Shepherd Wealth Management LTD Liability CO New Holdings in Q4 2024

Shepherd Wealth Management LTD Liability CO

  • $102 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
126K
New
$216.13 - $242.4 $27.2M - $30.5M
126K $27.8B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
67.6K
New
$113.92 - $127.38 $7.7M - $8.61M
67.6K $7.79B
NVDA
Nvidia Corp

Technology
51.1K
New
$117.0 - $148.88 $5.98M - $7.61M
51.1K $6.86B
META
Meta Platforms, Inc.

Communication Services
8.3K
New
$554.08 - $632.68 $4.6M - $5.25M
8.3K $4.86B
MSTR
Microstrategy Inc

Technology
15.2K
New
$162.69 - $473.83 $2.47M - $7.2M
15.2K $4.4B
TSLA
Tesla, Inc.

Consumer Cyclical
9.72K
New
$213.65 - $479.86 $2.08M - $4.67M
9.72K $3.93B
PLTR
Palantir Technologies Inc.

Technology
49.5K
New
$36.46 - $82.38 $1.81M - $4.08M
49.5K $3.74B
XLI
Industrial Sector Spdr

ETFs
26.9K
New
$131.76 - $143.99 $3.55M - $3.88M
26.9K $3.55B
AMZN
Amazon Com Inc

Consumer Cyclical
13K
New
$180.88 - $232.93 $2.35M - $3.02M
13K $2.84B
AAPL
Apple Inc.

Technology
11.2K
New
$221.69 - $259.02 $2.49M - $2.9M
11.2K $2.81B
GOOGL
Alphabet Inc.

Communication Services
12.8K
New
$161.86 - $196.66 $2.07M - $2.52M
12.8K $2.42B
MSFT
Microsoft Corp

Technology
5.63K
New
$406.35 - $454.46 $2.29M - $2.56M
5.63K $2.37B
CRWD
Crowd Strike Holdings, Inc.

Technology
5.47K
New
$275.15 - $388.2 $1.51M - $2.12M
5.47K $1.87B
PANW
Palo Alto Networks Inc

Technology
9.79K
New
$181.96 - $405.9 $1.78M - $3.97M
9.79K $1.78B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.91K
New
$521.84 - $558.82 $1.52M - $1.62M
2.91K $1.57B
UBER
Uber Technologies, Inc

Technology
22.9K
New
$59.93 - $86.34 $1.37M - $1.97M
22.9K $1.38B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.58K
New
$481.22 - $538.17 $1.24M - $1.39M
2.58K $1.32B
SQ
Block, Inc.

Technology
14.5K
New
$65.06 - $98.92 $944K - $1.43M
14.5K $1.23B
AIT
Applied Industrial Technologies Inc

Industrials
4.56K
New
$220.05 - $280.49 $1M - $1.28M
4.56K $1.09B
CAT
Caterpillar Inc

Industrials
2.98K
New
$360.37 - $416.88 $1.07M - $1.24M
2.98K $1.08B
STRL
Sterling Construction CO Inc

Industrials
6.31K
New
$142.94 - $199.03 $902K - $1.26M
6.31K $1.06B
USLM
United States Lime & Minerals Inc

Basic Materials
7.99K
New
$91.63 - $157.45 $732K - $1.26M
7.99K $1.06B
AXON
Axon Enterprise, Inc.

Industrials
1.77K
New
$399.22 - $689.78 $705K - $1.22M
1.77K $1.05B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.2K
New
$442.29 - $483.08 $971K - $1.06M
2.2K $995M
PG
Procter & Gamble CO

Consumer Defensive
5.61K
New
$161.05 - $179.7 $903K - $1.01M
5.61K $940M
ITB
Ishares Tr

ETFs
8.6K
New
$103.31 - $129.34 $888K - $1.11M
8.6K $889M
IESC
Ies Holdings, Inc.

Industrials
4.29K
New
$196.89 - $309.86 $844K - $1.33M
4.29K $862M
Arista Networks Inc
6.48K
New
N/A
6.48K $717M
SO
Southern CO

Utilities
8.53K
New
$81.5 - $94.15 $695K - $803K
8.53K $702M
VRT
Vertiv Holdings CO

Industrials
6.12K
New
N/A
6.12K $696M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.96K
New
$124.26 - $134.12 $492K - $531K
3.96K $509M
NEE
Nextera Energy Inc

Utilities
6.68K
New
$69.77 - $85.43 $466K - $571K
6.68K $479M
TNA
Direxion Daily Small Cap Bull

ETFs
9.41K
New
$41.4 - $56.28 $390K - $530K
9.41K $394M
Tidal Tr Ii
12.7K
New
N/A
12.7K $390M
Roundhill ETF Trust
9.14K
New
N/A
9.14K $378M
TDG
Trans Digm Group Inc

Industrials
289
New
$1239.0 - $1442.53 $358K - $417K
289 $366M
ETF Opportunities Trust
47.7K
New
N/A
47.7K $363M
CRF
Cornerstone Total Return Fund Inc

Financial Services
37.6K
New
$8.02 - $9.66 $301K - $363K
37.6K $326M
Tidal Tr Ii
12.3K
New
N/A
12.3K $325M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
37.6K
New
$7.67 - $9.21 $288K - $346K
37.6K $323M
SPGI
S&P Global Inc.

Financial Services
581
New
$480.36 - $529.17 $279K - $307K
581 $289M
ISRG
Intuitive Surgical Inc

Healthcare
543
New
$471.27 - $550.62 $256K - $299K
543 $283M
SPY
Spdr S&P 500 ETF Trust

ETFs
452
New
$567.81 - $607.81 $257K - $275K
452 $265M
DUK
Duke Energy Corp

Utilities
2.23K
New
$105.76 - $120.76 $236K - $269K
2.23K $240M
WMB
Williams Companies, Inc.

Energy
4.15K
New
$46.37 - $59.74 $192K - $248K
4.15K $225M
Roundhill ETF Trust
5.54K
New
N/A
5.54K $222M
Tidal Tr Ii
10K
New
N/A
10K $130M
Activity Summary
Buys All Purchases 48 New Holdings 48 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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