Picks
View Full List
| 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 | $139.29 | 137.74% | New holding | 4,765 | 4,765 | |
DHR | Danaher Corp | 2024-12-31 | Sold Out Sold Out | -0.87% | 226.16 ($245.3) 274.38 | $199.60 | -18.63% | 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 | $184.16 | 1.84% | Reduce -16.75% | 2,867 | -577 | |
QQQ | INVESCO QQQ Trust | 2024-12-31 | Add Add | +0.09% | 481.59 ($506.19) 538.17 | $552.64 | 9.18% | Add 1.78% | 2,801 | 49 | |
IWM | iShares Russell 2000 ETF | 2024-12-31 | Add Add | +0.03% | 216.13 ($228.17) 242.4 | $221.60 | -2.88% | Add 3.11% | 1,195 | 36 | |
AMZN | Amazon.com Inc | 2024-12-31 | Add Add | +0.02% | 180.8 ($204.89) 232.93 | $220.38 | 7.56% | Add 0.5% | 4,429 | 22 | |
SMH | VanEck Vectors Semiconductor ETF | 2024-12-31 | Add Add | +0.02% | 238.25 ($248.25) 261.28 | $284.05 | 14.42% | 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 | $147.89 | 46.91% | 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 | $88.76 | -2.35% | Add 0.11% | 9,444 | 10 | |
PFE | Pfizer Inc | 2024-09-30 | Sold Out Sold Out | -26.17% | 27.7 ($29.17) 31.39 | $25.44 | -12.79% | Sold Out | 0 | -1,082,110 |
Stevard, LLC Total Holding History ($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
- 1
Stevard, LLC's Hypothetical Growth since 2024-12-31
Stevard, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Stevard, LLC's Holdings Heat Map
Size field:
Stevard, LLC's Holdings Bubble Chart
Stevard, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers