SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO

SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO runs SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO and currently holds 52 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $133.51M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO's portfolio at SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO has delivered returns of +29.34%. Their 3-year annualized return is +20.21%. Looking at the 5-year horizon, SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO has achieved +20.21% annualized returns at SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO.