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
ORI
Old Republic International Corp

Financial Services
6
+ 0.09%
$35.74 - $42.47 $214 - $255
6.52K $277K
NI
Nisource Inc.

Utilities
70
+ 0.91%
$39.0 - $43.33 $2.73K - $3.03K
7.73K $334K
RPG
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.1%
$45.41 - $48.26 $590 - $627
13.2K $629K
ED
Consolidated Edison Inc

Utilities
235
+ 1.62%
$95.57 - $105.36 $22.5K - $24.8K
14.7K $1.48M
XLE
Energy Sector Spdr

ETFs
24
+ 0.53%
$84.25 - $91.99 $2.02K - $2.21K
4.53K $405K
ZION
Zions Bancorporation, National Association

Financial Services
2
+ 0.05%
$51.2 - $59.15 $102 - $118
3.97K $224K
AXP
American Express CO

Financial Services
15
+ 1.42%
$294.27 - $342.31 $4.41K - $5.13K
1.07K $355K
RLY
Ssga Active ETF Tr

ETFs
15
+ 0.16%
$29.22 - $30.91 $438 - $464
9.27K $286K
PFG
Principal Financial Group Inc

Financial Services
3
+ 0.1%
$75.53 - $82.95 $227 - $249
3.01K $249K
VZ
Verizon Communications Inc

Communication Services
56
+ 1.07%
$40.84 - $45.06 $2.29K - $2.52K
5.31K $233K
AMGN
Amgen Inc

Healthcare
7
+ 0.5%
$271.18 - $309.22 $1.9K - $2.16K
1.4K $394K
EPD
Enterprise Products Partners L.P.

Energy
37
+ 0.27%
$30.74 - $32.14 $1.14K - $1.19K
13.9K $435K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
65
+ 1.15%
$42.75 - $43.37 $2.78K - $2.82K
5.72K $247K
GILD
Gilead Sciences, Inc.

Healthcare
28
+ 0.9%
$108.22 - $120.47 $3.03K - $3.37K
3.15K $349K
PANW
Palo Alto Networks Inc

Technology
18
+ 1.08%
$167.06 - $208.19 $3.01K - $3.75K
1.68K $342K
SRLN
Ssga Active Trust

ETFs
33
+ 0.24%
$41.28 - $41.65 $1.36K - $1.37K
13.8K $574K
Blackrock Inc
15
+ 0.3%
N/A
5.03K $0
Linde PLC
4
+ 0.79%
N/A
512 $0
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.05%
N/A
2.06K $374K
Blackrock ETF Trust
193K
+ 76.23%
N/A
447K $0
Ge Vernova Inc
22
+ 2.15%
N/A
1.05K $0
Blackrock ETF Trust
5.03K
+ 1.49%
N/A
344K $0
CRH.L
Crh PLC

Basic Materials
106
+ 0.31%
N/A
33.9K $0
Blackrock ETF Trust Ii
72.9K
+ 164.84%
N/A
117K $0
ABT
Abbott Laboratories

Healthcare
12
+ 0.38%
$120.51 - $136.62 $1.45K - $1.64K
3.17K $423K
CSCO
Cisco Systems, Inc.

Technology
21
+ 0.12%
$66.2 - $71.79 $1.39K - $1.51K
17.5K $1.2M
ET
Energy Transfer LP

Energy
265
+ 1.21%
$17.11 - $18.16 $4.53K - $4.81K
22.2K $380K
WM
Waste Management Inc

Industrials
1
+ 0.03%
$213.88 - $237.1 $214 - $237
3.37K $743K
DIS
Walt Disney CO

Communication Services
37
+ 0.93%
$112.25 - $124.0 $4.15K - $4.59K
4.01K $458K
OKE
Oneok Inc

Energy
28
+ 0.66%
$71.36 - $83.47 $2K - $2.34K
4.3K $313K
INTU
Intuit Inc

Technology
12
+ 2.48%
$646.03 - $807.39 $7.75K - $9.69K
496 $338K
APO
Apollo Global Management, Inc.

Financial Services
2
+ 0.04%
$131.55 - $156.05 $263 - $312
5.6K $745K
NFLX
Netflix Inc

Communication Services
3
+ 0.55%
$1147.87 - $1297.18 $3.44K - $3.89K
544 $652K
LLY
Eli Lilly & CO

Healthcare
31
+ 0.32%
$625.65 - $812.69 $19.4K - $25.2K
9.76K $7.45M
SBUX
Starbucks Corp

Consumer Cyclical
30
+ 0.12%
$81.9 - $96.86 $2.46K - $2.91K
24.4K $2.06M
KO
Coca Cola CO

Consumer Defensive
319
+ 0.58%
$65.67 - $71.67 $20.9K - $22.9K
55K $3.65M
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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