Stevard, LLC Top Holdings and 13F Report (2025) About Stevard, LLCInvestment ActivityStevard, LLC has $26.79 million in total holdings as of December 31, 2024.Stevard, LLC owns shares of 23 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.52% of the portfolio was purchased this quarter.About 1.18% of the portfolio was sold this quarter.This quarter, Stevard, LLC has purchased 23 new stocks and bought additional shares in 6 stocks.Stevard, LLC sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $4,748,494SPDR S&P 500 ETF Trust $3,120,290Tesla $3,044,146Vanguard S&P 500 ETF $2,907,419Apple $2,133,078 Largest New Holdings this Quarter PALANTIR TECHNOLOGIES INC CL A $360,377 Holding Largest Purchases this Quarter PALANTIR TECHNOLOGIES INC CL A 4,765 shares (about $360.38K)Invesco QQQ 49 shares (about $25.05K)iShares Russell 2000 ETF 36 shares (about $7.95K)VanEck Semiconductor ETF 24 shares (about $5.81K)Amazon.com 22 shares (about $4.83K) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 577 shares (about $101.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStevard, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$4,748,4940.0%35,36017.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,120,2900.0%5,32411.6%FinanceTSLATesla$3,044,1460.0%7,53811.4%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$2,907,4190.0%5,39610.9%ETFAAPLApple$2,133,0780.0%8,5188.0%Computer and TechnologyQQQInvesco QQQ$1,431,955$25,050 ▲1.8%2,8015.3%FinanceMSFTMicrosoft$1,073,5610.0%2,5474.0%Computer and TechnologyAMZNAmazon.com$971,678$4,827 ▲0.5%4,4293.6%Retail/WholesaleLLYEli Lilly and Company$879,3080.0%1,1393.3%MedicalXLEEnergy Select Sector SPDR Fund$808,973$857 ▲0.1%9,4443.0%ETFSMHVanEck Semiconductor ETF$789,716$5,812 ▲0.7%3,2612.9%ManufacturingZBRAZebra Technologies$641,8980.0%1,6622.4%Industrial ProductsBRK.BBerkshire Hathaway$568,4130.0%1,2542.1%FinanceARKQARK Autonomous Technology & Robotics ETF$531,9440.0%6,8862.0%ETFRSPInvesco S&P 500 Equal Weight ETF$502,384$101,108 ▼-16.8%2,8671.9%ETFPSTGPure Storage$461,4620.0%7,5121.7%Computer and TechnologyFTNTFortinet$392,0920.0%4,1501.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$360,377$360,377 ▲New Holding4,7651.3%CL AVEEVVeeva Systems$351,1180.0%1,6701.3%MedicalAZNAstraZeneca$300,7370.0%4,5901.1%MedicalIWMiShares Russell 2000 ETF$264,047$7,955 ▲3.1%1,1951.0%FinanceARKWARK Next Generation Internet ETF$259,152$1,836 ▲0.7%2,4001.0%ETFGOOGLAlphabet$248,3620.0%1,3120.9%Computer and TechnologyDHRDanaher$0$214,353 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
