SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

13F Portfolio Filings

Most recent 13F
Q4 2024
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
Q4 2024 48 101,694 IWM, IJR, NVDA, META 13F-HR 2/10/2025 000175496025000116