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ProShares Ultra Technology shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of ProShares Ultra Technology (ROM) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in ProShares Ultra Technology

Tip: Access up to 7 years of quarterly data

All positions including ProShares Ultra Technology held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ProShares Ultra Technology by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $325k 4.8k 67.07
2024-06-30 $405k 5.8k 69.83

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for Shepherd Financial Partners

Top funds holding ProShares Ultra Technology

Toth Financial Advisory Corporation
Tyche Wealth Partners
Harbour Investments
Susquehanna International
Retirement Planning Co of New England
Commonwealth Equity Services
Envestnet Asset Management
Clarity Capital Partners
National Asset Management
Mariner Wealth Advisors
Creative Planning
Kestra Advisory Services
Belvedere Trading
Shepherd Financial Partners
Parcion Private Wealth

View all funds holding ProShares Ultra Technology