The Analysis of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Holdings
Currently, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co holds 42 types of securities in its portfolio with a total value $150.5M. In the most recent quarter, they have increased their positions in IWM (+51.8K shares, valued at $12.7M), AAPL (+16.9K shares, valued at $4.6M), PWR (+7.3K shares, valued at $3.4M); decreased their positions in NVDA (-56.8K shares, valued at $11.4M), PLTR (-46.0K shares, valued at $8.7M), TSLA (-12.6K shares, valued at $5.9M); initiated new positions in IWM (+51.8K shares, valued at $12.7M), PWR (+7.3K shares, valued at $3.4M), EMR (+24.5K shares, valued at $3.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION80.9K shares-41.24%2025-09-302025-11-06
TSLA TESLA INC29.9K shares-29.69%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC71.1K shares-39.29%2025-09-302025-11-06 IWM ISHARES TR51.8K sharesnew addition2025-09-302025-11-06 AMZN AMAZON COM INC40.9K shares-15.37%2025-09-302025-11-06 CRWD CROWDSTRIKE HLDGS INC19.1K shares-34.15%2025-09-302025-11-06 CASH PATHWARD FINANCIAL INC15.7K shares1.56%2025-09-302025-11-06 GOOGL ALPHABET INC29.9K shares9.16%2025-09-302025-11-06 AAPL APPLE INC28.6K shares145.11%2025-09-302025-11-06 MSFT MICROSOFT CORP12.1K shares-13.91%2025-09-302025-11-06 UBER UBER TECHNOLOGIES INC55.8K shares17.19%2025-09-302025-11-06 MSTR STRATEGY INC15.3K shares31.63%2025-09-302025-11-06 PWR QUANTA SVCS INC7.3K sharesnew addition2025-09-302025-11-06 EMR EMERSON ELEC CO24.5K sharesnew addition2025-09-302025-11-06 QQQ INVESCO QQQ TR5.0K shares-28.46%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC3.9K sharesnew addition2025-09-302025-11-06 GEV GE VERNOVA INC4.9K sharesnew addition2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.8.6K shares-37.49%2025-09-302025-11-06 CAT CATERPILLAR INC4.1K shares117.40%2025-09-302025-11-06 AXON AXON ENTERPRISE INC2.8K shares70.01%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL3.4K shares-55.62%2025-09-302025-11-06 XLI SELECT SECTOR SPDR TR6.3K shares-2.07%2025-09-302025-11-06 TLT ISHARES TR8.8K shares36.93%2025-09-302025-11-06 SHY ISHARES TR9.0K sharesnew addition2025-09-302025-11-06 ITOT ISHARES TR3.9K shares-0.18%2025-09-302025-11-06 BK BANK NEW YORK MELLON CORP4.9K shares0.00%2025-09-302025-11-06 SO SOUTHERN CO4.9K shares0.00%2025-09-302025-11-06 MSTU ETF OPPORTUNITIES TRUST157.2K shares38.02%2025-09-302025-11-06 DUK DUKE ENERGY CORP NEW3.0K shares0.33%2025-09-302025-11-06 WM WASTE MGMT INC DEL1.7K shares0.00%2025-09-302025-11-06 ADI ANALOG DEVICES INC1.3K shares0.00%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR443 shares0.00%2025-09-302025-11-06 LNT ALLIANT ENERGY CORP4.4K shares0.00%2025-09-302025-11-06 SHEL SHELL PLC3.6K shares0.00%2025-09-302025-11-06 ET ENERGY TRANSFER L P15.5K shares0.00%2025-09-302025-11-06 PNW PINNACLE WEST CAP CORP2.8K shares0.00%2025-09-302025-11-06 RSG REPUBLIC SVCS INC1.2K shares-31.88%2025-09-302025-11-06 DE DEERE & CO500 shares0.00%2025-09-302025-11-06 HESM HESS MIDSTREAM LP6.8K shares0.00%2025-09-302025-11-06 MCD MCDONALDS CORP744 shares0.00%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO1.5K shares0.40%2025-09-302025-11-06 TDG TRANSDIGM GROUP INC168 shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available