Shepherd Financial Partners
Latest statistics and disclosures from Shepherd Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, SPTM, DYNF, SPYG, IEFA, and represent 23.93% of Shepherd Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: SPYV (+$8.8M), MTUM (+$6.4M), XLK (+$6.3M), IEMG (+$5.6M), DYNF, BAI, XLU, SPYG, AMGN, TSLA.
- Started 14 new stock positions in COIN, MSIF, SOLS, TSM, ANET, IBIT, WFC, FN, IWV, MPLX. TJX, MPC, MDY, IBB.
- Reduced shares in these 10 stocks: QUAL (-$12M), SHV, IEFA, RSP, GOOGL, SPTL, , EA, DGRO, MSFT.
- Sold out of its positions in CCJ, EA, FI, KMB, MINT, TDY, UPS, VEEV, WASH, WY. ZTS.
- Shepherd Financial Partners was a net buyer of stock by $9.5M.
- Shepherd Financial Partners has $1.1B in assets under management (AUM), dropping by 2.71%.
- Central Index Key (CIK): 0001696628
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Portfolio Holdings for Shepherd Financial Partners
Shepherd Financial Partners holds 246 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.4 | $69M | 102k | 681.92 |
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| Spdr Series Trust State Street Spd (SPTM) | 5.5 | $59M | 721k | 82.50 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 4.5 | $48M | +3% | 796k | 60.81 |
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| Spdr Series Trust State Street Spd (SPYG) | 3.8 | $41M | +2% | 382k | 106.70 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.7 | $40M | -8% | 450k | 89.46 |
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| Spdr Series Trust State Street Spd (SPYV) | 3.7 | $39M | +28% | 694k | 56.81 |
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| Ishares Core Msci Emkt (IEMG) | 3.6 | $39M | +16% | 583k | 67.22 |
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| Apple (AAPL) | 3.4 | $36M | 133k | 271.86 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $32M | +2% | 46k | 684.94 |
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| Ishares Tr S&p 100 Etf (OEF) | 2.9 | $32M | +2% | 92k | 342.97 |
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| Spdr Series Trust State Street Spd (SPTL) | 2.3 | $25M | -7% | 944k | 26.47 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.3 | $25M | -32% | 125k | 198.62 |
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| Amazon (AMZN) | 1.8 | $20M | 85k | 230.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $19M | 62k | 313.80 |
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| Microsoft Corporation (MSFT) | 1.7 | $19M | -4% | 39k | 483.62 |
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| NVIDIA Corporation (NVDA) | 1.7 | $18M | 98k | 186.50 |
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| Spdr Series Trust State Street Spd (SPSM) | 1.7 | $18M | +4% | 386k | 46.86 |
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| Spdr Series Trust State Street Spd (SPMD) | 1.6 | $17M | +4% | 301k | 57.91 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.5 | $17M | +11% | 499k | 33.30 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $15M | 47k | 322.22 |
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| Ishares Gold Tr Ishares New (IAU) | 1.4 | $15M | -2% | 186k | 81.17 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.4 | $15M | +73% | 60k | 250.31 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 1.2 | $14M | 349k | 38.56 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.2 | $13M | -3% | 42k | 323.01 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.2 | $12M | +101% | 86k | 143.97 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $12M | -4% | 56k | 211.79 |
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| Broadcom (AVGO) | 1.1 | $12M | 33k | 346.10 |
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| Eli Lilly & Co. (LLY) | 1.0 | $11M | 9.8k | 1074.69 |
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| Global X Fds Defense Tech Etf (SHLD) | 1.0 | $11M | +7% | 163k | 64.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $10M | -18% | 32k | 313.00 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.9 | $10M | -8% | 144k | 69.42 |
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| Visa Com Cl A (V) | 0.9 | $9.4M | 27k | 350.71 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $8.8M | 48k | 183.40 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $8.2M | +7% | 13k | 614.29 |
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| Meta Platforms Cl A (META) | 0.7 | $7.6M | +2% | 12k | 660.08 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $7.2M | +10% | 36k | 199.68 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.7 | $7.1M | 88k | 80.22 |
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| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.6 | $6.3M | +10% | 129k | 48.68 |
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| Abbvie (ABBV) | 0.6 | $6.0M | 26k | 228.49 |
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| Wal-Mart Stores (WMT) | 0.5 | $5.6M | 50k | 111.41 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.5 | $5.4M | +2% | 103k | 52.77 |
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| Blackrock (BLK) | 0.5 | $5.4M | 5.0k | 1070.30 |
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| Goldman Sachs (GS) | 0.5 | $5.1M | 5.8k | 879.06 |
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| Ishares Silver Tr Ishares (SLV) | 0.5 | $5.0M | -10% | 78k | 64.42 |
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| Blackstone Group Inc Com Cl A (BX) | 0.5 | $5.0M | 33k | 154.14 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $4.7M | 62k | 75.44 |
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| Valero Energy Corporation (VLO) | 0.4 | $4.7M | 29k | 162.79 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.4 | $4.7M | +8% | 202k | 23.19 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $4.5M | +18% | 9.3k | 483.68 |
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| Tesla Motors (TSLA) | 0.4 | $4.5M | +24% | 10k | 449.72 |
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| Ishares Tr Mbs Etf (MBB) | 0.4 | $4.4M | 47k | 95.22 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $4.4M | -41% | 23k | 191.56 |
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| CRH Ord (CRH) | 0.4 | $4.4M | +3% | 35k | 124.80 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $4.1M | 43k | 96.28 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $4.0M | -3% | 64k | 62.47 |
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| Progressive Corporation (PGR) | 0.4 | $4.0M | -13% | 17k | 227.72 |
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| Coca-Cola Company (KO) | 0.4 | $3.8M | 55k | 69.91 |
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| Caterpillar (CAT) | 0.3 | $3.7M | 6.4k | 572.84 |
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| Honeywell International (HON) | 0.3 | $3.7M | 19k | 195.09 |
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| Merck & Co (MRK) | 0.3 | $3.5M | 33k | 105.26 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $3.4M | 29k | 117.21 |
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| Bank of America Corporation (BAC) | 0.3 | $3.3M | 60k | 55.00 |
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| Home Depot (HD) | 0.3 | $3.3M | 9.5k | 344.10 |
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| Costco Wholesale Corporation (COST) | 0.3 | $3.0M | 3.5k | 862.45 |
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| Ishares Tr Esg Optimized (SUSA) | 0.3 | $3.0M | 22k | 139.34 |
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| McDonald's Corporation (MCD) | 0.3 | $2.9M | 9.3k | 305.62 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.3 | $2.7M | -59% | 25k | 110.15 |
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| Procter & Gamble Company (PG) | 0.2 | $2.7M | 19k | 143.31 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.6M | 14k | 190.99 |
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| Nextera Energy (NEE) | 0.2 | $2.6M | 33k | 80.28 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.6M | +26% | 22k | 120.34 |
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| Oracle Corporation (ORCL) | 0.2 | $2.6M | +28% | 13k | 194.91 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $2.6M | +101% | 61k | 42.69 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $2.4M | -4% | 19k | 128.83 |
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| Spdr Series Trust State Street Spd (KRE) | 0.2 | $2.3M | -6% | 35k | 64.81 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.1M | 10k | 206.94 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.1M | 3.7k | 570.87 |
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| salesforce (CRM) | 0.2 | $2.1M | 7.8k | 264.91 |
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| Danaher Corporation (DHR) | 0.2 | $2.0M | +2% | 8.9k | 228.91 |
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| Qualcomm (QCOM) | 0.2 | $2.0M | -3% | 12k | 171.05 |
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| Boston Scientific Corporation (BSX) | 0.2 | $2.0M | -2% | 21k | 95.35 |
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| Starbucks Corporation (SBUX) | 0.2 | $2.0M | 24k | 84.21 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.9M | 20k | 94.16 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.9M | 4.1k | 468.76 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.9M | -7% | 21k | 88.49 |
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| EOG Resources (EOG) | 0.2 | $1.9M | 18k | 105.01 |
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| AmerisourceBergen (COR) | 0.2 | $1.8M | -2% | 5.4k | 337.76 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.8M | -4% | 3.6k | 502.65 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.2 | $1.7M | 22k | 77.68 |
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| Lpl Financial Holdings (LPLA) | 0.2 | $1.7M | 4.8k | 357.18 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.6M | 21k | 73.56 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.6M | 13k | 120.96 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.6M | -32% | 4.5k | 349.99 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.5M | -6% | 5.7k | 268.32 |
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| Consolidated Edison (ED) | 0.1 | $1.5M | +2% | 15k | 99.32 |
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| Entergy Corporation (ETR) | 0.1 | $1.4M | 16k | 92.43 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.4M | 2.9k | 487.86 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $1.4M | +97% | 12k | 119.41 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.4M | +2% | 7.9k | 177.75 |
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| Amgen (AMGN) | 0.1 | $1.4M | +207% | 4.3k | 327.29 |
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| Digital Realty Trust (DLR) | 0.1 | $1.4M | -2% | 9.1k | 154.72 |
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| Cisco Systems (CSCO) | 0.1 | $1.4M | 18k | 77.03 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.3M | -8% | 24k | 53.76 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.3M | -2% | 6.0k | 214.16 |
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| S&p Global (SPGI) | 0.1 | $1.3M | 2.4k | 522.58 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.2M | 3.7k | 335.25 |
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| Micron Technology (MU) | 0.1 | $1.2M | +109% | 4.2k | 285.42 |
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| Williams Companies (WMB) | 0.1 | $1.1M | +2% | 19k | 60.11 |
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| Intercontinental Exchange (ICE) | 0.1 | $1.1M | 6.8k | 161.96 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $1.1M | 2.7k | 397.65 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.1M | -13% | 13k | 78.81 |
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| Pepsi (PEP) | 0.1 | $1.1M | 7.3k | 143.52 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.0M | 1.4k | 753.58 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $981k | 2.6k | 373.44 |
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| Us Bancorp Del Com New (USB) | 0.1 | $912k | 17k | 53.36 |
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| Zscaler Incorporated (ZS) | 0.1 | $883k | 3.9k | 224.92 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $878k | 9.2k | 95.09 |
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| Cummins (CMI) | 0.1 | $872k | -4% | 1.7k | 510.41 |
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| Snowflake Com Shs (SNOW) | 0.1 | $862k | +4% | 3.9k | 219.36 |
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| Chevron Corporation (CVX) | 0.1 | $847k | +11% | 5.6k | 152.41 |
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| Southern Company (SO) | 0.1 | $844k | 9.7k | 87.20 |
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| Applied Materials (AMAT) | 0.1 | $819k | +3% | 3.2k | 257.02 |
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| Apollo Global Mgmt (APO) | 0.1 | $807k | 5.6k | 144.75 |
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| Domino's Pizza (DPZ) | 0.1 | $792k | 1.9k | 416.79 |
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| Fabrinet SHS (FN) | 0.1 | $791k | NEW | 1.7k | 455.28 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $771k | 12k | 66.00 |
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| Ge Vernova (GEV) | 0.1 | $766k | +12% | 1.2k | 653.40 |
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| Bill Com Holdings Ord (BILL) | 0.1 | $765k | 14k | 54.54 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $762k | +2% | 8.9k | 85.37 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $759k | -4% | 7.9k | 96.27 |
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| Citigroup Com New (C) | 0.1 | $748k | -3% | 6.4k | 116.70 |
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| Waste Management (WM) | 0.1 | $740k | 3.4k | 219.74 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $733k | NEW | 4.5k | 162.63 |
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| Morgan Stanley Com New (MS) | 0.1 | $732k | 4.1k | 177.52 |
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| Spdr Series Trust State Street Spd (XBI) | 0.1 | $725k | -9% | 5.9k | 121.93 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $722k | +20% | 16k | 45.98 |
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| Arista Networks Com Shs (ANET) | 0.1 | $715k | NEW | 5.5k | 131.03 |
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| Omega Healthcare Investors (OHI) | 0.1 | $705k | 16k | 44.34 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $696k | -33% | 4.1k | 171.20 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $673k | -10% | 15k | 44.17 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $655k | +2% | 2.7k | 246.18 |
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| Stag Industrial (STAG) | 0.1 | $625k | 17k | 36.76 |
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| Illinois Tool Works (ITW) | 0.1 | $624k | -3% | 2.5k | 246.28 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $616k | 13k | 46.68 |
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| Constellation Energy (CEG) | 0.1 | $595k | +7% | 1.7k | 353.28 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $594k | -9% | 5.9k | 99.88 |
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| Truist Financial Corp equities (TFC) | 0.1 | $593k | 12k | 49.21 |
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| Eaton Corp SHS (ETN) | 0.1 | $581k | 1.8k | 318.55 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $577k | 13k | 44.41 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $571k | 9.8k | 58.12 |
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| Uber Technologies (UBER) | 0.1 | $565k | +6% | 6.9k | 81.71 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $558k | NEW | 2.5k | 226.14 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $556k | 1.8k | 302.11 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $535k | 3.1k | 173.51 |
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| AutoZone (AZO) | 0.0 | $529k | 156.00 | 3391.51 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $516k | NEW | 855.00 | 603.28 |
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| Medtronic SHS (MDT) | 0.0 | $510k | 5.3k | 96.06 |
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| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $509k | -10% | 12k | 41.27 |
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| Netflix (NFLX) | 0.0 | $501k | +881% | 5.3k | 93.76 |
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| PNC Financial Services (PNC) | 0.0 | $495k | -8% | 2.4k | 208.72 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $473k | 18k | 26.23 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $472k | 6.8k | 69.40 |
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| ConocoPhillips (COP) | 0.0 | $471k | +32% | 5.0k | 93.62 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $458k | 731.00 | 627.13 |
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| Proshares Tr Pshs Ultra Tech (ROM) | 0.0 | $457k | 4.8k | 94.30 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $452k | 2.1k | 219.81 |
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| Enterprise Products Partners (EPD) | 0.0 | $448k | 14k | 32.06 |
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| Walt Disney Company (DIS) | 0.0 | $441k | -3% | 3.9k | 113.76 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $441k | -6% | 5.2k | 84.29 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $441k | -2% | 3.6k | 121.61 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $437k | 1.1k | 412.77 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $430k | -5% | 14k | 29.89 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $424k | 5.1k | 82.82 |
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| Lowe's Companies (LOW) | 0.0 | $421k | +29% | 1.7k | 241.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $421k | -12% | 3.5k | 120.18 |
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| Spdr Series Trust State Street Spd (XAR) | 0.0 | $421k | 1.7k | 241.24 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $408k | +101% | 9.1k | 44.71 |
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| Enbridge (ENB) | 0.0 | $402k | 8.4k | 47.83 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $399k | 1.5k | 257.95 |
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| Abbott Laboratories (ABT) | 0.0 | $396k | 3.2k | 125.30 |
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| American Express Company (AXP) | 0.0 | $395k | 1.1k | 369.95 |
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| Gilead Sciences (GILD) | 0.0 | $386k | 3.1k | 122.74 |
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| Marriott Intl Cl A (MAR) | 0.0 | $381k | 1.2k | 310.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $377k | -20% | 952.00 | 396.31 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $370k | 23k | 16.49 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $364k | 2.5k | 148.69 |
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| Norfolk Southern (NSC) | 0.0 | $364k | 1.3k | 288.64 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $363k | -44% | 7.2k | 50.58 |
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| Intel Corporation (INTC) | 0.0 | $358k | +6% | 9.7k | 36.90 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $354k | -2% | 3.2k | 109.91 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $349k | -22% | 1.2k | 290.22 |
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| Pfizer (PFE) | 0.0 | $346k | -2% | 14k | 24.90 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $346k | 1.2k | 287.85 |
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| Booking Holdings (BKNG) | 0.0 | $337k | 63.00 | 5355.33 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $332k | 6.6k | 50.01 |
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| Intuit (INTU) | 0.0 | $329k | 496.00 | 662.45 |
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| NiSource (NI) | 0.0 | $322k | 7.7k | 41.76 |
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| American Tower Reit (AMT) | 0.0 | $321k | 1.8k | 175.60 |
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| Palo Alto Networks (PANW) | 0.0 | $319k | +3% | 1.7k | 184.20 |
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| Oneok (OKE) | 0.0 | $317k | 4.3k | 73.50 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $316k | 1.5k | 206.54 |
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| International Business Machines (IBM) | 0.0 | $315k | 1.1k | 296.19 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $300k | -2% | 2.8k | 107.11 |
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| Old Republic International Corporation (ORI) | 0.0 | $298k | 6.5k | 45.64 |
|
|
| Ssga Active Etf Tr State Street Mul (RLY) | 0.0 | $295k | 9.4k | 31.45 |
|
|
| Kkr & Co (KKR) | 0.0 | $284k | 2.2k | 127.48 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $274k | NEW | 901.00 | 303.81 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $271k | 5.1k | 53.15 |
|
|
| Deere & Company (DE) | 0.0 | $267k | 573.00 | 465.91 |
|
|
| Principal Financial (PFG) | 0.0 | $265k | 3.0k | 88.22 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $263k | 453.00 | 579.45 |
|
|
| Stryker Corporation (SYK) | 0.0 | $256k | 727.00 | 351.47 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $254k | -30% | 536.00 | 473.30 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $251k | -5% | 1.4k | 181.21 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $249k | 5.8k | 42.87 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $249k | 2.2k | 113.10 |
|
|
| Msc Income Fund (MSIF) | 0.0 | $248k | NEW | 19k | 13.14 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $246k | 1.4k | 177.37 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $239k | 1.8k | 133.49 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $236k | -2% | 858.00 | 275.39 |
|
| Broadstone Net Lease (BNL) | 0.0 | $235k | 14k | 17.37 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $233k | 1.8k | 129.16 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $233k | 4.0k | 58.54 |
|
|
| UnitedHealth (UNH) | 0.0 | $232k | -16% | 702.00 | 330.17 |
|
| Crown Castle Intl (CCI) | 0.0 | $230k | 2.6k | 88.87 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $230k | -49% | 4.3k | 53.94 |
|
| Automatic Data Processing (ADP) | 0.0 | $228k | 884.00 | 257.37 |
|
|
| Yum! Brands (YUM) | 0.0 | $225k | 1.5k | 151.30 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $225k | NEW | 4.6k | 48.58 |
|
| Sprott Fds Tr Uranium Miners E (URNM) | 0.0 | $220k | 4.0k | 54.89 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $220k | NEW | 4.4k | 49.65 |
|
| Linde SHS (LIN) | 0.0 | $218k | 511.00 | 426.55 |
|
|
| Verizon Communications (VZ) | 0.0 | $216k | 5.3k | 40.73 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $215k | 931.00 | 231.27 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $213k | NEW | 1.3k | 168.77 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $212k | 1.5k | 136.94 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $212k | NEW | 4.0k | 53.36 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $211k | -3% | 13k | 16.43 |
|
| Nike CL B (NKE) | 0.0 | $205k | 3.2k | 63.71 |
|
|
| Philip Morris International (PM) | 0.0 | $204k | 1.3k | 160.34 |
|
|
| TJX Companies (TJX) | 0.0 | $204k | NEW | 1.3k | 153.61 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $203k | NEW | 524.00 | 386.85 |
|
| Wells Fargo & Company (WFC) | 0.0 | $200k | NEW | 2.2k | 93.20 |
|
| Novagold Res Com New (NG) | 0.0 | $93k | 10k | 9.32 |
|
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $54k | 10k | 5.40 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $53k | 10k | 5.30 |
|
Past Filings by Shepherd Financial Partners
SEC 13F filings are viewable for Shepherd Financial Partners going back to 2016
- Shepherd Financial Partners 2025 Q4 filed Feb. 10, 2026
- Shepherd Financial Partners 2025 Q3 filed Nov. 7, 2025
- Shepherd Financial Partners 2025 Q2 filed Aug. 13, 2025
- Shepherd Financial Partners 2025 Q1 filed April 18, 2025
- Shepherd Financial Partners 2024 Q4 filed Jan. 28, 2025
- Shepherd Financial Partners 2024 Q3 filed Oct. 28, 2024
- Shepherd Financial Partners 2024 Q2 filed Aug. 8, 2024
- Shepherd Financial Partners 2024 Q1 filed April 23, 2024
- Shepherd Financial Partners 2023 Q4 filed Feb. 12, 2024
- Shepherd Financial Partners 2023 Q3 filed Nov. 8, 2023
- Shepherd Financial Partners 2023 Q2 filed Aug. 11, 2023
- Shepherd Financial Partners 2023 Q1 filed May 2, 2023
- Shepherd Financial Partners 2022 Q4 filed Feb. 14, 2023
- Shepherd Financial Partners 2022 Q3 filed Nov. 9, 2022
- Shepherd Financial Partners 2022 Q2 filed Aug. 15, 2022
- Shepherd Financial Partners 2022 Q1 filed May 13, 2022