StockDriftsStockDriftsTop 50 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | 20.62% | 334.9K | $27.5M | +2884.43%(+323.66K) | $82.70(-0.92%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 15.98% | 29.5K | $21.3M | +6560.72%(+29.06K) | $664.84(+12.02%) | 2026-03-31 | |
| TLT | ISHARES TR | 13.81% | 216.1K | $18.4M | +2420.47%(+207.56K) | $87.01(-1.72%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 8.41% | 16.5K | $11.2M | +2092.54%(+15.71K) | $591.25(+20.52%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 7.45% | 57.7K | $9.9M | new | $150.71(+8.65%) | 2026-03-31 | |
| IWM | ISHARES TR | 4.46% | 21.1K | $6.0M | -11.64%(-2.78K) | $228.54(+30.21%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.41% | 23.1K | $4.6M | -64.12%(-41.28K) | $128.24(+51.93%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.07% | 20.2K | $4.1M | new | $245.27(+19.63%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.19% | 21.3K | $2.9M | -63.43%(-36.86K) | $75.42(+71.45%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.11% | 7.2K | $2.8M | -65.77%(-13.74K) | $298.72(+31.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.39% | +74.49% |
| Top 20 Holdings Unweighted | +12.69% | +43.11% |
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