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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 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
PLTR | Palantir Technologies Inc | 96,903 | 8,182.7 | +95.70% | 8.410 | +4.11% | 0.000 | +63.70% | +102.99% | 362,293.8 | Software | |
TSLA | Tesla Inc | 30,204 | 7,840.6 | +210.64% | 8.060 | +5.47% | 0.000 | +36.57% | -18.37% | 1,061,788.2 | Vehicles & Parts | |
CRWD | CrowdStrike Holdings Inc | 19,147 | 6,753.0 | +249.97% | 6.940 | +4.96% | 0.010 | +26.71% | +39.10% | 118,632.2 | Software | |
AMZN | Amazon.com Inc | 34,868 | 6,630.8 | +168.94% | 6.820 | +4.28% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
AAPL | Apple Inc | 29,545 | 6,562.9 | +163.47% | 6.750 | +4.19% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 11,673 | 6,219.5 | +431.56% | 6.390 | +5.19% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
META | Meta Platforms Inc | 10,449 | 6,022.2 | +25.97% | 6.190 | +1.28% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
UBER | Uber Technologies Inc | 75,937 | 5,532.8 | +232.01% | 5.690 | +3.98% | 0.000 | +20.40% | +50.18% | 189,438.9 | Software | |
MSFT | Microsoft Corp | 13,641 | 5,119.1 | +142.38% | 5.260 | +3.09% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | 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 | $222.33 | 2.49% | 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 | $111.87 | -0.86% | Reduce -80.7% | 13,044 | -54,534 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +5.47% | 222.15 ($333.26) 428.22 | $329.65 | -1.08% | 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 | $473.80 | -2.54% | Add 431.56% | 11,673 | 9,477 | |
CRWD | CrowdStrike Holdings Inc | 2025-03-31 | Add Add | +4.96% | 308.86 ($381.06) 455.36 | $475.96 | 24.90% | Add 249.97% | 19,147 | 13,676 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +4.28% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Add 168.94% | 34,868 | 21,903 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +4.19% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Add 163.47% | 29,545 | 18,331 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +4.16% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Add 72.86% | 88,325 | 37,229 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Add Add | +4.11% | 64.98 ($87.82) 124.62 | $153.52 | 74.81% | Add 95.7% | 96,903 | 47,388 | |
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +3.98% | 63.17 ($72.04) 81.49 | $90.59 | 25.75% | Add 232.01% | 75,937 | 53,065 |
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Total Holding History ($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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