SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY as of March 31, 2025
Portfolio Holdings for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY holds 31 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.9 | $9.6M | 88k | 108.52 | |
| Palantir Technologies Cl A (PLTR) | 8.4 | $8.2M | 97k | 84.44 | |
| Tesla Motors (TSLA) | 8.1 | $7.8M | 30k | 259.59 | |
| Crowdstrike Hldgs Cl A (CRWD) | 6.9 | $6.8M | 19k | 352.69 | |
| Amazon (AMZN) | 6.8 | $6.6M | 35k | 190.17 | |
| Apple (AAPL) | 6.7 | $6.6M | 30k | 222.13 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.4 | $6.2M | 12k | 532.81 | |
| Meta Platforms Cl A (META) | 6.2 | $6.0M | 10k | 576.34 | |
| Uber Technologies (UBER) | 5.7 | $5.5M | 76k | 72.86 | |
| Microsoft Corporation (MSFT) | 5.3 | $5.1M | 14k | 375.27 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $4.9M | 32k | 154.45 | |
| JPMorgan Chase & Co. (JPM) | 4.5 | $4.3M | 18k | 245.29 | |
| Progressive Corporation (PGR) | 3.5 | $3.4M | 12k | 283.27 | |
| Microstrategy Cl A New (MSTR) | 3.1 | $3.0M | 11k | 288.27 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.8 | $2.7M | 5.8k | 471.91 | |
| Select Sector Spdr Tr Indl (XLI) | 2.6 | $2.5M | 19k | 131.07 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $1.4M | 13k | 103.69 | |
| Axon Enterprise (AXON) | 0.9 | $905k | 1.7k | 520.80 | |
| Caterpillar (CAT) | 0.9 | $828k | 2.5k | 327.86 | |
| Select Sector Spdr Tr Financial (XLF) | 0.8 | $795k | 16k | 49.61 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $578k | 14k | 42.52 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $483k | 4.0k | 122.01 | |
| Southern Company (SO) | 0.5 | $469k | 5.1k | 91.95 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $433k | 2.2k | 199.47 | |
| Arista Networks Com Shs (ANET) | 0.4 | $357k | 4.6k | 77.48 | |
| TransDigm Group Incorporated (TDG) | 0.3 | $322k | 233.00 | 1383.29 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $312k | 3.4k | 91.03 | |
| Etf Opportunities Trust T Rex 2x Long Ms | 0.3 | $292k | 53k | 5.46 | |
| Procter & Gamble Company (PG) | 0.3 | $271k | 1.6k | 170.37 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $253k | 453.00 | 558.84 | |
| Williams Companies (WMB) | 0.2 | $230k | 4.0k | 57.93 |
