Shepherd Financial Partners LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $831 Million distributed in 230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $57M, Spdr Portfolio S&P 1500 Compos with a value of $47.9M, Ishares Tr with a value of $46M, Ishares Core S&P 500 ETF with a value of $45.3M, and Ishares Msci Usa Quality Facto with a value of $36.8M.
Examining the 13F form we can see an increase of $3.48M in the current position value, from $828M to 831M.
Shepherd Financial Partners LLC is based out at Winchester, MA
Below you can find more details about Shepherd Financial Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$831 Million
ETFs: $552 Million
Technology: $76.5 Million
Financial Services: $49.5 Million
Healthcare: $32 Million
Consumer Cyclical: $31.4 Million
Communication Services: $24.8 Million
Industrials: $21.1 Million
Consumer Defensive: $18 Million
Other: $25.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
