Stevard, LLC Portfolio Holdings
Stevard, LLC
- $115 Million
- Q2 2024
Stevard, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $115 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pfizer Inc with a value of $30.3M, Nvidia Corp with a value of $14.8M, Vanguard Index Fds S&P 500 ETF with a value of $8.58M, Vanguard Dividend Appreciation with a value of $6.8M, and Invesco Qqq Trust, Series 1 with a value of $5.78M.
Examining the 13F form we can see an increase of $4.66M in the current position value, from $110M to 115M.
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
$115 Million
ETFs: $42.5 Million
Healthcare: $37.5 Million
Technology: $24.2 Million
Consumer Cyclical: $5.65 Million
Financial Services: $3.74 Million
Communication Services: $553,000
Industrials: $547,000
Utilities: $422,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|