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, DYNF, IVV, and represent 25.70% of Shepherd Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$14M), IEFA (+$12M), GOVT (+$10M), IAGG (+$5.9M), PZA (+$5.1M), SHLD, BAI, SPYG, SPTM, DYNF.
- Started 6 new stock positions in PURR, NOC, GOVT, TDY, IGV, HYG.
- Reduced shares in these 10 stocks: OEF (-$27M), SLV (-$5.0M), IAU, BINC, EMB, IYW, IEMG, HIMU, SHV, ORCL.
- Sold out of its positions in ADP, COIN, INTU, IWP, IWV, KKR, NKE, OKE, HOOD, URNM. UNH, WFC.
- Shepherd Financial Partners was a net buyer of stock by $6.3M.
- Shepherd Financial Partners has $1.1B in assets under management (AUM), dropping by -2.33%.
- Central Index Key (CIK): 0001696628
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Portfolio Holdings for Shepherd Financial Partners
Shepherd Financial Partners holds 240 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 6.3 | $66M | 102k | 650.34 |
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| Spdr Series Trust State Street Spd (SPTM) | 5.6 | $59M | +3% | 747k | 79.06 |
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| Ishares Tr Core Msci Eafe (IEFA) | 5.0 | $53M | +30% | 587k | 90.53 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 4.6 | $48M | +4% | 831k | 58.18 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $44M | +46% | 68k | 653.21 |
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| Spdr Series Trust State Street Spd (SPYV) | 3.8 | $40M | +2% | 713k | 56.58 |
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| Spdr Series Trust State Street Spd (SPYG) | 3.8 | $40M | +6% | 405k | 97.91 |
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| Ishares Core Msci Emkt (IEMG) | 3.6 | $38M | -7% | 539k | 69.75 |
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| Apple (AAPL) | 3.2 | $33M | 132k | 253.79 |
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| Spdr Series Trust State Street Spd (SPTL) | 2.5 | $27M | +7% | 1.0M | 26.30 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.3 | $24M | 127k | 191.81 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.9 | $21M | +24% | 623k | 32.95 |
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| Spdr Series Trust State Street Spd (SPSM) | 1.7 | $18M | -2% | 376k | 48.32 |
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| Spdr Series Trust State Street Spd (SPMD) | 1.7 | $18M | 296k | 59.22 |
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| Amazon (AMZN) | 1.6 | $17M | -2% | 83k | 208.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $17M | -2% | 60k | 286.86 |
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| NVIDIA Corporation (NVDA) | 1.6 | $17M | -2% | 96k | 174.40 |
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| Global X Fds Defense Tech Etf (SHLD) | 1.5 | $16M | +40% | 229k | 70.84 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.4 | $15M | +3% | 63k | 239.99 |
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| Microsoft Corporation (MSFT) | 1.4 | $15M | +4% | 40k | 370.17 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $14M | -2% | 46k | 294.16 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 1.3 | $13M | +5% | 368k | 36.22 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.2 | $13M | 41k | 313.81 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $12M | -3% | 54k | 217.25 |
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| Ishares Gold Tr Ishares New (IAU) | 1.1 | $12M | -28% | 133k | 88.16 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.1 | $11M | 86k | 132.90 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 1.0 | $10M | NEW | 450k | 22.91 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.9 | $10M | 143k | 70.18 |
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| Broadcom (AVGO) | 0.9 | $10M | -3% | 32k | 309.51 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.9 | $9.8M | +109% | 424k | 22.98 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $9.3M | 32k | 287.56 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $9.2M | 48k | 192.90 |
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| Eli Lilly & Co. (LLY) | 0.8 | $8.9M | 9.7k | 919.74 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $7.7M | 13k | 577.18 |
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| Visa Com Cl A (V) | 0.7 | $7.6M | -6% | 25k | 302.24 |
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| Valero Energy Corporation (VLO) | 0.7 | $7.1M | 29k | 247.08 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.6 | $6.7M | 88k | 76.54 |
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| Meta Platforms Cl A (META) | 0.6 | $6.5M | 11k | 572.14 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.6 | $6.3M | +1788% | 125k | 50.04 |
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| Wal-Mart Stores (WMT) | 0.6 | $6.2M | 50k | 124.28 |
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| Abbvie (ABBV) | 0.5 | $5.7M | 26k | 217.49 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $5.6M | 9.2k | 604.41 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $5.6M | +15% | 72k | 77.11 |
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| Goldman Sachs (GS) | 0.5 | $5.4M | +9% | 6.4k | 845.93 |
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| Blackrock (BLK) | 0.5 | $4.8M | 5.0k | 961.75 |
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| Ishares Tr Mbs Etf (MBB) | 0.4 | $4.7M | +5% | 49k | 94.95 |
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| Caterpillar (CAT) | 0.4 | $4.6M | 6.4k | 708.50 |
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| Honeywell International (HON) | 0.4 | $4.2M | 19k | 226.03 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $4.2M | +13% | 25k | 169.66 |
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| Coca-Cola Company (KO) | 0.4 | $4.1M | 55k | 76.05 |
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| Merck & Co (MRK) | 0.4 | $4.0M | 33k | 120.29 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $3.9M | -11% | 20k | 191.92 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $3.9M | -4% | 61k | 64.08 |
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| CRH Ord (CRH) | 0.4 | $3.8M | 36k | 105.12 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $3.7M | 28k | 130.94 |
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| Tesla Motors (TSLA) | 0.3 | $3.6M | -2% | 9.7k | 371.75 |
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| Costco Wholesale Corporation (COST) | 0.3 | $3.5M | 3.5k | 996.33 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $3.4M | -47% | 19k | 181.42 |
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| Progressive Corporation (PGR) | 0.3 | $3.4M | 17k | 198.25 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $3.3M | -11% | 29k | 114.99 |
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| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.3 | $3.3M | -46% | 69k | 47.98 |
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| Home Depot (HD) | 0.3 | $3.0M | -4% | 9.1k | 328.90 |
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| Nextera Energy (NEE) | 0.3 | $3.0M | 32k | 92.88 |
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| Bank of America Corporation (BAC) | 0.3 | $2.9M | 60k | 48.75 |
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| McDonald's Corporation (MCD) | 0.3 | $2.9M | 9.3k | 310.78 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $2.8M | 60k | 45.89 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.7M | 14k | 196.20 |
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| Ishares Tr Esg Optimized (SUSA) | 0.3 | $2.7M | -5% | 20k | 132.10 |
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| Procter & Gamble Company (PG) | 0.3 | $2.6M | -2% | 18k | 144.44 |
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| EOG Resources (EOG) | 0.2 | $2.5M | 18k | 144.57 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.5M | -2% | 10k | 244.44 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $2.3M | 19k | 121.19 |
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| Spdr Series Trust State Street Spd (KRE) | 0.2 | $2.3M | 35k | 65.15 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $2.1M | -92% | 6.7k | 318.07 |
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| Starbucks Corporation (SBUX) | 0.2 | $2.1M | 24k | 89.59 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.1M | +402% | 26k | 82.57 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.9M | 20k | 92.74 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.8M | 3.7k | 499.63 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.2 | $1.8M | 22k | 81.98 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.8M | +49% | 5.5k | 320.79 |
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| Entergy Corporation (ETR) | 0.2 | $1.8M | 16k | 112.36 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.8M | -7% | 20k | 88.70 |
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| AmerisourceBergen (COR) | 0.2 | $1.7M | 5.4k | 314.17 |
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| Consolidated Edison (ED) | 0.2 | $1.7M | 15k | 113.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.7M | 3.6k | 479.20 |
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| Danaher Corporation (DHR) | 0.2 | $1.7M | 8.7k | 189.61 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.2 | $1.6M | -40% | 15k | 110.39 |
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| Digital Realty Trust (DLR) | 0.2 | $1.6M | -2% | 8.8k | 180.20 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.6M | 4.1k | 390.41 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.5M | -4% | 20k | 75.10 |
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| Amgen (AMGN) | 0.1 | $1.5M | 4.3k | 351.86 |
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| Qualcomm (QCOM) | 0.1 | $1.5M | 12k | 128.78 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.5M | 13k | 112.27 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $1.4M | 4.8k | 300.84 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.4M | +7% | 26k | 54.05 |
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| Williams Companies (WMB) | 0.1 | $1.4M | 19k | 72.78 |
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| Cisco Systems (CSCO) | 0.1 | $1.4M | 17k | 77.59 |
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| Boston Scientific Corporation (BSX) | 0.1 | $1.3M | -2% | 21k | 62.75 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.3M | 3.0k | 436.79 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $1.3M | 12k | 108.98 |
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| Oracle Corporation (ORCL) | 0.1 | $1.3M | -34% | 8.7k | 147.11 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.2M | 5.9k | 203.43 |
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| Micron Technology (MU) | 0.1 | $1.2M | -15% | 3.5k | 337.80 |
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| salesforce (CRM) | 0.1 | $1.2M | -18% | 6.3k | 186.66 |
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| Chevron Corporation (CVX) | 0.1 | $1.2M | 5.6k | 206.89 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.2M | 7.9k | 146.28 |
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| Pepsi (PEP) | 0.1 | $1.1M | 7.3k | 155.30 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.1M | 4.5k | 244.18 |
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| Applied Materials (AMAT) | 0.1 | $1.1M | 3.2k | 341.84 |
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| Intercontinental Exchange (ICE) | 0.1 | $1.1M | -2% | 6.7k | 157.27 |
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| Ge Vernova (GEV) | 0.1 | $1.0M | 1.2k | 872.93 |
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| S&p Global (SPGI) | 0.1 | $993k | -2% | 2.3k | 425.41 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $985k | -8% | 4.1k | 243.08 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $970k | -7% | 12k | 78.41 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $966k | -81% | 19k | 51.93 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $957k | 1.4k | 697.76 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $937k | 2.6k | 356.56 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $936k | +5% | 9.8k | 95.62 |
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| Cummins (CMI) | 0.1 | $921k | 1.7k | 538.05 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $905k | 2.7k | 330.87 |
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| Us Bancorp Com New (USB) | 0.1 | $893k | 17k | 52.01 |
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| Fabrinet SHS (FN) | 0.1 | $888k | -2% | 1.7k | 521.52 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $887k | NEW | 11k | 80.05 |
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| Southern Company (SO) | 0.1 | $866k | -7% | 9.0k | 96.52 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $854k | 4.0k | 213.67 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $845k | +2% | 9.1k | 92.69 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $801k | +35% | 8.1k | 99.27 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $789k | 12k | 67.53 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $764k | 7.9k | 97.23 |
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| Spdr Series Trust State Street Spd (XBI) | 0.1 | $763k | 6.0k | 127.73 |
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| Citigroup Com New (C) | 0.1 | $727k | 6.4k | 113.42 |
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| Waste Management (WM) | 0.1 | $717k | -7% | 3.1k | 229.82 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $706k | 16k | 45.47 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $694k | +225% | 4.1k | 168.85 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $677k | -8% | 14k | 47.02 |
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| Omega Healthcare Investors (OHI) | 0.1 | $677k | -2% | 15k | 43.82 |
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| Domino's Pizza (DPZ) | 0.1 | $669k | 1.9k | 358.73 |
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| ConocoPhillips (COP) | 0.1 | $667k | 5.1k | 132.01 |
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| Morgan Stanley Com New (MS) | 0.1 | $667k | 4.1k | 164.58 |
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| Illinois Tool Works (ITW) | 0.1 | $661k | 2.5k | 260.29 |
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| Arista Networks Com Shs (ANET) | 0.1 | $655k | -2% | 5.3k | 122.78 |
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| Eaton Corp SHS (ETN) | 0.1 | $652k | 1.8k | 357.60 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $642k | -2% | 2.6k | 248.00 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $617k | 13k | 46.74 |
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| Stag Industrial (STAG) | 0.1 | $614k | 17k | 36.06 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $602k | 3.1k | 194.17 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.1 | $593k | 13k | 45.65 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $568k | 9.3k | 61.26 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $560k | 1.9k | 302.25 |
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| Truist Financial Corp equities (TFC) | 0.1 | $557k | 12k | 45.97 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $545k | 9.8k | 55.52 |
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| Bill Com Holdings Ord (BILL) | 0.1 | $537k | 14k | 38.30 |
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| Enterprise Products Partners (EPD) | 0.1 | $533k | 14k | 37.84 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $527k | 855.00 | 616.76 |
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| AutoZone (AZO) | 0.0 | $524k | 155.00 | 3377.78 |
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| Netflix (NFLX) | 0.0 | $521k | 5.4k | 96.15 |
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| Zscaler Incorporated (ZS) | 0.0 | $515k | -6% | 3.7k | 140.29 |
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| PNC Financial Services (PNC) | 0.0 | $496k | 2.4k | 208.10 |
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| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $480k | -2% | 12k | 40.14 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $474k | -3% | 3.5k | 135.72 |
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| Medtronic SHS (MDT) | 0.0 | $461k | 5.3k | 86.65 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $461k | -59% | 2.3k | 198.31 |
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| Enbridge (ENB) | 0.0 | $456k | 8.4k | 54.14 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $454k | 18k | 25.10 |
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| Spdr Series Trust State Street Spd (XAR) | 0.0 | $443k | 1.7k | 253.98 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $442k | 2.1k | 215.07 |
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| Gilead Sciences (GILD) | 0.0 | $438k | 3.1k | 139.37 |
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| Delta Air Lines Com New (DAL) | 0.0 | $437k | -3% | 6.6k | 66.48 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $435k | 3.5k | 124.31 |
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| Intel Corporation (INTC) | 0.0 | $433k | 9.8k | 44.13 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $426k | +3% | 15k | 28.71 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $423k | -3% | 708.00 | 597.55 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $419k | +7% | 1.1k | 367.44 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $414k | 5.2k | 79.12 |
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| Lowe's Companies (LOW) | 0.0 | $412k | 1.7k | 236.22 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $409k | 951.00 | 430.29 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $406k | 1.5k | 261.92 |
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| Pfizer (PFE) | 0.0 | $394k | 14k | 28.08 |
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| Ssga Active Etf Tr State Street Mul (RLY) | 0.0 | $386k | +13% | 11k | 36.15 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $384k | -11% | 20k | 19.30 |
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| Marriott Intl Cl A (MAR) | 0.0 | $380k | -5% | 1.2k | 327.20 |
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| Proshares Tr Pshs Ultra Tech (ROM) | 0.0 | $380k | 4.8k | 78.40 |
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| Walt Disney Company (DIS) | 0.0 | $374k | 3.9k | 96.37 |
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| Constellation Energy (CEG) | 0.0 | $372k | -20% | 1.3k | 279.32 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $369k | +5% | 2.6k | 142.43 |
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| Norfolk Southern (NSC) | 0.0 | $361k | 1.3k | 286.99 |
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| NiSource (NI) | 0.0 | $360k | 7.7k | 46.66 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $358k | +3% | 1.2k | 287.18 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $348k | 4.6k | 76.17 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $347k | +13% | 1.0k | 337.99 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $346k | -2% | 3.1k | 110.36 |
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| Msc Income Fund (MSIF) | 0.0 | $343k | +49% | 28k | 12.18 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $332k | -8% | 6.6k | 50.62 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $327k | 1.2k | 272.33 |
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| American Express Company (AXP) | 0.0 | $326k | 1.1k | 302.48 |
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| Abbott Laboratories (ABT) | 0.0 | $324k | 3.2k | 102.67 |
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| Deere & Company (DE) | 0.0 | $324k | 574.00 | 563.53 |
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| Snowflake Com Shs (SNOW) | 0.0 | $318k | -46% | 2.1k | 150.82 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $317k | -94% | 4.6k | 68.14 |
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| Apollo Global Mgmt (APO) | 0.0 | $312k | -49% | 2.8k | 111.44 |
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| American Tower Reit (AMT) | 0.0 | $308k | -2% | 1.8k | 172.59 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $308k | 1.5k | 200.84 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $307k | +80% | 8.0k | 38.42 |
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| Verizon Communications (VZ) | 0.0 | $304k | +14% | 6.1k | 50.20 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $297k | 2.8k | 106.15 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $289k | -13% | 738.00 | 391.76 |
|
| Palo Alto Networks (PANW) | 0.0 | $278k | 1.7k | 160.32 |
|
|
| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $275k | 5.1k | 53.95 |
|
|
| Principal Financial (PFG) | 0.0 | $271k | 3.0k | 90.12 |
|
|
| Booking Holdings (BKNG) | 0.0 | $265k | 63.00 | 4210.32 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $264k | +3% | 1.4k | 184.28 |
|
| Old Republic International Corporation (ORI) | 0.0 | $263k | 6.6k | 39.90 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $262k | NEW | 3.3k | 79.56 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $259k | 4.3k | 60.65 |
|
|
| Uber Technologies (UBER) | 0.0 | $258k | -48% | 3.6k | 71.93 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $258k | 1.4k | 189.59 |
|
|
| International Business Machines (IBM) | 0.0 | $257k | 1.1k | 242.38 |
|
|
| Linde SHS (LIN) | 0.0 | $253k | 509.00 | 496.03 |
|
|
| Broadstone Net Lease (BNL) | 0.0 | $247k | 14k | 18.27 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $243k | 5.7k | 42.31 |
|
|
| Stryker Corporation (SYK) | 0.0 | $239k | 727.00 | 328.59 |
|
|
| Yum! Brands (YUM) | 0.0 | $232k | 1.5k | 155.43 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $231k | 4.0k | 57.08 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $228k | NEW | 376.00 | 605.00 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $228k | -3% | 12k | 18.29 |
|
| Union Pacific Corporation (UNP) | 0.0 | $226k | 932.00 | 242.57 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $223k | 453.00 | 491.53 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $216k | 1.8k | 120.81 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $213k | 1.8k | 118.51 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $213k | -7% | 3.7k | 57.62 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $212k | -7% | 498.00 | 426.40 |
|
| TJX Companies (TJX) | 0.0 | $212k | 1.3k | 159.70 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $211k | 2.6k | 81.31 |
|
|
| Philip Morris International (PM) | 0.0 | $211k | 1.3k | 165.28 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $205k | -94% | 2.2k | 93.93 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $202k | NEW | 296.00 | 682.58 |
|
| Novagold Resources Com New (NG) | 0.0 | $90k | 10k | 8.98 |
|
|
| Hyperliquid Strategies (PURR) | 0.0 | $51k | NEW | 10k | 5.09 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $50k | 10k | 5.03 |
|
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $35k | 10k | 3.52 |
|
Past Filings by Shepherd Financial Partners
SEC 13F filings are viewable for Shepherd Financial Partners going back to 2016
- Shepherd Financial Partners 2026 Q1 filed May 11, 2026
- 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