Shepherd Financial Partners LLC Incresed Positions in Q4 2024

Shepherd Financial Partners LLC

  • $828 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
907
+ 0.45%
$567.81 - $607.81 $515K - $551K
203K $119M
AMZN
Amazon Com Inc

Consumer Cyclical
701
+ 0.85%
$180.88 - $232.93 $127K - $163K
82.7K $18.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.14K
+ 0.14%
$69.3 - $74.3 $148K - $159K
1.49M $106M
AVGO
Broadcom Inc.

Technology
2.41K
+ 9.2%
$159.67 - $250.0 $385K - $603K
28.6K $6.64M
NVDA
Nvidia Corp

Technology
8.16K
+ 10.65%
$117.0 - $148.88 $955K - $1.22M
84.8K $11.4M
GOOG
Alphabet Inc.

Communication Services
118
+ 0.2%
$163.08 - $198.16 $19.2K - $23.4K
60.2K $11.5M
JPM
Jpmorgan Chase & CO

Financial Services
257
+ 0.55%
$205.18 - $250.29 $52.7K - $64.3K
47.1K $11.3M
TSLA
Tesla, Inc.

Consumer Cyclical
91
+ 1.1%
$213.65 - $479.86 $19.4K - $43.7K
8.35K $3.37M
V
Visa Inc.

Financial Services
160
+ 0.6%
$273.87 - $320.91 $43.8K - $51.3K
26.7K $8.43M
GOOGL
Alphabet Inc.

Communication Services
536
+ 1.73%
$161.86 - $196.66 $86.8K - $105K
31.6K $5.98M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.55K
+ 69.9%
$275.15 - $388.2 $427K - $602K
3.77K $1.29M
CRM
Salesforce, Inc.

Technology
280
+ 3.48%
$270.87 - $367.87 $75.8K - $103K
8.33K $2.78M
IVV
Ishares Core S&P 500 ETF

ETFs
373
+ 1.45%
$570.51 - $610.59 $213K - $228K
26K $15.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
133
+ 0.11%
$278.19 - $315.36 $37K - $41.9K
126K $36.3M
WMT
Walmart Inc.

Consumer Defensive
372
+ 0.77%
$79.1 - $95.7 $29.4K - $35.6K
48.7K $4.4M
DLR
Digital Realty Trust, Inc.

Real Estate
2.11K
+ 27.49%
$156.46 - $195.69 $330K - $413K
9.79K $1.74M
BAC
Bank Of America Corp

Financial Services
7.49K
+ 23.66%
$39.22 - $47.77 $294K - $358K
39.1K $1.72M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.68K
+ 5.27%
$66.77 - $71.52 $312K - $334K
93.3K $6.43M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 0.39%
$486.1 - $608.57 $10.2K - $12.8K
5.41K $3.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
24
+ 0.68%
$260.53 - $404.79 $6.25K - $9.71K
3.54K $1.35M
HON
Honeywell International Inc

Industrials
91
+ 0.51%
$202.84 - $236.0 $18.5K - $21.5K
17.9K $4.05M
XLK
Technology Sector Spdr

ETFs
240
+ 0.58%
$220.26 - $241.44 $52.9K - $57.9K
41.6K $9.67M
SPMD
Spdr Portfolio

ETFs
5.66K
+ 120.28%
$54.13 - $59.56 $307K - $337K
10.4K $567K
META
Meta Platforms, Inc.

Communication Services
106
+ 0.94%
$554.08 - $632.68 $58.7K - $67.1K
11.4K $6.71M
APO
Apollo Global Management, Inc.

Financial Services
584
+ 14.94%
$131.36 - $178.61 $76.7K - $104K
4.49K $741K
IEMG
Ishares Inc

ETFs
4.57K
+ 1.01%
N/A
457K $24.5M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.5K
+ 23.62%
$50.35 - $50.69 $227K - $228K
23.6K $1.19M
SPYG
Spdr Portfolio

ETFs
260
+ 0.7%
$81.74 - $91.38 $21.3K - $23.8K
37.1K $3.26M
COST
Costco Wholesale Corp

Consumer Defensive
71
+ 2.17%
$873.59 - $994.69 $62K - $70.6K
3.35K $3.07M
ETR
Entergy Corp

Utilities
7.47K
+ 102.88%
$73.19 - $156.4 $547K - $1.17M
14.7K $1.12M
WMB
Williams Companies, Inc.

Energy
86
+ 0.47%
$46.37 - $59.74 $3.99K - $5.14K
18.2K $985K
BSX
Boston Scientific Corp

Healthcare
250
+ 1.11%
$83.62 - $91.5 $20.9K - $22.9K
22.7K $2.03M
KRE
Spdr S&P Regional Banking ETF

ETFs
119
+ 0.36%
$54.6 - $68.9 $6.5K - $8.2K
33.4K $2.02M
MA
Mastercard Inc

Financial Services
23
+ 0.65%
$491.3 - $536.15 $11.3K - $12.3K
3.59K $1.89M
CSCO
Cisco Systems, Inc.

Technology
167
+ 0.96%
$52.45 - $60.02 $8.76K - $10K
17.6K $1.04M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.16K
+ 16.08%
$87.25 - $95.52 $101K - $110K
8.34K $737K
VUG
Vanguard Growth ETF

ETFs
60
+ 2.09%
$378.79 - $428.11 $22.7K - $25.7K
2.94K $1.21M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.77K
+ 6.63%
$44.33 - $49.55 $123K - $137K
44.6K $2M
C
Citigroup Inc

Financial Services
424
+ 6.54%
$61.31 - $72.5 $26K - $30.7K
6.91K $486K
BMY
Bristol Myers Squibb CO

Healthcare
423
+ 4.7%
$51.92 - $59.94 $22K - $25.4K
9.43K $533K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 6.78%
$4100.99 - $5300.34 $16.4K - $21.2K
63 $313K
NFLX
Netflix Inc

Communication Services
10
+ 3.55%
$687.65 - $936.56 $6.88K - $9.37K
292 $260K
USB
Us Bancorp \De\

Financial Services
486
+ 3.0%
$43.98 - $53.66 $21.4K - $26.1K
16.7K $797K
DIS
Walt Disney CO

Communication Services
32
+ 0.94%
$92.39 - $117.6 $2.96K - $3.76K
3.44K $382K
ET
Energy Transfer LP

Energy
238
+ 1.8%
$16.05 - $19.86 $3.82K - $4.73K
13.5K $263K
CMI
Cummins Inc

Industrials
15
+ 0.82%
$324.93 - $383.42 $4.87K - $5.75K
1.83K $639K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.07%
$571.78 - $647.97 $572 - $648
1.37K $851K
MSFT
Microsoft Corp

Technology
853
+ 2.35%
$406.35 - $454.46 $347K - $388K
37.1K $15.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
89
+ 3.99%
$178.39 - $215.0 $15.9K - $19.1K
2.32K $447K
Activity Summary
Buys All Purchases 128 New Holdings 11 Increased Positions 117 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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