|
⚲
|
| Stevard LLC
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|
|
|---|---|
| CRD # | 285189 |
| SEC # | 801-108366 |
| CIK # | 0001812093 |
| AUM | $42.9 M (2026-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 773-275-3262 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.7 | ||
| Tesla Motors Inc | 3.0 | ||
| Apple Inc | 2.1 | ||
| Microsoft Corp | 1.1 | ||
| Amazon Com Inc | 1.0 | ||
| Lilly Eli & Co | 0.9 | ||
| Zebra Technologies Corp | 0.6 | ||
| Fortinet Inc | 0.4 | ||
| Palantir Technologies Inc | 0.4 | ||
| Veeva Systems Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | 100-1 | 2016-11-10 | 318.3 | |
| Other | 100-10 | 2016-11-10 | 12.8 | |
| Other | 100-2 | 2016-11-10 | 126.2 | |
| Other | 100-3 | 2016-11-10 | 35.2 | |
| Other | 100-4 | 2016-11-10 | 0.0 | |
| Other | 100-5 | 2016-11-10 | 15.8 | |
| Other | 100-6 | 2016-11-10 | 37.5 | |
| Other | 100-7 | 2016-11-10 | 0.0 | |
| Other | 100-8 | 2016-11-10 | 51.3 | |
| Other | 100-9 | 2016-11-10 | 67.7 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.0 |
| (b) Individuals (high net worth individuals) | 13 | 42.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 42.9 |
| By Discretionary | ||
| Discretionary | 53 | 42.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 53 | 42.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 42.9 | |
| Total | 53 | 42.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001812093] |
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