SWM
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Shepherd Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Shepherd Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.02M Buy
6,995
+1,231
+21% +$707K 2.73% 11
2025
Q1 		$2.72M Buy
5,764
+3,187
+124% +$1.5M 2.8% 15
2024
Q4 		$1.32M Buy
+2,577
New +$1.32M 1.3% 18