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Shepherd Financial Partners

Latest statistics and disclosures from Shepherd Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IVV, SPTM, DYNF, IEFA, and represent 27.07% of Shepherd Financial Partners's stock portfolio.
Added to shares of these 10 stocks: CORO (+$20M), INRO (+$18M), BLCR (+$8.2M), IALT (+$6.5M), SHV, CRWD, XOM, IAU, DYNF, SPMD.
Started 18 new stock positions in EMLC, VYM, INRO, SPBO, JEPI, XOM, VGLT, SECU, IGF, EUHY. SPHY, SPCX, BALI, IEF, OKTA, CORO, JAAA, FNDF.
Reduced shares in these 10 stocks: MTUM (-$16M), IVV (-$14M), MBB (-$7.6M), SPTL (-$7.0M), SHLD, IEMG, , PZA, Dimensional Etf Trust, Dimensional Etf Trust.
Sold out of its positions in APO, HIMU, Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, DFUV, DFEM, DISV, Exxon Mobil Corporation, FRBA. IWP, EMB, MBB, MTUM, KLAC, MPLX, SYK, TJX, UNH, ACN, LIN, ASML.
Shepherd Financial Partners was a net buyer of stock by $21M.
Shepherd Financial Partners has $1.2B in assets under management (AUM), dropping by 2.21%.
Central Index Key (CIK): 0001696628

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Portfolio Holdings for Shepherd Financial Partners

Shepherd Financial Partners holds 252 positions in its portfolio as reported in the September 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)	6.2	$77M		102k	762.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.9	$73M	-16%	96k	765.85	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	5.8	$72M		779k	92.05	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.9	$62M	+2%	888k	69.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.2	$53M		545k	96.88	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	4.1	$51M		412k	123.08	View chart
Apple (AAPL)	3.5	$44M		132k	333.02	View chart
Spdr Series Trust St Str P500val (SPYV)	2.8	$35M	+2%	569k	61.13	View chart
Ishares Core Msci Emkt (IEMG)	2.7	$33M	-10%	409k	81.16	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	2.3	$29M	-2%	604k	47.19	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	2.0	$25M	+34%	849k	29.86	View chart
NVIDIA Corporation (NVDA)	1.7	$22M		95k	228.38	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.7	$21M	+5%	397k	52.86	View chart
Amazon (AMZN)	1.7	$21M		83k	249.15	View chart
Spdr Series Trust St Str P400mid (SPMD)	1.6	$21M	+6%	325k	63.04	View chart
Microsoft Corporation (MSFT)	1.6	$20M		40k	512.90	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	1.6	$20M	+66%	416k	48.96	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	1.6	$20M	NEW	552k	36.35	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$20M		58k	340.74	View chart
Blackrock Etf Trust Isha U S Ind Etf (INRO)	1.4	$18M	NEW	477k	36.81	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.3	$16M		83k	195.75	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.2	$15M	+8%	692k	21.87	View chart
JPMorgan Chase & Co. (JPM)	1.2	$15M		46k	330.83	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$15M	+28%	191k	78.10	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.1	$14M	+6%	38k	356.90	View chart
Global X Fds Defense Tech Etf (SHLD)	1.0	$13M	-27%	217k	60.08	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	1.0	$12M	-13%	577k	21.39	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.9	$11M	+8%	49k	231.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$11M		32k	344.08	View chart
Eli Lilly & Co. (LLY)	0.9	$11M		9.6k	1157.04	View chart
Broadcom (AVGO)	0.9	$11M		31k	351.19	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.9	$11M		249k	43.98	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$11M	+2%	145k	75.39	View chart
Valero Energy Corporation (VLO)	0.9	$11M	-2%	28k	387.61	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$10M		46k	222.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$9.9M		13k	739.79	View chart
Visa Com Cl A (V)	0.7	$9.0M		25k	359.33	View chart
Raytheon Technologies Corp (RTX)	0.7	$8.7M		47k	185.65	View chart
Meta Platforms Cl A (META)	0.7	$8.3M	+2%	12k	725.16	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$8.2M	+6%	167k	49.20	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.6	$8.0M		89k	89.76	View chart
Abbvie (ABBV)	0.5	$6.7M		26k	261.59	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.5	$6.6M	-51%	275k	23.85	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$6.6M		77k	84.96	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.5	$6.5M	+233%	59k	110.32	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$5.7M	+300%	22k	264.75	View chart
Goldman Sachs (GS)	0.5	$5.7M		6.4k	900.38	View chart
Caterpillar (CAT)	0.4	$5.6M		6.9k	810.83	View chart
Blackrock (BLK)	0.4	$5.2M		4.9k	1058.27	View chart
Wal-Mart Stores (WMT)	0.4	$5.0M	-3%	48k	103.92	View chart
Merck & Co (MRK)	0.4	$4.7M		33k	145.31	View chart
Lockheed Martin Corporation (LMT)	0.4	$4.7M		9.2k	509.25	View chart
Coca-Cola Company (KO)	0.4	$4.7M		54k	86.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$4.3M		61k	70.61	View chart
Micron Technology (MU)	0.3	$4.0M	+7%	3.7k	1065.18	View chart
Advanced Micro Devices (AMD)	0.3	$3.7M		6.0k	611.76	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.3	$3.6M	+18%	70k	50.79	View chart
Progressive Corporation (PGR)	0.3	$3.5M		17k	207.31	View chart
Tesla Motors (TSLA)	0.3	$3.5M		9.7k	354.81	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.3	$3.3M	NEW	21k	162.75	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$3.2M		29k	112.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$3.2M		15k	208.01	View chart
Bank of America Corporation (BAC)	0.3	$3.2M		59k	54.43	View chart
Costco Wholesale Corporation (COST)	0.3	$3.2M		3.5k	910.44	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$3.2M		20k	155.68	View chart
Duke Energy Corp Com New (DUK)	0.3	$3.1M		28k	114.01	View chart
Johnson & Johnson (JNJ)	0.2	$3.0M		11k	264.73	View chart
CRH Ord (CRH)	0.2	$3.0M		36k	82.80	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$2.9M		14k	216.08	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.2	$2.9M	-3%	20k	146.18	View chart
Procter & Gamble Company (PG)	0.2	$2.8M		19k	145.28	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.2	$2.7M		39k	69.44	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$2.6M	+12%	7.1k	374.26	View chart
Home Depot (HD)	0.2	$2.5M	-2%	8.6k	284.50	View chart
EOG Resources (EOG)	0.2	$2.4M		17k	137.76	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$2.4M		60k	39.44	View chart
Nextera Energy (NEE)	0.2	$2.3M	-2%	31k	75.74	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.2M		12k	187.05	View chart
Starbucks Corporation (SBUX)	0.2	$2.2M		23k	93.96	View chart
Qualcomm (QCOM)	0.2	$2.1M	-2%	11k	184.04	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.0M		3.7k	551.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.0M		33k	59.31	View chart
McDonald's Corporation (MCD)	0.2	$2.0M	-3%	8.5k	230.94	View chart
Honeywell International (HON)	0.2	$1.9M		9.2k	210.94	View chart
Amgen (AMGN)	0.2	$1.9M	+2%	4.6k	421.49	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$1.9M		20k	97.44	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.9M		24k	81.20	View chart
Palo Alto Networks (PANW)	0.1	$1.8M		4.7k	397.31	View chart
Danaher Corporation (DHR)	0.1	$1.8M	-2%	8.2k	221.56	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.8M		4.5k	395.42	View chart
Cisco Systems (CSCO)	0.1	$1.8M	-3%	17k	107.63	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$1.8M		22k	80.60	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$1.8M		13k	135.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.7M		20k	82.97	View chart
AmerisourceBergen (COR)	0.1	$1.7M		5.6k	300.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.7M		3.3k	497.95	View chart
Applied Materials (AMAT)	0.1	$1.6M		3.2k	511.37	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$1.5M		17k	90.11	View chart
Entergy Corporation (ETR)	0.1	$1.5M		15k	99.26	View chart
Digital Realty Trust (DLR)	0.1	$1.5M		8.6k	175.53	View chart
Consolidated Edison (ED)	0.1	$1.5M	-2%	14k	102.21	View chart
Lpl Financial Holdings (LPLA)	0.1	$1.5M		4.8k	305.81	View chart
Honeywell Aerospace (HONA)	0.1	$1.4M		9.1k	154.97	View chart
Ge Vernova (GEV)	0.1	$1.4M	+13%	1.5k	950.17	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.4M		11k	125.67	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.3M		4.1k	328.48	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$1.3M		12k	108.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.3M	-4%	14k	89.63	View chart
Williams Companies (WMB)	0.1	$1.2M		18k	67.97	View chart
Oracle Corporation (ORCL)	0.1	$1.2M	-3%	8.6k	137.30	View chart
Intel Corporation (INTC)	0.1	$1.2M		9.7k	120.23	View chart
Arista Networks Com Shs (ANET)	0.1	$1.1M		5.5k	203.59	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.1M	+49%	13k	82.18	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.1M		2.6k	416.13	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$1.1M	NEW	48k	22.59	View chart
Chevron Corporation (CVX)	0.1	$1.1M	-4%	5.3k	204.19	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.1M		2.3k	456.17	View chart
ConocoPhillips (COP)	0.1	$1.1M	+35%	8.5k	125.15	View chart
Intercontinental Exchange (ICE)	0.1	$1.0M		6.8k	152.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.0M	NEW	18k	56.22	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$973k		6.2k	157.67	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$954k		9.3k	103.05	View chart
Pepsi (PEP)	0.1	$924k	-13%	7.3k	126.72	View chart
Us Bancorp Com New (USB)	0.1	$911k	-2%	16k	57.76	View chart
S&p Global (SPGI)	0.1	$909k		2.3k	394.42	View chart
Cummins (CMI)	0.1	$891k		1.7k	516.44	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$873k		4.1k	210.55	View chart
Texas Instruments Incorporated (TXN)	0.1	$839k		3.0k	280.10	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$828k		7.8k	106.71	View chart
Citigroup Com New (C)	0.1	$817k	-2%	6.3k	129.48	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$816k	NEW	24k	34.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$803k	-3%	11k	71.95	View chart
Eaton Corp SHS (ETN)	0.1	$785k		1.8k	429.80	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$772k		13k	58.37	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$765k	NEW	8.6k	89.31	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$750k		14k	52.00	View chart
Fabrinet SHS (FN)	0.1	$748k	+2%	1.8k	424.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$748k	+38%	3.2k	233.30	View chart
Southern Company (SO)	0.1	$742k		9.0k	82.89	View chart
Snowflake Com Shs (SNOW)	0.1	$736k		2.2k	339.56	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$735k	-4%	14k	54.16	View chart
Morgan Stanley Com New (MS)	0.1	$720k		3.8k	188.09	View chart
Omega Healthcare Investors (OHI)	0.1	$715k		15k	46.31	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$703k	NEW	13k	53.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$689k		2.5k	277.89	View chart
Alnylam Pharmaceuticals (ALNY)	0.1	$676k		2.7k	246.74	View chart
Boston Scientific Corporation (BSX)	0.1	$661k		15k	43.65	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$653k		13k	50.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$639k	-20%	2.4k	264.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$635k		906.00	700.86	View chart
Waste Management (WM)	0.1	$626k		3.1k	203.95	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.0	$617k		1.8k	337.83	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$616k		938.00	656.71	View chart
Illinois Tool Works (ITW)	0.0	$615k	-7%	2.4k	257.33	View chart
Proshares Tr Pshs Ultra Tech (ROM)	0.0	$612k		3.8k	159.18	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$601k		9.8k	61.26	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$581k	-31%	1.5k	382.12	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$568k		9.2k	61.50	View chart
Stag Industrial (STAG)	0.0	$567k	-2%	16k	35.81	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.0	$562k	-4%	2.0k	284.49	View chart
Truist Financial Corp equities (TFC)	0.0	$557k		12k	46.30	View chart
Domino's Pizza (DPZ)	0.0	$555k	-2%	1.9k	299.66	View chart
Delta Air Lines Com New (DAL)	0.0	$549k		6.6k	83.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$549k	NEW	3.5k	155.22	View chart
Moderna (MRNA)	0.0	$548k	-7%	2.8k	192.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$547k	-3%	5.8k	94.55	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$533k		18k	29.31	View chart
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)	0.0	$512k	NEW	11k	48.56	View chart
Adobe Systems Incorporated (ADBE)	0.0	$512k	-16%	2.1k	239.94	View chart
Enterprise Products Partners (EPD)	0.0	$501k		14k	35.61	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$492k	+28%	10k	47.34	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$491k		5.3k	92.65	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$480k	-33%	6.3k	76.40	View chart
Dell Technologies CL C (DELL)	0.0	$479k	+30%	890.00	537.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$476k		3.5k	136.04	View chart
Gilead Sciences (GILD)	0.0	$473k		3.2k	149.05	View chart
PNC Financial Services (PNC)	0.0	$467k	-4%	2.1k	222.29	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$463k	NEW	9.2k	50.47	View chart
Bill Com Holdings Ord (BILL)	0.0	$457k	-9%	11k	42.54	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$449k		4.3k	103.89	View chart
Ssga Active Etf Tr St Str Real Etf (RLY)	0.0	$448k	+48%	12k	36.19	View chart
AutoZone (AZO)	0.0	$439k		155.00	2830.02	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.0	$431k	-13%	11k	40.39	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$431k		2.6k	166.28	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$429k	NEW	8.5k	50.14	View chart
Netflix (NFLX)	0.0	$415k		6.0k	69.58	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$405k		1.8k	231.25	View chart
Marriott Intl Cl A (MAR)	0.0	$401k	-3%	1.1k	355.67	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$401k	-3%	1.5k	272.28	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$397k		20k	19.77	View chart
Deere & Company (DE)	0.0	$397k	+2%	591.00	671.34	View chart
Enbridge (ENB)	0.0	$393k		8.5k	46.49	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.0	$384k		4.4k	87.23	View chart
Medtronic SHS (MDT)	0.0	$382k	-11%	4.4k	86.29	View chart
Vanguard World Health Car Etf (VHT)	0.0	$380k		1.2k	316.08	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.0	$378k	-12%	4.8k	78.42	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$374k	-23%	13k	27.96	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$373k	NEW	2.5k	150.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$362k		951.00	380.84	View chart
Pfizer (PFE)	0.0	$354k	-6%	12k	28.52	View chart
American Express Company (AXP)	0.0	$343k	+2%	1.1k	304.10	View chart
Walt Disney Company (DIS)	0.0	$342k	-3%	3.3k	104.91	View chart
Principal Financial (PFG)	0.0	$339k		3.0k	111.95	View chart
Msc Income Fund (MSIF)	0.0	$332k		28k	11.77	View chart
salesforce (CRM)	0.0	$332k	-9%	1.4k	229.57	View chart
Ishares Tr Core Divid Etf (DIVB)	0.0	$329k		5.1k	64.51	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$325k	NEW	13k	24.83	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$304k		1.8k	169.04	View chart
NiSource (NI)	0.0	$301k		7.7k	39.00	View chart
Constellation Energy (CEG)	0.0	$297k	-12%	1.2k	254.02	View chart
Okta Cl A (OKTA)	0.0	$295k	NEW	1.4k	209.11	View chart
Western Digital (WDC)	0.0	$289k		636.00	454.46	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$289k		313.00	922.34	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$288k		7.0k	41.25	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$287k	-2%	5.7k	50.40	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$285k	NEW	4.6k	61.56	View chart
American Tower Reit (AMT)	0.0	$284k		1.7k	163.70	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$282k		1.3k	209.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$280k		920.00	304.64	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.0	$280k	NEW	10k	27.49	View chart
Datadog Cl A Com (DDOG)	0.0	$279k		1.0k	273.85	View chart
Thermo Fisher Scientific (TMO)	0.0	$278k		412.00	675.05	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.0	$271k		1.4k	195.53	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$263k	-6%	2.6k	101.10	View chart
Philip Morris International (PM)	0.0	$260k	+4%	1.4k	190.75	View chart
Booking Holdings (BKNG)	0.0	$259k		1.6k	162.91	View chart
Ishares Euro High Yield (EUHY)	0.0	$258k	NEW	4.9k	52.23	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$258k		6.9k	37.61	View chart
Union Pacific Corporation (UNP)	0.0	$256k		941.00	272.01	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$254k		3.3k	77.21	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$251k		2.2k	112.50	View chart
Broadstone Net Lease (BNL)	0.0	$250k		14k	18.50	View chart
Lowe's Companies (LOW)	0.0	$249k	-17%	1.4k	184.29	View chart
Norfolk Southern (NSC)	0.0	$247k	-16%	799.00	308.85	View chart
Old Republic International Corporation (ORI)	0.0	$247k		6.6k	37.31	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$245k	-3%	4.4k	56.32	View chart
Vanguard World Financials Etf (VFH)	0.0	$233k		1.8k	130.09	View chart
Zions Bancorporation (ZION)	0.0	$232k		3.7k	62.64	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$224k	+2%	13k	17.00	View chart
Bristol Myers Squibb (BMY)	0.0	$222k	-6%	3.6k	62.41	View chart
Verizon Communications (VZ)	0.0	$220k	-15%	4.8k	45.87	View chart
Sensient Technologies Corporation (SXT)	0.0	$220k		1.7k	130.72	View chart
International Business Machines (IBM)	0.0	$218k	-7%	992.00	219.93	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$217k	-2%	357.00	606.81	View chart
Comcast Corp Cl A (CMCSA)	0.0	$215k	-12%	9.9k	21.76	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$212k		491.00	431.66	View chart
Uber Technologies (UBER)	0.0	$205k		3.0k	68.51	View chart
Yum! Brands (YUM)	0.0	$204k		1.5k	136.35	View chart
Hyperliquid Strategies (PURR)	0.0	$123k		10k	12.27	View chart
Novagold Resources Com New (NG)	0.0	$65k		10k	6.50	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$56k		10k	5.63	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$27k		10k	2.65	View chart

Past Filings by Shepherd Financial Partners

SEC 13F filings are viewable for Shepherd Financial Partners going back to 2016

Shepherd Financial Partners 2026 Q3 filed Nov. 3, 2026
Shepherd Financial Partners 2026 Q2 filed Aug. 10, 2026
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

View all past filings

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