Shepherd Financial Partners LLC Incresed Positions 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
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
CAT
Caterpillar Inc

Industrials
8
+ 0.12%
$273.94 - $388.21 $2.19K - $3.11K
6.48K $2.52M
SNOW
Snowflake Inc.

Technology
32
+ 0.9%
$130.53 - $223.77 $4.18K - $7.16K
3.59K $804K
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
MBB
Ishares Tr

ETFs
2.13K
+ 5.12%
$91.41 - $94.22 $195K - $201K
43.8K $4.11M
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
VGT
Vanguard Information Technolog

ETFs
1
+ 0.07%
$470.37 - $663.28 $470 - $663
1.37K $909K
KRE
Spdr S&P Regional Banking ETF

ETFs
981
+ 2.77%
$48.81 - $59.48 $47.9K - $58.3K
36.4K $2.16M
ETN
Eaton Corp PLC

Industrials
33
+ 1.85%
$246.52 - $356.99 $8.14K - $11.8K
1.82K $649K
XLU
Utilities Sector Spdr

ETFs
606
+ 2.04%
$73.09 - $82.77 $44.3K - $50.2K
30.3K $2.47M
V
Visa Inc.

Financial Services
54
+ 0.2%
$308.27 - $373.31 $16.6K - $20.2K
27.4K $9.73M
ET
Energy Transfer LP

Energy
8.25K
+ 60.3%
$15.65 - $18.93 $129K - $156K
21.9K $397K
CSCO
Cisco Systems, Inc.

Technology
124
+ 0.72%
$53.19 - $69.38 $6.6K - $8.6K
17.5K $1.21M
OKE
Oneok Inc

Energy
2.09K
+ 95.7%
$78.71 - $100.37 $165K - $210K
4.27K $348K
AMAT
Applied Materials Inc

Technology
83
+ 2.75%
$126.95 - $183.52 $10.5K - $15.2K
3.1K $567K
DIS
Walt Disney CO

Communication Services
190
+ 5.03%
$81.72 - $124.01 $15.5K - $23.6K
3.97K $492K
DE
Deere & CO

Industrials
15
+ 0.59%
$412.99 - $531.48 $6.19K - $7.97K
2.57K $1.31M
RPG
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.07%
$33.86 - $45.77 $305 - $412
13.2K $603K
MS
Morgan Stanley

Financial Services
2
+ 0.05%
$99.83 - $140.86 $200 - $282
4.05K $571K
INTU
Intuit Inc

Technology
10
+ 2.11%
$544.07 - $787.63 $5.44K - $7.88K
484 $381K
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
Track This Portfolio

Track Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email