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, IEFA, SPYG, and represent 24.17% of Shepherd Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: OEF (+$13M), IEMG (+$12M), SHLD (+$11M), BAI (+$6.6M), DYNF (+$6.3M), SHV, PZA, SLV, HIMU, AAPL.
- Started 9 new stock positions in GLDM, TDY, SLV, PZA, IAGG, URNM, STX, SHLD, TMO.
- Reduced shares in these 10 stocks: IEFA (-$12M), IYW (-$11M), BINC, QUAL, SPTL, RSP, SPYG, DE, LULU, SPLG.
- Sold out of its positions in LNT, AEP, EMN, FDS, LULU, TGT.
- Shepherd Financial Partners was a net buyer of stock by $30M.
- Shepherd Financial Partners has $1.1B in assets under management (AUM), dropping by 11.06%.
- Central Index Key (CIK): 0001696628
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Portfolio Holdings for Shepherd Financial Partners
Shepherd Financial Partners holds 243 positions in its portfolio as reported in the September 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) | 6.5 | $68M | 102k | 666.18 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 5.6 | $59M | 726k | 80.65 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 4.3 | $45M | +16% | 767k | 59.20 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.1 | $43M | -22% | 493k | 87.31 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 3.7 | $39M | -3% | 373k | 104.51 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.4 | $36M | -9% | 186k | 194.50 |
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| Apple (AAPL) | 3.2 | $34M | +10% | 132k | 254.63 |
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| Ishares Core Msci Emkt (IEMG) | 3.1 | $33M | +55% | 500k | 65.92 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $30M | 45k | 669.30 |
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| Ishares Tr S&p 100 Etf (OEF) | 2.8 | $30M | +80% | 90k | 332.84 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 2.8 | $30M | +3% | 538k | 55.33 |
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| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 2.6 | $28M | -6% | 1.0M | 26.95 |
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| Microsoft Corporation (MSFT) | 2.0 | $21M | 41k | 517.95 |
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| Amazon (AMZN) | 1.8 | $19M | 85k | 219.57 |
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| NVIDIA Corporation (NVDA) | 1.7 | $18M | 98k | 186.58 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 1.6 | $17M | 369k | 46.32 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 1.6 | $17M | +2% | 288k | 57.19 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.5 | $15M | +76% | 447k | 34.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $15M | 62k | 243.55 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $15M | 48k | 315.43 |
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| Ishares Gold Tr Ishares New (IAU) | 1.3 | $14M | +15% | 191k | 72.77 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.3 | $14M | -2% | 43k | 320.04 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 1.2 | $13M | 344k | 37.86 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.2 | $12M | -2% | 59k | 208.71 |
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| Select Sector Spdr Tr Technology (XLK) | 1.1 | $12M | 43k | 281.86 |
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| Broadcom (AVGO) | 1.1 | $11M | 34k | 329.91 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.0 | $11M | 157k | 68.08 |
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| Global X Fds Defense Tech Etf (SHLD) | 1.0 | $11M | NEW | 151k | 70.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $9.6M | 39k | 243.10 |
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| Visa Com Cl A (V) | 0.9 | $9.2M | 27k | 341.38 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.8 | $8.9M | 35k | 256.45 |
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| Meta Platforms Cl A (META) | 0.8 | $8.2M | 11k | 734.35 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $8.1M | 48k | 167.33 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $7.5M | -18% | 39k | 189.70 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $7.4M | 12k | 600.36 |
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| Eli Lilly & Co. (LLY) | 0.7 | $7.4M | 9.8k | 762.98 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.7 | $6.9M | -7% | 88k | 78.34 |
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| Ishares Tr Short Treas Bd (SHV) | 0.6 | $6.7M | +207% | 61k | 110.49 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $6.4M | -63% | 33k | 195.86 |
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| Abbvie (ABBV) | 0.6 | $6.0M | 26k | 231.54 |
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| Blackrock (BLK) | 0.6 | $5.9M | 5.0k | 1165.95 |
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| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.5 | $5.8M | +164% | 117k | 49.19 |
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| Blackstone Group Inc Com Cl A (BX) | 0.5 | $5.6M | 33k | 170.85 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.5 | $5.3M | -46% | 100k | 53.24 |
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| Wal-Mart Stores (WMT) | 0.5 | $5.1M | 50k | 103.06 |
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| Progressive Corporation (PGR) | 0.5 | $5.0M | 20k | 246.95 |
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| Valero Energy Corporation (VLO) | 0.5 | $4.9M | 29k | 170.26 |
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| Goldman Sachs (GS) | 0.4 | $4.6M | 5.8k | 796.41 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $4.6M | 62k | 73.46 |
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| Ishares Tr Mbs Etf (MBB) | 0.4 | $4.4M | +4% | 46k | 95.15 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.4 | $4.3M | NEW | 186k | 23.09 |
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| CRH Ord (CRH) | 0.4 | $4.1M | 34k | 119.90 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $4.0M | +2% | 42k | 95.19 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $4.0M | 66k | 59.92 |
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| Honeywell International (HON) | 0.4 | $3.9M | 19k | 210.50 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $3.9M | 7.8k | 499.23 |
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| Home Depot (HD) | 0.4 | $3.9M | 9.5k | 405.20 |
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| Ishares Silver Tr Ishares (SLV) | 0.4 | $3.7M | NEW | 88k | 42.37 |
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| Coca-Cola Company (KO) | 0.3 | $3.7M | 55k | 66.32 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $3.6M | -4% | 29k | 123.75 |
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| Tesla Motors (TSLA) | 0.3 | $3.6M | 8.0k | 444.72 |
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| Costco Wholesale Corporation (COST) | 0.3 | $3.2M | 3.5k | 925.60 |
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| Bank of America Corporation (BAC) | 0.3 | $3.1M | 60k | 51.59 |
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| Caterpillar (CAT) | 0.3 | $3.1M | 6.5k | 477.15 |
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| Ishares Tr Esg Optimized (SUSA) | 0.3 | $3.0M | -2% | 22k | 135.65 |
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| Procter & Gamble Company (PG) | 0.3 | $2.9M | 19k | 153.65 |
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| Oracle Corporation (ORCL) | 0.3 | $2.9M | +3% | 10k | 281.24 |
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| McDonald's Corporation (MCD) | 0.3 | $2.9M | 9.5k | 303.89 |
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| Merck & Co (MRK) | 0.3 | $2.7M | -3% | 33k | 83.93 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $2.6M | 30k | 87.21 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.6M | 14k | 186.49 |
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| Nextera Energy (NEE) | 0.2 | $2.5M | 33k | 75.49 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $2.5M | -5% | 20k | 125.95 |
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| Spdr Series Trust S&p Regl Bkg (KRE) | 0.2 | $2.4M | +3% | 38k | 63.30 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $2.3M | +22% | 6.6k | 352.75 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.2M | 3.8k | 568.76 |
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| Boston Scientific Corporation (BSX) | 0.2 | $2.1M | 22k | 97.63 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.1M | -13% | 23k | 91.42 |
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| Starbucks Corporation (SBUX) | 0.2 | $2.1M | 24k | 84.60 |
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| Qualcomm (QCOM) | 0.2 | $2.0M | 12k | 166.36 |
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| EOG Resources (EOG) | 0.2 | $2.0M | 18k | 112.12 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.0M | 4.1k | 490.38 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $2.0M | 21k | 95.14 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.9M | +5% | 17k | 112.75 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.9M | -4% | 10k | 185.42 |
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| salesforce (CRM) | 0.2 | $1.9M | 7.9k | 237.01 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.9M | 3.7k | 502.74 |
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| AmerisourceBergen (COR) | 0.2 | $1.7M | 5.6k | 312.51 |
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| Danaher Corporation (DHR) | 0.2 | $1.7M | -4% | 8.7k | 198.26 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.7M | 22k | 78.37 |
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| Digital Realty Trust (DLR) | 0.2 | $1.6M | 9.3k | 172.89 |
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| Lpl Financial Holdings (LPLA) | 0.2 | $1.6M | 4.8k | 332.70 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.5M | 13k | 118.44 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.5M | 21k | 71.37 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.5M | -4% | 6.1k | 246.58 |
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| Consolidated Edison (ED) | 0.1 | $1.5M | 15k | 100.52 |
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| Entergy Corporation (ETR) | 0.1 | $1.5M | 16k | 93.19 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.4M | 6.0k | 239.65 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.4M | +3% | 26k | 54.18 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.4M | 7.8k | 182.42 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.4M | 2.9k | 479.61 |
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| Zoetis Cl A (ZTS) | 0.1 | $1.3M | 9.2k | 146.31 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $1.2M | 2.7k | 456.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.2M | 3.8k | 328.17 |
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| Electronic Arts (EA) | 0.1 | $1.2M | +8% | 6.1k | 201.69 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.2M | -15% | 16k | 78.91 |
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| Cisco Systems (CSCO) | 0.1 | $1.2M | 18k | 68.42 |
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| Zscaler Incorporated (ZS) | 0.1 | $1.2M | 3.9k | 299.66 |
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| Williams Companies (WMB) | 0.1 | $1.2M | 19k | 63.35 |
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| S&p Global (SPGI) | 0.1 | $1.2M | 2.4k | 486.65 |
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| Intercontinental Exchange (ICE) | 0.1 | $1.2M | 6.9k | 168.47 |
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| Pepsi (PEP) | 0.1 | $1.0M | -4% | 7.4k | 140.44 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.0M | 1.4k | 746.75 |
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| Advanced Micro Devices (AMD) | 0.1 | $985k | +2% | 6.1k | 161.79 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $960k | 2.6k | 365.48 |
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| Southern Company (SO) | 0.1 | $917k | 9.7k | 94.77 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $871k | -11% | 9.4k | 92.98 |
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| Snowflake Com Shs (SNOW) | 0.1 | $850k | +4% | 3.8k | 225.55 |
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| Us Bancorp Del Com New (USB) | 0.1 | $836k | 17k | 48.33 |
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| Domino's Pizza (DPZ) | 0.1 | $832k | 1.9k | 431.71 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $815k | 6.1k | 133.90 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $794k | 8.2k | 96.55 |
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| Chevron Corporation (CVX) | 0.1 | $774k | +2% | 5.0k | 155.29 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $762k | -8% | 12k | 65.26 |
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| Cummins (CMI) | 0.1 | $758k | 1.8k | 422.25 |
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| Apollo Global Mgmt (APO) | 0.1 | $746k | 5.6k | 133.27 |
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| Waste Management (WM) | 0.1 | $744k | 3.4k | 220.80 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $743k | +7% | 17k | 43.42 |
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| Bill Com Holdings Ord (BILL) | 0.1 | $743k | -16% | 14k | 52.97 |
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| Fiserv (FI) | 0.1 | $729k | 5.7k | 128.92 |
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| Illinois Tool Works (ITW) | 0.1 | $687k | 2.6k | 260.76 |
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| Eaton Corp SHS (ETN) | 0.1 | $683k | 1.8k | 374.21 |
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| Citigroup Com New (C) | 0.1 | $674k | 6.6k | 101.51 |
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| Omega Healthcare Investors (OHI) | 0.1 | $671k | 16k | 42.22 |
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| AutoZone (AZO) | 0.1 | $669k | 156.00 | 4290.24 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $666k | NEW | 8.7k | 76.45 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.1 | $661k | -4% | 6.6k | 100.20 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $658k | -4% | 6.6k | 100.24 |
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| Netflix (NFLX) | 0.1 | $652k | 544.00 | 1198.92 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $650k | -19% | 13k | 50.75 |
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| Ge Vernova (GEV) | 0.1 | $644k | +2% | 1.0k | 615.19 |
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| Morgan Stanley Com New (MS) | 0.1 | $644k | 4.0k | 158.97 |
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| Uber Technologies (UBER) | 0.1 | $637k | 6.5k | 97.97 |
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| Applied Materials (AMAT) | 0.1 | $632k | 3.1k | 204.76 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $630k | 13k | 47.72 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $626k | 2.6k | 241.96 |
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| Stag Industrial (STAG) | 0.1 | $594k | -4% | 17k | 35.29 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $586k | 13k | 45.08 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $577k | -5% | 3.1k | 183.71 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $575k | 14k | 41.58 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $565k | 9.8k | 57.52 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $556k | 13k | 42.79 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $548k | 1.8k | 297.62 |
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| Truist Financial Corp equities (TFC) | 0.1 | $545k | 12k | 45.72 |
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| PNC Financial Services (PNC) | 0.0 | $520k | 2.6k | 200.89 |
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| Constellation Energy (CEG) | 0.0 | $517k | 1.6k | 329.03 |
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| Medtronic SHS (MDT) | 0.0 | $506k | -10% | 5.3k | 95.24 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $479k | -4% | 15k | 31.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $475k | -32% | 4.0k | 118.83 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $463k | 18k | 25.71 |
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| Walt Disney Company (DIS) | 0.0 | $459k | 4.0k | 114.49 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $456k | 1.6k | 293.74 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $453k | +53% | 3.7k | 122.45 |
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| Proshares Tr Pshs Ultra Tech (ROM) | 0.0 | $449k | 4.8k | 92.66 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $448k | 731.00 | 612.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $443k | 2.1k | 215.75 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $438k | +17% | 5.6k | 78.21 |
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| Enterprise Products Partners (EPD) | 0.0 | $436k | 14k | 31.27 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $427k | 1.2k | 355.47 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $426k | 1.1k | 402.42 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $426k | -2% | 5.1k | 82.96 |
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| Abbott Laboratories (ABT) | 0.0 | $424k | 3.2k | 133.92 |
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| Enbridge (ENB) | 0.0 | $424k | 8.4k | 50.46 |
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| Spdr Series Trust Aerospace Def (XAR) | 0.0 | $410k | 1.7k | 234.96 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $405k | 4.5k | 89.34 |
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| Amgen (AMGN) | 0.0 | $395k | 1.4k | 282.25 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $394k | 1.5k | 254.28 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $386k | 6.8k | 56.75 |
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| Bristol Myers Squibb (BMY) | 0.0 | $382k | -7% | 8.5k | 45.10 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $381k | 22k | 17.16 |
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| Norfolk Southern (NSC) | 0.0 | $378k | 1.3k | 300.49 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $367k | -34% | 3.3k | 111.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $362k | -6% | 773.00 | 468.62 |
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| Pfizer (PFE) | 0.0 | $362k | -12% | 14k | 25.48 |
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| ConocoPhillips (COP) | 0.0 | $360k | -38% | 3.8k | 94.58 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $357k | 2.5k | 145.65 |
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| American Express Company (AXP) | 0.0 | $355k | 1.1k | 332.16 |
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| American Tower Reit (AMT) | 0.0 | $354k | -10% | 1.8k | 192.27 |
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| Gilead Sciences (GILD) | 0.0 | $349k | 3.1k | 111.00 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $347k | NEW | 6.8k | 51.23 |
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| Palo Alto Networks (PANW) | 0.0 | $342k | 1.7k | 203.62 |
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| Booking Holdings (BKNG) | 0.0 | $340k | 63.00 | 5399.25 |
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| Lowe's Companies (LOW) | 0.0 | $339k | 1.3k | 251.23 |
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| Intuit (INTU) | 0.0 | $339k | +2% | 496.00 | 682.76 |
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| Micron Technology (MU) | 0.0 | $336k | 2.0k | 167.33 |
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| NiSource (NI) | 0.0 | $335k | 7.7k | 43.30 |
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| Cameco Corporation (CCJ) | 0.0 | $327k | 3.9k | 83.86 |
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| Marriott Intl Cl A (MAR) | 0.0 | $324k | 1.2k | 260.43 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $315k | 2.2k | 143.18 |
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| Oneok (OKE) | 0.0 | $314k | 4.3k | 72.97 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $312k | 1.2k | 259.60 |
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| Intel Corporation (INTC) | 0.0 | $305k | -14% | 9.1k | 33.55 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $305k | 2.9k | 106.49 |
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| International Business Machines (IBM) | 0.0 | $300k | 1.1k | 282.14 |
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| UnitedHealth (UNH) | 0.0 | $291k | -38% | 842.00 | 345.36 |
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| Kkr & Co (KKR) | 0.0 | $290k | 2.2k | 129.95 |
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| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.0 | $286k | 9.3k | 30.88 |
|
|
| Old Republic International Corporation (ORI) | 0.0 | $277k | 6.5k | 42.47 |
|
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $275k | -2% | 1.5k | 179.30 |
|
| Washington Trust Ban (WASH) | 0.0 | $272k | -5% | 9.4k | 28.90 |
|
| Stryker Corporation (SYK) | 0.0 | $269k | 727.00 | 369.67 |
|
|
| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $266k | 5.1k | 52.25 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $265k | -8% | 2.1k | 124.35 |
|
| Deere & Company (DE) | 0.0 | $262k | -77% | 572.00 | 457.59 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $259k | 1.5k | 176.81 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $259k | 882.00 | 293.51 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $250k | -5% | 2.6k | 96.49 |
|
| Principal Financial (PFG) | 0.0 | $249k | 3.0k | 82.91 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $248k | 5.7k | 43.30 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $247k | 10k | 24.79 |
|
|
| Linde SHS (LIN) | 0.0 | $243k | 512.00 | 475.10 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $242k | 1.4k | 174.58 |
|
|
| Sprott Fds Tr Uranium Miners E (URNM) | 0.0 | $242k | NEW | 4.0k | 60.43 |
|
| Broadstone Net Lease (BNL) | 0.0 | $242k | 14k | 17.87 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $235k | 1.8k | 131.24 |
|
|
| Verizon Communications (VZ) | 0.0 | $233k | 5.3k | 43.95 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $227k | -26% | 762.00 | 297.91 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $227k | 1.8k | 125.95 |
|
|
| Yum! Brands (YUM) | 0.0 | $226k | 1.5k | 151.99 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $225k | 4.0k | 56.58 |
|
|
| Nike CL B (NKE) | 0.0 | $224k | 3.2k | 69.73 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $223k | -19% | 945.00 | 236.31 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $221k | -29% | 2.2k | 100.70 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $220k | 1.5k | 142.41 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $220k | NEW | 453.00 | 485.02 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $219k | NEW | 374.00 | 586.03 |
|
| United Parcel Service CL B (UPS) | 0.0 | $216k | -10% | 2.6k | 83.54 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $208k | NEW | 881.00 | 236.06 |
|
| Philip Morris International (PM) | 0.0 | $207k | -37% | 1.3k | 162.14 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $207k | 13k | 15.48 |
|
|
| Novagold Res Com New (NG) | 0.0 | $88k | 10k | 8.80 |
|
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $65k | 10k | 6.52 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $45k | 10k | 4.54 |
|
Past Filings by Shepherd Financial Partners
SEC 13F filings are viewable for Shepherd Financial Partners going back to 2016
- 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
- Shepherd Financial Partners 2021 Q4 filed Feb. 14, 2022