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
DAL
Delta Air Lines, Inc.

Industrials
1K
+ 17.24%
$35.88 - $52.99 $35.9K - $53K
6.8K $334K
MA
Mastercard Inc

Financial Services
28
+ 0.74%
$479.92 - $590.74 $13.4K - $16.5K
3.81K $2.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
437
+ 13.34%
$483.48 - $539.8 $211K - $236K
3.71K $1.8M
WMB
Williams Companies, Inc.

Energy
61
+ 0.33%
$54.33 - $62.87 $3.31K - $3.84K
18.3K $1.15M
PANW
Palo Alto Networks Inc

Technology
9
+ 0.54%
$152.44 - $204.64 $1.37K - $1.84K
1.66K $340K
AXP
American Express CO

Financial Services
9
+ 0.86%
$231.39 - $318.98 $2.08K - $2.87K
1.05K $336K
SPGI
S&P Global Inc.

Financial Services
17
+ 0.71%
$438.31 - $527.29 $7.45K - $8.96K
2.43K $1.28M
USB
Us Bancorp \De\

Financial Services
16
+ 0.09%
$36.4 - $45.76 $582 - $732
17.3K $781K
PNC
Pnc Financial Services Group, Inc.

Financial Services
132
+ 5.42%
$149.76 - $186.42 $19.8K - $24.6K
2.57K $478K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
400
+ 4.25%
$45.88 - $54.4 $18.4K - $21.8K
9.82K $534K
MAR
Marriott International Inc

Consumer Cyclical
11
+ 0.89%
$211.12 - $274.14 $2.32K - $3.02K
1.24K $339K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
53
+ 0.3%
$19.1 - $23.83 $1.01K - $1.26K
17.9K $427K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
13
+ 0.1%
$33.46 - $41.33 $435 - $537
13.1K $540K
XLP
Consumer Staples Sector Spdr

ETFs
361
+ 1.67%
N/A
22K $1.67M
GLD
Spdr Gold Trust

ETFs
5
+ 0.42%
$273.71 - $316.29 $1.37K - $1.58K
1.2K $366K
ABT
Abbott Laboratories

Healthcare
73
+ 2.37%
$123.95 - $138.08 $9.05K - $10.1K
3.15K $428K
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 0.46%
$335.24 - $380.78 $14.8K - $16.8K
9.55K $3.5M
NI
Nisource Inc.

Utilities
285
+ 3.87%
$37.11 - $40.64 $10.6K - $11.6K
7.66K $308K
TXN
Texas Instruments Inc

Technology
45
+ 1.38%
N/A
3.31K $644K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
69
+ 1.24%
$40.82 - $43.14 $2.82K - $2.98K
5.65K $243K
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.34%
$276.76 - $326.81 $830 - $980
882 $272K
ABC
Amerisourcebergen Corp

Healthcare
14
+ 0.25%
N/A
5.65K $1.05M
Lam Research Corp
53
+ 0.87%
N/A
6.13K $0
Blackrock Inc
57
+ 1.15%
N/A
5.01K $0
Blackrock ETF Trust Ii
17K
+ 62.38%
N/A
44.2K $0
INTC
Intel Corp

Technology
125
+ 1.19%
$18.13 - $22.69 $2.27K - $2.84K
10.6K $237K
Linde PLC
22
+ 4.53%
N/A
508 $0
CRH.L
Crh PLC

Basic Materials
524
+ 1.58%
N/A
33.8K $0
Blackrock ETF Trust Ii
18.4K
+ 10.79%
N/A
189K $0
GILD
Gilead Sciences, Inc.

Healthcare
15
+ 0.48%
$96.91 - $113.0 $1.45K - $1.7K
3.12K $345K
MDT
Medtronic PLC

Healthcare
153
+ 2.66%
$80.68 - $88.86 $12.3K - $13.6K
5.91K $515K
ORI
Old Republic International Corp

Financial Services
7
+ 0.11%
$35.25 - $39.79 $247 - $279
6.52K $250K
DPZ
Dominos Pizza Inc

Consumer Cyclical
19
+ 0.98%
$430.72 - $497.52 $8.18K - $9.45K
1.96K $881K
WM
Waste Management Inc

Industrials
1
+ 0.03%
$216.47 - $242.1 $216 - $242
3.37K $770K
LOW
Lowes Companies Inc

Consumer Cyclical
26
+ 1.98%
$210.83 - $235.28 $5.48K - $6.12K
1.34K $297K
YUM
Yum Brands Inc

Consumer Cyclical
4
+ 0.27%
$138.36 - $161.45 $553 - $646
1.48K $219K
UPS
United Parcel Service Inc

Industrials
111
+ 3.99%
$91.92 - $110.2 $10.2K - $12.2K
2.89K $291K
TGT
Target Corp

Consumer Defensive
6
+ 0.21%
$88.76 - $105.77 $533 - $635
2.8K $276K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.04%
$126.84 - $145.22 $127 - $145
2.34K $301K
ETR
Entergy Corp

Utilities
21
+ 0.13%
$79.01 - $86.61 $1.66K - $1.82K
15.6K $1.3M
DHR
Danaher Corp

Healthcare
149
+ 1.66%
$174.64 - $205.16 $26K - $30.6K
9.14K $1.81M
ACN
Accenture PLC

Technology
144
+ 2.33%
$279.23 - $323.21 $40.2K - $46.5K
6.32K $1.89M
EMN
Eastman Chemical CO

Basic Materials
56
+ 1.5%
$72.7 - $88.29 $4.07K - $4.94K
3.79K $283K
ED
Consolidated Edison Inc

Utilities
646
+ 4.66%
$98.05 - $113.3 $63.3K - $73.2K
14.5K $1.45M
DUK
Duke Energy Corp

Utilities
189
+ 0.63%
$112.46 - $124.05 $21.3K - $23.4K
30.2K $3.57M
CVX
Chevron Corp

Energy
93
+ 1.95%
$133.73 - $168.51 $12.4K - $15.7K
4.86K $695K
EOG
Eog Resources Inc

Energy
386
+ 2.17%
$104.61 - $129.97 $40.4K - $50.2K
18.1K $2.17M
MCD
Mcdonalds Corp

Consumer Cyclical
257
+ 2.8%
$285.55 - $321.23 $73.4K - $82.6K
9.45K $2.76M
JNJ
Johnson & Johnson

Healthcare
179
+ 1.67%
$146.36 - $159.82 $26.2K - $28.6K
10.9K $1.66M
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
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