Shepherd Financial Partners LLC Reduced Holdings in Q4 2024

Shepherd Financial Partners LLC

  • $828 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-2.01K
- 17.96%
$727.2 - $932.06 $1.46M - $1.87M
9.16K $7.07M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.77K
- 0.94%
$174.22 - $187.62 $308K - $331K
187K $32.7M
VNQ
Vanguard Specialized Funds Van

ETFs
-344
- 0.39%
$87.85 - $98.6 $30.2K - $33.9K
88.7K $7.9M
VEA
Vanguard Ftse Developed Market

ETFs
-6.05K
- 6.63%
$47.57 - $52.44 $288K - $317K
85.2K $4.07M
ACN
Accenture PLC

Technology
-1.85K
- 23.05%
$343.9 - $376.86 $637K - $698K
6.18K $2.17M
MRK
Merck & Co., Inc.

Healthcare
-578
- 1.41%
$96.31 - $114.76 $55.7K - $66.3K
40.4K $4.02M
UNH
Unitedhealth Group Inc

Healthcare
-100
- 1.7%
$485.52 - $625.25 $48.6K - $62.5K
5.78K $2.92M
DHR
Danaher Corp

Healthcare
-249
- 2.74%
$226.16 - $274.52 $56.3K - $68.4K
8.85K $2.03M
AMD
Advanced Micro Devices Inc

Technology
-570
- 6.23%
$118.88 - $172.8 $67.8K - $98.5K
8.58K $1.04M
SHV
Ishares Tr

ETFs
-3.96K
- 14.87%
$109.92 - $110.57 $435K - $437K
22.6K $2.49M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.57K
- 1.71%
$60.73 - $64.94 $156K - $167K
147K $9.04M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.7K
- 10.89%
$176.42 - $186.91 $300K - $318K
13.9K $2.48M
TGT
Target Corp

Consumer Defensive
-1.14K
- 17.39%
$121.59 - $160.69 $139K - $183K
5.42K $732K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.48K
- 23.3%
$96.64 - $101.23 $240K - $251K
8.17K $791K
JNJ
Johnson & Johnson

Healthcare
-335
- 3.02%
$143.34 - $165.86 $48K - $55.6K
10.8K $1.56M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.36K
- 20.19%
$100.22 - $100.73 $237K - $238K
9.34K $937K
CMCSA
Comcast Corp

Communication Services
-2.56K
- 7.83%
$37.39 - $45.14 $95.5K - $115K
30.1K $1.13M
PFE
Pfizer Inc

Healthcare
-6.37K
- 28.04%
$24.8 - $30.19 $158K - $192K
16.3K $433K
GIS
General Mills Inc

Consumer Defensive
-375
- 1.97%
$62.78 - $74.62 $23.5K - $28K
18.7K $1.19M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.23K
- 11.81%
$89.81 - $104.0 $111K - $128K
9.22K $829K
UNP
Union Pacific Corp

Industrials
-669
- 35.3%
$223.15 - $249.32 $149K - $167K
1.23K $279K
DE
Deere & CO

Industrials
-480
- 16.37%
$389.45 - $466.0 $187K - $224K
2.45K $1.04M
PEP
Pepsico Inc

Consumer Defensive
-249
- 3.14%
$151.29 - $176.1 $37.7K - $43.8K
7.68K $1.17M
AMAT
Applied Materials Inc

Technology
-280
- 8.83%
$161.44 - $213.89 $45.2K - $59.9K
2.89K $470K
COP
Conocophillips

Energy
-1.09K
- 14.83%
$95.12 - $114.72 $104K - $126K
6.29K $623K
ZS
Zscaler, Inc.

Technology
-1.02K
- 20.32%
$166.99 - $211.99 $171K - $217K
4.01K $723K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-812
- 3.44%
$88.59 - $94.57 $71.9K - $76.8K
22.8K $2.02M
AMT
American Tower Corp

Real Estate
-113
- 5.16%
$179.4 - $232.01 $20.3K - $26.2K
2.08K $380K
UPS
United Parcel Service Inc

Industrials
-708
- 19.66%
$122.65 - $138.35 $86.8K - $98K
2.89K $364K
STAG
Stag Industrial, Inc.

Real Estate
-135
- 0.73%
$33.22 - $39.1 $4.48K - $5.28K
18.5K $624K
AMGN
Amgen Inc

Healthcare
-8
- 0.52%
$258.78 - $328.31 $2.07K - $2.63K
1.54K $400K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.03K
- 3.66%
$118.0 - $127.04 $121K - $130K
27K $3.28M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.16K
- 4.31%
$107.41 - $115.71 $125K - $134K
25.8K $2.84M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-151
- 7.53%
$408.59 - $476.19 $61.7K - $71.9K
1.86K $778K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-558
- 19.17%
$87.1 - $98.49 $48.6K - $55K
2.35K $205K
NKE
Nike, Inc.

Consumer Cyclical
-234
- 5.77%
$73.36 - $89.13 $17.2K - $20.9K
3.82K $288K
RLY
Ssga Active ETF Tr

ETFs
-1.81K
- 15.99%
$26.85 - $29.18 $48.6K - $52.8K
9.51K $257K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-47
- 10.73%
$501.29 - $612.85 $23.6K - $28.8K
391 $203K
TIP
Ishares Tr Tips Bd ETF

ETFs
-147
- 1.27%
$106.33 - $110.69 $15.6K - $16.3K
11.4K $1.22M
OMC
Omnicom Group Inc.

Communication Services
-175
- 6.87%
$85.82 - $105.47 $15K - $18.5K
2.37K $204K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-551
- 9.02%
$81.68 - $82.93 $45K - $45.7K
5.56K $455K
ICLN
Ishares

ETFs
-931
- 7.46%
$11.35 - $14.51 $10.6K - $13.5K
11.6K $131K
EOG
Eog Resources Inc

Energy
-328
- 1.88%
$118.22 - $136.54 $38.8K - $44.8K
17.1K $2.1M
F
Ford Motor CO

Consumer Cyclical
-3.02K
- 22.71%
$9.69 - $11.4 $29.3K - $34.4K
10.3K $101K
PM
Philip Morris International Inc.

Consumer Defensive
-231
- 10.24%
$118.38 - $133.06 $27.3K - $30.7K
2.03K $243K
WM
Waste Management Inc

Industrials
-5
- 0.15%
$201.79 - $228.46 $1.01K - $1.14K
3.37K $679K
SRLN
Ssga Active Trust

ETFs
-421
- 2.78%
$41.48 - $42.08 $17.5K - $17.7K
14.7K $614K
FDS
Factset Research Systems Inc

Financial Services
-73
- 8.32%
$449.69 - $495.72 $32.8K - $36.2K
804 $386K
VOE
Vanguard Mid Cap Value Index F

ETFs
-10
- 0.72%
$160.89 - $176.18 $1.61K - $1.76K
1.39K $224K
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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