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Stevard, LLC
Period ended Dec 31, 2024 · Latest filing Feb 13, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2024: $26,790,604
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2024. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION COM · COM · 67066G104 · shares: $4,748,494
- SPDR S&P 500 ETF TRUST · TR UNIT · 78462F103 · shares: $3,120,290
- TESLA INC COM · COM · 88160R101 · shares: $3,044,146
- VANGUARD S&P 500 ETF · S&P 500 ETF SHS · 922908363 · shares: $2,907,419
- APPLE INC COM · COM · 037833100 · shares: $2,133,078
- INVESCO QQQ TRUST SERIES I · UNIT SER 1 · 46090E103 · shares: $1,431,955
- MICROSOFT CORP COM · COM · 594918104 · shares: $1,073,561
- AMAZON COM INC COM · COM · 023135106 · shares: $971,678
- ELI LILLY & CO COM · COM · 532457108 · shares: $879,308
- ENERGY SELECT SECTOR SPDR FUND · ENERGY · 81369Y506 · shares: $808,973
Reported holdings
23 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION COM | COM | 67066G104 | — | 35,360 shares | $4,748,494 |
| SPDR S&P 500 ETF TRUST | TR UNIT | 78462F103 | — | 5,324 shares | $3,120,290 |
| TESLA INC COM | COM | 88160R101 | — | 7,538 shares | $3,044,146 |
| VANGUARD S&P 500 ETF | S&P 500 ETF SHS | 922908363 | — | 5,396 shares | $2,907,419 |
| APPLE INC COM | COM | 037833100 | — | 8,518 shares | $2,133,078 |
| INVESCO QQQ TRUST SERIES I | UNIT SER 1 | 46090E103 | — | 2,801 shares | $1,431,955 |
| MICROSOFT CORP COM | COM | 594918104 | — | 2,547 shares | $1,073,561 |
| AMAZON COM INC COM | COM | 023135106 | — | 4,429 shares | $971,678 |
| ELI LILLY & CO COM | COM | 532457108 | — | 1,139 shares | $879,308 |
| ENERGY SELECT SECTOR SPDR FUND | ENERGY | 81369Y506 | — | 9,444 shares | $808,973 |
| VANECK SEMICONDUCTOR ETF | SEMICONDUCTR ETF | 92189F676 | — | 3,261 shares | $789,716 |
| ZEBRA TECHNOLOGIES CORPORATION CL A | CL A | 989207105 | — | 1,662 shares | $641,898 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | CL B NEW | 084670702 | — | 1,254 shares | $568,413 |
| ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | AUTNMUS TECHNLGY | 00214Q203 | — | 6,886 shares | $531,944 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | S&P500 EQL WGT | 46137V357 | — | 2,867 shares | $502,384 |
| PURE STORAGE INC CL A | CL A | 74624M102 | — | 7,512 shares | $461,462 |
| FORTINET INC COM | COM | 34959E109 | — | 4,150 shares | $392,092 |
| PALANTIR TECHNOLOGIES INC CL A | CL A | 69608A108 | — | 4,765 shares | $360,377 |
| VEEVA SYS INC CL A COM | COM | 922475108 | — | 1,670 shares | $351,118 |
| ASTRAZENECA PLC SPONSORED ADR | SPONSORED ADR | 046353108 | — | 4,590 shares | $300,737 |
| ISHARES RUSSELL 2000 ETF | RUSSELL 2000 ETF | 464287655 | — | 1,195 shares | $264,047 |
| ARK NEXT GENERATION INTERNET ETF | NEXT GNRTN INTER | 00214Q401 | — | 2,400 shares | $259,152 |
| ALPHABET INC CAP STK CL A | CAP STK CL A | 02079K305 | — | 1,312 shares | $248,362 |