Stevard, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $26.8 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $4.75M, Spdr S&P 500 ETF Trust with a value of $3.12M, Tesla, Inc. with a value of $3.04M, Vanguard Index Fds S&P 500 ETF with a value of $2.91M, and Apple Inc. with a value of $2.13M.

Examining the 13F form we can see an increase of $2.22M in the current position value, from $24.6M to 26.8M.

Stevard, LLC is based out at Chicago, IL

Below you can find more details about Stevard, LLC portfolio as well as his latest detailed transactions.

Portfolio value $26.8 Million
ETFs: $10.6 Million
Technology: $9.81 Million
Consumer Cyclical: $4.02 Million
Healthcare: $1.53 Million
Financial Services: $568,000
Communication Services: $248,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $26.8 Million
  • Prior Value $24.6 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
Track This Portfolio

Track Stevard, LLC Portfolio

Follow Stevard, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stevard, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stevard, LLC with notifications on news.