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| Happy Holidays!! thanks for using AUM13F!! |
| Shepherd Wealth Management Limited Liability Company
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| CRD # | 312695 |
| SEC # | 801-131565 |
| CIK # | 0002016209 |
| AUM | $113.6 M (2025-03-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 513-630-2664 |
| Address | 3181 Linwood Ave Cincinnati, OH 45208 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002016209 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 24.9 | ||
| Palantir Technologies Inc | 21.8 | ||
| Tesla Motors Inc | 14.1 | ||
| CrowdStrike Holdings Inc | 12.2 | ||
| Amazon Com Inc | 10.8 | ||
| Microsoft Corp | 7.3 | ||
| Alphabet Inc | 5.5 | ||
| MicroStrategy Inc | 4.5 | ||
| Uber Technologies Inc | 4.3 | ||
| J P Morgan Chase & Co | 4.0 | ||
| Apple Inc | 2.7 | ||
| Progressive Corp/Oh/ | 1.5 | ||
| Taser International Inc | 1.4 | ||
| Meta Financial Group Inc | 1.2 | ||
| Caterpillar Inc | 0.8 | ||
| Bank of New York Mellon Corp | 0.5 | ||
| Southern Co | 0.5 | ||
| Autozone Inc | 0.5 | ||
| Arista Networks Inc | 0.4 | ||
| Eaton Corp Ltd | 0.4 | ||
| Republic Services Inc | 0.4 | ||
| Waste Management Inc | 0.4 | ||
| Duke Energy Corp | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 67.0 |
| (b) Individuals (high net worth individuals) | 84 | 46.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 315 | 113.6 |
| By Discretionary | ||
| Discretionary | 315 | 113.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 315 | 113.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.6 | |
| Total | 315 | 113.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002016209] |
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