Shepherd Wealth Management LTD Liability CO Options Holdings

Shepherd Wealth Management LTD Liability CO

  • $144 Billion
  • Q4 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $144 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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