Shepherd Financial Partners
Latest statistics and disclosures from Shepherd Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, SPTM, IEFA, VBR, IWO, and represent 41.58% of Shepherd Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: VNQ, AVGO, NVDA, SPTM, SPY, LULU, WMB, ALNY, AAPL, QUAL.
- Started 12 new stock positions in AEP, XAR, ALNY, KKR, LULU, ORI, LIN, NFLX, PEG, YUM. WMB, AZPN.
- Reduced shares in these 10 stocks: IWO, VBR, DELL, HLT, , , CSCO, AMD, SHV, BHP.
- Sold out of its positions in ELV, BHP, BA, CVS, DELL, HES, HLT, IDXX, MUB, VZ.
- Shepherd Financial Partners was a net buyer of stock by $12M.
- Shepherd Financial Partners has $831M in assets under management (AUM), dropping by 7.21%.
- Central Index Key (CIK): 0001696628
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Portfolio Holdings for Shepherd Financial Partners
Shepherd Financial Partners holds 216 positions in its portfolio as reported in the September 2024 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) | 13.9 | $116M | 202k | 573.76 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 12.5 | $104M | 1.5M | 70.06 |
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| Ishares Tr Core Msci Eafe (IEFA) | 6.4 | $54M | 685k | 78.05 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 4.4 | $37M | -3% | 182k | 200.78 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 4.3 | $36M | -4% | 126k | 284.00 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.1 | $34M | 188k | 179.16 |
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| Apple (AAPL) | 3.4 | $28M | +2% | 122k | 233.00 |
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| Ishares Core Msci Emkt (IEMG) | 3.1 | $26M | 452k | 57.41 |
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| Microsoft Corporation (MSFT) | 1.9 | $16M | 36k | 430.30 |
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| Amazon (AMZN) | 1.8 | $15M | +2% | 82k | 186.33 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $15M | 26k | 576.82 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.3 | $11M | 376k | 29.07 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $10M | 60k | 167.19 |
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| Eli Lilly & Co. (LLY) | 1.2 | $9.9M | +2% | 11k | 885.94 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $9.9M | 47k | 210.86 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.1 | $9.4M | -2% | 150k | 62.69 |
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| Select Sector Spdr Tr Technology (XLK) | 1.1 | $9.3M | +2% | 41k | 225.76 |
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| NVIDIA Corporation (NVDA) | 1.1 | $9.3M | +29% | 77k | 121.44 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $8.7M | +101% | 89k | 97.42 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $7.9M | 101k | 78.69 |
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| Visa Com Cl A (V) | 0.9 | $7.3M | +4% | 27k | 274.95 |
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| Meta Platforms Cl A (META) | 0.8 | $6.5M | -3% | 11k | 572.44 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $6.2M | 13k | 488.05 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.7 | $6.0M | 89k | 67.51 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $5.7M | +2% | 47k | 121.16 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $5.5M | +4% | 9.4k | 584.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.2M | 31k | 165.85 |
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| Progressive Corporation (PGR) | 0.6 | $5.1M | +2% | 20k | 253.76 |
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| Abbvie (ABBV) | 0.6 | $4.9M | +2% | 25k | 197.48 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $4.8M | +4% | 91k | 52.81 |
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| Merck & Co (MRK) | 0.6 | $4.7M | +2% | 41k | 113.56 |
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| Blackstone Group Inc Com Cl A (BX) | 0.5 | $4.5M | 30k | 153.13 |
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| BlackRock (BLK) | 0.5 | $4.5M | +2% | 4.8k | 949.42 |
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| Broadcom (AVGO) | 0.5 | $4.5M | +1252% | 26k | 172.50 |
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| Coca-Cola Company (KO) | 0.5 | $3.9M | 55k | 71.86 |
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| Wal-Mart Stores (WMT) | 0.5 | $3.9M | 48k | 80.75 |
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| Valero Energy Corporation (VLO) | 0.5 | $3.8M | +3% | 28k | 135.03 |
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| Home Depot (HD) | 0.5 | $3.7M | 9.2k | 405.21 |
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| Honeywell International (HON) | 0.4 | $3.7M | +3% | 18k | 206.71 |
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| UnitedHealth (UNH) | 0.4 | $3.4M | 5.9k | 584.64 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.4 | $3.4M | -5% | 28k | 120.37 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $3.3M | +3% | 29k | 115.30 |
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| Lpl Financial Holdings (LPLA) | 0.4 | $3.2M | 14k | 232.63 |
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| Procter & Gamble Company (PG) | 0.4 | $3.1M | +2% | 18k | 173.20 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $3.1M | +2% | 37k | 82.94 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $3.0M | +10% | 47k | 64.74 |
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| CRH Ord (CRH) | 0.4 | $3.0M | +3% | 33k | 92.74 |
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| Ishares Tr Short Treas Bd (SHV) | 0.4 | $2.9M | -16% | 27k | 110.63 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.4 | $2.9M | -5% | 27k | 108.79 |
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| Costco Wholesale Corporation (COST) | 0.3 | $2.9M | 3.3k | 886.51 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.8M | 8.0k | 353.46 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $2.8M | +20% | 16k | 179.31 |
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| McDonald's Corporation (MCD) | 0.3 | $2.7M | +3% | 8.9k | 304.50 |
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| Nextera Energy (NEE) | 0.3 | $2.7M | +3% | 32k | 84.53 |
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| Goldman Sachs (GS) | 0.3 | $2.7M | +4% | 5.4k | 495.09 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $2.6M | 5.1k | 517.78 |
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| Danaher Corporation (DHR) | 0.3 | $2.5M | +3% | 9.1k | 278.03 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.5M | 14k | 174.57 |
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| Starbucks Corporation (SBUX) | 0.3 | $2.3M | -4% | 23k | 97.49 |
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| Caterpillar (CAT) | 0.3 | $2.3M | +2% | 5.8k | 391.11 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $2.2M | 27k | 80.78 |
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| salesforce (CRM) | 0.3 | $2.2M | 8.1k | 273.71 |
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| Tesla Motors (TSLA) | 0.3 | $2.2M | -2% | 8.3k | 261.63 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $2.2M | 24k | 91.31 |
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| EOG Resources (EOG) | 0.3 | $2.1M | +3% | 17k | 122.93 |
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| Qualcomm (QCOM) | 0.2 | $2.0M | +2% | 12k | 170.05 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $1.9M | -6% | 42k | 45.51 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.2 | $1.9M | +8% | 33k | 56.60 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.9M | 23k | 83.80 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.8M | 11k | 162.06 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.8M | 21k | 83.00 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.8M | 3.6k | 493.76 |
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| Zoetis Cl A (ZTS) | 0.2 | $1.7M | +3% | 8.6k | 195.39 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.5M | -3% | 32k | 47.85 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.5M | -30% | 9.2k | 164.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.5M | 3.2k | 460.26 |
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| Consolidated Edison (ED) | 0.2 | $1.4M | +5% | 14k | 104.13 |
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| General Mills (GIS) | 0.2 | $1.4M | +6% | 19k | 73.85 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.4M | -10% | 33k | 41.77 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.4M | +3% | 1.6k | 833.46 |
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| Pepsi (PEP) | 0.2 | $1.3M | +7% | 7.9k | 170.05 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $1.3M | 13k | 101.65 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.3M | -2% | 12k | 110.47 |
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| Bank of America Corporation (BAC) | 0.2 | $1.3M | 32k | 39.68 |
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| Digital Realty Trust (DLR) | 0.1 | $1.2M | +7% | 7.7k | 161.82 |
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| Deere & Company (DE) | 0.1 | $1.2M | 2.9k | 417.27 |
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| AmerisourceBergen (COR) | 0.1 | $1.2M | 5.4k | 225.09 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.2M | 6.0k | 200.35 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.2M | -27% | 12k | 100.69 |
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| S&p Global (SPGI) | 0.1 | $1.2M | -4% | 2.3k | 516.72 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.1M | +5% | 2.9k | 383.93 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.1M | -23% | 3.8k | 283.19 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.1M | -4% | 11k | 101.27 |
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| Intercontinental Exchange (ICE) | 0.1 | $1.0M | 6.5k | 160.63 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $1.0M | +14% | 11k | 98.80 |
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| Target Corporation (TGT) | 0.1 | $1.0M | 6.6k | 155.87 |
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| Fiserv (FI) | 0.1 | $1.0M | 5.6k | 179.63 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.0M | -7% | 12k | 84.17 |
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| Southern Company (SO) | 0.1 | $1.0M | -6% | 11k | 90.18 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $967k | -18% | 19k | 50.74 |
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| Entergy Corporation (ETR) | 0.1 | $955k | +6% | 7.3k | 131.62 |
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| Lululemon Athletica (LULU) | 0.1 | $953k | NEW | 3.5k | 271.35 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $939k | 6.4k | 145.61 |
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| Cisco Systems (CSCO) | 0.1 | $927k | -42% | 17k | 53.22 |
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| Bill Com Holdings Ord (BILL) | 0.1 | $893k | -24% | 17k | 52.76 |
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| Oracle Corporation (ORCL) | 0.1 | $865k | +10% | 5.1k | 170.40 |
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| Domino's Pizza (DPZ) | 0.1 | $863k | +2% | 2.0k | 430.16 |
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| Zscaler Incorporated (ZS) | 0.1 | $861k | +42% | 5.0k | 170.94 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $835k | 2.7k | 314.39 |
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| Williams Companies (WMB) | 0.1 | $827k | NEW | 18k | 45.65 |
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| Electronic Arts (EA) | 0.1 | $816k | 5.7k | 143.45 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $806k | -3% | 13k | 62.32 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $803k | 1.4k | 586.34 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $787k | 3.8k | 209.87 |
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| ConocoPhillips (COP) | 0.1 | $777k | 7.4k | 105.28 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $753k | NEW | 2.7k | 275.03 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $744k | -2% | 6.3k | 117.22 |
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| Us Bancorp Del Com New (USB) | 0.1 | $740k | +8% | 16k | 45.73 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $736k | +2% | 4.8k | 154.01 |
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| Stag Industrial (STAG) | 0.1 | $727k | +4% | 19k | 39.09 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $716k | -18% | 17k | 43.42 |
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| Waste Management (WM) | 0.1 | $700k | 3.4k | 207.62 |
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| Illinois Tool Works (ITW) | 0.1 | $698k | +2% | 2.7k | 262.05 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $697k | -2% | 6.0k | 116.96 |
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| Pfizer (PFE) | 0.1 | $657k | -12% | 23k | 28.94 |
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| Omega Healthcare Investors (OHI) | 0.1 | $647k | 16k | 40.70 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $645k | -6% | 18k | 36.41 |
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| Applied Materials (AMAT) | 0.1 | $641k | +14% | 3.2k | 202.04 |
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| Chevron Corporation (CVX) | 0.1 | $639k | +6% | 4.3k | 147.26 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $633k | -4% | 7.2k | 88.14 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $633k | 15k | 41.76 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $626k | +6% | 3.0k | 206.56 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $622k | -12% | 2.2k | 280.47 |
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| Cummins (CMI) | 0.1 | $589k | +2% | 1.8k | 323.86 |
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| Eaton Corp SHS (ETN) | 0.1 | $579k | 1.7k | 331.47 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $577k | -9% | 14k | 41.82 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $571k | 2.6k | 220.89 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $521k | +6% | 11k | 49.70 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $517k | +16% | 9.4k | 54.93 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $516k | 13k | 39.27 |
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| American Tower Reit (AMT) | 0.1 | $509k | +5% | 2.2k | 232.61 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $508k | -36% | 6.1k | 83.15 |
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| AutoZone (AZO) | 0.1 | $501k | 159.00 | 3150.04 |
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| Amgen (AMGN) | 0.1 | $497k | +11% | 1.5k | 322.27 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $493k | 1.8k | 267.37 |
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| United Parcel Service CL B (UPS) | 0.1 | $491k | +16% | 3.6k | 136.34 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $488k | 13k | 37.56 |
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| Apollo Global Mgmt (APO) | 0.1 | $488k | 3.9k | 124.91 |
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| Medtronic SHS (MDT) | 0.1 | $487k | 5.4k | 90.03 |
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| Sarepta Therapeutics (SRPT) | 0.1 | $470k | 3.8k | 124.89 |
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| Lam Research Corporation (LRCX) | 0.1 | $469k | +4% | 574.00 | 816.64 |
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| Union Pacific Corporation (UNP) | 0.1 | $467k | +2% | 1.9k | 246.49 |
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| Bristol Myers Squibb (BMY) | 0.1 | $466k | 9.0k | 51.74 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $447k | 5.1k | 87.80 |
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| Truist Financial Corp equities (TFC) | 0.1 | $434k | +8% | 10k | 42.77 |
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| Morgan Stanley Com New (MS) | 0.1 | $425k | 4.1k | 104.24 |
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| PNC Financial Services (PNC) | 0.0 | $413k | +8% | 2.2k | 184.88 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $406k | -16% | 2.1k | 198.06 |
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| Citigroup Com New (C) | 0.0 | $406k | 6.5k | 62.60 |
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| FactSet Research Systems (FDS) | 0.0 | $403k | -7% | 877.00 | 459.89 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $399k | +4% | 757.00 | 527.67 |
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| Eastman Chemical Company (EMN) | 0.0 | $398k | +4% | 3.6k | 111.94 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $394k | 5.9k | 66.52 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $367k | 1.5k | 237.21 |
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| Nike CL B (NKE) | 0.0 | $358k | -5% | 4.1k | 88.40 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $347k | 1.1k | 321.95 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $339k | 1.2k | 282.20 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $338k | 10k | 33.86 |
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| Abbott Laboratories (ABT) | 0.0 | $332k | 2.9k | 114.03 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $332k | 2.3k | 142.26 |
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| Walt Disney Company (DIS) | 0.0 | $327k | -48% | 3.4k | 96.18 |
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| Paypal Holdings (PYPL) | 0.0 | $326k | 4.2k | 78.03 |
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| Crown Castle Intl (CCI) | 0.0 | $326k | -16% | 2.7k | 118.64 |
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| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.0 | $326k | 11k | 28.74 |
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| Proshares Tr Pshs Ultra Tech (ROM) | 0.0 | $325k | -16% | 4.8k | 67.07 |
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| Lowe's Companies (LOW) | 0.0 | $321k | 1.2k | 270.75 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $317k | 843.00 | 375.56 |
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| Norfolk Southern (NSC) | 0.0 | $313k | 1.3k | 248.48 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $308k | 2.5k | 125.62 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $295k | 5.8k | 50.79 |
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| Washington Trust Ban (WASH) | 0.0 | $292k | +12% | 9.1k | 32.21 |
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| Marriott Intl Cl A (MAR) | 0.0 | $291k | 1.2k | 248.53 |
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| Kkr & Co (KKR) | 0.0 | $290k | NEW | 2.2k | 130.58 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $286k | -46% | 2.9k | 98.09 |
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| Palo Alto Networks (PANW) | 0.0 | $279k | 817.00 | 341.80 |
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| American Express Company (AXP) | 0.0 | $279k | 1.0k | 271.20 |
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| Philip Morris International (PM) | 0.0 | $274k | 2.3k | 121.37 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $271k | 438.00 | 618.56 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $269k | 1.6k | 171.93 |
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| Omni (OMC) | 0.0 | $263k | 2.5k | 103.41 |
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| Principal Financial (PFG) | 0.0 | $258k | 3.0k | 85.89 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $257k | 4.7k | 54.68 |
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| Gilead Sciences (GILD) | 0.0 | $257k | 3.1k | 83.84 |
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| Intuit (INTU) | 0.0 | $256k | 412.00 | 621.63 |
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| Broadstone Net Lease (BNL) | 0.0 | $256k | 14k | 18.95 |
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| Intel Corporation (INTC) | 0.0 | $249k | -37% | 11k | 23.46 |
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| Booking Holdings (BKNG) | 0.0 | $249k | 59.00 | 4212.10 |
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| Stryker Corporation (SYK) | 0.0 | $248k | 687.00 | 361.26 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $244k | 1.5k | 166.82 |
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| NiSource (NI) | 0.0 | $243k | 7.0k | 34.65 |
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| Alliant Energy Corporation (LNT) | 0.0 | $243k | 4.0k | 60.69 |
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| Automatic Data Processing (ADP) | 0.0 | $235k | 849.00 | 276.62 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $234k | 1.4k | 167.67 |
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| Aspen Technology (AZPN) | 0.0 | $232k | NEW | 970.00 | 238.82 |
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| Portland Gen Elec Com New (POR) | 0.0 | $231k | 4.8k | 47.90 |
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| Old Republic International Corporation (ORI) | 0.0 | $228k | NEW | 6.4k | 35.42 |
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| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $217k | NEW | 1.4k | 157.34 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $212k | 13k | 16.05 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $212k | NEW | 2.4k | 89.21 |
|
| American Electric Power Company (AEP) | 0.0 | $207k | NEW | 2.0k | 102.60 |
|
| Yum! Brands (YUM) | 0.0 | $206k | NEW | 1.5k | 139.70 |
|
| Linde SHS (LIN) | 0.0 | $203k | NEW | 425.00 | 476.60 |
|
| Netflix (NFLX) | 0.0 | $200k | NEW | 282.00 | 709.27 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $183k | 13k | 14.69 |
|
|
| Ford Motor Company (F) | 0.0 | $140k | 13k | 10.56 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $31k | 10k | 3.12 |
|
Past Filings by Shepherd Financial Partners
SEC 13F filings are viewable for Shepherd Financial Partners going back to 2016
- 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
- Shepherd Financial Partners 2021 Q3 filed Nov. 15, 2021
- Shepherd Financial Partners 2021 Q2 filed Aug. 16, 2021
- Shepherd Financial Partners 2021 Q1 filed May 14, 2021
- Shepherd Financial Partners 2020 Q4 filed Feb. 16, 2021