Shepherd Wealth Management LTD Liability CO Portfolio Holdings by Sector
Shepherd Wealth Management LTD Liability CO
- $150 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
PLTR CRWD MSFT 3 stocks |
$29.7 Million
20.18% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IWM QQQ XLI TLT SHY ITOT SPY 7 stocks |
$19.2 Million
13.04% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI 2 stocks |
$16.6 Million
11.27% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$13.9 Million
9.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$10.2 Million
6.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CASH 1 stocks |
$10.1 Million
6.83% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER MSTR 2 stocks |
$9.07 Million
6.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$8.46 Million
5.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7.73 Million
5.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$3.36 Million
2.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$3.28 Million
2.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$3.08 Million
2.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$2.67 Million
1.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$2.57 Million
1.74% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON TDG 2 stocks |
$2.02 Million
1.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.67 Million
1.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO DUK LNT PNW 4 stocks |
$1.36 Million
0.92% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$582,000
0.4% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK 1 stocks |
$534,627
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET HESM 2 stocks |
$495,234
0.34% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL 1 stocks |
$268,740
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$228,319
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$220,805
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|