Shepherd Financial Partners LLC Closed Holding Positions

Shepherd Financial Partners LLC

  • $826 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
4,040
$28.63 - $75.86 $116K - $306K
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
2,507
$74.17 - $88.24 $186K - $221K
Aspen Technology Inc
Q2 2022 Filed on Aug 15, 2022
2,311
N/A
EXAS
Exact Sciences Corp

Healthcare
Q2 2022 Filed on Aug 15, 2022
5,068
$35.61 - $76.23 $180K - $386K
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
2,220
$75.99 - $93.5 $169K - $208K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
Q1 2022 Filed on May 13, 2022
3,778
$48.94 - $60.42 $185K - $228K
XLC
Select Sector Spdr Tr Communic

ETFs
Q1 2022 Filed on May 13, 2022
2,790
$63.62 - $78.22 $177K - $218K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2022 Filed on May 13, 2022
1,809
$102.52 - $112.86 $185K - $204K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2022 Filed on May 13, 2022
15,514
$49.51 - $49.96 $768K - $775K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 13, 2022
1,351
$51.26 - $136.31 $69.3K - $184K
UBER
Uber Technologies, Inc

Technology
Q1 2022 Filed on May 13, 2022
4,970
$28.57 - $44.42 $142K - $221K
APTV
Aptiv PLC

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
4,146
$97.63 - $174.12 $405K - $722K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
14,717
$11.45 - $19.88 $169K - $293K
PLUG
Plug Power Inc

Industrials
Q1 2022 Filed on May 13, 2022
10,302
$18.26 - $29.65 $188K - $305K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
7,577
$111.96 - $177.7 $848K - $1.35M
FVRR
Fiverr International Ltd.

Communication Services
Q4 2021 Filed on Feb 14, 2022
5,334
$111.22 - $196.03 $593K - $1.05M
T
At&T Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
18,138
$16.74 - $20.66 $304K - $375K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q3 2021 Filed on Nov 15, 2021
27,497
$89.9 - $105.94 $2.47M - $2.91M
CLX
Clorox CO

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
3,643
$162.19 - $187.74 $591K - $684K
CYBR
Cyber Ark Software Ltd.

Technology
Q3 2021 Filed on Nov 15, 2021
5,351
$131.62 - $170.0 $704K - $910K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
13,819
$35.59 - $53.13 $492K - $734K
Flir Sys Inc
Q2 2021 Filed on Aug 16, 2021
15,532
N/A
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q2 2021 Filed on Aug 16, 2021
7,772
$36.41 - $41.53 $283K - $323K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
3,094
$61.84 - $78.24 $191K - $242K
INDB
Independent Bank Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
25,008
$75.3 - $84.64 $1.88M - $2.12M
Ishares Gold Tr
Q2 2021 Filed on Aug 16, 2021
595,686
N/A
DOCU
Docusign, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
6,299
$180.16 - $284.48 $1.13M - $1.79M
KOMP
Spdr S&P Kensho New Economies

ETFs
Q1 2021 Filed on May 14, 2021
79,796
$57.18 - $75.6 $4.56M - $6.03M
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2021 Filed on May 14, 2021
5,024
$122.53 - $146.42 $616K - $736K
D
Dominion Energy, Inc

Utilities
Q1 2021 Filed on May 14, 2021
4,550
$68.0 - $76.7 $309K - $349K
IEF
Ishares Barclays

ETFs
Q1 2021 Filed on May 14, 2021
103,321
$112.93 - $119.98 $11.7M - $12.4M
PSTI
Pluristem Therapeutics Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
22,070
$5.93 - $11.46 $131K - $253K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q4 2020 Filed on Feb 16, 2021
1,257
$343.51 - $421.75 $432K - $530K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q4 2020 Filed on Feb 16, 2021
6,452
$47.73 - $53.96 $308K - $348K
Raytheon CO
Q2 2020 Filed on Aug 05, 2020
13,573
N/A
CB
Chubb LTD

Financial Services
Q2 2020 Filed on Aug 05, 2020
7,206
$95.25 - $140.7 $686K - $1.01M
Alps ETF Tr
Q2 2020 Filed on Aug 05, 2020
13,793
N/A
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q2 2020 Filed on Aug 05, 2020
9,580
$49.35 - $50.46 $473K - $483K
HSIC
Henry Schein Inc

Healthcare
Q1 2020 Filed on May 07, 2020
4,093
$43.18 - $73.71 $177K - $302K
NGG
National Grid PLC

Utilities
Q1 2020 Filed on May 07, 2020
18,329
$45.35 - $68.75 $831K - $1.26M
OKE
Oneok Inc

Energy
Q1 2020 Filed on May 07, 2020
10,446
$15.37 - $77.52 $161K - $810K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 07, 2020
28,356
$20.14 - $55.75 $571K - $1.58M
General Electric CO
Q1 2020 Filed on May 07, 2020
63,196
N/A
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2020 Filed on May 07, 2020
11,701
$46.5 - $70.38 $544K - $824K
CRI
Carters Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
6,044
$64.12 - $111.53 $388K - $674K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2020 Filed on May 07, 2020
38,138
$40.96 - $60.38 $1.56M - $2.3M
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2020 Filed on May 07, 2020
13,763
$38.35 - $61.14 $528K - $841K
DVY
Ishares Tr

ETFs
Q1 2020 Filed on May 07, 2020
2,007
$62.67 - $107.3 $126K - $215K
IYR
Ishares Tr

ETFs
Q1 2020 Filed on May 07, 2020
12,785
$57.84 - $100.28 $739K - $1.28M
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