Stevard, LLC 13F Holdings · last filed Q4 2024
Stevard, LLC reported 23 securities worth $26.79M in its SEC 13F filing for Q4 2024 (period ended 2024-12-31). Top holdings: NVDA (17.72%), SPY (11.65%), TSLA (11.36%). Among its top 25 positions this quarter: 1 new, 6 added, 1 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | $4.7M | 17.72% | 35,360 | Hold |
| 2 | SPY | SPDR S&P 500 ETF TRUST | $3.1M | 11.65% | 5,324 | Hold |
| 3 | TSLA | TESLA INC COM | $3.0M | 11.36% | 7,538 | Hold |
| 4 | VOO | VANGUARD S&P 500 ETF | $2.9M | 10.85% | 5,396 | Hold |
| 5 | AAPL | APPLE INC COM | $2.1M | 7.96% | 8,518 | Hold |
| 6 | QQQ | INVESCO QQQ TRUST SERIES I | $1.4M | 5.34% | 2,801 | Added |
| 7 | MSFT | MICROSOFT CORP COM | $1.1M | 4.01% | 2,547 | Hold |
| 8 | AMZN | AMAZON COM INC COM | $971,678 | 3.63% | 4,429 | Added |
| 9 | LLY | ELI LILLY & CO COM | $879,308 | 3.28% | 1,139 | Hold |
| 10 | XLE | ENERGY SELECT SECTOR SPDR FUND | $808,973 | 3.02% | 9,444 | Added |
| 11 | SMH | VANECK SEMICONDUCTOR ETF | $789,716 | 2.95% | 3,261 | Added |
| 12 | ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $641,898 | 2.40% | 1,662 | Hold |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $568,413 | 2.12% | 1,254 | Hold |
| 14 | ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $531,944 | 1.99% | 6,886 | Hold |
| 15 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $502,384 | 1.88% | 2,867 | Trimmed |
| 16 | P | PURE STORAGE INC CL A | $461,462 | 1.72% | 7,512 | Hold |
| 17 | FTNT | FORTINET INC COM | $392,092 | 1.46% | 4,150 | Hold |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $360,377 | 1.35% | 4,765 | New |
| 19 | VEEV | VEEVA SYS INC CL A COM | $351,118 | 1.31% | 1,670 | Hold |
| 20 | AZN | ASTRAZENECA PLC SPONSORED ADR | $300,737 | 1.12% | 4,590 | Hold |
| 21 | IWM | ISHARES RUSSELL 2000 ETF | $264,047 | 0.99% | 1,195 | Added |
| 22 | ARKW | ARK NEXT GENERATION INTERNET ETF | $259,152 | 0.97% | 2,400 | Added |
| 23 | GOOGL | ALPHABET INC CAP STK CL A | $248,362 | 0.93% | 1,312 | Hold |
| 24 | DHR | DANAHER CORPORATION COM | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2024-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR