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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co13F | |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | |
| Last update 2025-05-13 | 31 Stocks (4 new) |
| Value $97.00 Mil | Turnover 52 % |
SHEPHERD WEALTH MANAGEMENT Ltd... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 88,325 | 9,585.3 | +72.86% | 9.860 | +4.16% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
PLTR | Palantir Technologies Inc | 96,903 | 8,182.7 | +95.70% | 8.410 | +4.11% | 0.000 | +58.60% | +97.10% | 351,792.1 | Software | |
TSLA | Tesla Inc | 30,204 | 7,840.6 | +210.64% | 8.060 | +5.47% | 0.000 | +39.56% | -17.76% | 1,069,711.8 | Vehicles & Parts | |
CRWD | CrowdStrike Holdings Inc | 19,147 | 6,753.0 | +249.97% | 6.940 | +4.96% | 0.010 | +27.90% | +37.72% | 117,453.2 | Software | |
AMZN | Amazon.com Inc | 34,868 | 6,630.8 | +168.94% | 6.820 | +4.28% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
AAPL | Apple Inc | 29,545 | 6,562.9 | +163.47% | 6.750 | +4.19% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 11,673 | 6,219.5 | +431.56% | 6.390 | +5.19% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
META | Meta Platforms Inc | 10,449 | 6,022.2 | +25.97% | 6.190 | +1.28% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media | |
UBER | Uber Technologies Inc | 75,937 | 5,532.8 | +232.01% | 5.690 | +3.98% | 0.000 | +23.31% | +52.17% | 191,948.3 | Software | |
MSFT | Microsoft Corp | 13,641 | 5,119.1 | +142.38% | 5.260 | +3.09% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software |
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Historical Top Holdings Breakdowns
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWM | iShares Russell 2000 ETF | 2025-03-31 | Reduce Reduce | -26.84% | 198.1 ($216.92) 229.79 | $223.27 | 2.93% | Reduce -98.27% | 2,173 | -123,509 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -6.18% | 102.49 ($112.84) 119.96 | $112.83 | -0.01% | Reduce -80.7% | 13,044 | -54,534 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +5.47% | 222.15 ($333.26) 428.22 | $332.11 | -0.35% | Add 210.64% | 30,204 | 20,481 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +5.19% | 442.66 ($486.15) 534.52 | $478.13 | -1.65% | Add 431.56% | 11,673 | 9,477 | |
CRWD | CrowdStrike Holdings Inc | 2025-03-31 | Add Add | +4.96% | 308.86 ($381.06) 455.36 | $471.23 | 23.66% | Add 249.97% | 19,147 | 13,676 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +4.28% | 190.26 ($217) 242.06 | $227.47 | 4.82% | Add 168.94% | 34,868 | 21,903 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +4.19% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Add 163.47% | 29,545 | 18,331 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +4.16% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Add 72.86% | 88,325 | 37,229 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Add Add | +4.11% | 64.98 ($87.82) 124.62 | $149.07 | 69.74% | Add 95.7% | 96,903 | 47,388 | |
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +3.98% | 63.17 ($72.04) 81.49 | $91.79 | 27.42% | Add 232.01% | 75,937 | 53,065 |
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Total Holding History ($B)
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Asset Allocation
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Hypothetical Growth since 2025-03-31
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Holdings Heat Map
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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Holdings Bubble Chart
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co News
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