Shepherd Financial Partners LLC Purchases in Q4 2024

Shepherd Financial Partners LLC

  • $828 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 6.78%
$4100.99 - $5300.34 $16.4K - $21.2K
63 $313K
NFLX
Netflix Inc

Communication Services
10
+ 3.55%
$687.65 - $936.56 $6.88K - $9.37K
292 $260K
USB
Us Bancorp \De\

Financial Services
486
+ 3.0%
$43.98 - $53.66 $21.4K - $26.1K
16.7K $797K
DIS
Walt Disney CO

Communication Services
32
+ 0.94%
$92.39 - $117.6 $2.96K - $3.76K
3.44K $382K
CMI
Cummins Inc

Industrials
15
+ 0.82%
$324.93 - $383.42 $4.87K - $5.75K
1.83K $639K
ET
Energy Transfer LP

Energy
238
+ 1.8%
$16.05 - $19.86 $3.82K - $4.73K
13.5K $263K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.07%
$571.78 - $647.97 $572 - $648
1.37K $851K
MSFT
Microsoft Corp

Technology
853
+ 2.35%
$406.35 - $454.46 $347K - $388K
37.1K $15.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
89
+ 3.99%
$178.39 - $215.0 $15.9K - $19.1K
2.32K $447K
AXP
American Express CO

Financial Services
17
+ 1.65%
$267.35 - $305.57 $4.54K - $5.19K
1.05K $310K
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.13%
$280.04 - $302.45 $1.4K - $1.51K
3.82K $1.11M
RPG
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.14%
$38.88 - $44.07 $700 - $793
13.2K $543K
VEEV
Veeva Systems Inc

Healthcare
116
+ 3.09%
$201.81 - $250.45 $23.4K - $29.1K
3.87K $813K
NI
Nisource Inc.

Utilities
238
+ 3.39%
$33.74 - $38.25 $8.03K - $9.1K
7.25K $266K
ADP
Automatic Data Processing Inc

Industrials
28
+ 3.3%
$280.08 - $307.97 $7.84K - $8.62K
877 $256K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.12%
$370.24 - $418.94 $370 - $419
844 $338K
PANW
Palo Alto Networks Inc

Technology
837
+ 102.45%
$181.96 - $405.9 $152K - $340K
1.65K $300K
TFC
Truist Financial Corp

Financial Services
321
+ 3.16%
$41.51 - $48.1 $13.3K - $15.4K
10.5K $454K
TXN
Texas Instruments Inc

Technology
88
+ 2.9%
N/A
3.12K $606K
FISV
Fiserv Inc

Technology
127
+ 2.26%
N/A
5.75K $719K
XLP
Consumer Staples Sector Spdr

ETFs
183
+ 0.85%
N/A
21.6K $1.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 1.19%
$521.84 - $558.82 $4.7K - $5.03K
766 $412K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
209
+ 1.51%
$41.09 - $45.94 $8.59K - $9.6K
14K $589K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.9K
+ 201.05%
$22.01 - $66.82 $262K - $796K
17.8K $404K
ABC
Amerisourcebergen Corp

Healthcare
46
+ 0.85%
N/A
5.44K $1.01M
INTU
Intuit Inc

Technology
5
+ 1.21%
$602.01 - $706.25 $3.01K - $3.53K
417 $262K
ORI
Old Republic International Corp

Financial Services
6
+ 0.09%
$34.4 - $38.98 $206 - $234
6.46K $233K
WASH
Washington Trust Bancorp Inc

Financial Services
287
+ 3.17%
$30.4 - $39.92 $8.72K - $11.5K
9.35K $293K
ABT
Abbott Laboratories

Healthcare
33
+ 1.13%
$111.93 - $119.39 $3.69K - $3.94K
2.95K $333K
Lam Research Corp
5.81K
New
N/A
5.81K $0
CVX
Chevron Corp

Energy
71
+ 1.64%
$141.15 - $162.53 $10K - $11.5K
4.41K $638K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.1%
N/A
2.05K $373K
CRH.L
Crh PLC

Basic Materials
31
+ 0.1%
N/A
32.5K $0
Blackrock Inc
4.82K
New
N/A
4.82K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
47
+ 1.46%
$442.29 - $483.08 $20.8K - $22.7K
3.28K $1.49M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20
+ 0.34%
$113.92 - $127.38 $2.28K - $2.55K
5.98K $689K
FBT
First Trust Nyse Arca Biotechn

ETFs
1
+ 0.06%
$161.65 - $178.69 $162 - $179
1.57K $260K
ORCL
Oracle Corp

Technology
32
+ 0.63%
$165.41 - $192.43 $5.29K - $6.16K
5.11K $851K
ITW
Illinois Tool Works Inc

Industrials
15
+ 0.56%
$253.56 - $278.5 $3.8K - $4.18K
2.68K $679K
POR
Portland General Electric CO

Utilities
5
+ 0.1%
$43.52 - $48.99 $218 - $245
4.82K $210K
LOW
Lowes Companies Inc

Consumer Cyclical
30
+ 2.53%
$244.52 - $284.07 $7.34K - $8.52K
1.22K $300K
VTV
Vanguard Value ETF

ETFs
317
+ 2.23%
$168.32 - $181.87 $53.4K - $57.7K
14.5K $2.46M
SPGI
S&P Global Inc.

Financial Services
37
+ 1.63%
$480.36 - $529.17 $17.8K - $19.6K
2.3K $1.15M
PFG
Principal Financial Group Inc

Financial Services
3
+ 0.1%
$74.91 - $91.26 $225 - $274
3.01K $232K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.04%
$130.37 - $146.09 $130 - $146
2.34K $306K
MDT
Medtronic PLC

Healthcare
159
+ 2.94%
$79.61 - $92.24 $12.7K - $14.7K
5.57K $444K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
161
+ 0.91%
$33.39 - $37.66 $5.38K - $6.06K
17.9K $596K
XLV
Select Sector Spdr Fund Health

ETFs
189
+ 3.95%
$136.28 - $154.74 $25.8K - $29.2K
4.97K $683K
XOM
Exxon Mobil Corp

Energy
69
+ 1.09%
$105.51 - $125.37 $7.28K - $8.65K
6.42K $690K
Activity Summary
Buys All Purchases 128 New Holdings 11 Increased Positions 117 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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