Shepherd Financial Partners LLC Incresed Positions in Q3 2025

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
40K
+ 80.95%
N/A
89.5K $23.8M
IEMG
Ishares Inc

ETFs
178K
+ 55.3%
N/A
500K $26.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
107K
+ 16.25%
$54.35 - $59.32 $5.82M - $6.36M
767K $45.4M
AAPL
Apple Inc.

Technology
12.1K
+ 10.12%
$202.38 - $256.87 $2.45M - $3.11M
132K $33.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.44K
+ 1.18%
$74.93 - $80.73 $632K - $681K
726K $58.5M
SHV
Ishares Tr

ETFs
40.9K
+ 207.04%
$110.06 - $110.49 $4.5M - $4.52M
60.6K $6.7M
GOOG
Alphabet Inc.

Communication Services
461
+ 0.75%
$175.16 - $255.24 $80.7K - $118K
62.3K $15.2M
IAU
Ishares Gold Trust

ETFs
26K
+ 15.8%
$61.62 - $72.77 $1.6M - $1.89M
191K $13.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
20.1K
+ 3.88%
$52.12 - $55.33 $1.05M - $1.11M
538K $29.8M
XLK
Technology Sector Spdr

ETFs
124
+ 0.29%
$250.97 - $282.66 $31.1K - $35K
42.8K $12.1M
ABBV
Abb Vie Inc.

Healthcare
133
+ 0.51%
$184.85 - $231.54 $24.6K - $30.8K
26K $6.02M
SPMD
Spdr Portfolio

ETFs
6.54K
+ 2.32%
$54.43 - $58.29 $356K - $381K
288K $16.5M
TSLA
Tesla, Inc.

Consumer Cyclical
32
+ 0.4%
$293.94 - $444.72 $9.41K - $14.2K
8.03K $3.57M
BX
Blackstone Inc.

Financial Services
490
+ 1.51%
$152.77 - $188.68 $74.9K - $92.5K
32.9K $5.61M
ORCL
Oracle Corp

Technology
391
+ 3.91%
$218.96 - $328.33 $85.6K - $128K
10.4K $2.92M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
133
+ 0.38%
$236.25 - $257.69 $31.4K - $34.3K
34.7K $8.91M
GS
Goldman Sachs Group Inc

Financial Services
20
+ 0.35%
$696.56 - $806.32 $13.9K - $16.1K
5.79K $4.61M
PLTR
Palantir Technologies Inc.

Technology
122
+ 1.59%
$130.68 - $186.97 $15.9K - $22.8K
7.78K $1.42M
EA
Electronic Arts Inc.

Communication Services
470
+ 8.36%
$147.79 - $202.05 $69.5K - $95K
6.09K $1.23M
LMT
Lockheed Martin Corp

Industrials
24
+ 0.31%
$410.74 - $499.21 $9.86K - $12K
7.84K $3.91M
WMT
Walmart Inc.

Consumer Defensive
50
+ 0.1%
$94.4 - $104.27 $4.72K - $5.21K
49.6K $5.11M
BAC
Bank Of America Corp

Financial Services
189
+ 0.31%
$44.92 - $52.42 $8.49K - $9.91K
60.3K $3.11M
MBB
Ishares Tr

ETFs
2.06K
+ 4.7%
$92.46 - $95.73 $190K - $197K
45.9K $4.36M
ADBE
Adobe Inc.

Technology
1.23K
+ 22.83%
$333.65 - $392.1 $409K - $481K
6.6K $2.33M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.18K
+ 3.25%
$58.82 - $66.17 $69.5K - $78.2K
37.6K $2.38M
EMB
Ishares Tr

ETFs
1.13K
+ 2.75%
$91.52 - $95.59 $104K - $108K
42.2K $4.02M
VEA
Vanguard Ftse Developed Market

ETFs
288
+ 0.44%
$56.02 - $60.3 $16.1K - $17.4K
66.2K $3.97M
XOM
Exxon Mobil Corp

Energy
888
+ 5.44%
$105.83 - $117.22 $94K - $104K
17.2K $1.94M
HDV
Ishares Core High Dividend ETF

ETFs
1.29K
+ 53.65%
$118.16 - $123.66 $153K - $160K
3.7K $453K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
939
+ 3.68%
$49.43 - $54.52 $46.4K - $51.2K
26.4K $1.43M
ETR
Entergy Corp

Utilities
76
+ 0.49%
$80.93 - $93.55 $6.15K - $7.11K
15.7K $1.46M
AMD
Advanced Micro Devices Inc

Technology
175
+ 2.96%
$134.8 - $184.42 $23.6K - $32.3K
6.09K $985K
VTV
Vanguard Value ETF

ETFs
7
+ 0.05%
$175.51 - $186.57 $1.23K - $1.31K
13.8K $2.57M
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 0.37%
$291.67 - $316.99 $10.2K - $11.1K
9.49K $2.88M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.15K
+ 7.18%
$39.06 - $43.42 $44.8K - $49.8K
17.1K $743K
C
Citigroup Inc

Financial Services
4
+ 0.06%
$85.57 - $103.49 $342 - $414
6.64K $673K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
840
+ 17.63%
$71.75 - $79.74 $60.3K - $67K
5.61K $438K
CVX
Chevron Corp

Energy
128
+ 2.64%
$145.57 - $161.83 $18.6K - $20.7K
4.99K $774K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 0.48%
$459.11 - $506.91 $8.26K - $9.12K
3.73K $1.88M
USB
Us Bancorp \De\

Financial Services
22
+ 0.13%
$43.94 - $50.41 $967 - $1.11K
17.3K $835K
SNOW
Snowflake Inc.

Technology
174
+ 4.84%
$191.73 - $241.0 $33.4K - $41.9K
3.77K $849K
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 0.67%
$215.01 - $273.02 $1.94K - $2.46K
1.35K $338K
PNC
Pnc Financial Services Group, Inc.

Financial Services
19
+ 0.74%
$185.88 - $207.44 $3.53K - $3.94K
2.59K $519K
ITW
Illinois Tool Works Inc

Industrials
4
+ 0.15%
$252.31 - $269.41 $1.01K - $1.08K
2.63K $686K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
52
+ 0.29%
$23.82 - $25.84 $1.24K - $1.34K
18K $462K
ETN
Eaton Corp PLC

Industrials
6
+ 0.33%
$342.99 - $392.76 $2.06K - $2.36K
1.82K $682K
TFC
Truist Financial Corp

Financial Services
25
+ 0.21%
$42.83 - $47.07 $1.07K - $1.18K
11.9K $544K
ICLN
Ishares

ETFs
68
+ 0.51%
$13.22 - $15.48 $899 - $1.05K
13.3K $206K
WMB
Williams Companies, Inc.

Energy
318
+ 1.74%
$56.52 - $64.01 $18K - $20.4K
18.6K $1.18M
Activity Summary
Buys All Purchases 96 New Holdings 9 Increased Positions 87 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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