Shepherd Financial Partners LLC Reduced Holdings in Q3 2024

Shepherd Financial Partners LLC

  • $826 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-4.11K
- 30.98%
$128.67 - $183.96 $529K - $756K
9.15K $1.5M
SHV
Ishares Tr

ETFs
-5.23K
- 16.44%
$110.05 - $110.63 $576K - $579K
26.6K $2.94M
CSCO
Cisco Systems, Inc.

Technology
-13.1K
- 42.91%
$44.74 - $53.22 $586K - $697K
17.4K $927K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.42K
- 27.4%
$100.09 - $100.69 $442K - $445K
11.7K $1.18M
CRWD
Crowd Strike Holdings, Inc.

Technology
-328
- 12.88%
$217.89 - $392.15 $71.5K - $129K
2.22K $622K
DIS
Walt Disney CO

Communication Services
-3.21K
- 48.49%
$85.6 - $98.61 $274K - $316K
3.4K $327K
BILL
Bill.Com Holdings, Inc.

Technology
-5.38K
- 24.11%
$43.97 - $56.02 $236K - $301K
16.9K $892K
INTC
Intel Corp

Technology
-6.46K
- 37.82%
$18.9 - $34.87 $122K - $225K
10.6K $249K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.5K
- 36.41%
$81.31 - $83.29 $285K - $292K
6.11K $508K
VTI
Vanguard Total Stock Market Et

ETFs
-1.2K
- 23.86%
$255.18 - $283.2 $305K - $338K
3.81K $1.08M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.5K
- 46.19%
$89.91 - $101.33 $225K - $253K
2.91K $285K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-3.73K
- 18.43%
$41.95 - $43.42 $156K - $162K
16.5K $715K
ROM
Proshares Ultra Technology

ETFs
-949
- 16.38%
$52.25 - $77.16 $49.6K - $73.2K
4.84K $324K
COP
Conocophillips

Energy
-64
- 0.86%
$102.3 - $116.61 $6.55K - $7.46K
7.38K $776K
VIG
Vanguard Dividend Appreciation

ETFs
-397
- 16.22%
$182.15 - $182.15 $72.3K - $72.3K
2.05K $373K
PFE
Pfizer Inc

Healthcare
-3.28K
- 12.63%
$27.7 - $31.39 $91K - $103K
22.7K $657K
CMCSA
Comcast Corp

Communication Services
-3.85K
- 10.54%
$37.33 - $41.78 $144K - $161K
32.6K $1.36M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.7K
- 5.94%
$97.81 - $108.79 $166K - $185K
26.9K $2.93M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-553
- 4.93%
$96.25 - $101.98 $53.2K - $56.4K
10.7K $1.08M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.4K
- 9.23%
$38.03 - $42.06 $53.4K - $59.1K
13.8K $577K
BAC
Bank Of America Corp

Financial Services
-123
- 0.39%
$36.65 - $44.13 $4.51K - $5.43K
31.6K $1.26M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-918
- 7.12%
$75.63 - $84.89 $69.4K - $77.9K
12K $1.01M
XOM
Exxon Mobil Corp

Energy
-145
- 2.23%
$109.72 - $119.0 $15.9K - $17.3K
6.35K $743K
SRLN
Ssga Active Trust

ETFs
-58
- 0.38%
$40.93 - $41.85 $2.37K - $2.43K
15.2K $632K
CCI
Crown Castle International Corp

Real Estate
-558
- 16.89%
$95.29 - $120.24 $53.2K - $67.1K
2.75K $325K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.32K
- 6.92%
$32.04 - $37.11 $42.2K - $48.9K
17.7K $644K
FDS
Factset Research Systems Inc

Financial Services
-75
- 7.88%
$397.04 - $469.48 $29.8K - $35.2K
877 $403K
TIP
Ishares Tr Tips Bd ETF

ETFs
-251
- 2.12%
$105.92 - $110.83 $26.6K - $27.8K
11.6K $1.28M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-501
- 3.73%
$57.32 - $62.65 $28.7K - $31.4K
12.9K $806K
IWR
Ishares Russell Mid Cap ETF

ETFs
-352
- 4.67%
$79.92 - $88.19 $28.1K - $31K
7.19K $633K
NKE
Nike, Inc.

Consumer Cyclical
-249
- 5.79%
$71.09 - $89.44 $17.7K - $22.3K
4.05K $357K
IWM
Ishares Russell 2000 ETF

ETFs
-43
- 1.63%
$200.87 - $224.6 $8.64K - $9.66K
2.59K $571K
NSC
Norfolk Southern Corp

Industrials
-10
- 0.79%
$213.75 - $259.69 $2.14K - $2.6K
1.26K $312K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-166
- 2.71%
$105.53 - $118.34 $17.5K - $19.6K
5.96K $697K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.93K
- 6.55%
$41.02 - $46.01 $120K - $135K
41.8K $1.9M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.58K
- 5.34%
$108.44 - $120.37 $171K - $190K
28K $3.37M
SO
Southern CO

Utilities
-780
- 6.54%
$77.0 - $90.52 $60.1K - $70.6K
11.1K $1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.09K
- 3.31%
$41.9 - $48.26 $45.5K - $52.4K
31.7K $1.52M
BMY
Bristol Myers Squibb CO

Healthcare
-135
- 1.48%
$39.66 - $51.75 $5.35K - $6.99K
9.01K $466K
SPGI
S&P Global Inc.

Financial Services
-104
- 4.39%
$446.32 - $527.38 $46.4K - $54.8K
2.27K $1.17M
DE
Deere & CO

Industrials
-8
- 0.27%
$344.84 - $418.0 $2.76K - $3.34K
2.93K $1.22M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-233
- 0.98%
$83.76 - $91.82 $19.5K - $21.4K
23.6K $2.15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-723
- 0.81%
$60.84 - $67.51 $44K - $48.8K
88.6K $5.98M
SBUX
Starbucks Corp

Consumer Cyclical
-1.06K
- 4.35%
$72.51 - $98.6 $77K - $105K
23.3K $2.27M
ACN
Accenture PLC

Technology
-73
- 0.9%
$295.44 - $355.81 $21.6K - $26K
8.03K $2.84M
TSLA
Tesla, Inc.

Consumer Cyclical
-227
- 2.67%
$191.76 - $263.26 $43.5K - $59.8K
8.26K $2.16M
META
Meta Platforms, Inc.

Communication Services
-445
- 3.8%
$453.41 - $572.44 $202K - $255K
11.3K $6.45M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.16K
- 2.06%
$57.47 - $62.76 $182K - $198K
150K $9.4M
BX
Blackstone Inc.

Financial Services
-530
- 1.75%
$120.77 - $159.66 $64K - $84.6K
29.7K $4.55M
Activity Summary
Buys All Purchases 129 New Holdings 12 Increased Positions 117 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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