SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO 13F Portfolio
SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO runs SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO and currently holds 57 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $180.80M. Their top holdings are SPY, BGRN, IWM, NVDA, PLTR. The top five represent 65.5% of reported portfolio weight. SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO ranks #896 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO initiated 17 new positions. They added to 10 existing positions. They trimmed 6 positions. Their current best-performing preview position is CRWD with returns of +77.77%.
Portfolio Value
$180.80M
Alpha Score
21.5
#896 of 1000
Holdings
57
SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO Current 13F Holdings
Reported holdings from SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO's latest SEC 13F filing, ranked by portfolio weight.
57 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPY STATE STR SPDR S&P 500 ETF T | 31.95% | $732.45 | $778.54 | +6.29% | Added +580.01% |
 BGRN ISHARES TR | 24.08% | $47.47 | $45.64 | -3.86% | New Buy |
 IWM ISHARES TR | 4.92% | $258.71 | $278.93 | +7.82% | Added +40.14% |
 NVDA NVIDIA CORPORATION | 2.75% | $135.78 | $229.28 | +68.86% | Trimmed -1.97% |
 PLTR PALANTIR TECHNOLOGIES INC | 1.78% | $89.68 | $209.05 | +133.11% | Trimmed -12.16% |
 CRWD CROWDSTRIKE HLDGS INC | 1.52% | $168.34 | $275.04 | +63.38% | Added +300.00% |
 TSLA TESLA INC | 1.31% | $309.18 | $382.70 | +23.78% | Trimmed -1.79% |
 GOOGL ALPHABET INC | 0.88% | $174.76 | $351.66 | +101.22% | Trimmed -2.11% |
 AMZN AMAZON COM INC | 0.87% | $206.20 | $262.43 | +27.27% | Trimmed -2.24% |
RS RSPA INVESCO ACTIVELY MANAGED EXC | 0.85% | $53.35 | $52.55 | -1.50% | New Buy |
Showing 1-10 of 57