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Home > Institutional Investor > Stevard, Llc > Profile

Instuitional Investor - Stevard, Llc

Fund Profile
Filing Period:
Fund Name: Stevard, Llc
Portfolio Value $101,457,517
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pfizer Inc
 PFE 1,247,948 $35,928,423 35.41%
2.
Vanguard S&P 500 Etf
 17,400 $7,600,320 7.49%
3.
Vanguard Dividend Appreciation Etf
 37,274 $6,351,490 6.26%
4.
Nvidia Corp
 NVDA 11,193 $5,542,997 5.46%
5.
Invesco Qqq Trust Series I
 12,068 $4,942,087 4.87%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)