SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$97.3B
Holdings
31
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 88,325 | $9.6B | 9.86% | |
| 2 | PLTRPALANTIR TECHNOLOGIES INC | 96,903 | $8.2B | 8.41% | |
| 3 | TSLATESLA INC | 30,204 | $7.8B | 8.06% | |
| 4 | CRWDCROWDSTRIKE HLDGS INC | 19,147 | $6.8B | 6.94% | |
| 5 | AMZNAMAZON COM INC | 34,868 | $6.6B | 6.82% | |
| 6 | AAPLAPPLE INC | 29,545 | $6.6B | 6.75% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,673 | $6.2B | 6.39% | |
| 8 | METAMETA PLATFORMS INC | 10,449 | $6.0B | 6.19% | |
| 9 | UBERUBER TECHNOLOGIES INC | 75,937 | $5.5B | 5.69% | |
| 10 | MSFTMICROSOFT CORP | 13,641 | $5.1B | 5.26% | |
| 11 | GOOGLALPHABET INC | 31,982 | $4.9B | 5.08% | |
| 12 | JPMJPMORGAN CHASE & CO. | 17,714 | $4.3B | 4.47% | |
| 13 | PGRPROGRESSIVE CORP | 11,878 | $3.4B | 3.46% | |
| 14 | MIGAMICROSTRATEGY INC | 10,551 | $3.0B | 3.13% | |
| 15 | NDQINVESCO QQQ TR | 5,764 | $2.7B | 2.80% | |
| 16 | XLISELECT SECTOR SPDR TR | 19,211 | $2.5B | 2.59% | |
| 17 | IJRISHARES TR | 13,044 | $1.4B | 1.39% | |
| 18 | AXONAXON ENTERPRISE INC | 1,737 | $904.6M | 0.93% | |
| 19 | CATCATERPILLAR INC | 2,525 | $827.9M | 0.85% | |
| 20 | XLFSELECT SECTOR SPDR TR | 16,022 | $794.8M | 0.82% | |
| 21 | SHYGISHARES TR | 13,592 | $577.9M | 0.59% | |
| 22 | ITOTISHARES TR | 3,957 | $482.8M | 0.50% | |
| 23 | SOSOUTHERN CO | 5,101 | $469.0M | 0.48% | |
| 24 | IWMISHARES TR | 2,173 | $433.4M | 0.45% | |
| 25 | ANETARISTA NETWORKS INC | 4,606 | $356.9M | 0.37% | |
| 26 | T7DTRANSDIGM GROUP INC | 233 | $322.3M | 0.33% | |
| 27 | TLTISHARES TR | 3,425 | $311.8M | 0.32% | |
| 28 | XRPRETF OPPORTUNITIES TRUST | 53,385 | $291.7M | 0.30% | |
| 29 | PGPROCTER AND GAMBLE CO | 1,591 | $271.1M | 0.28% | |
| 30 | SPYSPDR S&P 500 ETF TR | 453 | $253.2M | 0.26% | |
| 31 | WMBWILLIAMS COS INC | 3,974 | $230.2M | 0.24% |