Shepherd Wealth Management Ltd. Portfolio
Invests via Shepherd Wealth Management Ltd. | Managed by Aryn Sands
Invests via Shepherd Wealth Management Ltd.
Managed by Aryn Sands
Automatically Tracked
Company Profile
Specialist wealth manager focused on advisory and fiduciary services for high-net-worth individuals and family offices, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co operates as a regional private wealth and asset management firm offering discretionary portfolios, financial planning, trust and estate services, and tax-aware investment solutions. The firm positions itself for long-term capital preservation and multi-asset diversification, serving intermediaries and direct clients; typical clients include retirees, entrepreneurs and institutional trustees. Relevant capabilities include portfolio construction, risk management, and outsourced CIO services.
Specialist wealth manager focused on advisory and fiduciary services for high-net-worth individuals and family offices, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co operates as a regional private wealth and asset management firm offering discretionary portfolios, financial planning, trust and estate services, and tax-aware investment solutions. The firm positions itself for long-term capital preservation and multi-asset diversification, serving intermediaries and direct clients; typical clients include retirees, entrepreneurs and institutional trustees. Relevant capabilities include portfolio construction, risk management, and outsourced CIO services.
Investment Philosophy & Strategy
Positions capital preservation and fiduciary duty at the core of its investment approach, prioritising tax-aware, multi-asset diversification and liability-sensitive portfolio construction for HNW individuals and family offices. Emphasises discretionary mandates and outsourced-CIO solutions that blend strategic asset allocation with tactical manager selection, robust risk management and governance. Time horizon skews long-term with conservative growth targets, tailored liability matching for retirees and trustees, and fee-aligned implementation that leverages specialist managers, private markets and liquid alternatives to smooth volatility and preserve real purchasing power.
Positions capital preservation and fiduciary duty at the core of its investment approach, prioritising tax-aware, multi-asset diversification and liability-sensitive portfolio construction for HNW individuals and family offices. Emphasises discretionary mandates and outsourced-CIO solutions that blend strategic asset allocation with tactical manager selection, robust risk management and governance. Time horizon skews long-term with conservative growth targets, tailored liability matching for retirees and trustees, and fee-aligned implementation that leverages specialist managers, private markets and liquid alternatives to smooth volatility and preserve real purchasing power.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
36.55%
Gain +2.69%
Monthly
1.63%
Yearly
21.5%
Drawdown
24.4%
$138.7M
Equity
Holdings
$138.7M
Investment
$123.55M
$35.36M
Profit +$3.46M
Realized
$20.2M
Unrealized
$15.16M
Dividends
$1.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.69%
Profit
$3.46M
Win %
58%
This Week
Compared To Last Week
Gain
3.34%
Profit
$4.49M
Win %
58%
This Month
Compared to last month
Gain
3.34%
Profit
$4.49M
Win %
58%
This Year
Compared to last year
Gain
10.95%
Profit
$13.73M
Win %
61%
AMZN Amazon.com Inc
+15.32%
+$222,036.26 
GOOGL Alphabet Inc
+6.73%
+$106,665.09 
META Meta Platforms Inc Class A
+3.28%
+$31,806.3 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$73,613.28 
MSFT Microsoft Corp.
+3.02%
+$27,825.64 
NVDA NVIDIA Corporation
+2.93%
+$131,906.87 
ORCL Oracle Corporation
+1.81%
+$2,621.85 
CINF Cincinnati Financial Corporation
+1.69%
+$4,424.98 
SHEL Shell plc
+1.62%
+$5,541.9 
LMT Lockheed Martin Corporation
+1.5%
+$3,779.94 
HESM Hess Midstream LP
+1.39%
+$3,808 
BN Brookfield Corporation
+1.19%
+$2,202.5 
XLE Energy Select Sector SPDR Fund
+1%
+$9,033.49 
MCD McDonald's Corporation
+0.82%
+$2,094.41 
TSLA Tesla, Inc.
+0.76%
+$16,885.66 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$157,568.24 
CAT Caterpillar Inc.
+0.7%
+$8,862.19 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$39,238.44 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,312.64 
PLTR Palantir Technologies Inc.
+0.65%
+$17,002.36 
BLDR Builders FirstSource, Inc.
+0.65%
+$1,117.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$73,109.04 
ET Energy Transfer L.P.
+0.59%
+$1,860 
PG Procter & Gamble Co
+0.37%
+$2,242.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,683.48 
JPM JPMorgan Chase & Co.
+0.27%
+$3,413.14 
SO The Southern Company
+0.21%
+$976.8 
ADI Analog Devices, Inc.
+0.2%
+$748.13 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,228.74 
WM Waste Management, Inc.
+0.1%
+$374 
AAPL Apple Inc.
-7.35%
-$121,447.56 
MSTR Strategy Inc.
-4.56%
-$5,508.1 
NVS Novartis AG Sponsored ADR
-1.45%
-$3,547.23 
DE Deere & Company
-1.13%
-$3,399.99 
MCK McKesson Corporation
-1.08%
-$3,280.64 
DUK Duke Energy Corporation
-0.67%
-$2,896.32 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$118,871.5 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
-0.62%
-$3,073.61 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$55,956.39 
LLY Eli Lilly and Company
-0.53%
-$1,446.68 
IWM iShares Russell 2000 ETF
-0.47%
-$29,367.71 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$1,040.36 
SDOG ALPS Sector Dividend Dogs ETF
-0.45%
-$1,390.08 
RSG Republic Services, Inc.
-0.37%
-$903.24 
PNW Pinnacle West Capital Corporation
-0.33%
-$924 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,036 
LNT Alliant Energy Corporation
-0.15%
-$484 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$269.7 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$192.54 
V Visa Inc. Class A
-0.04%
-$335 
UBER Uber Technologies, Inc.
-0.01%
-$42.16 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$3,349.5 Events
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Dividends
Dividend Analysis
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| Trades 231 | Longs Won 130/231 56% | Profit Factor 3.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $628,500.02 |
| Average Win $378,832.07 | Best Trade (Sep 30) $5.2M | Sharpe Ratio -10.09 |
| Average Loss -$137,533.68 | Worst Trade (Mar 31) -$2.65M | Z-Score -1.9 (96.61%) |
| Commissions $0 | Avg. Trade Length 7m 1w 3d | Expectancy $153,061.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,008 | 907 | 806 | 706 | 605 | 504 | 403 | 302 | 202 | 101 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Shepherd Wealth Management Ltd.?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $8.63M, NVIDIA Corporation - $5.83M, Tesla, Inc - $3.97M, Alphabet Inc - $3.41M, and Caterpillar Inc - $1.67M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares Russell 2000 ETF - $2.54M, Strategy Inc - $2.18M, iShares Core S&P Small-Cap ETF - $752,411.62, Invesco Water Resources ETF - $683,235.56, and Meta Platforms Inc Class A - $626,889.14. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shepherd Wealth Management Ltd.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.82M earned over time. The largest contributors to dividend income include iShares 1-3 Year Treasury Bond ETF - $423,670.58, iShares 20+ Year Treasury Bond ETF - $381,931.54, iShares Russell 2000 ETF - $128,000.37, JPMorgan Chase & Co - $89,002, and SPDR S&P 500 ETF Trust - $60,221.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shepherd Wealth Management Ltd.'s monthly returns?
Shepherd Wealth Management Ltd.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Shepherd Wealth Management Ltd.'s strategy be considered aggressive or moderate?
Shepherd Wealth Management Ltd.'s strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Shepherd Wealth Management Ltd.'s strategy?
Shepherd Wealth Management Ltd.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
