Shepherd Wealth Management LTD Liability CO Purchases in Q3 2025

Shepherd Wealth Management LTD Liability CO

  • $150 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
49.7K
+ 2286.01%
$214.92 - $244.84 $10.7M - $12.2M
51.8K $12.7B
CASH
Meta Financial Group Inc

Financial Services
15.7K
New
$72.32 - $83.85 $1.14M - $1.32M
15.7K $10.1B
AMZN
Amazon Com Inc

Consumer Cyclical
6.08K
+ 17.44%
$211.65 - $238.24 $1.29M - $1.45M
40.9K $10.2B
PWR
Quanta Services, Inc.

Industrials
7.34K
New
$372.29 - $421.68 $2.73M - $3.1M
7.34K $3.36B
EMR
Emerson Electric CO

Industrials
24.5K
New
$128.6 - $149.63 $3.15M - $3.66M
24.5K $3.28B
GS
Goldman Sachs Group Inc

Financial Services
3.89K
New
$696.56 - $806.32 $2.71M - $3.14M
3.89K $3.08B
Ge Vernova Inc
4.86K
New
N/A
4.86K $2.74B
CAT
Caterpillar Inc

Industrials
1.55K
+ 61.35%
$390.92 - $477.15 $606K - $739K
4.07K $2.33B
AXON
Axon Enterprise, Inc.

Industrials
1.09K
+ 62.87%
$698.02 - $870.97 $762K - $951K
2.83K $1.81B
MSTR
Microstrategy Inc

Technology
4.71K
+ 44.68%
$300.7 - $455.9 $1.42M - $2.15M
15.3K $3.85B
BK
Bank Of New York Mellon Corp

Financial Services
4.92K
New
$90.65 - $109.75 $446K - $539K
4.92K $535M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.4K
+ 157.64%
$85.01 - $90.35 $459K - $488K
8.82K $785M
DUK
Duke Energy Corp

Utilities
3.02K
New
$116.31 - $125.93 $351K - $380K
3.02K $373M
WM
Waste Management Inc

Industrials
1.7K
New
$213.88 - $237.1 $364K - $403K
1.7K $342M
ADI
Analog Devices Inc

Technology
1.3K
New
$220.68 - $255.63 $287K - $332K
1.3K $308M
LNT
Alliant Energy Corp

Utilities
4.4K
New
$60.76 - $67.41 $267K - $297K
4.4K $295M
SHEL
Shell PLC

Energy
3.6K
New
$69.82 - $73.93 $251K - $266K
3.6K $269M
ET
Energy Transfer LP

Energy
15.5K
New
$17.11 - $18.16 $265K - $281K
15.5K $263M
PNW
Pinnacle West Capital Corp

Utilities
2.8K
New
$85.87 - $94.45 $240K - $264K
2.8K $247M
RSG
Republic Services, Inc.

Industrials
1.16K
New
$225.33 - $246.01 $261K - $285K
1.16K $240M
DE
Deere & CO

Industrials
500
New
$457.26 - $524.37 $229K - $262K
500 $237M
HESM
Hess Midstream LP

Energy
6.8K
New
$34.55 - $43.53 $235K - $296K
6.8K $232M
MCD
Mcdonalds Corp

Consumer Cyclical
744
New
$291.67 - $316.99 $217K - $236K
744 $228M
ETF Opportunities Trust
104K
+ 194.47%
N/A
157K $411M
Activity Summary
Buys All Purchases 25 New Holdings 18 Increased Positions 7 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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