$155 Million is the total value of Stevard, LLC's 67 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOO | New | VANGUARD INDEX FDS | $3,696,000 | – | 15,605 | +100.0% | 2.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PFIZER INC COM | 15 | Q3 2023 | 56.8% |
SPDR S&P 500 ETF TRUST | 15 | Q3 2023 | 30.0% |
INVESCO QQQ TRUST SERIES I | 15 | Q3 2023 | 10.7% |
VANGUARD SPECIALIZED FUNDS | 15 | Q3 2023 | 5.9% |
NVIDIA CORPORATION COM | 15 | Q3 2023 | 4.9% |
DANAHER CORPORATION COM | 15 | Q3 2023 | 2.1% |
APPLE INC COM | 15 | Q3 2023 | 2.1% |
ZEBRA TECHNOLOGIES CORPORATION CL A | 15 | Q3 2023 | 1.9% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 15 | Q3 2023 | 2.4% |
AMAZON COM INC COM | 15 | Q3 2023 | 1.4% |
View Stevard, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-10 |
13F-HR | 2021-11-12 |
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.