Shepherd Financial Partners LLC Reduced Holdings in Q2 2025

Shepherd Financial Partners LLC

  • $900 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMI
Cummins Inc

Industrials
-37
- 2.0%
$267.12 - $336.65 $9.88K - $12.5K
1.81K $593K
ICLN
Ishares

ETFs
-528
- 3.82%
$10.56 - $13.31 $5.58K - $7.03K
13.3K $174K
ADBE
Adobe Inc.

Technology
-4
- 0.07%
$340.0 - $420.68 $1.36K - $1.68K
5.37K $2.08M
IWM
Ishares Russell 2000 ETF

ETFs
-99
- 3.69%
$174.82 - $215.79 $17.3K - $21.4K
2.59K $558K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-370
- 2.82%
$51.16 - $62.02 $18.9K - $22.9K
12.7K $789K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-13
- 1.54%
$320.42 - $424.58 $4.17K - $5.52K
831 $352K
EA
Electronic Arts Inc.

Communication Services
-247
- 4.21%
$132.53 - $159.7 $32.7K - $39.4K
5.62K $898K
IWR
Ishares Russell Mid Cap ETF

ETFs
-70
- 0.84%
$74.88 - $91.97 $5.24K - $6.44K
8.23K $756K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-217
- 1.34%
$30.87 - $39.17 $6.7K - $8.5K
16K $625K
QCOM
Qualcomm Inc

Technology
-63
- 0.51%
$124.66 - $159.48 $7.85K - $10K
12.3K $1.96M
ICE
Intercontinental Exchange, Inc.

Financial Services
-20
- 0.29%
$151.62 - $183.47 $3.03K - $3.67K
6.95K $1.27M
C
Citigroup Inc

Financial Services
-33
- 0.5%
$58.13 - $85.12 $1.92K - $2.81K
6.63K $564K
XLY
Select Sector Spdr Consumer Di

ETFs
-119
- 1.94%
$176.34 - $218.59 $21K - $26K
6.02K $1.31M
AMD
Advanced Micro Devices Inc

Technology
-1.27K
- 17.66%
$78.21 - $143.81 $99.2K - $182K
5.91K $839K
UBER
Uber Technologies, Inc

Technology
-3
- 0.05%
$64.62 - $93.3 $194 - $280
6.52K $608K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.41K
- 6.32%
$91.62 - $116.16 $129K - $164K
20.9K $2.42M
DLR
Digital Realty Trust, Inc.

Real Estate
-840
- 8.25%
$136.11 - $177.69 $114K - $149K
9.34K $1.63M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-4.23K
- 8.8%
$224.16 - $285.86 $949K - $1.21M
43.9K $12.5M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-151
- 0.67%
$101.97 - $126.75 $15.4K - $19.1K
22.4K $2.83M
TSLA
Tesla, Inc.

Consumer Cyclical
-726
- 8.33%
$221.86 - $362.89 $161K - $263K
7.99K $2.54M
ZS
Zscaler, Inc.

Technology
-161
- 3.9%
$174.67 - $315.32 $28.1K - $50.8K
3.96K $1.24M
WMT
Walmart Inc.

Consumer Defensive
-554
- 1.11%
$81.79 - $99.98 $45.3K - $55.4K
49.6K $4.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-471
- 3.65%
$416.06 - $551.64 $196K - $260K
12.4K $6.85M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-8.95K
- 4.16%
$152.42 - $182.82 $1.36M - $1.64M
206K $37.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-981
- 2.76%
$180.84 - $240.32 $177K - $236K
34.6K $8.31M
META
Meta Platforms, Inc.

Communication Services
-325
- 2.78%
$484.66 - $738.09 $158K - $240K
11.3K $8.38M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.06K
- 2.36%
$167.32 - $223.3 $344K - $459K
84.9K $18.6M
JPM
Jpmorgan Chase & CO

Financial Services
-46
- 0.1%
$210.28 - $289.91 $9.67K - $13.3K
48.1K $13.9M
SPYG
Spdr Portfolio

ETFs
-14.8K
- 3.7%
$71.83 - $95.32 $1.06M - $1.41M
385K $36.7M
MSFT
Microsoft Corp

Technology
-108
- 0.27%
$354.56 - $497.45 $38.3K - $53.7K
40.6K $20.2M
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