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SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO
SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO
Latest filing: 2026-03-31
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 230 among the investors we track. The portfolio is valued at approximately $133.51M. Their top holdings are SHY, SPY, TLT, QQQ, XLV. The top five represent 66.3% of reported portfolio weight. SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO ranks #N/A 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 14 positions. Their current best-performing preview position is CAT with returns of +20.96%.
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52 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SHY ISHARES TR | 20.62% | $82.58 | $82.00 | -0.70% | Added +2884.43% |
 SPY STATE STR SPDR S&P 500 ETF T | 15.98% | $649.37 | $765.62 | +17.90% | Added +6560.72% |
 TLT ISHARES TR | 13.81% | $86.81 | $82.05 | -5.48% | Added +2420.47% |
 QQQ INVESCO QQQ TR | 8.41% | $573.62 | $713.44 | +24.38% | Added +2092.54% |
 XLV SELECT SECTOR SPDR TR | 7.45% | $146.61 | $174.61 | +19.09% | New Buy |
 IWM ISHARES TR | 4.46% | $241.96 | $299.93 | +23.96% | Trimmed -11.64% |
 NVDA NVIDIA CORPORATION | 3.41% | $135.78 | $214.76 | +58.17% | Trimmed -64.12% |
 QQQM INVESCO EXCH TRADED FD TR II | 3.07% | $237.62 | $293.76 | +23.63% | New Buy |
 PLTR PALANTIR TECHNOLOGIES INC | 2.19% | $89.68 | $179.94 | +100.65% | Trimmed -63.43% |
 TSLA TESLA INC | 2.11% | $309.18 | $362.86 | +17.36% | Trimmed -65.77% |
Showing 1-10 of 52