Stevard, LLC
CIK 1812093 · View on SEC EDGAR ↗
- Portfolio value
- $26.8M
- Positions
- 23
- As of
- Dec. 31, 2024 Data as of Q4 2024
#8,868 of 9,443 by 13F value · top 93.9%
- Top 10 holdings weight
- 78.83%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 20
- Effective number of positions
- 11.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
- New positions
- 23
- Increased
- 0
- Decreased
- 0
- Closed
- 0
On this page
Sector breakdown
Technology
34.2%
Consumer Discretionary
14.3%
Healthcare
5.7%
Retail
3.6%
Industrials
2.4%
Communication Services
0.9%
Other/Unmapped
38.8%
Full portfolio 23 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $4,748,494 | 17.72% | 35,360 | Up ×1 | |||
| SPY SPY | $3,120,290 | 11.65% | 5,324 | Up ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $3,044,146 | 11.36% | 7,538 | Up ×1 | |||
| VOO | $2,907,419 | 10.85% | 5,396 | Up ×1 | |||
| AAPL Apple Inc. - Common Stock | $2,133,078 | 7.96% | 8,518 | Up ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $1,431,955 | 5.34% | 2,801 | Up ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1,073,561 | 4.01% | 2,547 | Up ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $971,678 | 3.63% | 4,429 | Up ×1 | |||
| LLY Eli Lilly and Company Common Stock | $879,308 | 3.28% | 1,139 | Up ×1 | |||
| XLE XLE | $808,973 | 3.02% | 9,444 | Up ×1 | |||
| SMH SMH | $789,716 | 2.95% | 3,261 | Up ×1 | |||
| ZBRA Zebra Technologies Corporation - Class A Common Stock | $641,898 | 2.40% | 1,662 | Up ×1 | |||
| BRKB | $568,413 | 2.12% | 1,254 | Up ×1 | |||
| ARKQ | $531,944 | 1.99% | 6,886 | Up ×1 | |||
| RSP | $502,384 | 1.88% | 2,867 | Up ×1 | |||
| PSTG Everpure, Inc. Class A common stock | $461,462 | 1.72% | 7,512 | Up ×1 | |||
| FTNT Fortinet, Inc. - Common Stock | $392,092 | 1.46% | 4,150 | Up ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $360,377 | 1.35% | 4,765 | Up ×1 | |||
| VEEV Veeva Systems Inc. Class A Common Stock | $351,118 | 1.31% | 1,670 | Up ×1 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $300,737 | 1.12% | 4,590 | Up ×1 | |||
| IWM | $264,047 | 0.99% | 1,195 | Up ×1 | |||
| ARKW | $259,152 | 0.97% | 2,400 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $248,362 | 0.93% | 1,312 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| NVDA | $4,748,494 | 35,360 | 17.72% |
| SPY | $3,120,290 | 5,324 | 11.65% |
| TSLA | $3,044,146 | 7,538 | 11.36% |
| VOO | $2,907,419 | 5,396 | 10.85% |
| AAPL | $2,133,078 | 8,518 | 7.96% |
| QQQ | $1,431,955 | 2,801 | 5.34% |
| MSFT | $1,073,561 | 2,547 | 4.01% |
| AMZN | $971,678 | 4,429 | 3.63% |
| LLY | $879,308 | 1,139 | 3.28% |
| XLE | $808,973 | 9,444 | 3.02% |
| SMH | $789,716 | 3,261 | 2.95% |
| ZBRA | $641,898 | 1,662 | 2.40% |
| BRKB | $568,413 | 1,254 | 2.12% |
| ARKQ | $531,944 | 6,886 | 1.99% |
| RSP | $502,384 | 2,867 | 1.88% |