Shepherd Wealth Management LTD Liability CO Portfolio Holdings

Shepherd Wealth Management LTD Liability CO

  • $102 Billion
  • Q4 2024

Shepherd Wealth Management LTD Liability CO has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $102 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $27.8B, Ishares Core S&P Sm Cap ETF with a value of $7.79B, Nvidia Corp with a value of $6.86B, Meta Platforms, Inc. with a value of $4.86B, and Microstrategy Inc with a value of $4.4B.

Examining the 13F form we can see an increase of $102B in the current position value.

Shepherd Wealth Management LTD Liability CO is based out at Cincinnati, OH

Below you can find more details about Shepherd Wealth Management LTD Liability CO portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
ETFs: $44 Billion
Technology: $26.5 Billion
Communication Services: $7.28 Billion
Consumer Cyclical: $6.77 Billion
Industrials: $6.21 Billion
Financial Services: $4.48 Billion
Utilities: $1.42 Billion
Basic Materials: $1.06 Billion
Other: $1.45 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$323 Million 0.32% of portfolio
37,567
Q4 2024 New
$0
$326 Million 0.32% of portfolio
37,569
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $102 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 48 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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