Shepherd Financial Partners LLC Sells in Q3 2025

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-142K
- 22.39%
$81.7 - $87.53 $11.6M - $12.5M
493K $43M
IYW
Ishares Dj Us Tech ETF

ETFs
-58K
- 63.86%
$171.38 - $197.01 $9.94M - $11.4M
32.8K $6.42M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-70.8K
- 6.5%
$25.67 - $27.21 $1.82M - $1.93M
1.02M $27.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-20.1K
- 9.74%
$182.33 - $194.5 $3.66M - $3.91M
186K $36.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.91K
- 18.45%
$181.56 - $190.33 $1.62M - $1.7M
39.4K $7.47M
DE
Deere & CO

Industrials
-2K
- 77.73%
$457.26 - $524.37 $913K - $1.05M
572 $261K
V
Visa Inc.

Financial Services
-379
- 1.38%
$332.09 - $358.86 $126K - $136K
27K $9.23M
HON
Honeywell International Inc

Industrials
-194
- 1.03%
$207.7 - $240.4 $40.3K - $46.6K
18.7K $3.94M
PGR
Progressive Corp

Financial Services
-29
- 0.14%
$238.61 - $264.3 $6.92K - $7.66K
20.2K $4.98M
ACN
Accenture PLC

Technology
-255
- 4.03%
$232.56 - $304.78 $59.3K - $77.7K
6.07K $1.5M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.59K
- 13.51%
$88.47 - $93.24 $317K - $334K
23K $2.1M
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 0.43%
$915.95 - $994.57 $13.7K - $14.9K
3.51K $3.25M
BSX
Boston Scientific Corp

Healthcare
-6
- 0.03%
$97.03 - $108.14 $582 - $649
21.9K $2.14M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.77K
- 15.17%
$78.11 - $79.07 $216K - $219K
15.5K $1.22M
COP
Conocophillips

Energy
-2.41K
- 38.74%
$91.0 - $98.99 $219K - $239K
3.81K $360K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.75K
- 34.65%
$109.11 - $111.88 $191K - $196K
3.3K $366K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.95K
- 32.83%
$108.46 - $120.63 $212K - $236K
4K $474K
PM
Philip Morris International Inc.

Consumer Defensive
-750
- 37.04%
$157.77 - $183.27 $118K - $137K
1.28K $206K
META
Meta Platforms, Inc.

Communication Services
-157
- 1.38%
$695.21 - $791.73 $109K - $124K
11.2K $8.22M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-3.12K
- 19.57%
$50.52 - $50.75 $157K - $158K
12.8K $650K
EOG
Eog Resources Inc

Energy
-138
- 0.76%
$112.12 - $126.1 $15.5K - $17.4K
18K $2.02M
UNH
Unitedhealth Group Inc

Healthcare
-526
- 38.45%
$237.77 - $353.61 $125K - $186K
842 $290K
ICE
Intercontinental Exchange, Inc.

Financial Services
-36
- 0.52%
$167.28 - $188.45 $6.02K - $6.78K
6.91K $1.16M
PG
Procter & Gamble CO

Consumer Defensive
-3
- 0.02%
$150.47 - $161.22 $451 - $484
19.1K $2.93M
ZTS
Zoetis Inc.

Healthcare
-98
- 1.06%
$141.13 - $159.19 $13.8K - $15.6K
9.16K $1.34M
SPGI
S&P Global Inc.

Financial Services
-3
- 0.12%
$484.94 - $564.15 $1.45K - $1.69K
2.42K $1.18M
AMT
American Tower Corp

Real Estate
-205
- 10.03%
$192.32 - $232.35 $39.4K - $47.6K
1.84K $353K
CMCSA
Comcast Corp

Communication Services
-728
- 4.56%
$31.41 - $36.33 $22.9K - $26.4K
15.3K $479K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-900
- 29.09%
$100.16 - $100.7 $90.1K - $90.6K
2.19K $220K
CRWD
Crowd Strike Holdings, Inc.

Technology
-4
- 0.1%
$412.46 - $514.1 $1.65K - $2.06K
4.08K $2M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.26K
- 11.85%
$87.05 - $93.19 $110K - $117K
9.37K $871K
UPS
United Parcel Service Inc

Industrials
-306
- 10.59%
$82.58 - $105.54 $25.3K - $32.3K
2.58K $215K
DHR
Danaher Corp

Healthcare
-418
- 4.57%
$181.46 - $212.2 $75.9K - $88.7K
8.72K $1.73M
VEEV
Veeva Systems Inc

Healthcare
-280
- 26.87%
$269.2 - $297.91 $75.4K - $83.4K
762 $227K
ZS
Zscaler, Inc.

Technology
-18
- 0.45%
$267.68 - $316.5 $4.82K - $5.7K
3.94K $1.18M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-31
- 1.58%
$422.75 - $485.53 $13.1K - $15.1K
1.93K $831K
UNP
Union Pacific Corp

Industrials
-229
- 19.51%
$214.91 - $237.16 $49.2K - $54.3K
945 $223K
STAG
Stag Industrial, Inc.

Real Estate
-790
- 4.49%
$34.28 - $36.97 $27.1K - $29.2K
16.8K $593K
BMY
Bristol Myers Squibb CO

Healthcare
-666
- 7.29%
$43.31 - $48.98 $28.8K - $32.6K
8.47K $381K
KMB
Kimberly Clark Corp

Consumer Defensive
-208
- 8.9%
$121.72 - $136.77 $25.3K - $28.4K
2.13K $264K
BILL
Bill.Com Holdings, Inc.

Technology
-2.79K
- 16.58%
$39.02 - $54.53 $109K - $152K
14K $742K
TXN
Texas Instruments Inc

Technology
-167
- 5.05%
N/A
3.14K $611K
CCI
Crown Castle International Corp

Real Estate
-154
- 5.61%
$92.96 - $113.91 $14.3K - $17.5K
2.59K $250K
PFE
Pfizer Inc

Healthcare
-2.07K
- 12.68%
$23.29 - $25.88 $48.1K - $53.4K
14.2K $362K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.05K
- 8.26%
$62.09 - $66.51 $65.3K - $70K
11.7K $762K
DLR
Digital Realty Trust, Inc.

Real Estate
-61
- 0.65%
$161.21 - $180.02 $9.83K - $11K
9.28K $1.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-313
- 4.55%
$97.75 - $100.75 $30.6K - $31.5K
6.57K $658K
ABC
Amerisourcebergen Corp

Healthcare
-60
- 1.06%
N/A
5.59K $1.04M
XLP
Consumer Staples Sector Spdr

ETFs
-123
- 0.56%
N/A
21.8K $1.66M
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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