Stevard

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  "AZN",
  "MSFT",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PSTG",
  null,
  "FTNT",
  null,
  "AMZN",
  "VOO",
  "VEEV",
  "ZBRA",
  null,
  "BRK-B",
  "RSP",
  "QQQ",
  "IWM",
  "LLY",
  "TSLA"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-13
Total Holdings: 23
Total Value: 26790604
Accession Number: 0001104659-25-012573
Form Type: 13F-HR
CIK: stevard
Manager Name: Stevard

Data Enrichment

83% identified

19 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

23 positions • $26.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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464287655

IWM|464287655

Shares:1.2K

Value:$264.0K

% of Portfolio:1.0% ($264.0K/$26.8M)

00214Q401

Shares:2.4K

Value:$259.2K

% of Portfolio:1.0% ($259.2K/$26.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.3K

Value:$248.4K

% of Portfolio:0.9% ($248.4K/$26.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWMcusip464287655)	1.2K	QoQ +3.10% (+36) YoY-	All Managers (Combined)	$264.0K	1.0% ($264.0K/$26.8M)	QoQ +3.13% (+$8.0K) YoY-
(cusip00214Q401)✕	2.4K	QoQ +0.71% (+17) YoY-	All Managers (Combined)	$259.2K	1.0% ($259.2K/$26.8M)	QoQ +27.74% (+$56.3K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	1.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$248.4K	0.9% ($248.4K/$26.8M)	QoQ +14.13% (+$30.8K) YoY-