Shepherd Financial Partners LLC Purchases in Q2 2025

Shepherd Financial Partners LLC

  • $900 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
338K
+ 45.02%
$25.48 - $27.78 $8.62M - $9.4M
1.09M $29M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
75K
+ 12.83%
$43.53 - $54.46 $3.27M - $4.08M
659K $35.9M
IEFA
Ishares Tr

ETFs
27.4K
+ 4.51%
$67.83 - $84.09 $1.86M - $2.3M
635K $53M
SPY
Spdr S&P 500 ETF Trust

ETFs
518
+ 0.51%
$496.48 - $617.85 $257K - $320K
102K $63.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.88K
+ 1.25%
$60.34 - $74.89 $536K - $665K
717K $53.7M
NVDA
Nvidia Corp

Technology
1.17K
+ 1.21%
$94.31 - $157.99 $111K - $185K
98.3K $15.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
73.3K
+ 16.48%
$45.11 - $52.34 $3.3M - $3.83M
518K $27.1M
AVGO
Broadcom Inc.

Technology
4.67K
+ 15.82%
$146.29 - $275.65 $683K - $1.29M
34.2K $9.42M
OEF
Ishares S&P 100 ETF

ETFs
16.1K
+ 48.1%
N/A
49.5K $13.2M
IYW
Ishares Dj Us Tech ETF

ETFs
2.54K
+ 2.87%
$122.57 - $173.27 $311K - $439K
90.8K $15.7M
IAU
Ishares Gold Trust

ETFs
24.8K
+ 17.69%
$56.1 - $64.74 $1.39M - $1.6M
165K $10.3M
GOOG
Alphabet Inc.

Communication Services
225
+ 0.37%
$146.58 - $180.01 $33K - $40.5K
61.9K $11M
SPMD
Spdr Portfolio

ETFs
6.56K
+ 2.38%
$44.89 - $54.38 $294K - $356K
282K $15.3M
DGRO
Ishares Core Dividend Growth E

ETFs
11.8K
+ 8.01%
$55.22 - $63.94 $650K - $752K
159K $10.1M
BAC
Bank Of America Corp

Financial Services
19.6K
+ 48.32%
$34.39 - $47.46 $673K - $929K
60.1K $2.84M
ORCL
Oracle Corp

Technology
2.05K
+ 25.82%
$122.82 - $218.63 $252K - $449K
10K $2.19M
PLTR
Palantir Technologies Inc.

Technology
7.66K
New
$74.01 - $144.25 $567K - $1.1M
7.66K $1.04M
GOOGL
Alphabet Inc.

Communication Services
1K
+ 2.6%
$144.7 - $178.6 $145K - $179K
39.5K $6.96M
GS
Goldman Sachs Group Inc

Financial Services
74
+ 1.3%
$462.22 - $707.75 $34.2K - $52.4K
5.77K $4.09M
XOM
Exxon Mobil Corp

Energy
9.59K
+ 142.51%
$99.93 - $119.04 $958K - $1.14M
16.3K $1.76M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.69K
+ 16.21%
$55.54 - $69.09 $483K - $600K
62.3K $4.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.68K
+ 4.04%
$58.41 - $72.69 $215K - $267K
94.8K $6.89M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.16K
+ 0.31%
$35.35 - $42.68 $41K - $49.6K
374K $15.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
191
+ 4.9%
$321.63 - $509.31 $61.4K - $97.3K
4.09K $2.08M
RTX
Raytheon Technologies Corp

Industrials
261
+ 0.54%
$113.75 - $148.48 $29.7K - $38.8K
49K $7.16M
HON
Honeywell International Inc

Industrials
258
+ 1.38%
$182.86 - $232.88 $47.2K - $60.1K
18.9K $4.4M
NFLX
Netflix Inc

Communication Services
236
+ 77.38%
$855.86 - $1339.13 $202K - $316K
541 $724K
BX
Blackstone Inc.

Financial Services
853
+ 2.71%
$120.07 - $151.11 $102K - $129K
32.4K $4.84M
EPD
Enterprise Products Partners L.P.

Energy
13.9K
New
$28.95 - $34.22 $402K - $475K
13.9K $430K
CAT
Caterpillar Inc

Industrials
8
+ 0.12%
$273.94 - $388.21 $2.19K - $3.11K
6.48K $2.52M
ENB
Enbridge Inc

Energy
8.4K
New
$41.09 - $47.16 $345K - $396K
8.4K $380K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
4.77K
New
$53.5 - $71.62 $255K - $341K
4.77K $341K
VEEV
Veeva Systems Inc

Healthcare
1.04K
New
$209.39 - $289.94 $218K - $302K
1.04K $300K
MUB
Ishares National Muni Bond ETF

ETFs
2.86K
New
$102.31 - $105.8 $293K - $303K
2.86K $298K
CCJ
Cameco Corp

Energy
3.9K
New
$36.68 - $74.46 $143K - $290K
3.9K $289K
SNOW
Snowflake Inc.

Technology
32
+ 0.9%
$130.53 - $223.77 $4.18K - $7.16K
3.59K $804K
HDV
Ishares Core High Dividend ETF

ETFs
2.41K
New
$108.41 - $120.51 $261K - $290K
2.41K $282K
EMB
Ishares Tr

ETFs
1.94K
+ 4.96%
$86.54 - $92.62 $168K - $180K
41.1K $3.81M
CEG
Constellation Energy Corp

Utilities
351
+ 28.79%
$170.96 - $322.76 $60K - $113K
1.57K $506K
MU
Micron Technology Inc

Technology
2.01K
New
$64.72 - $127.91 $130K - $257K
2.01K $247K
VZ
Verizon Communications Inc

Communication Services
5.25K
New
$41.67 - $45.62 $219K - $240K
5.25K $227K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.55K
New
$104.34 - $138.68 $161K - $215K
1.55K $214K
MBB
Ishares Tr

ETFs
2.13K
+ 5.12%
$91.41 - $94.22 $195K - $201K
43.8K $4.11M
HOOD
Robinhood Markets, Inc.

Technology
2.2K
New
$34.17 - $93.63 $75.2K - $206K
2.2K $205K
ZION
Zions Bancorporation, National Association

Financial Services
3.97K
New
$41.39 - $51.94 $164K - $206K
3.97K $205K
IGM
Ishares Expanded Tech Sector E

ETFs
1.8K
New
$79.8 - $112.34 $144K - $202K
1.8K $202K
BSX
Boston Scientific Corp

Healthcare
551
+ 2.58%
$89.7 - $107.41 $49.4K - $59.2K
21.9K $2.35M
COST
Costco Wholesale Corp

Consumer Defensive
45
+ 1.29%
$908.13 - $1056.85 $40.9K - $47.6K
3.52K $3.49M
LMT
Lockheed Martin Corp

Industrials
99
+ 1.28%
$430.82 - $486.45 $42.7K - $48.2K
7.82K $3.62M
Activity Summary
Buys All Purchases 123 New Holdings 18 Increased Positions 105 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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