13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001812093
Total reported value
$26.8M
$26.8M
54 檔
244.5%
As reported in its official Q1 2024 Form 13F filing, Stevard, LLC's tracked investment portfolio stood at $26.8M with 54 total positions.
During Q1 2024, Stevard, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including PFE, NVDA, VOO) accounted for 244.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PFE | Pfizer Inc | Stock-Healthcare | 31.13% | — | -0.30% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.51% | — | +4.29% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.45% | — | -1.16% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.14% | — | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.83% | — | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.66% | — | -0.90% | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 3.31% | — | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.66% | — | +1.54% | |
| 9 | DHR | Danaher CORP | Stock-Healthcare | 1.86% | — | — | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.85% | — | +5.99% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | — | +5.15% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.71% | — | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | — | +0.49% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.27% | — | +143.72% | |
| 15 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.22% | — | — | |
| 16 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.20% | — | -1.57% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.18% | — | +25.95% | |
| 18 | FISV | Fiserv Inc | Stock-Other | 1.09% | — | — | |
| 19 | ACN | Accenture plc | Stock-Tech | 0.79% | — | — | |
| 20 | AFL | Aflac Inc | Stock-Financials | 0.77% | — | — | |
| 21 | MRNA | Moderna Inc | Stock-Healthcare | 0.75% | — | — | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.73% | — | — | |
| 23 | PAVE | Global X US Infrastructure | ETF-Other | 0.72% | — | +26.48% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | — | — | |
| 25 | ARKW | Ark Next Generation Internet | ETF-Other | 0.70% | — | — | |
| 26 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 0.69% | — | — | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.67% | — | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.62% | — | +4.05% | |
| 29 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.59% | — | +12.14% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | — | — | |
| 31 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.53% | — | — | |
| 32 | IPO | Renaissance Ipo ETF | ETF-Other | 0.45% | — | — | |
| 33 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.44% | — | — | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.43% | — | +7.03% | |
| 35 | ARKK | Ark Innovation ETF | ETF-Other | 0.42% | — | — | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.39% | — | -35.79% | |
| 37 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.36% | — | +40.75% | |
| 38 | P | Everpure Inc-a | Stock-Tech | 0.35% | — | — | |
| 39 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.33% | — | +2.29% | |
| 40 | INTC | Intel CORP | Stock-Tech | 0.32% | — | — | |
| 41 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.32% | — | — | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.31% | — | — | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.29% | — | +18.02% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.29% | — | -38.72% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.26% | — | — | |
| 46 | FTNT | Fortinet Inc | Stock-Tech | 0.26% | — | — | |
| 47 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 0.23% | — | — | |
| 48 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.23% | — | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.22% | — | — | |
| 50 | VLTO | Veralto CORP | Stock-Industrials | 0.22% | — | -0.07% |
According to official SEC Form 13F filings, Stevard, LLC reported a total U.S. public equity portfolio value of $26.8M across 54 disclosed positions in Q1 2024.
During Q1 2024, Stevard, LLC's top holdings by market value included PFE (31.1%)、NVDA (9.5%)、VOO (7.5%). The largest single position, PFE, represented 31.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Stevard, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.