-
Value $
-
$102M
-
Signature - Title
-
Aryn Sands - Agent
-
Location
-
Cincinnati, OH
-
Summary
-
This page shows a list of all the recent 13F filings made by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reported 48 stock holdings with total value $102M as of Q4 2024. Top holdings included IWM, IJR, NVDA, META, and MSTR.