Shepherd Financial Partners LLC Closed Holding Positions

Shepherd Financial Partners LLC

$831 Million
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
FDX Fedex Corp Industrials	Q4 2019 Filed on Jan 31, 2020	2,905	$138.39 - $165.67 $402K - $481K
IWD Ishares Russell 1000 Val ETF ETFs	Q4 2019 Filed on Jan 31, 2020	1,641	$123.85 - $136.67 $203K - $224K
TOTL Ssga Active ETF Tr Spdr Doblel ETFs	Q4 2019 Filed on Jan 31, 2020	16,730	$48.68 - $49.5 $814K - $828K
Suntrust Bks Inc	Q4 2019 Filed on Jan 31, 2020	23,934	N/A
IWV Ishares Russell 3000 ETF ETFs	Q3 2019 Filed on Nov 25, 2019	1,178	$172.91 - $176.69 $204K - $208K
First Choice Bancorp	Q3 2019 Filed on Nov 25, 2019	10,822	N/A
GOOS Canada Goose Holdings Inc. Consumer Cyclical	Q3 2019 Filed on Nov 25, 2019	16,617	$36.48 - $46.79 $606K - $778K
Blackstone Group L P	Q3 2019 Filed on Nov 25, 2019	83,308	N/A
First Data Corp New	Q3 2019 Filed on Nov 25, 2019	39,556	N/A
Worldpay Inc	Q3 2019 Filed on Nov 25, 2019	5,495	N/A
WFC Wells Fargo & Company Financial Services	Q2 2019 Filed on Aug 05, 2019	4,138	$44.37 - $49.17 $184K - $203K
XLI Industrial Sector Spdr ETFs	Q1 2019 Filed on Apr 29, 2019	4,251	N/A
EEM Ishares Msci Emerging Markets ETFs	Q1 2019 Filed on Apr 29, 2019	27,857	$38.45 - $43.71 $1.07M - $1.22M
PSK Spdr Ser Tr Spdr Ice Pfd Sec E ETFs	Q4 2018 Filed on Feb 07, 2019	21,300	N/A
CFG Citizens Financial Group Inc Financial Services	Q4 2018 Filed on Feb 07, 2019	6,626	$27.94 - $39.23 $185K - $260K
Global X Fds	Q4 2018 Filed on Feb 07, 2019	13,132	N/A
IVW Ishares S&P 500 Growth ETF ETFs	Q4 2018 Filed on Feb 07, 2019	1,462	$35.15 - $44.43 $51.4K - $65K
IJT Ishares S&P Small Cap 600 Grow ETFs	Q4 2018 Filed on Feb 07, 2019	1,379	$75.74 - $99.46 $104K - $137K
Red Hat Inc	Q4 2018 Filed on Feb 07, 2019	1,653	N/A
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	Q4 2018 Filed on Feb 07, 2019	942	$218.1 - $267.95 $205K - $252K
BND Vanguard Bd Index Fd Inc Total ETFs	Q4 2018 Filed on Feb 07, 2019	3,582	N/A
Celgene Corp	Q2 2018 Filed on Aug 02, 2018	9,867	N/A
DY Dycom Industries Inc Industrials	Q2 2018 Filed on Aug 02, 2018	3,649	$90.37 - $116.2 $330K - $424K
Powershares ETF Trust	Q2 2018 Filed on Aug 02, 2018	11,819	N/A
Powershares Qqq Trust	Q2 2018 Filed on Aug 02, 2018	56,305	N/A
LUV Southwest Airlines CO Industrials	Q2 2018 Filed on Aug 02, 2018	6,264	$50.32 - $56.86 $315K - $356K
BTI British American Tobacco P.L.C. Consumer Defensive	Q2 2018 Filed on Aug 02, 2018	9,764	$48.34 - $60.3 $472K - $589K
Rydex ETF Trust	Q2 2018 Filed on Aug 02, 2018	2,000	N/A
Rydex ETF Trust	Q2 2018 Filed on Aug 02, 2018	2,100	N/A
Rydex ETF Trust	Q2 2018 Filed on Aug 02, 2018	3,145	N/A
Vantiv Inc	Q1 2018 Filed on May 01, 2018	6,944	N/A
PLAY Dave & Buster'S Entertainment, Inc. Communication Services	Q1 2018 Filed on May 01, 2018	7,383	$41.21 - $57.37 $304K - $424K
HEEM Ishares Currency Hedged Msci E ETFs	Q1 2018 Filed on May 01, 2018	407,144	$25.81 - $28.95 $10.5M - $11.8M
EXPE Expedia Group, Inc. Consumer Cyclical	Q4 2017 Filed on Feb 14, 2018	11,371	$117.32 - $153.4 $1.33M - $1.74M
FRC First Republic Bank Financial Services	Q4 2017 Filed on Feb 14, 2018	8,187	$86.62 - $105.17 $709K - $861K
KMI Kinder Morgan, Inc. Energy	Q4 2017 Filed on Feb 14, 2018	36,566	$16.76 - $19.1 $613K - $698K
PCG Pg&E Corp Utilities	Q4 2017 Filed on Feb 14, 2018	2,976	$44.45 - $69.2 $132K - $206K
PAA Plains All American Pipeline LP Energy	Q4 2017 Filed on Feb 14, 2018	17,750	$18.57 - $21.6 $330K - $383K
Powershares ETF Trust	Q4 2017 Filed on Feb 14, 2018	15,690	N/A
Alexion Pharmaceuticals Inc	Q4 2017 Filed on Feb 14, 2018	3,626	N/A
TDG Trans Digm Group Inc Industrials	Q4 2017 Filed on Feb 14, 2018	1,400	$258.18 - $284.97 $361K - $399K

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