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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-125
- 2.38%
$82.38 - $83.0 $10.3K - $10.4K
5.13K $425K
WASH
Washington Trust Bancorp Inc

Financial Services
-541
- 5.43%
$26.43 - $30.54 $14.3K - $16.5K
9.43K $272K
MDT
Medtronic PLC

Healthcare
-598
- 10.12%
$87.67 - $95.74 $52.4K - $57.3K
5.31K $506K
NKE
Nike, Inc.

Consumer Cyclical
-2
- 0.06%
$69.24 - $79.24 $138 - $158
3.22K $224K
Blackrock ETF Trust Ii
-88.7K
- 46.91%
N/A
100K $0
Lam Research Corp
-36
- 0.59%
N/A
6.09K $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.84K
- 7.21%
$72.65 - $78.68 $497K - $538K
88K $6.89M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-58
- 6.98%
$420.11 - $472.68 $24.4K - $27.4K
773 $362K
AMZN
Amazon Com Inc

Consumer Cyclical
-21
- 0.02%
$211.65 - $238.24 $4.44K - $5K
84.9K $18.6M
DUK
Duke Energy Corp

Utilities
-1.31K
- 4.32%
$116.31 - $125.93 $152K - $165K
28.9K $3.58M
PEP
Pepsico Inc

Consumer Defensive
-344
- 4.45%
$133.81 - $152.16 $46K - $52.3K
7.39K $1.04M
MA
Mastercard Inc

Financial Services
-10
- 0.26%
$550.18 - $598.96 $5.5K - $5.99K
3.8K $2.16M
FBT
First Trust Nyse Arca Biotechn

ETFs
-35
- 2.23%
$159.46 - $180.52 $5.58K - $6.32K
1.53K $274K
UBER
Uber Technologies, Inc

Technology
-19
- 0.29%
$86.91 - $99.57 $1.65K - $1.89K
6.5K $636K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-75
- 0.57%
$41.34 - $45.65 $3.1K - $3.42K
13K $586K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.21K
- 5.8%
$115.96 - $125.95 $140K - $152K
19.7K $2.48M
NSC
Norfolk Southern Corp

Industrials
-2
- 0.16%
$259.49 - $300.41 $519 - $601
1.26K $378K
AMAT
Applied Materials Inc

Technology
-13
- 0.42%
$156.25 - $204.95 $2.03K - $2.66K
3.09K $632K
INTC
Intel Corp

Technology
-1.5K
- 14.19%
$19.31 - $35.5 $29K - $53.4K
9.09K $304K
VTI
Vanguard Total Stock Market Et

ETFs
-72
- 1.88%
$303.93 - $329.86 $21.9K - $23.7K
3.75K $1.23M
MRK
Merck & Co., Inc.

Healthcare
-1.08K
- 3.2%
$77.6 - $87.37 $83.6K - $94.1K
32.6K $2.73M
MS
Morgan Stanley

Financial Services
-6
- 0.15%
$139.09 - $161.16 $835 - $967
4.05K $643K
QCOM
Qualcomm Inc

Technology
-50
- 0.41%
$145.84 - $173.55 $7.29K - $8.68K
12.3K $2.04M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-325
- 4.7%
$83.08 - $100.2 $27K - $32.6K
6.6K $660K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-563
- 2.52%
$126.64 - $135.65 $71.3K - $76.4K
21.8K $2.96M
NEE
Nextera Energy Inc

Utilities
-533
- 1.58%
$69.77 - $77.54 $37.2K - $41.3K
33.1K $2.5M
CMI
Cummins Inc

Industrials
-17
- 0.94%
$327.85 - $426.39 $5.57K - $7.25K
1.8K $758K
XLU
Utilities Sector Spdr

ETFs
-33
- 0.11%
$81.14 - $87.32 $2.68K - $2.88K
30.3K $2.64M
JNJ
Johnson & Johnson

Healthcare
-457
- 4.2%
$155.17 - $185.42 $70.9K - $84.7K
10.4K $1.94M
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.02%
$357.4 - $423.42 $715 - $847
9.55K $3.87M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.32K
- 2.21%
$195.41 - $212.37 $259K - $281K
58.5K $12.2M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.37K
- 0.86%
$64.12 - $68.08 $88K - $93.4K
157K $10.7M
CAT
Caterpillar Inc

Industrials
-1
- 0.02%
$390.92 - $477.15 $391 - $477
6.48K $3.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11
- 0.09%
$546.99 - $602.2 $6.02K - $6.62K
12.4K $7.45M
MSFT
Microsoft Corp

Technology
-22
- 0.05%
$491.09 - $535.64 $10.8K - $11.8K
40.5K $21M
RTX
Raytheon Technologies Corp

Industrials
-660
- 1.35%
$144.19 - $167.33 $95.2K - $110K
48.4K $8.09M
VLO
Valero Energy Corp

Energy
-19
- 0.07%
$131.77 - $175.63 $2.5K - $3.34K
29K $4.94M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.42K
- 1.18%
$42.26 - $47.16 $187K - $208K
369K $17.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-961
- 2.19%
$284.45 - $324.95 $273K - $312K
42.9K $13.7M
AVGO
Broadcom Inc.

Technology
-182
- 0.53%
$264.74 - $369.57 $48.2K - $67.3K
34K $11.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-69
- 0.15%
$620.67 - $670.08 $42.8K - $46.2K
45K $30.1M
SPYG
Spdr Portfolio

ETFs
-12.1K
- 3.14%
$94.33 - $105.31 $1.14M - $1.28M
373K $39M
GOOGL
Alphabet Inc.

Communication Services
-47
- 0.12%
$174.36 - $254.72 $8.19K - $12K
39.4K $9.59M
NVDA
Nvidia Corp

Technology
-359
- 0.37%
$153.3 - $186.58 $55K - $67K
98K $18.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-264
- 0.26%
$617.65 - $666.84 $163K - $176K
102K $68.1M
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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