Stevard, LLC
CIK 1812093 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $26.8M
- Posiciones
- 23
- A fecha de
- 31 de diciembre de 2024 Datos a fecha de Q4 2024
#8 868 de 9 443 por valor de 13F · top 93.9%
- Peso de las 10 principales tenencias
- 78,83%
- Peso de las 25 principales tenencias
- 100,00%
- Posiciones superiores al 1%
- 20
- Número efectivo de posiciones
- 11,4
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
- Nuevas posiciones
- 23
- Aumentado
- 0
- Disminuido
- 0
- Cerrada
- 0
En esta página
Desglose por sector
Technology
34,2%
Consumer Discretionary
14,3%
Healthcare
5,7%
Retail
3,6%
Industrials
2,4%
Communication Services
0,9%
Otro/No mapeado
38,8%
Cartera completa 23 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $4 748 494 | 17,72% | 35 360 | Subir ×1 | |||
| SPY SPY | $3 120 290 | 11,65% | 5 324 | Subir ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $3 044 146 | 11,36% | 7 538 | Subir ×1 | |||
| VOO | $2 907 419 | 10,85% | 5 396 | Subir ×1 | |||
| AAPL Apple Inc. - Common Stock | $2 133 078 | 7,96% | 8 518 | Subir ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $1 431 955 | 5,34% | 2 801 | Subir ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1 073 561 | 4,01% | 2 547 | Subir ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $971 678 | 3,63% | 4 429 | Subir ×1 | |||
| LLY Eli Lilly and Company Common Stock | $879 308 | 3,28% | 1 139 | Subir ×1 | |||
| XLE XLE | $808 973 | 3,02% | 9 444 | Subir ×1 | |||
| SMH SMH | $789 716 | 2,95% | 3 261 | Subir ×1 | |||
| ZBRA Zebra Technologies Corporation - Class A Common Stock | $641 898 | 2,40% | 1 662 | Subir ×1 | |||
| BRKB | $568 413 | 2,12% | 1 254 | Subir ×1 | |||
| ARKQ | $531 944 | 1,99% | 6 886 | Subir ×1 | |||
| RSP | $502 384 | 1,88% | 2 867 | Subir ×1 | |||
| PSTG Everpure, Inc. Class A common stock | $461 462 | 1,72% | 7 512 | Subir ×1 | |||
| FTNT Fortinet, Inc. - Common Stock | $392 092 | 1,46% | 4 150 | Subir ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $360 377 | 1,35% | 4 765 | Subir ×1 | |||
| VEEV Veeva Systems Inc. Class A Common Stock | $351 118 | 1,31% | 1 670 | Subir ×1 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $300 737 | 1,12% | 4 590 | Subir ×1 | |||
| IWM | $264 047 | 0,99% | 1 195 | Subir ×1 | |||
| ARKW | $259 152 | 0,97% | 2 400 | Subir ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $248 362 | 0,93% | 1 312 | Subir ×1 | |||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
| Valor | Valor | Acciones | % de la cartera |
|---|---|---|---|
| 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% |