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

Tracking: 0 Updated: 57 minutes ago

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.

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.

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:

29.35%

Gain

Monthly

1.48%

Yearly

19.35%

Drawdown

21.99%

$135.05M

Equity

Holdings

$135.05M

Investment

$123.31M

$34.18M

Profit -$0.64

Realized

$22.44M

Unrealized

$11.74M

Dividends

$1.51M

Goals

Avg. 0% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

Today

Compared To Yesterday

Gain

Profit

-$0.64

Win %

60%

This Week

Compared To Last Week

Gain

0.01%

Profit

$14,652.87

Win %

60%

This Month

Compared to last month

Gain

-1.38%

Profit

-$1.89M

Win %

60%

This Year

Compared to last year

Gain

-28.96%

Profit

-$29.43M

Win %

64%

Gainers
Losers

JPM JPMorgan Chase & Co.

+2.31%

+$26,252.13

TSLA Tesla, Inc.

+1.82%

+$52,088.4

ET Energy Transfer L.P.

+1.65%

+$4,805

DE Deere & Company

+1.55%

+$4,420

CAT Caterpillar Inc.

+1.44%

+$20,225.22

ADI Analog Devices, Inc.

+1.37%

+$5,722.26

SDOG ALPS Sector Dividend Dogs ETF

+1.26%

+$3,779.28

V Visa Inc. Class A

+1.05%

+$7,992.62

PNW Pinnacle West Capital Corporation

+1.02%

+$2,912

RSG Republic Services, Inc.

+0.89%

+$2,153.88

IWM iShares Russell 2000 ETF

+0.87%

+$53,665.33

PG Procter & Gamble Co

+0.86%

+$5,374.64

SO The Southern Company

+0.78%

+$3,565.32

XLE Energy Select Sector SPDR Fund

+0.75%

+$6,583.73

BRK-B Berkshire Hathaway Inc.

+0.71%

+$8,712.28

MDY SPDR S&P MidCap 400 ETF Trust

+0.71%

+$1,515.9

HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF

+0.71%

+$3,462.08

LNT Alliant Energy Corporation

+0.68%

+$2,156

QQQM Invesco NASDAQ 100 ETF

+0.68%

+$40,249.74

DUK Duke Energy Corporation

+0.63%

+$2,689.44

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$69,486.52

STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock

+0.58%

+$506.35

IVV iShares Core S&P 500 ETF

+0.55%

+$2,646.24

SPY SPDR S&P 500 ETF Trust

+0.54%

+$117,732.63

GOOGL Alphabet Inc

+0.53%

+$9,066.77

CINF Cincinnati Financial Corporation

+0.42%

+$1,065

BN Brookfield Corporation

+0.4%

+$792.9

WM Waste Management, Inc.

+0.3%

+$1,122

NVDA NVIDIA Corporation

+0.16%

+$7,392.32

MSFT Microsoft Corp.

+0.1%

+$817.18

ORCL Oracle Corporation

+0.02%

+$34.05

MCD McDonald's Corporation

+0.01%

+$38.08

BK The Bank of New York Mellon Corporation

LLY Eli Lilly and Company

-2.41%

-$6,596.19

PLTR Palantir Technologies Inc.

-2.36%

-$65,671.77

AAPL Apple Inc.

-1.52%

-$22,288.5

LMT Lockheed Martin Corporation

-1.52%

-$3,657.3

CRWD CrowdStrike Holdings, Inc.

-1.26%

-$28,485.99

AMZN Amazon.com Inc

-1.23%

-$18,215.78

BLDR Builders FirstSource Inc.

-1.02%

-$2,080

UBER Uber Technologies, Inc.

-1.01%

-$2,951.2

NVS Novartis AG Sponsored ADR

-0.55%

-$1,316.65

MCK McKesson Corporation

-0.4%

-$1,105.28

HESM Hess Midstream LP

-0.36%

-$952

META Meta Platforms Inc Class A

-0.26%

-$2,608.57

TLT iShares 20+ Year Treasury Bond ETF

-0.24%

-$45,387.3

SHEL Shell plc

-0.22%

-$716.3

BLV Vanguard Long-Term Bond ETF

-0.19%

-$436.28

XLV Health Care Select Sector SPDR Fund

-0.18%

-$16,152.13

AGG iShares Core U.S. Aggregate Bond ETF

-0.12%

-$497.28

IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF

-0.06%

-$96.27

SHY iShares 1-3 Year Treasury Bond ETF

-0.02%

-$6,697.66

Events

Dividends

Dividend Analysis

No Data

Trades 231	Longs Won 119/231 51%	Profit Factor 4.31
Profitability	Shorts Won 0/0 0%	Standard Deviation $599,269.62
Average Win $374,000.96	Best Trade (Sep 30) $5.2M	Sharpe Ratio -12
Average Loss -$92,199.86	Worst Trade (Mar 31) -$2.65M	Z-Score -1.57 (89.05%)
Commissions $0	Avg. Trade Length 6m 3w 2d	Expectancy $147,964.2

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	1,464	1,318	1,171	1,025	878	732	586	439	293	146