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, RSP, VBR, and represent 41.86% of Shepherd Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: IWO, VBR, WMT, SPY, DGRO, IEFA, IJH, LULU, SPTM, SPSM.
- Started 9 new stock positions in ADP, SPMD, YUM, TMO, PANW, VOO, LULU, AXP, EMN.
- Reduced shares in these 10 stocks: SPTL (-$6.9M), BIL, LPLA, TLT, PG, IGIB, IGSB, SRLN, , PFF.
- Sold out of its positions in IGIB, IGSB, PFF, FLOT.
- Shepherd Financial Partners was a net buyer of stock by $8.8M.
- Shepherd Financial Partners has $764M in assets under management (AUM), dropping by 8.60%.
- Central Index Key (CIK): 0001696628
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Portfolio Holdings for Shepherd Financial Partners
Shepherd Financial Partners holds 215 positions in its portfolio as reported in the March 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) | 13.6 | $104M | 199k | 523.05 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 12.3 | $94M | 1.5M | 64.15 |
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| Ishares Tr Core Msci Eafe (IEFA) | 6.0 | $46M | 621k | 74.22 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 5.2 | $40M | 234k | 169.37 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 4.7 | $36M | +10% | 188k | 191.88 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 4.6 | $35M | +10% | 130k | 270.82 |
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| Ishares Core Msci Emkt (IEMG) | 3.0 | $23M | 442k | 51.60 |
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| Apple (AAPL) | 2.7 | $21M | 120k | 171.47 |
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| Microsoft Corporation (MSFT) | 1.9 | $15M | 34k | 420.69 |
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| Amazon (AMZN) | 1.9 | $14M | 80k | 180.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $13M | +2% | 25k | 525.75 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.4 | $11M | -39% | 381k | 27.94 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.3 | $9.6M | +8% | 165k | 58.06 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $9.2M | +2% | 46k | 200.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $8.9M | 59k | 152.26 |
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| Eli Lilly & Co. (LLY) | 1.1 | $8.5M | -2% | 11k | 777.86 |
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| Select Sector Spdr Tr Technology (XLK) | 1.1 | $8.4M | +3% | 40k | 208.26 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $7.8M | 101k | 76.67 |
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| Visa Com Cl A (V) | 0.9 | $7.0M | 25k | 279.08 |
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| Meta Platforms Cl A (META) | 0.7 | $5.7M | +7% | 12k | 485.66 |
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| NVIDIA Corporation (NVDA) | 0.7 | $5.6M | -2% | 6.2k | 903.67 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.7 | $5.5M | +11% | 89k | 61.53 |
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| Merck & Co (MRK) | 0.7 | $5.2M | 40k | 131.95 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $5.0M | +2% | 11k | 444.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $4.7M | 31k | 150.93 |
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| Valero Energy Corporation (VLO) | 0.6 | $4.6M | +2% | 27k | 170.68 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $4.6M | 91k | 50.17 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $4.5M | 46k | 97.53 |
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| Abbvie (ABBV) | 0.6 | $4.4M | 24k | 182.10 |
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| Ishares Tr Short Treas Bd (SHV) | 0.6 | $4.4M | 40k | 110.54 |
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| Progressive Corporation (PGR) | 0.5 | $4.0M | 20k | 206.81 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $4.0M | 8.8k | 454.81 |
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| Blackstone Group Inc Com Cl A (BX) | 0.5 | $4.0M | +2% | 30k | 131.37 |
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| BlackRock (BLK) | 0.5 | $3.9M | +2% | 4.6k | 834.14 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $3.8M | 44k | 86.48 |
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| Lpl Financial Holdings (LPLA) | 0.5 | $3.6M | -31% | 14k | 264.20 |
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| Honeywell International (HON) | 0.5 | $3.5M | 17k | 205.23 |
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| Home Depot (HD) | 0.5 | $3.5M | 9.1k | 383.56 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.4 | $3.3M | +12% | 31k | 109.17 |
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| Coca-Cola Company (KO) | 0.4 | $3.3M | 54k | 61.18 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.4 | $3.0M | 30k | 100.81 |
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| UnitedHealth (UNH) | 0.4 | $2.9M | 5.9k | 494.81 |
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| Wal-Mart Stores (WMT) | 0.4 | $2.9M | +217% | 48k | 60.17 |
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| Procter & Gamble Company (PG) | 0.4 | $2.8M | -13% | 17k | 162.23 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $2.8M | +4% | 8.1k | 346.60 |
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| CRH Ord (CRH) | 0.4 | $2.7M | 32k | 86.26 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $2.6M | 27k | 96.71 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $2.6M | +13% | 36k | 73.15 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $2.6M | +7% | 43k | 60.30 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $2.5M | 5.0k | 504.60 |
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| Broadcom (AVGO) | 0.3 | $2.5M | -2% | 1.9k | 1325.83 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $2.5M | 59k | 43.35 |
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| McDonald's Corporation (MCD) | 0.3 | $2.4M | +4% | 8.5k | 281.94 |
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| salesforce (CRM) | 0.3 | $2.4M | 7.9k | 301.18 |
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| Costco Wholesale Corporation (COST) | 0.3 | $2.4M | 3.2k | 732.68 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.4M | -3% | 14k | 162.87 |
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| Danaher Corporation (DHR) | 0.3 | $2.2M | +10% | 8.7k | 249.62 |
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| Goldman Sachs (GS) | 0.3 | $2.2M | +7% | 5.2k | 417.68 |
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| EOG Resources (EOG) | 0.3 | $2.1M | +2% | 17k | 127.83 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $2.1M | +15% | 13k | 164.36 |
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| Caterpillar (CAT) | 0.3 | $2.1M | 5.6k | 366.47 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $2.0M | 24k | 83.58 |
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| Nextera Energy (NEE) | 0.3 | $2.0M | 31k | 63.91 |
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| Qualcomm (QCOM) | 0.3 | $2.0M | 12k | 169.29 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.8M | 12k | 158.18 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $1.7M | +49% | 41k | 43.04 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.7M | +9% | 9.6k | 180.49 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $1.7M | +3% | 26k | 65.65 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.7M | -2% | 3.5k | 481.76 |
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| Cisco Systems (CSCO) | 0.2 | $1.6M | -3% | 33k | 49.91 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $1.6M | -9% | 16k | 100.54 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.6M | +2% | 21k | 76.36 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.6M | 23k | 68.49 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.2 | $1.5M | +8% | 31k | 50.28 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.5M | +5% | 1.6k | 971.45 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $1.5M | +3% | 26k | 57.69 |
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| Bill Com Holdings Ord (BILL) | 0.2 | $1.5M | -3% | 22k | 68.72 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.4M | 35k | 41.77 |
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| Zoetis Cl A (ZTS) | 0.2 | $1.4M | 8.3k | 169.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.4M | 3.2k | 420.52 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.3M | -9% | 13k | 107.41 |
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| Electronic Arts (EA) | 0.2 | $1.3M | -2% | 10k | 132.67 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $1.3M | -63% | 14k | 91.79 |
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| Pepsi (PEP) | 0.2 | $1.3M | 7.4k | 174.99 |
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| AmerisourceBergen (COR) | 0.2 | $1.3M | 5.3k | 243.00 |
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| General Mills (GIS) | 0.2 | $1.2M | 18k | 69.97 |
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| Deere & Company (DE) | 0.2 | $1.2M | 2.9k | 410.94 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $1.2M | 13k | 93.19 |
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| Bank of America Corporation (BAC) | 0.2 | $1.2M | 32k | 37.92 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $1.2M | +4% | 23k | 50.56 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.2M | +3% | 13k | 91.40 |
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| Target Corporation (TGT) | 0.2 | $1.2M | 6.5k | 177.20 |
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| Consolidated Edison (ED) | 0.2 | $1.2M | +3% | 13k | 90.80 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.1M | 6.2k | 183.85 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.1M | -16% | 12k | 97.95 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.1M | 13k | 79.91 |
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| Digital Realty Trust (DLR) | 0.1 | $1.0M | +5% | 7.1k | 144.02 |
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| S&p Global (SPGI) | 0.1 | $1.0M | +5% | 2.4k | 425.51 |
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| Domino's Pizza (DPZ) | 0.1 | $969k | 1.9k | 497.19 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $950k | 3.7k | 259.88 |
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| ConocoPhillips (COP) | 0.1 | $947k | -11% | 7.4k | 127.28 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $935k | +5% | 2.7k | 344.20 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $924k | -35% | 9.8k | 94.62 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $903k | 4.2k | 213.28 |
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| IDEXX Laboratories (IDXX) | 0.1 | $902k | +3% | 1.7k | 539.93 |
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| Fiserv (FI) | 0.1 | $898k | 5.6k | 159.81 |
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| Intercontinental Exchange (ICE) | 0.1 | $879k | 6.4k | 137.45 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $876k | 6.4k | 137.19 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $868k | +49% | 20k | 42.55 |
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| Southern Company (SO) | 0.1 | $855k | 12k | 71.74 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $849k | 3.7k | 231.69 |
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| Pfizer (PFE) | 0.1 | $841k | -17% | 30k | 27.75 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $840k | +21% | 8.9k | 94.89 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $823k | +467% | 14k | 60.74 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $817k | 2.5k | 320.59 |
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| Nike CL B (NKE) | 0.1 | $775k | +12% | 8.2k | 93.97 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $765k | 2.7k | 288.03 |
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| Intel Corporation (INTC) | 0.1 | $764k | 17k | 44.17 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $759k | +4% | 6.5k | 116.24 |
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| Waste Management (WM) | 0.1 | $718k | 3.4k | 213.13 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $717k | 1.4k | 523.59 |
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| Illinois Tool Works (ITW) | 0.1 | $717k | 2.7k | 268.29 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $707k | +10% | 4.8k | 147.73 |
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| Stag Industrial (STAG) | 0.1 | $699k | -3% | 18k | 38.44 |
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| Zscaler Incorporated (ZS) | 0.1 | $678k | +3% | 3.5k | 192.63 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $676k | 6.1k | 110.52 |
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| Entergy Corporation (ETR) | 0.1 | $664k | +7% | 6.3k | 105.69 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $660k | -6% | 7.9k | 84.09 |
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| Us Bancorp Del Com New (USB) | 0.1 | $652k | 15k | 44.70 |
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| Tesla Motors (TSLA) | 0.1 | $649k | +4% | 3.7k | 175.79 |
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| Lululemon Athletica (LULU) | 0.1 | $645k | NEW | 1.7k | 390.65 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $641k | -29% | 15k | 42.11 |
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| Chevron Corporation (CVX) | 0.1 | $635k | +41% | 4.0k | 157.69 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $619k | +29% | 19k | 32.23 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $612k | 15k | 40.27 |
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| Bristol Myers Squibb (BMY) | 0.1 | $600k | 11k | 54.23 |
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| American Tower Reit (AMT) | 0.1 | $586k | -5% | 3.0k | 197.51 |
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| Applied Materials (AMAT) | 0.1 | $564k | 2.7k | 206.27 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $563k | 2.7k | 210.30 |
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| Medtronic SHS (MDT) | 0.1 | $561k | -2% | 6.4k | 87.14 |
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| Oracle Corporation (ORCL) | 0.1 | $558k | 4.4k | 125.58 |
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| Eaton Corp SHS (ETN) | 0.1 | $546k | 1.7k | 312.68 |
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| M&T Bank Corporation (MTB) | 0.1 | $538k | 3.7k | 145.45 |
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| Cummins (CMI) | 0.1 | $530k | 1.8k | 294.61 |
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| Lam Research Corporation (LRCX) | 0.1 | $527k | +3% | 541.00 | 973.36 |
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| Omega Healthcare Investors (OHI) | 0.1 | $504k | 16k | 31.67 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $500k | +3% | 6.1k | 81.78 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $499k | +14% | 5.3k | 94.42 |
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| AutoZone (AZO) | 0.1 | $498k | 158.00 | 3151.65 |
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| Sarepta Therapeutics (SRPT) | 0.1 | $488k | 3.8k | 129.46 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $484k | 2.8k | 174.20 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $482k | 13k | 36.72 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $480k | -3% | 1.8k | 260.72 |
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| CVS Caremark Corporation (CVS) | 0.1 | $480k | +4% | 6.0k | 79.76 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $466k | 13k | 35.84 |
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| FactSet Research Systems (FDS) | 0.1 | $460k | -10% | 1.0k | 454.39 |
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| Union Pacific Corporation (UNP) | 0.1 | $453k | 1.8k | 245.72 |
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| Walt Disney Company (DIS) | 0.1 | $449k | -5% | 3.7k | 122.34 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $447k | -12% | 2.4k | 182.61 |
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| United Parcel Service CL B (UPS) | 0.1 | $446k | +5% | 3.0k | 148.66 |
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| Apollo Global Mgmt (APO) | 0.1 | $440k | 3.9k | 112.45 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $439k | 8.1k | 54.24 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $415k | 9.9k | 42.01 |
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| Amgen (AMGN) | 0.1 | $411k | -2% | 1.4k | 284.23 |
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| Citigroup Com New (C) | 0.1 | $409k | 6.5k | 63.23 |
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| Morgan Stanley Com New (MS) | 0.1 | $384k | 4.1k | 94.15 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $367k | 3.4k | 107.60 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $361k | 5.9k | 61.05 |
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| Abbott Laboratories (ABT) | 0.0 | $358k | 3.2k | 113.67 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $358k | 10k | 35.91 |
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| Truist Financial Corp equities (TFC) | 0.0 | $356k | -14% | 9.1k | 38.98 |
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| Crown Castle Intl (CCI) | 0.0 | $350k | 3.3k | 105.84 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $347k | NEW | 722.00 | 480.70 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $344k | 1.5k | 228.59 |
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| Eastman Chemical Company (EMN) | 0.0 | $337k | NEW | 3.4k | 100.22 |
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| PNC Financial Services (PNC) | 0.0 | $330k | 2.0k | 161.61 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $325k | 1.2k | 270.52 |
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| Norfolk Southern (NSC) | 0.0 | $324k | 1.3k | 254.90 |
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| Paypal Holdings (PYPL) | 0.0 | $309k | 4.6k | 66.99 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $304k | 1.1k | 286.61 |
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| Lowe's Companies (LOW) | 0.0 | $302k | 1.2k | 254.63 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $302k | 2.3k | 129.37 |
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| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.0 | $301k | 11k | 27.95 |
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| Marriott Intl Cl A (MAR) | 0.0 | $296k | 1.2k | 252.31 |
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| Verizon Communications (VZ) | 0.0 | $288k | +3% | 6.9k | 41.96 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $284k | -32% | 843.00 | 336.96 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $283k | 2.5k | 115.30 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $278k | 5.8k | 47.87 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $273k | -10% | 1.7k | 158.81 |
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| Intuit (INTU) | 0.0 | $272k | +2% | 418.00 | 650.33 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $255k | NEW | 438.00 | 581.21 |
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| Stryker Corporation (SYK) | 0.0 | $252k | +2% | 704.00 | 357.87 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $251k | NEW | 4.7k | 53.34 |
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| Omni (OMC) | 0.0 | $245k | 2.5k | 96.74 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $241k | 1.6k | 153.77 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $240k | 2.1k | 114.14 |
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| American Express Company (AXP) | 0.0 | $238k | NEW | 1.0k | 227.69 |
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| Palo Alto Networks (PANW) | 0.0 | $232k | NEW | 817.00 | 284.13 |
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| Gilead Sciences (GILD) | 0.0 | $229k | +2% | 3.1k | 73.25 |
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| Principal Financial (PFG) | 0.0 | $229k | 2.7k | 86.31 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $218k | 1.7k | 125.33 |
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| Ford Motor Company (F) | 0.0 | $215k | +9% | 16k | 13.28 |
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| Booking Holdings (BKNG) | 0.0 | $214k | 59.00 | 3627.90 |
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| Broadstone Net Lease (BNL) | 0.0 | $212k | 14k | 15.67 |
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| Automatic Data Processing (ADP) | 0.0 | $211k | NEW | 844.00 | 249.59 |
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| Washington Trust Ban (WASH) | 0.0 | $208k | +5% | 7.7k | 26.88 |
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| Aspen Technology (AZPN) | 0.0 | $207k | 970.00 | 213.28 |
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| Philip Morris International (PM) | 0.0 | $207k | 2.3k | 91.64 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $206k | -7% | 1.3k | 155.91 |
|
| Yum! Brands (YUM) | 0.0 | $203k | NEW | 1.5k | 138.68 |
|
| Portland Gen Elec Com New (POR) | 0.0 | $202k | 4.8k | 42.00 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $202k | 4.0k | 50.40 |
|
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $200k | +2% | 13k | 15.73 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $26k | 10k | 2.59 |
|
|
| Platinum Group Metals (PLG) | 0.0 | $23k | 20k | 1.17 |
|
Past Filings by Shepherd Financial Partners
SEC 13F filings are viewable for Shepherd Financial Partners going back to 2016
- 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
- Shepherd Financial Partners 2020 Q3 restated filed Nov. 16, 2020
- Shepherd Financial Partners 2020 Q3 filed Nov. 5, 2020