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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

13F
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Last update 2025-05-13 31 Stocks (4 new)
Value $97.00 Mil Turnover 52 %
Countries:
SHEPHERD WEALTH MANAGEMENT Ltd... Top Holdings of 2025-03-31 View Full List
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
+48.68%
+22.83%
4,021,995.9
Semiconductors
PLTR
Palantir Technologies Inc
96,903
8,182.7
+95.70%
8.410
+4.11%
0.000
+60.47%
+87.89%
335,343.6
Software
TSLA
Tesla Inc
30,204
7,840.6
+210.64%
8.060
+5.47%
0.000
+24.26%
-22.37%
1,009,802.0
Vehicles & Parts
CRWD
CrowdStrike Holdings Inc
19,147
6,753.0
+249.97%
6.940
+4.96%
0.010
+26.61%
+39.83%
119,252.8
Software
AMZN
Amazon.com Inc
34,868
6,630.8
+168.94%
6.820
+4.28%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
AAPL
Apple Inc
29,545
6,562.9
+163.47%
6.750
+4.19%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
BRK.B
Berkshire Hathaway Inc
11,673
6,219.5
+431.56%
6.390
+5.19%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance
META
Meta Platforms Inc
10,449
6,022.2
+25.97%
6.190
+1.28%
0.000
+32.10%
+22.75%
1,804,054.9
Interactive Media
UBER
Uber Technologies Inc
75,937
5,532.8
+232.01%
5.690
+3.98%
0.000
+31.97%
+58.14%
199,476.5
Software
MSFT
Microsoft Corp
13,641
5,119.1
+142.38%
5.260
+3.09%
0.000
+29.81%
+19.87%
3,740,948.0
Software

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Historical Top Holdings Breakdowns

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Top Stock Picks View Full List
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
$221.70
2.20%
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
$112.82
-0.02%
Reduce -80.7%
13,044
-54,534
TSLA
Tesla Inc
2025-03-31
Add
Add
+5.47%
222.15 ($333.26) 428.22
$313.51
-5.93%
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
$475.86
-2.12%
Add 431.56%
11,673
9,477
CRWD
CrowdStrike Holdings Inc
2025-03-31
Add
Add
+4.96%
308.86 ($381.06) 455.36
$478.45
25.56%
Add 249.97%
19,147
13,676
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+4.28%
190.26 ($217) 242.06
$225.02
3.70%
Add 168.94%
34,868
21,903
AAPL
Apple Inc
2025-03-31
Add
Add
+4.19%
209.68 ($231.67) 247.1
$211.16
-8.85%
Add 163.47%
29,545
18,331
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+4.16%
106.98 ($126.74) 149.43
$164.92
30.12%
Add 72.86%
88,325
37,229
PLTR
Palantir Technologies Inc
2025-03-31
Add
Add
+4.11%
64.98 ($87.82) 124.62
$142.10
61.81%
Add 95.7%
96,903
47,388
UBER
Uber Technologies Inc
2025-03-31
Add
Add
+3.98%
63.17 ($72.04) 81.49
$95.39
32.41%
Add 232.01%
75,937
53,065

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Total Holding History ($B)

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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Asset Allocation

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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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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