Stevard, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $24.6 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 $4.29M, Spdr S&P 500 ETF Trust with a value of $3.06M, Vanguard Index Fds S&P 500 ETF with a value of $2.85M, Apple Inc. with a value of $1.98M, and Tesla, Inc. with a value of $1.97M.

Examining the 13F form we can see an decrease of $90.5M in the current position value, from $115M to 24.6M.

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 $24.6 Million
ETFs: $10.4 Million
Technology: $8.68 Million
Consumer Cyclical: $2.79 Million
Healthcare: $1.93 Million
Financial Services: $577,000
Communication Services: $217,000

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 $24.6 Million
  • Prior Value $115 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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