| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PFIZER INC COM | 18 | Q2 2024 | 56.8% |
| SPDR S&P 500 ETF TRUST | 18 | Q2 2024 | 30.0% |
| INVESCO QQQ TRUST SERIES I | 18 | Q2 2024 | 10.7% |
| VANGUARD SPECIALIZED FUNDS | 18 | Q2 2024 | 6.3% |
| NVIDIA CORPORATION COM | 18 | Q2 2024 | 12.8% |
| APPLE INC COM | 18 | Q2 2024 | 2.3% |
| DANAHER CORPORATION COM | 18 | Q2 2024 | 2.1% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 18 | Q2 2024 | 2.7% |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 18 | Q2 2024 | 1.9% |
| AMAZON COM INC COM | 18 | Q2 2024 | 2.3% |
View Stevard, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-05-13 |
View Stevard, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.