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
CRH.L
Crh PLC

Basic Materials
720
+ 2.21%
N/A
33.2K $0
Blackrock ETF Trust Ii
27.2K
New
N/A
27.2K $0
XLP
Consumer Staples Sector Spdr

ETFs
11
+ 0.05%
N/A
21.6K $1.64M
Lam Research Corp
266
+ 4.58%
N/A
6.07K $0
Linde PLC
486
New
N/A
486 $0
OKE
Oneok Inc

Energy
6
+ 0.28%
$89.57 - $109.85 $537 - $659
2.18K $216K
WMT
Walmart Inc.

Consumer Defensive
1.39K
+ 2.84%
$84.5 - $105.05 $117K - $145K
50.1K $4.4M
PFE
Pfizer Inc

Healthcare
617
+ 3.77%
$25.01 - $27.13 $15.4K - $16.7K
17K $429K
CAT
Caterpillar Inc

Industrials
579
+ 9.82%
$326.75 - $407.63 $189K - $236K
6.47K $2.13M
DIS
Walt Disney CO

Communication Services
345
+ 10.04%
$96.87 - $114.0 $33.4K - $39.3K
3.78K $373K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.04%
$244.9 - $274.48 $245 - $274
2.68K $664K
PNC
Pnc Financial Services Group, Inc.

Financial Services
115
+ 4.95%
$168.84 - $202.89 $19.4K - $23.3K
2.44K $428K
KRE
Spdr S&P Regional Banking ETF

ETFs
2K
+ 5.98%
$55.11 - $65.5 $110K - $131K
35.4K $2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
54
+ 0.3%
$21.23 - $23.75 $1.15K - $1.28K
17.9K $383K
GOOGL
Alphabet Inc.

Communication Services
6.9K
+ 21.85%
$154.33 - $206.19 $1.07M - $1.42M
38.5K $5.95M
BAC
Bank Of America Corp

Financial Services
1.38K
+ 3.53%
$39.61 - $47.74 $54.7K - $65.9K
40.5K $1.69M
MAR
Marriott International Inc

Consumer Cyclical
60
+ 5.12%
$237.01 - $304.45 $14.2K - $18.3K
1.23K $293K
AMAT
Applied Materials Inc

Technology
126
+ 4.36%
$145.06 - $195.51 $18.3K - $24.6K
3.02K $437K
IWM
Ishares Russell 2000 ETF

ETFs
99
+ 3.83%
$198.1 - $229.79 $19.6K - $22.7K
2.69K $535K
RPG
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.07%
$37.33 - $45.03 $336 - $405
13.2K $502K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
160
+ 1.24%
$57.21 - $65.8 $9.15K - $10.5K
13.1K $764K
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.18%
$271.18 - $303.12 $1.9K - $2.12K
3.83K $1.05M
CMI
Cummins Inc

Industrials
15
+ 0.82%
$312.92 - $386.07 $4.69K - $5.79K
1.85K $579K
USB
Us Bancorp \De\

Financial Services
585
+ 3.51%
$40.92 - $50.9 $23.9K - $29.8K
17.3K $728K
KKR
Kkr & Co. Inc.

Financial Services
9
+ 0.41%
$108.17 - $167.07 $974 - $1.5K
2.23K $257K
GIS
General Mills Inc

Consumer Defensive
4
+ 0.02%
$57.56 - $65.3 $230 - $261
18.7K $1.12M
ETN
Eaton Corp PLC

Industrials
46
+ 2.65%
$271.83 - $371.23 $12.5K - $17.1K
1.79K $485K
HON
Honeywell International Inc

Industrials
711
+ 3.97%
$202.75 - $226.52 $144K - $161K
18.6K $3.94M
XLY
Select Sector Spdr Consumer Di

ETFs
115
+ 1.91%
$192.6 - $233.2 $22.1K - $26.8K
6.14K $1.21M
HD
Home Depot, Inc.

Consumer Cyclical
144
+ 1.54%
$347.25 - $424.87 $50K - $61.2K
9.51K $3.48M
DHR
Danaher Corp

Healthcare
143
+ 1.62%
$201.62 - $250.59 $28.8K - $35.8K
8.99K $1.84M
ADBE
Adobe Inc.

Technology
262
+ 5.13%
$377.84 - $464.11 $99K - $122K
5.37K $2.06M
ACN
Accenture PLC

Technology
1
+ 0.02%
$300.91 - $398.25 $301 - $398
6.18K $1.93M
QQQ
Invesco Qqq Trust, Series 1

ETFs
579
+ 4.7%
$468.34 - $539.52 $271K - $312K
12.9K $6.04M
DLR
Digital Realty Trust, Inc.

Real Estate
399
+ 4.08%
$142.1 - $183.56 $56.7K - $73.2K
10.2K $1.46M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
171
+ 4.84%
$283.06 - $421.16 $48.4K - $72K
3.71K $1.05M
MSFT
Microsoft Corp

Technology
3.54K
+ 9.54%
$375.39 - $447.2 $1.33M - $1.58M
40.7K $15.3M
CRM
Salesforce, Inc.

Technology
62
+ 0.74%
$268.36 - $359.95 $16.6K - $22.3K
8.39K $2.25M
BILL
Bill.Com Holdings, Inc.

Technology
450
+ 2.66%
$43.59 - $97.07 $19.6K - $43.7K
17.4K $796K
NVDA
Nvidia Corp

Technology
12.4K
+ 14.63%
$106.98 - $149.43 $1.33M - $1.85M
97.2K $10.5M
BX
Blackstone Inc.

Financial Services
745
+ 2.42%
$136.53 - $186.74 $102K - $139K
31.5K $4.41M
XLK
Technology Sector Spdr

ETFs
811
+ 1.95%
$206.38 - $242.18 $167K - $196K
42.4K $8.75M
TSLA
Tesla, Inc.

Consumer Cyclical
369
+ 4.42%
$222.15 - $428.22 $82K - $158K
8.72K $2.26M
AMZN
Amazon Com Inc

Consumer Cyclical
4.26K
+ 5.15%
$190.26 - $242.06 $811K - $1.03M
87K $16.6M
AAPL
Apple Inc.

Technology
7.46K
+ 6.32%
$209.68 - $247.1 $1.56M - $1.84M
125K $27.9M
AVGO
Broadcom Inc.

Technology
889
+ 3.11%
$167.43 - $244.7 $149K - $218K
29.5K $4.94M
GOOG
Alphabet Inc.

Communication Services
1.48K
+ 2.47%
$156.06 - $207.71 $231K - $308K
61.6K $9.63M
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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