SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY »

Federated Investors shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in Federated Investors

Tip: Access up to 7 years of quarterly data

All positions including Federated Investors held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Federated Investors by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2026-06-30 $26k 26k 1.00

More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Usd Grn Bond Etf (BGRN)
Invesco Actively Managed Exc Invesco Top Qqq (QBIG)
Roundhill Etf Trust Mag Sev Cal Etf (MAGY)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Crowdstrike Hldgs Cl A (CRWD)
Schwab Strategic Tr Ultra Short Incm (SCUS)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Apple (AAPL)
Invesco Actively Managed Exc S&p 500 Equa Etf (RSPA)
JPMorgan Chase & Co. (JPM)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Top funds holding Federated Investors

BlackRock
FMR
Vanguard Portfolio Management
Schneider Downs Wealth Management Advisors
Vanguard Capital Management
LSV Asset Management
Hanna Zanoni
Charles Schwab Investment Management
Sixth Street Partners Management Company
Invesco
AQR Capital Management
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Allianz Asset Management

View all funds holding Federated Investors