Shepherd Wealth Management Ltd Liability Co Top Holdings and 13F Report (2025) About Shepherd Wealth Management Ltd Liability CoInvestment ActivityShepherd Wealth Management Ltd Liability Co has $101.69 million in total holdings as of December 31, 2024.Shepherd Wealth Management Ltd Liability Co owns shares of 48 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Russell 2000 ETF $27,770,598iShares Core S&P Small-Cap ETF $7,786,337NVIDIA $6,861,702Meta Platforms $4,856,630MicroStrategy $4,402,803 Sector AllocationMap of 500 Largest Holdings ofShepherd Wealth Management Ltd Liability Co Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIWMiShares Russell 2000 ETF$27,770,598125,68227.3%FinanceIJRiShares Core S&P Small-Cap ETF$7,786,33767,5787.7%ETFNVDANVIDIA$6,861,70251,0966.7%Computer and TechnologyMETAMeta Platforms$4,856,6308,2954.8%Computer and TechnologyMSTRMicroStrategy$4,402,80315,2024.3%Computer and TechnologyTSLATesla$3,926,5369,7233.9%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$3,744,81949,5153.7%CL AXLIIndustrial Select Sector SPDR Fund$3,549,93626,9423.5%ETFAMZNAmazon.com$2,844,39112,9652.8%Retail/WholesaleAAPLApple$2,808,29911,2142.8%Computer and TechnologyJPMJPMorgan Chase & Co.$2,544,19010,6142.5%FinanceGOOGLAlphabet$2,421,94212,7942.4%Computer and TechnologyMSFTMicrosoft$2,372,3635,6282.3%Computer and TechnologyCRWDCrowdStrike$1,871,9575,4711.8%Computer and TechnologyPANWPalo Alto Networks$1,780,6619,7861.8%Computer and TechnologyVOOVanguard S&P 500 ETF$1,565,5712,9061.5%ETFUBERUber Technologies$1,379,63922,8721.4%Computer and TechnologyQQQInvesco QQQ$1,317,3362,5771.3%FinanceBLOCK INC$1,232,78014,5051.2%CL AAITApplied Industrial Technologies$1,091,7444,5591.1%Industrial ProductsCATCaterpillar$1,081,5612,9811.1%Industrial ProductsSTRLSterling Infrastructure$1,062,9206,3101.0%ConstructionUSLMUnited States Lime & Minerals$1,061,1247,9941.0%ConstructionAXONAxon Enterprise$1,049,5691,7661.0%AerospaceBRK.BBerkshire Hathaway$995,4032,1961.0%FinancePGProcter & Gamble$940,1135,6080.9%Consumer StaplesITBiShares U.S. Home Construction ETF$889,1118,6000.9%ETFIESCIES$861,9174,2890.8%Computer and TechnologyARISTA NETWORKS INC$716,6776,4840.7%COM SHSSOSouthern$701,9918,5280.7%UtilitiesVRTVertiv$695,6696,1230.7%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$508,9493,9570.5%ETFNEENextEra Energy$478,7746,6780.5%UtilitiesTNADirexion Daily Small Cap Bull 3X Shares$394,0519,4090.4%ETFTIDAL TR II$390,47212,6530.4%DEFIANCE NASDAQROUNDHILL ETF TRUST$377,6689,1380.4%SMALL CAP ODTE CTDGTransDigm Group$366,2442890.4%AerospaceETF OPPORTUNITIES TRUST$362,71047,7250.4%T REX 2X LONG MSCORNERSTONE TOTAL RETURN FD$326,47737,5690.3%COMTIDAL TR II$324,77112,3440.3%YIELDMAX MSTR OPCORNERSTONE STRATEGIC INVEST$322,70037,5670.3%COMSPGIS&P Global$289,3665810.3%Business ServicesISRGIntuitive Surgical$283,4245430.3%MedicalSPYSPDR S&P 500 ETF Trust$265,1764520.3%FinanceDUKDuke Energy$240,2932,2300.2%UtilitiesWMBWilliams Companies$224,5744,1500.2%Oils/EnergyROUNDHILL ETF TRUST$221,7955,5420.2%INNOVATION 100 OTIDAL TR II$130,40010,0000.1%YIELDMAX COIN OPShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
