Shepherd Financial Partners LLC Reduced Holdings in Q1 2025

Shepherd Financial Partners LLC

  • $831 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-101K
- 49.79%
$551.42 - $612.93 $55.7M - $61.9M
102K $57M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-777K
- 52.31%
$67.03 - $74.61 $52.1M - $58M
709K $47.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-78K
- 61.84%
$254.58 - $302.92 $19.9M - $23.6M
48.1K $12.3M
VBR
Vanguard Small Cap Value ETF

ETFs
-116K
- 63.2%
$183.02 - $207.75 $21.2M - $24M
67.4K $12.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-123K
- 66.05%
$169.43 - $182.84 $20.9M - $22.5M
63.4K $11M
IEMG
Ishares Inc

ETFs
-132K
- 28.95%
N/A
324K $17.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-75.8K
- 74.68%
$76.94 - $78.28 $5.83M - $5.94M
25.7K $2.01M
VNQ
Vanguard Specialized Funds Van

ETFs
-55.5K
- 62.53%
$85.55 - $94.34 $4.75M - $5.23M
33.2K $2.98M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-9K
- 65.43%
$308.87 - $383.33 $2.78M - $3.45M
4.76K $1.56M
IEFA
Ishares Tr

ETFs
-78.8K
- 11.48%
$69.57 - $78.65 $5.48M - $6.2M
608K $46M
VEU
Vanguard Ftse All World Ex Us

ETFs
-16K
- 42.89%
$56.51 - $62.98 $904K - $1.01M
21.3K $1.3M
MRK
Merck & Co., Inc.

Healthcare
-4.46K
- 11.04%
$83.01 - $101.02 $370K - $451K
35.9K $3.23M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-4.48K
- 16.58%
$113.22 - $126.36 $507K - $565K
22.5K $2.57M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-3.5K
- 13.58%
$101.98 - $115.66 $357K - $405K
22.3K $2.27M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.18K
- 2.33%
$64.88 - $72.1 $141K - $157K
91.1K $5.96M
TGT
Target Corp

Consumer Defensive
-2.63K
- 48.51%
$103.65 - $142.5 $273K - $375K
2.79K $291K
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.05K
- 35.45%
$106.22 - $111.09 $431K - $450K
7.38K $819K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-7.31K
- 31.0%
$50.44 - $50.7 $369K - $370K
16.3K $824K
AMD
Advanced Micro Devices Inc

Technology
-1.4K
- 16.33%
$96.63 - $129.55 $135K - $182K
7.18K $737K
SHV
Ishares Tr

ETFs
-2.26K
- 9.97%
$110.11 - $110.51 $248K - $249K
20.4K $2.25M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.01K
- 10.97%
$81.1 - $94.7 $82K - $95.7K
8.21K $692K
CMCSA
Comcast Corp

Communication Services
-2.91K
- 9.68%
$33.19 - $38.23 $96.7K - $111K
27.2K $1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.21K
- 12.94%
$100.32 - $100.76 $121K - $122K
8.13K $818K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-943
- 6.73%
$37.84 - $44.02 $35.7K - $41.5K
13.1K $501K
NKE
Nike, Inc.

Consumer Cyclical
-601
- 15.74%
$63.29 - $81.72 $38K - $49.1K
3.22K $204K
FDS
Factset Research Systems Inc

Financial Services
-117
- 14.55%
$427.5 - $476.51 $50K - $55.8K
687 $312K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.5K
- 21.17%
$42.38 - $43.28 $63.6K - $64.9K
5.58K $237K
DGRO
Ishares Core Dividend Growth E

ETFs
-536
- 0.36%
$60.46 - $64.42 $32.4K - $34.5K
147K $8.98M
UPS
United Parcel Service Inc

Industrials
-114
- 3.94%
$109.66 - $136.26 $12.5K - $15.5K
2.78K $305K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6
- 0.23%
$302.31 - $337.54 $1.81K - $2.03K
2.63K $801K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-619
- 7.58%
$95.85 - $99.25 $59.3K - $61.4K
7.55K $745K
SRLN
Ssga Active Trust

ETFs
-890
- 6.04%
$41.02 - $41.99 $36.5K - $37.4K
13.8K $569K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-35
- 4.57%
$507.05 - $563.67 $17.7K - $19.7K
731 $375K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.23K
- 10.17%
$75.32 - $84.77 $92.3K - $104K
10.8K $884K
IWR
Ishares Russell Mid Cap ETF

ETFs
-44
- 0.53%
$82.81 - $92.93 $3.64K - $4.09K
8.3K $705K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.68K
- 9.4%
$32.74 - $36.2 $55K - $60.8K
16.2K $565K
PEP
Pepsico Inc

Consumer Defensive
-66
- 0.86%
$142.64 - $156.42 $9.41K - $10.3K
7.61K $1.14M
VTV
Vanguard Value ETF

ETFs
-272
- 1.87%
$167.73 - $179.21 $45.6K - $48.7K
14.2K $2.43M
XLV
Select Sector Spdr Fund Health

ETFs
-367
- 7.39%
$137.61 - $149.68 $50.5K - $54.9K
4.6K $664K
C
Citigroup Inc

Financial Services
-240
- 3.48%
$67.23 - $84.63 $16.1K - $20.3K
6.67K $473K
FISV
Fiserv Inc

Technology
-97
- 1.69%
N/A
5.65K $707K
SO
Southern CO

Utilities
-1.11K
- 9.98%
$80.96 - $92.96 $90K - $103K
10K $922K
BMY
Bristol Myers Squibb CO

Healthcare
-264
- 2.8%
$53.9 - $63.11 $14.2K - $16.7K
9.16K $558K
CSCO
Cisco Systems, Inc.

Technology
-256
- 1.46%
$58.74 - $64.87 $15K - $16.6K
17.3K $1.07M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-252
- 0.79%
$42.5 - $46.71 $10.7K - $11.8K
31.5K $1.43M
AMT
American Tower Corp

Real Estate
-4
- 0.19%
$173.46 - $217.6 $694 - $870
2.07K $451K
VEA
Vanguard Ftse Developed Market

ETFs
-4.02K
- 4.72%
$47.4 - $52.99 $191K - $213K
81.2K $4.16M
BSX
Boston Scientific Corp

Healthcare
-1.35K
- 5.95%
$89.38 - $106.18 $121K - $144K
21.4K $2.16M
JNJ
Johnson & Johnson

Healthcare
-42
- 0.39%
$142.06 - $167.7 $5.97K - $7.04K
10.7K $1.78M
Activity Summary
Buys All Purchases 148 New Holdings 20 Increased Positions 128 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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