Shepherd Financial Partners LLC Sells in Q2 2025

Shepherd Financial Partners LLC

  • $900 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-35.6K
- 44.13%
$498.8 - $620.9 $17.8M - $22.1M
45.1K $28M
AAPL
Apple Inc.

Technology
-5.64K
- 4.5%
$172.42 - $223.89 $972K - $1.26M
120K $24.6M
UNH
Unitedhealth Group Inc

Healthcare
-4.44K
- 76.46%
$274.35 - $599.47 $1.22M - $2.66M
1.37K $426K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-15.1K
- 23.79%
$152.93 - $181.74 $2.3M - $2.74M
48.3K $8.78M
VBR
Vanguard Small Cap Value ETF

ETFs
-7.53K
- 11.18%
$162.76 - $195.77 $1.23M - $1.47M
59.8K $11.7M
PGR
Progressive Corp

Financial Services
-1.04K
- 4.92%
$255.27 - $288.74 $267K - $301K
20.2K $5.39M
VNQ
Vanguard Specialized Funds Van

ETFs
-6.7K
- 20.16%
$79.79 - $91.42 $535K - $613K
26.5K $2.36M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-7.47K
- 29.07%
$77.74 - $78.78 $581K - $589K
18.2K $1.43M
MRK
Merck & Co., Inc.

Healthcare
-2.31K
- 6.42%
$73.47 - $87.12 $170K - $201K
33.6K $2.66M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-5.04K
- 61.96%
$100.04 - $100.54 $504K - $507K
3.09K $311K
VIG
Vanguard Dividend Appreciation

ETFs
-2.25K
- 52.31%
N/A
2.05K $374K
VEA
Vanguard Ftse Developed Market

ETFs
-15.2K
- 18.76%
$45.65 - $57.01 $695K - $868K
65.9K $3.76M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.09K
- 12.94%
$85.42 - $94.39 $264K - $292K
20.8K $1.95M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.33K
- 31.61%
$107.93 - $110.97 $252K - $259K
5.05K $555K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-297
- 8.01%
$225.56 - $335.19 $67K - $99.6K
3.41K $809K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.93K
- 24.53%
$90.56 - $109.49 $175K - $212K
5.95K $650K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.99K
- 19.02%
$39.89 - $49.46 $239K - $296K
25.5K $1.26M
BMY
Bristol Myers Squibb CO

Healthcare
-30
- 0.33%
$44.12 - $59.6 $1.32K - $1.79K
9.13K $422K
IEMG
Ishares Inc

ETFs
-2.5K
- 0.77%
N/A
322K $17.3M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.28K
- 15.65%
$69.8 - $85.28 $89.6K - $109K
6.92K $573K
XLE
Energy Sector Spdr

ETFs
-820
- 15.38%
$76.44 - $94.13 $62.7K - $77.2K
4.51K $382K
COP
Conocophillips

Energy
-137
- 2.15%
$82.66 - $106.1 $11.3K - $14.5K
6.22K $558K
ZTS
Zoetis Inc.

Healthcare
-116
- 1.24%
$144.41 - $170.3 $16.8K - $19.8K
9.26K $1.44M
AMGN
Amgen Inc

Healthcare
-144
- 9.38%
$262.28 - $309.85 $37.8K - $44.6K
1.39K $388K
CRM
Salesforce, Inc.

Technology
-410
- 4.89%
$236.26 - $291.15 $96.9K - $119K
7.98K $2.18M
SHV
Ishares Tr

ETFs
-639
- 3.14%
$110.06 - $110.46 $70.3K - $70.6K
19.7K $2.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-673
- 8.91%
$96.84 - $99.46 $65.2K - $66.9K
6.88K $682K
KO
Coca Cola CO

Consumer Defensive
-178
- 0.32%
$68.37 - $73.9 $12.2K - $13.2K
54.7K $3.87M
FDS
Factset Research Systems Inc

Financial Services
-120
- 17.47%
$398.85 - $473.32 $47.9K - $56.8K
567 $253K
STAG
Stag Industrial, Inc.

Real Estate
-1.65K
- 8.55%
$30.08 - $37.02 $49.5K - $60.9K
17.6K $638K
NEE
Nextera Energy Inc

Utilities
-83
- 0.25%
$64.11 - $75.0 $5.32K - $6.23K
33.7K $2.34M
VB
Vanguard Small Cap ETF

ETFs
-355
- 18.65%
$193.73 - $237.37 $68.8K - $84.3K
1.55K $366K
VLO
Valero Energy Corp

Energy
-876
- 2.93%
$104.69 - $141.77 $91.7K - $124K
29K $3.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-538
- 9.29%
$82.21 - $83.12 $44.2K - $44.7K
5.26K $435K
WY
Weyerhaeuser CO

Real Estate
-44
- 0.44%
$24.69 - $29.48 $1.09K - $1.3K
9.95K $255K
PFE
Pfizer Inc

Healthcare
-683
- 4.03%
$21.59 - $24.84 $14.7K - $17K
16.3K $394K
SO
Southern CO

Utilities
-355
- 3.54%
$84.91 - $92.56 $30.1K - $32.9K
9.68K $888K
WASH
Washington Trust Bancorp Inc

Financial Services
-201
- 1.98%
$26.08 - $30.06 $5.24K - $6.04K
9.97K $281K
UNP
Union Pacific Corp

Industrials
-75
- 6.0%
$208.27 - $238.46 $15.6K - $17.9K
1.17K $270K
BILL
Bill.Com Holdings, Inc.

Technology
-556
- 3.2%
$37.81 - $48.03 $21K - $26.7K
16.8K $777K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-332
- 2.04%
$50.48 - $50.71 $16.8K - $16.8K
15.9K $807K
PFG
Principal Financial Group Inc

Financial Services
-6
- 0.2%
$69.56 - $86.19 $417 - $517
3K $238K
ITW
Illinois Tool Works Inc

Industrials
-51
- 1.9%
$218.41 - $252.43 $11.1K - $12.9K
2.63K $650K
RLY
Ssga Active ETF Tr

ETFs
-259
- 2.72%
$25.82 - $29.59 $6.69K - $7.66K
9.26K $269K
AMT
American Tower Corp

Real Estate
-29
- 1.4%
$203.96 - $228.19 $5.91K - $6.62K
2.04K $451K
Ge Vernova Inc
-9
- 0.87%
N/A
1.03K $0
VTV
Vanguard Value ETF

ETFs
-462
- 3.24%
$153.67 - $176.74 $71K - $81.7K
13.8K $2.44M
SRLN
Ssga Active Trust

ETFs
-58
- 0.42%
$39.47 - $41.59 $2.29K - $2.41K
13.8K $573K
TFC
Truist Financial Corp

Financial Services
-202
- 1.67%
$34.79 - $42.99 $7.03K - $8.68K
11.9K $511K
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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