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Stevard

Latest statistics and disclosures from Stevard's latest quarterly 13F-HR filing:

Top 5 stock holdings are PFE, NVDA, VOO, VIG, QQQ, and represent 59.05% of Stevard's stock portfolio.
Added to shares of these 10 stocks: SMH, PAVE, MSFT, VB, PPA, LLY, XLK, NVDA, CIBR, PSTG.
Started 15 new stock positions in PAVE, SQ, XLK, DXJ, IYW, PPA, PSTG, META, ARKF, PANW. SMH, VB, CIBR, CRSP, VLTO.
Reduced shares in these 10 stocks: PFE, RDUS, RUN, TAN, , , RSP, SCHD, DVN, ZBRA.
Sold out of its positions in QCLN, TAN, RDUS, RUN, VDC.
Stevard was a net buyer of stock by $5.7M.
Stevard has $111M in assets under management (AUM), dropping by 12.18%.
Central Index Key (CIK): 0001812093

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Portfolio Holdings for Stevard

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pfizer (PFE)	31.1	$35M	-3%	1.2M	27.75	View chart
NVIDIA Corporation (NVDA)	9.5	$11M	+4%	12k	903.56	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	7.5	$8.3M		17k	480.70	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	6.1	$6.8M		37k	182.61	View chart
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)	4.8	$5.4M		12k	444.01	View chart
Spdr S&p 500 Etf Trust Tr Unit (SPY)	4.7	$5.2M		9.9k	523.07	View chart
Energy Select Sector Spdr Fund Energy (XLE)	3.3	$3.7M		39k	94.41	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	2.7	$2.9M		7.0k	420.52	View chart
Danaher Corporation (DHR)	1.9	$2.1M		8.2k	249.72	View chart
Tesla Motors (TSLA)	1.8	$2.0M	+5%	12k	175.79	View chart
Amazon (AMZN)	1.8	$2.0M	+6%	11k	180.38	View chart
Apple (AAPL)	1.7	$1.9M		11k	171.48	View chart
Microsoft Corporation (MSFT)	1.4	$1.6M	+89%	3.7k	420.72	View chart
Vaneck Semiconductor Etf Semiconductr Etf (SMH)	1.3	$1.4M	NEW	6.2k	224.99	View chart
Veeva Sys Inc Cl A Cl A Com (VEEV)	1.2	$1.4M		5.8k	231.69	View chart
Zebra Technologies Corporation Cl A Cl A (ZBRA)	1.2	$1.3M	-7%	4.4k	301.44	View chart
Eli Lilly & Co. (LLY)	1.2	$1.3M	+71%	1.7k	777.96	View chart
Fiserv (FI)	1.1	$1.2M		7.6k	159.82	View chart
Accenture Plc Ireland Shs Class A Shs Cl A (ACN)	0.8	$874k		2.5k	346.61	View chart
AFLAC Incorporated (AFL)	0.8	$859k		10k	85.86	View chart
Moderna (MRNA)	0.8	$837k		7.9k	106.56	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.7	$807k		1.5k	524.34	View chart
Global X U.s. Infrastructure Development Etf Us Infr Dev Etf (PAVE)	0.7	$800k	NEW	20k	39.81	View chart
Home Depot (HD)	0.7	$779k		2.0k	383.60	View chart
Ark Next Generation Internet Etf Next Gnrtn Inter (ARKW)	0.7	$776k	+20%	9.3k	83.30	View chart
Ark Autonomous Technology & Robotics Etf Autnmus Technlgy (ARKQ)	0.7	$766k	+13%	14k	54.71	View chart
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)	0.7	$739k		1.9k	397.76	View chart
Vanguard Small-cap Etf Small Cp Etf (VB)	0.6	$687k	NEW	3.0k	228.59	View chart
Ishares Msci Usa Momentum Factor Etf Msci Usa Mmentm (MTUM)	0.6	$653k	+12%	3.5k	187.35	View chart
Johnson & Johnson (JNJ)	0.5	$589k		3.7k	158.19	View chart
Invesco Aerospace & Defense Etf Aerospace Defn (PPA)	0.5	$584k	NEW	5.7k	101.57	View chart
Renaissance Ipo Etf Ipo Etf (IPO)	0.4	$495k	+32%	12k	41.52	View chart
Astrazeneca Sponsored Adr (AZN)	0.4	$491k		7.2k	67.75	View chart
Technology Select Sector Spdr Fund Technology (XLK)	0.4	$472k	NEW	2.3k	208.27	View chart
Ark Innovation Etf Innovation Etf (ARKK)	0.4	$460k	+10%	9.2k	50.08	View chart
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	0.4	$429k	-35%	2.5k	169.37	View chart
First Trust Nasdaq Cybersecurity Etf Nasdaq Cyb Etf (CIBR)	0.4	$401k	NEW	7.1k	56.39	View chart
Pure Storage Inc Cl A Cl A (PSTG)	0.4	$391k	NEW	7.5k	51.99	View chart
Crispr Therapeutics Ag Namen Akt Ag Namen Akt (CRSP)	0.3	$369k	NEW	5.4k	68.16	View chart
Intel Corporation (INTC)	0.3	$357k		8.1k	44.17	View chart
Wisdomtree Japan Hedged Equity Fund Japn Hedge Eqt (DXJ)	0.3	$350k	NEW	3.2k	108.50	View chart
Ishares U.s. Technology Etf U.s. Tech Etf (IYW)	0.3	$344k	NEW	2.5k	135.06	View chart
International Business Machines (IBM)	0.3	$325k	+18%	1.7k	190.96	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.3	$316k	-38%	3.9k	80.63	View chart
Deere & Company (DE)	0.3	$289k		703.00	410.74	View chart
Fortinet (FTNT)	0.3	$284k		4.2k	68.31	View chart
Ark Fintech Innovation Etf Fintech Innova (ARKF)	0.2	$257k	NEW	8.5k	30.33	View chart
Ark Genomic Revolution Etf Genomic Rev Etf (ARKG)	0.2	$257k	-3%	8.9k	28.76	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.2	$244k		1.2k	210.30	View chart
Veralto Corp Com Shs (VLTO)	0.2	$243k	NEW	2.7k	88.66	View chart
Palo Alto Networks (PANW)	0.2	$240k	NEW	846.00	284.13	View chart
Block Inc Cl A Cl A (SQ)	0.2	$234k	NEW	2.8k	84.58	View chart
Meta Platforms Inc Cl A Cl A (META)	0.2	$213k	NEW	438.00	485.58	View chart
Devon Energy Corporation (DVN)	0.2	$209k	-39%	4.2k	50.18	View chart

Past Filings by Stevard

SEC 13F filings are viewable for Stevard going back to 2020

Stevard 2024 Q1 filed May 13, 2024
Stevard 2023 Q3 filed Nov. 14, 2023
Stevard 2023 Q2 filed Aug. 11, 2023
Stevard 2023 Q1 filed May 12, 2023
Stevard 2022 Q4 filed Feb. 13, 2023
Stevard 2022 Q3 filed Nov. 14, 2022
Stevard 2022 Q1 filed May 13, 2022
Stevard 2021 Q4 filed Feb. 10, 2022
Stevard 2021 Q3 filed Nov. 12, 2021
Stevard 2021 Q1 filed Aug. 13, 2021
Stevard 2021 Q2 filed Aug. 13, 2021
Stevard 2020 Q4 filed Feb. 12, 2021
Stevard 2020 Q3 filed Nov. 12, 2020
Stevard 2020 Q2 filed Aug. 11, 2020
Stevard 2019 Q4 filed May 14, 2020
Stevard 2020 Q1 filed May 14, 2020

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