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
DPZ
Dominos Pizza Inc

Consumer Cyclical
83
+ 4.47%
$402.33 - $489.71 $33.4K - $40.6K
1.94K $890K
XOM
Exxon Mobil Corp

Energy
312
+ 4.86%
$105.44 - $118.93 $32.9K - $37.1K
6.73K $800K
WMB
Williams Companies, Inc.

Energy
19
+ 0.1%
$54.02 - $61.09 $1.03K - $1.16K
18.2K $1.09M
GLD
Spdr Gold Trust

ETFs
186
+ 18.4%
$243.19 - $288.14 $45.2K - $53.6K
1.2K $344K
WM
Waste Management Inc

Industrials
1
+ 0.03%
$200.54 - $233.78 $201 - $234
3.37K $779K
ZS
Zscaler, Inc.

Technology
111
+ 2.77%
$181.66 - $216.87 $20.2K - $24.1K
4.12K $818K
VO
Vanguard Mid Cap ETF

ETFs
400
+ 34.75%
$251.87 - $277.95 $101K - $111K
1.55K $398K
ZTS
Zoetis Inc.

Healthcare
439
+ 4.91%
$156.48 - $175.67 $68.7K - $77.1K
9.38K $1.54M
CRWD
Crowd Strike Holdings, Inc.

Technology
125
+ 3.32%
$308.86 - $455.36 $38.6K - $56.9K
3.9K $1.37M
AMGN
Amgen Inc

Healthcare
1
+ 0.07%
$258.59 - $327.36 $259 - $327
1.54K $478K
ABT
Abbott Laboratories

Healthcare
132
+ 4.48%
$111.1 - $140.22 $14.7K - $18.5K
3.08K $408K
MDT
Medtronic PLC

Healthcare
192
+ 3.45%
$79.84 - $94.5 $15.3K - $18.1K
5.76K $517K
STAG
Stag Industrial, Inc.

Real Estate
784
+ 4.24%
$32.39 - $37.07 $25.4K - $29.1K
19.3K $695K
NEE
Nextera Energy Inc

Utilities
1.37K
+ 4.22%
$66.96 - $76.16 $91.4K - $104K
33.7K $2.39M
IBM
International Business Machines Corp

Technology
115
+ 12.14%
$217.4 - $264.74 $25K - $30.4K
1.06K $264K
XLE
Energy Sector Spdr

ETFs
240
+ 4.72%
$85.7 - $93.96 $20.6K - $22.6K
5.33K $492K
XAR
Spdr S&P Aerospace & Defense E

ETFs
365
+ 26.49%
$157.71 - $180.77 $57.6K - $66K
1.74K $282K
QCOM
Qualcomm Inc

Technology
343
+ 2.85%
$151.94 - $175.86 $52.1K - $60.3K
12.4K $1.9M
VB
Vanguard Small Cap ETF

ETFs
355
+ 22.93%
$217.89 - $252.64 $77.4K - $89.7K
1.9K $421K
COP
Conocophillips

Energy
73
+ 1.16%
$88.6 - $105.85 $6.47K - $7.73K
6.36K $667K
TFC
Truist Financial Corp

Financial Services
1.62K
+ 15.41%
$39.48 - $48.15 $63.8K - $77.8K
12.1K $497K
ABC
Amerisourcebergen Corp

Healthcare
197
+ 3.62%
N/A
5.64K $1.04M
TXN
Texas Instruments Inc

Technology
147
+ 4.71%
N/A
3.27K $635K
NI
Nisource Inc.

Utilities
122
+ 1.68%
$35.57 - $41.23 $4.34K - $5.03K
7.37K $295K
INTU
Intuit Inc

Technology
57
+ 13.67%
$555.63 - $630.23 $31.7K - $35.9K
474 $291K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.04%
$124.46 - $147.4 $124 - $147
2.34K $332K
ICLN
Ishares

ETFs
2.25K
+ 19.5%
$10.94 - $11.86 $24.6K - $26.7K
13.8K $157K
NFLX
Netflix Inc

Communication Services
13
+ 4.45%
$828.4 - $1058.6 $10.8K - $13.8K
305 $284K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
233
+ 4.19%
$81.83 - $82.73 $19.1K - $19.3K
5.79K $479K
SYK
Stryker Corp

Healthcare
40
+ 5.82%
$355.18 - $399.9 $14.2K - $16K
727 $270K
ORI
Old Republic International Corp

Financial Services
56
+ 0.87%
$33.46 - $39.22 $1.87K - $2.2K
6.51K $255K
PFG
Principal Financial Group Inc

Financial Services
3
+ 0.1%
$76.34 - $89.04 $229 - $267
3.01K $253K
IBB
Ishares Biotechnology ETF

ETFs
249
+ 3.83%
$127.9 - $140.56 $31.8K - $35K
6.75K $878K
WASH
Washington Trust Bancorp Inc

Financial Services
819
+ 8.76%
$29.16 - $33.96 $23.9K - $27.8K
10.2K $313K
META
Meta Platforms, Inc.

Communication Services
298
+ 2.62%
$576.36 - $736.67 $172K - $220K
11.7K $6.73M
EA
Electronic Arts Inc.

Communication Services
192
+ 3.38%
$116.53 - $146.29 $22.4K - $28.1K
5.87K $848K
UNP
Union Pacific Corp

Industrials
23
+ 1.88%
$225.21 - $254.42 $5.18K - $5.85K
1.25K $295K
GS
Goldman Sachs Group Inc

Financial Services
288
+ 5.32%
$524.81 - $672.19 $151K - $194K
5.7K $3.11M
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.23%
$286.85 - $318.64 $574 - $637
879 $268K
LOW
Lowes Companies Inc

Consumer Cyclical
96
+ 7.89%
$222.66 - $268.42 $21.4K - $25.8K
1.31K $306K
TMO
Thermo Fisher Scientific Inc.

Healthcare
30
+ 7.67%
$497.6 - $606.74 $14.9K - $18.2K
421 $209K
APO
Apollo Global Management, Inc.

Financial Services
962
+ 21.42%
$126.01 - $172.06 $121K - $166K
5.45K $746K
POR
Portland General Electric CO

Utilities
6
+ 0.12%
$40.56 - $45.24 $243 - $271
4.83K $215K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.08%
$227.69 - $259.76 $228 - $260
1.26K $298K
MS
Morgan Stanley

Financial Services
303
+ 8.08%
$111.68 - $141.08 $33.8K - $42.7K
4.05K $472K
EMN
Eastman Chemical CO

Basic Materials
124
+ 3.43%
$87.05 - $103.47 $10.8K - $12.8K
3.74K $329K
Ge Vernova Inc
1.03K
New
N/A
1.03K $0
Blackrock ETF Trust Ii
171K
New
N/A
171K $0
Blackrock Inc
131
+ 2.72%
N/A
4.96K $0
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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