Shepherd Financial Partners LLC Purchases in Q1 2025

Shepherd Financial Partners LLC

  • $831 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
201K
+ 1446.89%
$168.16 - $186.21 $33.9M - $37.5M
215K $36.8M
IVV
Ishares Core S&P 500 ETF

ETFs
54.7K
+ 210.08%
$554.06 - $615.85 $30.3M - $33.7M
80.7K $45.3M
SPYG
Spdr Portfolio

ETFs
363K
+ 976.89%
$80.05 - $92.39 $29M - $33.5M
400K $32M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
584K
New
$48.06 - $53.73 $28.1M - $31.4M
584K $28.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
445K
New
$49.78 - $53.19 $22.1M - $23.6M
445K $22.5M
SPMD
Spdr Portfolio

ETFs
265K
+ 2554.54%
$50.21 - $57.73 $13.3M - $15.3M
275K $14.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
328K
+ 735.7%
$40.03 - $46.81 $13.1M - $15.3M
372K $15.1M
IYW
Ishares Dj Us Tech ETF

ETFs
88.2K
New
$140.44 - $166.79 $12.4M - $14.7M
88.2K $12.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
372K
+ 97.95%
$25.54 - $27.64 $9.5M - $10.3M
751K $20.3M
OEF
Ishares S&P 100 ETF

ETFs
33.4K
New
N/A
33.4K $8.89M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
35.6K
New
$196.12 - $229.48 $6.98M - $8.16M
35.6K $7.19M
MBB
Ishares Tr

ETFs
41.7K
New
$90.37 - $94.08 $3.76M - $3.92M
41.7K $3.91M
EMB
Ishares Tr

ETFs
39.2K
New
$88.64 - $92.03 $3.47M - $3.6M
39.2K $3.54M
V
Visa Inc.

Financial Services
683
+ 2.56%
$306.92 - $362.71 $210K - $248K
27.4K $9.59M
PGR
Progressive Corp

Financial Services
916
+ 4.51%
$235.61 - $291.22 $216K - $267K
21.2K $6.01M
RTX
Raytheon Technologies Corp

Industrials
812
+ 1.69%
$114.1 - $135.66 $92.6K - $110K
48.8K $6.46M
ABBV
Abb Vie Inc.

Healthcare
466
+ 1.85%
$169.2 - $216.66 $78.8K - $101K
25.6K $5.36M
LLY
Eli Lilly & CO

Healthcare
350
+ 3.82%
$725.72 - $929.72 $254K - $325K
9.51K $7.85M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.53K
+ 13.87%
$58.01 - $64.46 $379K - $421K
53.6K $3.35M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11.3K
New
$48.43 - $49.9 $547K - $564K
11.3K $563K
DUK
Duke Energy Corp

Utilities
1.25K
+ 4.33%
$105.87 - $121.97 $132K - $152K
30K $3.66M
KO
Coca Cola CO

Consumer Defensive
119
+ 0.22%
$60.81 - $72.32 $7.24K - $8.61K
54.9K $3.93M
SNOW
Snowflake Inc.

Technology
3.56K
New
$146.16 - $192.78 $521K - $687K
3.56K $520K
JPM
Jpmorgan Chase & CO

Financial Services
966
+ 2.05%
$225.19 - $279.95 $218K - $270K
48.1K $11.8M
UBER
Uber Technologies, Inc

Technology
6.52K
New
$63.17 - $81.49 $412K - $531K
6.52K $475K
VLO
Valero Energy Corp

Energy
1.25K
+ 4.35%
$121.76 - $142.99 $152K - $178K
29.9K $3.95M
VIG
Vanguard Dividend Appreciation

ETFs
2.25K
+ 109.79%
N/A
4.31K $784K
ED
Consolidated Edison Inc

Utilities
210
+ 1.54%
$88.0 - $110.59 $18.5K - $23.2K
13.8K $1.53M
MCD
Mcdonalds Corp

Consumer Cyclical
200
+ 2.22%
$279.74 - $321.29 $55.9K - $64.3K
9.19K $2.87M
ORCL
Oracle Corp

Technology
2.85K
+ 55.71%
$139.81 - $186.47 $398K - $531K
7.95K $1.11M
CEG
Constellation Energy Corp

Utilities
1.22K
New
$201.63 - $347.44 $246K - $424K
1.22K $245K
INTC
Intel Corp

Technology
10.5K
New
$19.1 - $27.39 $200K - $287K
10.5K $237K
YUM
Yum Brands Inc

Consumer Cyclical
1.48K
New
$123.25 - $162.53 $182K - $240K
1.48K $232K
COST
Costco Wholesale Corp

Consumer Defensive
131
+ 3.91%
$890.62 - $1076.86 $117K - $141K
3.48K $3.29M
XLU
Utilities Sector Spdr

ETFs
2.02K
+ 7.32%
$74.7 - $80.27 $151K - $162K
29.7K $2.31M
AEP
American Electric Power CO Inc

Utilities
2.02K
New
$90.32 - $109.27 $182K - $220K
2.02K $220K
ICE
Intercontinental Exchange, Inc.

Financial Services
374
+ 5.67%
$142.8 - $176.36 $53.4K - $66K
6.97K $1.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.12K
+ 4.91%
$87.68 - $94.52 $97.9K - $106K
23.9K $2.24M
ETR
Entergy Corp

Utilities
833
+ 5.66%
$75.26 - $87.89 $62.7K - $73.2K
15.6K $1.33M
VFH
Vanguard Financial ETF

ETFs
1.79K
New
$114.07 - $127.34 $204K - $228K
1.79K $210K
SBUX
Starbucks Corp

Consumer Cyclical
393
+ 1.67%
$91.75 - $115.81 $36.1K - $45.5K
23.9K $2.34M
MPLX
Mplx LP

Energy
3.75K
New
$47.88 - $54.65 $179K - $205K
3.75K $200K
MA
Mastercard Inc

Financial Services
189
+ 5.27%
$504.67 - $576.31 $95.4K - $109K
3.78K $2.07M
EOG
Eog Resources Inc

Energy
655
+ 3.83%
$120.54 - $138.05 $79K - $90.4K
17.8K $2.28M
DE
Deere & CO

Industrials
101
+ 4.12%
$408.57 - $509.27 $41.3K - $51.4K
2.55K $1.2M
CVX
Chevron Corp

Energy
356
+ 8.08%
$146.71 - $167.97 $52.2K - $59.8K
4.76K $796K
PG
Procter & Gamble CO

Consumer Defensive
517
+ 2.84%
$158.56 - $176.26 $82K - $91.1K
18.7K $3.19M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.9K
+ 31.81%
$102.49 - $119.96 $195K - $228K
7.89K $824K
UNH
Unitedhealth Group Inc

Healthcare
35
+ 0.61%
$461.52 - $548.18 $16.2K - $19.2K
5.81K $3.04M
Activity Summary
Buys All Purchases 148 New Holdings 20 Increased Positions 128 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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