SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Cincinnati, OH
CIK
0002016209
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
31
97,257
NVDA, PLTR, TSLA, CRWD
13F-HR
5/12/2025
000175496025000294
Q4 2024
48
101,694
IWM, IJR, NVDA, META
13F-HR
2/10/2025
000175496025000116