Shepherd Financial Partners LLC Purchases in Q3 2024

Shepherd Financial Partners LLC

  • $826 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
25.8K
+ 1.77%
$63.28 - $70.06 $1.63M - $1.81M
1.48M $104M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.93K
+ 0.97%
$517.38 - $573.86 $1M - $1.11M
202K $116M
VNQ
Vanguard Specialized Funds Van

ETFs
44.9K
+ 101.7%
$82.97 - $98.97 $3.73M - $4.44M
89.1K $8.68M
IEFA
Ishares Tr

ETFs
6.02K
+ 0.89%
$70.09 - $78.74 $422K - $474K
685K $53.5M
AAPL
Apple Inc.

Technology
2.49K
+ 2.09%
$207.23 - $234.82 $516K - $585K
122K $28.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
321
+ 0.17%
$162.83 - $179.16 $52.3K - $57.5K
188K $33.8M
NVDA
Nvidia Corp

Technology
17.5K
+ 29.6%
$98.91 - $134.91 $1.73M - $2.36M
76.6K $9.3M
AVGO
Broadcom Inc.

Technology
24.3K
+ 1252.89%
$136.27 - $1745.86 $3.31M - $42.4M
26.2K $4.52M
LMT
Lockheed Martin Corp

Industrials
409
+ 4.53%
$460.3 - $584.56 $188K - $239K
9.44K $5.52M
RTX
Raytheon Technologies Corp

Industrials
1.1K
+ 2.39%
$99.55 - $123.34 $109K - $135K
47.1K $5.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.51K
New
$233.4 - $302.36 $819K - $1.06M
3.51K $952K
IVV
Ishares Core S&P 500 ETF

ETFs
201
+ 0.79%
$520.18 - $576.82 $105K - $116K
25.7K $14.8M
BLK
Black Rock Inc.

Financial Services
102
+ 2.19%
$782.27 - $949.51 $79.8K - $96.9K
4.77K $4.53M
WMB
Williams Companies, Inc.

Energy
18.1K
New
$41.24 - $46.22 $747K - $838K
18.1K $827K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2.74K
New
$233.81 - $287.01 $640K - $785K
2.74K $752K
ABBV
Abb Vie Inc.

Healthcare
503
+ 2.06%
$163.84 - $199.33 $82.4K - $100K
24.9K $4.91M
SPTL
Spdr Portfolio Long Term Treas

ETFs
935
+ 0.25%
$26.69 - $29.87 $25K - $27.9K
376K $10.9M
WMT
Walmart Inc.

Consumer Defensive
493
+ 1.03%
$66.91 - $81.4 $33K - $40.1K
48.3K $3.9M
V
Visa Inc.

Financial Services
1.2K
+ 4.73%
$253.74 - $291.56 $304K - $349K
26.5K $7.29M
HD
Home Depot, Inc.

Consumer Cyclical
125
+ 1.37%
$333.64 - $405.2 $41.7K - $50.7K
9.24K $3.74M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.63K
+ 20.28%
$162.64 - $179.3 $428K - $472K
15.6K $2.8M
JPM
Jpmorgan Chase & CO

Financial Services
673
+ 1.46%
$194.9 - $224.8 $131K - $151K
46.9K $9.88M
DUK
Duke Energy Corp

Utilities
1.01K
+ 3.68%
$99.35 - $117.71 $101K - $119K
28.5K $3.29M
MCD
Mcdonalds Corp

Consumer Cyclical
307
+ 3.55%
$245.82 - $304.51 $75.5K - $93.5K
8.94K $2.72M
NEE
Nextera Energy Inc

Utilities
951
+ 3.05%
$69.9 - $84.97 $66.5K - $80.8K
32.1K $2.71M
KO
Coca Cola CO

Consumer Defensive
804
+ 1.49%
$62.69 - $73.01 $50.4K - $58.7K
54.8K $3.94M
UNH
Unitedhealth Group Inc

Healthcare
99
+ 1.71%
$488.01 - $604.18 $48.3K - $59.8K
5.88K $3.44M
VEA
Vanguard Ftse Developed Market

ETFs
3.59K
+ 4.1%
$47.6 - $53.31 $171K - $192K
91.2K $4.82M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.5K
+ 10.57%
$58.03 - $65.37 $261K - $294K
47.1K $3.05M
CAT
Caterpillar Inc

Industrials
162
+ 2.88%
$316.8 - $391.12 $51.3K - $63.4K
5.78K $2.26M
XLU
Utilities Sector Spdr

ETFs
473
+ 1.76%
$67.67 - $80.78 $32K - $38.2K
27.4K $2.21M
KRE
Spdr S&P Regional Banking ETF

ETFs
2.51K
+ 8.15%
$47.94 - $59.23 $120K - $149K
33.3K $1.89M
GS
Goldman Sachs Group Inc

Financial Services
236
+ 4.58%
$459.02 - $510.25 $108K - $120K
5.39K $2.67M
DHR
Danaher Corp

Healthcare
318
+ 3.62%
$239.25 - $280.76 $76.1K - $89.3K
9.1K $2.53M
IEMG
Ishares Inc

ETFs
4.55K
+ 1.02%
$53.64 - $53.64 $244K - $244K
452K $24.2M
KKR
Kkr & Co. Inc.

Financial Services
2.22K
New
$104.51 - $133.23 $232K - $296K
2.22K $289K
GIS
General Mills Inc

Consumer Defensive
1.13K
+ 6.32%
$62.5 - $75.15 $70.9K - $85.2K
19.1K $1.41M
ED
Consolidated Edison Inc

Utilities
722
+ 5.61%
$88.42 - $104.97 $63.8K - $75.8K
13.6K $1.42M
ZTS
Zoetis Inc.

Healthcare
258
+ 3.11%
$172.58 - $196.48 $44.5K - $50.7K
8.56K $1.67M
AZPN
Aspen Technology, Inc.

Technology
970
New
$172.9 - $239.26 $168K - $232K
970 $231K
PG
Procter & Gamble CO

Consumer Defensive
494
+ 2.83%
$160.76 - $177.82 $79.4K - $87.8K
17.9K $3.11M
ETR
Entergy Corp

Utilities
469
+ 6.91%
$104.75 - $131.61 $49.1K - $61.7K
7.26K $955K
ORI
Old Republic International Corp

Financial Services
6.45K
New
$29.89 - $35.9 $193K - $232K
6.45K $228K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.38K
New
$139.03 - $157.34 $192K - $217K
1.38K $216K
MA
Mastercard Inc

Financial Services
61
+ 1.74%
$429.6 - $500.99 $26.2K - $30.6K
3.57K $1.76M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
183
+ 0.18%
$76.38 - $78.87 $14K - $14.4K
101K $7.92M
ORCL
Oracle Corp

Technology
470
+ 10.21%
$125.9 - $170.35 $59.2K - $80.1K
5.08K $864K
PEG
Public Service Enterprise Group Inc

Utilities
2.38K
New
$73.58 - $89.21 $175K - $212K
2.38K $211K
AEP
American Electric Power CO Inc

Utilities
2.02K
New
$87.11 - $104.95 $176K - $211K
2.02K $206K
Activity Summary
Buys All Purchases 129 New Holdings 12 Increased Positions 117 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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