Shepherd Financial Partners LLC Incresed Positions 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
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
SPTL
Spdr Portfolio Long Term Treas

ETFs
372K
+ 97.95%
$25.54 - $27.64 $9.5M - $10.3M
751K $20.3M
IAU
Ishares Gold Trust

ETFs
130K
+ 1238.91%
$49.74 - $58.96 $6.44M - $7.64M
140K $8.26M
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
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
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
JPM
Jpmorgan Chase & CO

Financial Services
966
+ 2.05%
$225.19 - $279.95 $218K - $270K
48.1K $11.8M
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
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
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
SBUX
Starbucks Corp

Consumer Cyclical
393
+ 1.67%
$91.75 - $115.81 $36.1K - $45.5K
23.9K $2.34M
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
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
SPGI
S&P Global Inc.

Financial Services
104
+ 4.51%
$478.26 - $543.77 $49.7K - $56.6K
2.41K $1.22M
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
NEE
Nextera Energy Inc

Utilities
1.37K
+ 4.22%
$66.96 - $76.16 $91.4K - $104K
33.7K $2.39M
STAG
Stag Industrial, Inc.

Real Estate
784
+ 4.24%
$32.39 - $37.07 $25.4K - $29.1K
19.3K $695K
IBM
International Business Machines Corp

Technology
115
+ 12.14%
$217.4 - $264.74 $25K - $30.4K
1.06K $264K
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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