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SHP Wealth Management

Latest statistics and disclosures from SHP Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001807060

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Positions held by SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SHP Wealth Management

SHP Wealth Management holds 1565 positions in its portfolio as reported in the December 2025 quarterly 13F filing

SHP Wealth Management has 1565 total positions. Only the first 250 positions are shown.

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Download the SHP Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	26.9	$346M	551k	627.14	View chart
Ishares Tr Core Div Grwth (DGRO)	6.6	$84M	1.2M	69.42	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	6.1	$78M	466k	167.95	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.5	$71M	845k	83.75	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	5.5	$71M	1.4M	48.75	View chart
Fidelity Covington Trust Enhanced Large (FELC)	4.5	$58M	1.5M	38.17	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	3.7	$48M	862k	55.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.3	$43M	749k	57.24	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	2.2	$28M	1.2M	23.42	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.1	$27M	624k	42.87	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.0	$26M	248k	103.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$23M	34k	681.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$23M	79k	290.25	View chart
J P Morgan Exchange Traded F Small &mid Cap (JMEE)	1.6	$21M	319k	64.38	View chart
NVIDIA Corporation (NVDA)	1.4	$18M	98k	186.50	View chart
Apple (AAPL)	1.4	$18M	65k	271.86	View chart
Microsoft Corporation (MSFT)	0.9	$11M	23k	483.59	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.9	$11M	193k	56.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$11M	17k	614.45	View chart
Amazon (AMZN)	0.7	$9.2M	40k	230.81	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.7	$9.0M	244k	36.82	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.7	$8.4M	357k	23.62	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$8.0M	138k	58.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$6.7M	21k	313.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$6.1M	18k	335.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$5.4M	7.9k	685.15	View chart
Meta Platforms Cl A (META)	0.4	$4.7M	7.1k	659.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.1M	13k	313.80	View chart
Tesla Motors (TSLA)	0.3	$3.7M	8.3k	449.78	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.4M	11k	322.20	View chart
Morgan Stanley Com New (MS)	0.3	$3.3M	18k	177.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$3.1M	6.2k	502.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.1M	16k	191.01	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$2.9M	46k	63.18	View chart
Broadcom (AVGO)	0.2	$2.7M	7.8k	346.09	View chart
Eli Lilly & Co. (LLY)	0.2	$2.7M	2.5k	1075.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.7M	43k	62.47	View chart
SYSCO Corporation (SYY)	0.2	$2.6M	35k	73.69	View chart
Automatic Data Processing (ADP)	0.2	$2.6M	9.9k	257.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$2.3M	69k	34.26	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$2.3M	51k	46.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.3M	5.8k	396.36	View chart
Visa Com Cl A (V)	0.2	$2.2M	6.3k	350.76	View chart
Abbvie (ABBV)	0.2	$2.2M	9.7k	228.49	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.2M	18k	120.34	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$2.1M	43k	50.58	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$2.1M	43k	48.70	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$2.0M	29k	71.46	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.2	$2.0M	80k	25.01	View chart
Eversource Energy (ES)	0.1	$1.9M	29k	67.33	View chart
Procter & Gamble Company (PG)	0.1	$1.8M	12k	143.34	View chart
Home Depot (HD)	0.1	$1.7M	4.9k	344.05	View chart
McDonald's Corporation (MCD)	0.1	$1.6M	5.4k	305.62	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M	7.2k	206.90	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$1.5M	13k	109.66	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.4M	5.7k	250.33	View chart
Applied Materials (AMAT)	0.1	$1.4M	5.5k	256.96	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.3M	7.5k	177.77	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.3M	15k	91.45	View chart
Caterpillar (CAT)	0.1	$1.3M	2.2k	572.42	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.2M	14k	85.37	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M	1.4k	863.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M	10k	120.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.2M	15k	79.74	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.2M	2.0k	571.33	View chart
S&p Global (SPGI)	0.1	$1.2M	2.2k	522.66	View chart
Waste Management (WM)	0.1	$1.2M	5.3k	219.70	View chart
McKesson Corporation (MCK)	0.1	$1.1M	1.4k	820.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.1M	2.3k	488.03	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$1.1M	18k	61.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M	7.8k	143.52	View chart
International Business Machines (IBM)	0.1	$1.1M	3.8k	296.26	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M	6.1k	183.42	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M	10k	111.42	View chart
Philip Morris International (PM)	0.1	$1.1M	6.7k	160.40	View chart
Micron Technology (MU)	0.1	$1.0M	3.7k	285.54	View chart
Spdr Series Trust State Street Spd (SPLB)	0.1	$1.0M	46k	22.58	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.0M	24k	44.34	View chart
Equifax (EFX)	0.1	$1.0M	4.8k	216.98	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$1.0M	32k	31.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.0M	11k	89.46	View chart
Fortinet (FTNT)	0.1	$995k	13k	79.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$994k	2.1k	473.22	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$973k	18k	54.07	View chart
Bank of America Corporation (BAC)	0.1	$946k	17k	55.00	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.1	$933k	21k	44.14	View chart
Verizon Communications (VZ)	0.1	$930k	23k	40.73	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$925k	22k	41.27	View chart
Walt Disney Company (DIS)	0.1	$917k	8.1k	113.77	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$916k	20k	45.89	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$907k	4.0k	224.87	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$905k	12k	73.58	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$869k	7.5k	115.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$864k	32k	27.43	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$859k	17k	51.60	View chart
O'reilly Automotive (ORLY)	0.1	$853k	9.4k	91.20	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$844k	34k	24.87	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$817k	16k	51.75	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$802k	15k	54.59	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$795k	7.4k	106.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$781k	3.0k	257.95	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$766k	31k	24.82	View chart
Themes Etf Tr Transatlantic De (NATO)	0.1	$766k	20k	38.25	View chart
Chevron Corporation (CVX)	0.1	$744k	4.9k	152.40	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$737k	6.1k	121.63	View chart
Constellation Energy (CEG)	0.1	$735k	2.1k	353.16	View chart
TJX Companies (TJX)	0.1	$734k	4.8k	153.63	View chart
Netflix (NFLX)	0.1	$729k	7.8k	93.74	View chart
Valero Energy Corporation (VLO)	0.1	$722k	4.4k	162.76	View chart
At&t (T)	0.1	$719k	29k	24.84	View chart
UnitedHealth (UNH)	0.1	$714k	2.2k	330.53	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$702k	5.7k	124.22	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$696k	8.2k	84.62	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$688k	20k	33.90	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$686k	6.6k	104.11	View chart
MercadoLibre (MELI)	0.1	$673k	334.00	2014.28	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$660k	17k	39.39	View chart
Series Portfolios Tr Adaptiv Select (ADPV)	0.1	$658k	15k	42.84	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$657k	12k	53.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$653k	13k	50.61	View chart
Merck & Co (MRK)	0.0	$636k	6.0k	105.29	View chart
Vanguard World Utilities Etf (VPU)	0.0	$626k	3.4k	185.06	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$623k	6.6k	94.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$609k	807.00	755.05	View chart
Nucor Corporation (NUE)	0.0	$608k	3.7k	163.14	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$608k	15k	41.70	View chart
Intuitive Surgical Com New (ISRG)	0.0	$606k	1.1k	566.56	View chart
General Dynamics Corporation (GD)	0.0	$605k	1.8k	336.81	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$595k	16k	37.39	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$592k	6.7k	88.08	View chart
Travelers Companies (TRV)	0.0	$591k	2.0k	290.23	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$586k	2.3k	252.98	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$583k	6.1k	96.29	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$572k	8.8k	64.79	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$567k	10k	56.81	View chart
Carrier Global Corporation (CARR)	0.0	$563k	11k	52.84	View chart
Cisco Systems (CSCO)	0.0	$558k	7.2k	77.04	View chart
Spotify Technology S A SHS (SPOT)	0.0	$556k	957.00	580.74	View chart
Hartford Financial Services (HIG)	0.0	$551k	4.0k	137.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$546k	2.2k	246.28	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$535k	16k	32.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$530k	3.6k	148.71	View chart
Vanguard World Health Car Etf (VHT)	0.0	$528k	1.8k	287.79	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$523k	1.7k	314.76	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$521k	3.7k	141.49	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$517k	1.7k	303.87	View chart
Southern Company (SO)	0.0	$516k	5.9k	87.19	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$515k	5.5k	94.16	View chart
Cme (CME)	0.0	$512k	1.9k	273.17	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.0	$512k	21k	23.94	View chart
Ge Aerospace Com New (GE)	0.0	$510k	1.7k	307.87	View chart
Goldman Sachs (GS)	0.0	$504k	574.00	878.03	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$503k	7.5k	67.22	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$494k	20k	25.17	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$490k	1.0k	468.82	View chart
Emerson Electric (EMR)	0.0	$487k	3.7k	132.72	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.0	$479k	18k	27.26	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$450k	32k	14.18	View chart
Boeing Company (BA)	0.0	$448k	2.1k	217.20	View chart
Oracle Corporation (ORCL)	0.0	$446k	2.3k	194.95	View chart
Fidelity National Information Services (FIS)	0.0	$442k	6.7k	66.46	View chart
Advanced Micro Devices (AMD)	0.0	$441k	2.1k	213.96	View chart
Nushares Etf Tr Get Opp Etf (NUGO)	0.0	$436k	11k	39.76	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$428k	1.2k	360.34	View chart
Qualcomm (QCOM)	0.0	$424k	2.5k	171.20	View chart
Coca-Cola Company (KO)	0.0	$415k	5.9k	69.89	View chart
Nextera Energy (NEE)	0.0	$413k	5.1k	80.28	View chart
Dell Technologies CL C (DELL)	0.0	$408k	3.2k	125.88	View chart
Aon Shs Cl A (AON)	0.0	$403k	1.1k	352.88	View chart
Pepsi (PEP)	0.0	$395k	2.8k	143.49	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$387k	4.0k	96.84	View chart
Eaton Corp SHS (ETN)	0.0	$386k	1.2k	318.38	View chart
Lam Research Corp Com New (LRCX)	0.0	$386k	2.3k	171.18	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$384k	4.2k	92.45	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$380k	5.5k	69.47	View chart
SEI Investments Company (SEIC)	0.0	$372k	4.5k	82.02	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$372k	14k	26.23	View chart
State Street Corporation (STT)	0.0	$357k	2.8k	129.02	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$354k	4.6k	76.72	View chart
Cameco Corporation (CCJ)	0.0	$353k	3.9k	91.49	View chart
Te Connectivity Ord Shs (TEL)	0.0	$339k	1.5k	227.46	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$339k	4.1k	82.81	View chart
Broadridge Financial Solutions (BR)	0.0	$336k	1.5k	223.19	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$334k	2.4k	141.14	View chart
On Hldg Namen Akt A (ONON)	0.0	$333k	7.2k	46.48	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$326k	4.3k	75.05	View chart
Ferrari Nv Ord (RACE)	0.0	$326k	882.00	369.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$326k	4.9k	66.00	View chart
Ishares Tr Future Ai &tech (ARTY)	0.0	$325k	6.7k	48.18	View chart
Ge Vernova (GEV)	0.0	$324k	495.00	654.43	View chart
Motorola Solutions Com New (MSI)	0.0	$324k	845.00	383.13	View chart
Doordash Cl A (DASH)	0.0	$323k	1.4k	226.44	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$322k	12k	26.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$317k	1.4k	219.85	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.0	$315k	8.6k	36.85	View chart
Bristol Myers Squibb (BMY)	0.0	$312k	5.8k	53.94	View chart
Ecolab (ECL)	0.0	$310k	1.2k	262.42	View chart
Texas Roadhouse (TXRH)	0.0	$309k	1.9k	166.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$305k	816.00	373.44	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$304k	1.9k	160.93	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.0	$302k	6.1k	49.69	View chart
Capital One Financial (COF)	0.0	$301k	1.2k	242.60	View chart
Abbott Laboratories (ABT)	0.0	$301k	2.4k	125.25	View chart
Realty Income (O)	0.0	$295k	5.2k	56.38	View chart
Blackrock (BLK)	0.0	$295k	276.00	1067.93	View chart
Marriott Intl Cl A (MAR)	0.0	$292k	940.00	310.21	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$289k	3.0k	96.31	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$282k	3.5k	80.24	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$274k	5.4k	51.12	View chart
Prudential Financial (PRU)	0.0	$273k	2.4k	112.85	View chart
Uber Technologies (UBER)	0.0	$273k	3.3k	81.70	View chart
MetLife (MET)	0.0	$268k	3.4k	78.97	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$267k	7.4k	36.06	View chart
Comcast Corp Cl A (CMCSA)	0.0	$257k	8.6k	29.89	View chart
Altria (MO)	0.0	$256k	4.4k	57.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$256k	2.5k	102.01	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$254k	237.00	1072.84	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$254k	5.8k	43.65	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$252k	914.00	275.48	View chart
American Express Company (AXP)	0.0	$250k	675.00	369.89	View chart
Spdr Series Trust State Street Spd (EFIV)	0.0	$249k	3.8k	66.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$248k	1.2k	198.57	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$247k	598.00	412.83	View chart
Duke Energy Corp Com New (DUK)	0.0	$247k	2.1k	117.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$246k	2.0k	123.29	View chart
Allstate Corporation (ALL)	0.0	$245k	1.2k	208.10	View chart
Lowe's Companies (LOW)	0.0	$240k	994.00	240.90	View chart
Honeywell International (HON)	0.0	$239k	1.2k	195.33	View chart
Citigroup Com New (C)	0.0	$238k	2.0k	116.75	View chart
Canadian Natl Ry (CNI)	0.0	$237k	2.4k	98.85	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$235k	2.5k	94.13	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$233k	1.5k	154.80	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.0	$229k	9.1k	25.10	View chart
Main Street Capital Corporation (MAIN)	0.0	$228k	3.8k	60.38	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$227k	1.6k	139.20	View chart
Sea Sponsord Ads (SE)	0.0	$224k	1.8k	127.58	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$221k	1.7k	132.37	View chart
Boston Scientific Corporation (BSX)	0.0	$221k	2.3k	95.39	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$220k	486.00	453.29	View chart
Texas Instruments Incorporated (TXN)	0.0	$217k	1.3k	173.44	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.0	$215k	886.00	242.82	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$214k	3.2k	67.64	View chart
Trane Technologies SHS (TT)	0.0	$214k	550.00	389.09	View chart
American Tower Reit (AMT)	0.0	$211k	1.2k	175.57	View chart
Sherwin-Williams Company (SHW)	0.0	$211k	650.00	323.84	View chart
Crown Castle Intl (CCI)	0.0	$210k	2.4k	88.88	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$207k	432.00	479.79	View chart
Novartis Sponsored Adr (NVS)	0.0	$205k	1.5k	137.87	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$204k	3.2k	64.42	View chart
Gilead Sciences (GILD)	0.0	$202k	1.6k	122.81	View chart

Past Filings by SHP Wealth Management

SEC 13F filings are viewable for SHP Wealth Management going back to 2025

SHP Wealth Management 2025 Q4 filed March 4, 2026

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