Stevard, LLC

Chicago, IL · CIK 1812093 · 13F filing filed 2025-02-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyChicago, IL

$26.8m reported value +9.0% vs Q3 2024

23positions

78.8%in top 10

1 new 6 added 1 reduced 1 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	35,360	$4.7m17.72%	17.72%	Unchanged
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,324	$3.1m11.65%	11.65%	Unchanged
3	TESLA INC COM TSLA	TSLA	7,538	$3.0m11.36%	11.36%	Unchanged
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	5,396	$2.9m10.85%	10.85%	Unchanged
5	APPLE INC COM AAPL	AAPL	8,518	$2.1m7.96%	7.96%	Unchanged
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,801	$1.4m5.34%	5.34%	Added +49	+49 1.8%
7	MICROSOFT CORP COM MSFT	MSFT	2,547	$1.1m4.01%	4.01%	Unchanged
8	AMAZON COM INC COM AMZN	AMZN	4,429	$971.7k3.63%	3.63%	Added +22	+22 0.5%
9	ELI LILLY & CO COM LLY	LLY	1,139	$879.3k3.28%	3.28%	Unchanged
10	SELECT SECTOR SPDR TR ENERGY XLE	XLE	9,444	$809.0k3.02%	3.02%	Added +10	+10 0.1%
11	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	3,261	$789.7k2.95%	2.95%	Added +24	+24 0.7%
12	ZEBRA TECHNOLOGIES CORPORATI CL A ZBRA	ZBRA	1,662	$641.9k2.40%	2.40%	Unchanged
13	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,254	$568.4k2.12%	2.12%	Unchanged
14	ARK ETF TR AUTNMUS TECHNLGY ARKQ	ARKQ	6,886	$531.9k1.99%	1.99%	Unchanged
15	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	2,867	$502.4k1.88%	1.88%	Reduced -577	-577 -16.8%
16	PURE STORAGE INC CL A P	P	7,512	$461.5k1.72%	1.72%	Unchanged
17	FORTINET INC COM FTNT	FTNT	4,150	$392.1k1.46%	1.46%	Unchanged
18	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	4,765	$360.4k1.35%	1.35%	New
19	VEEVA SYS INC CL A COM VEEV	VEEV	1,670	$351.1k1.31%	1.31%	Unchanged
20	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		4,590	$300.7k1.12%	1.12%	Unchanged
21	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,195	$264.0k0.99%	0.99%	Added +36	+36 3.1%
22	ARK ETF TR NEXT GNRTN INTER ARKW	ARKW	2,400	$259.2k0.97%	0.97%	Added +17	+17 0.7%
23	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,312	$248.4k0.93%	0.93%	Unchanged

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
DANAHER CORPORATION DHR	DHR	771	$214.4k771 shares