Fund HoldingsSHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

Total Portfolio Value
$146.92M
Total Bought
$69.26M
Total Sold
$22.09M
Net Transaction
+$47.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)88,325137,667+49,3429,58524,93316.97%+15,348
PALANTIR TECHNOLOGIES INC(PLTR)96,903117,175+20,2728,18321,82714.86%+13,645
PATHWARD FINANCIAL INC(CASH)015,485+15,485011,8278.05%+11,827
TESLA INC(TSLA)30,20442,491+12,2877,84114,0559.57%+6,214
CROWDSTRIKE HLDGS INC(CRWD)19,14729,003+9,8566,75312,2308.32%+5,477
AMAZON COM INC(AMZN)34,86848,386+13,5186,63110,7677.33%+4,136
MICROSOFT CORP(MSFT)13,64114,092+4515,1197,3475.00%+2,228
MICROSTRATEGY INC(MSTR)10,55111,597+1,0463,0424,5493.10%+1,507
INVESCO QQQ TR5,7646,995+1,2312,7204,0152.73%+1,295
ETF OPPORTUNITIES TRUST53,385113,903+60,5182928590.58%+568
ALPHABET INC(GOOG)31,98227,350-4,6324,9405,4883.74%+549
AXON ENTERPRISE INC(AXON)1,7371,664-739051,4230.97%+518
BANK NEW YORK MELLON CORP04,915+4,91505090.35%+509
AUTOZONE INC(AZO)0112+11204560.31%+456
EATON CORP PLC(ETN)01,200+1,20004330.29%+433
REPUBLIC SVCS INC(RSG)01,700+1,70004020.27%+402
WASTE MGMT INC DEL(WM)01,700+1,70003980.27%+398
DUKE ENERGY CORP NEW(DUK)03,011+3,01103780.26%+378
DIREXION SHS ETF TR
DLY META BULL 2X
07,300+7,30003450.24%+345
ENTERGY CORP NEW(ETR)03,600+3,60003260.22%+326
ANALOG DEVICES INC(ADI)01,300+1,30002910.20%+291
ALLIANT ENERGY CORP(LNT)04,400+4,40002900.20%+290
HESS MIDSTREAM LP(HESM)06,800+6,80002820.19%+282
ENERGY TRANSFER L P(ET)015,500+15,50002710.18%+271
PINNACLE WEST CAP CORP(PNW)02,800+2,80002600.18%+260
SHELL PLC(SHEL)03,600+3,60002590.18%+259
DEERE & CO(DE)0500+50002560.17%+256
ISHARES TR3,4256,444+3,0193125620.38%+251
DIREXION SHS ETF TR
DLY MSFT BULL 2X
04,500+4,50002420.17%+242
PAYCHEX INC(PAYX)01,700+1,70002400.16%+240
DIREXION SHS ETF TR
DLY TSLA BULL 2X
019,000+19,00002330.16%+233
KENVUE INC(KVUE)010,800+10,80002290.16%+229
MCDONALDS CORP(MCD)0744+74402270.15%+227
BLACKSTONE INC(BX)01,300+1,30002210.15%+221
BUNGE GLOBAL SA(BG)02,600+2,60002170.15%+217
ARISTA NETWORKS INC(ANET)4,6063,252-1,3543574500.31%+93
ISHARES TR3,9573,886-714835400.37%+58
SPDR S&P 500 ETF TR(SPY)453443-102532820.19%+29
SOUTHERN CO(SO)5,1014,884-2174694620.31%-7
PROCTER AND GAMBLE CO(PG)1,5911,502-892712310.16%-40
CATERPILLAR INC(CAT)2,5251,874-6518287820.53%-46
TRANSDIGM GROUP INC(TDG)233168-653222380.16%-84
WILLIAMS COS INC(WMB)3,9740-3,9742300-230
JPMORGAN CHASE & CO.(JPM)17,71413,686-4,0284,3453,9552.69%-390
ISHARES TR2,1730-2,1734330-433
SELECT SECTOR SPDR TR
ST STR FINL ETF
16,0225,829-10,1937953020.21%-493
ISHARES TR
0-5YR HI YL CP
13,5920-13,5925780-578
UBER TECHNOLOGIES INC(UBER)75,93747,647-28,2905,5334,2842.92%-1,248
ISHARES TR13,0440-13,0441,3530-1,353
SELECT SECTOR SPDR TR
ST STR INDL ETF
19,2116,429-12,7822,5189710.66%-1,547
PROGRESSIVE CORP(PGR)11,8786,252-5,6263,3651,5391.05%-1,826
BERKSHIRE HATHAWAY INC DEL11,6737,666-4,0076,2193,5612.42%-2,659
APPLE INC(AAPL)29,54511,680-17,8656,5632,6711.82%-3,892
META PLATFORMS INC(META)10,4490-10,4496,0220-6,022
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