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CIK: 0001812093
Total reported value
$26.8M
$26.8M
54 檔
247.3%
During the Q2 2024 filing period, Stevard, LLC (CIK: 0001812093) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $26.8M across 54 reported positions.
During Q2 2024, Stevard, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PFE | Pfizer Inc | Stock-Healthcare | 26.17% | — | -13.03% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 12.81% | — | +927.67% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.42% | — | -0.24% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.88% | — | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.00% | — | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.65% | — | — | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 3.08% | — | +0.55% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.46% | — | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.33% | — | +16.04% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.28% | — | +20.64% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.99% | — | — | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 1.78% | — | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | — | +18.60% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.61% | — | +14.40% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.56% | — | +18.59% | |
| 16 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.17% | — | — | |
| 17 | FISV | Fiserv Inc | Stock-Other | 0.98% | — | — | |
| 18 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.92% | — | — | |
| 19 | AFL | Aflac Inc | Stock-Financials | 0.77% | — | — | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.77% | — | — | |
| 21 | MRNA | Moderna Inc | Stock-Healthcare | 0.75% | — | -6.38% | |
| 22 | PAVE | Global X US Infrastructure | ETF-Other | 0.71% | — | +10.69% | |
| 23 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 0.67% | — | — | |
| 24 | ACN | Accenture plc | Stock-Tech | 0.66% | — | — | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.66% | — | +5.00% | |
| 26 | ARKW | Ark Next Generation Internet | ETF-Other | 0.63% | — | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | — | — | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.59% | — | +0.06% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | — | — | |
| 30 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.52% | — | +1.36% | |
| 31 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.50% | — | +60.39% | |
| 32 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.49% | — | — | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | — | +35.25% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | — | +2.69% | |
| 35 | GE | General Electric | Stock-Industrials | 0.47% | — | — | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.46% | — | +3.44% | |
| 37 | P | Everpure Inc-a | Stock-Tech | 0.42% | — | — | |
| 38 | IPO | Renaissance Ipo ETF | ETF-Other | 0.42% | — | — | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.40% | — | +20.09% | |
| 40 | VLTO | Veralto CORP | Stock-Industrials | 0.39% | — | +71.42% | |
| 41 | EPI | Wisdomtree India Earnings | ETF-Other | 0.38% | — | — | |
| 42 | CEG | Constellation Energy | Stock-Utilities | 0.37% | — | — | |
| 43 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.35% | — | — | |
| 44 | FTXN | First Trust Nasdaq Oil & Gas | ETF-Tech | 0.31% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | — | — | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | — | +11.74% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.26% | — | — | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.26% | — | +18.58% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.25% | — | — | |
| 50 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.23% | — | -7.32% |
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 Q2 2024.
During Q2 2024, Stevard, LLC's top holdings by market value included PFE (26.2%)、NVDA (12.8%)、VOO (7.4%). The largest single position, PFE, represented 26.2% 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 terms of portfolio concentration, the top 5 core holdings (including PFE, NVDA, VOO) accounted for 247.3% of total reported equity market value during Q2 2024.
In Q2 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.
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