Shepherd Wealth Management LTD Liability CO Portfolio Holdings by Sector

Shepherd Wealth Management LTD Liability CO

$97.3 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology PLTR CRWD MSFT 3 stocks	$20.1 Million 20.76% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$11 Million 11.35% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$9.59 Million 9.92% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs QQQ XLI IJR XLF SHYG ITOT IWM TLT 9 stocks	$9.44 Million 9.78% of portfolio	5	3	3	-	0 Calls 0 Puts
Software—Application \| Technology UBER MSTR 2 stocks	$8.57 Million 8.88% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$7.84 Million 8.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$6.63 Million 6.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$6.56 Million 6.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$6.22 Million 6.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$4.35 Million 4.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$3.36 Million 3.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON TDG 2 stocks	$1.23 Million 1.27% of portfolio	-	2	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$827,855 0.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$469,027 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$271,063 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB 1 stocks	$230,211 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts

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