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Stevard, LLC

13F
Stevard, LLC
Last update 2025-02-13 23 Stocks (1 new)
Value $27.00 Mil Turnover 2 %
Countries:
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
+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 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
$139.12
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)

To

Stevard, LLC's Asset Allocation

To

Stevard, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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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