Shepherd Financial Partners LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $826 Million distributed in 216 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $116M, Spdr Portfolio S&P 1500 Compos with a value of $104M, Ishares Tr with a value of $53.5M, Vanguard Small Cap Value ETF with a value of $36.6M, and Ishares Russell 2000 Gwt ETF with a value of $35.8M.
Examining the 13F form we can see an increase of $53M in the current position value, from $773M to 826M.
Shepherd Financial Partners LLC is based out at Winchester, MA
Below you can find more details about Shepherd Financial Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$826 Million
ETFs: $542 Million
Technology: $77.9 Million
Financial Services: $49 Million
Healthcare: $37 Million
Consumer Cyclical: $30.1 Million
Communication Services: $24.6 Million
Industrials: $22.8 Million
Consumer Defensive: $18.2 Million
Other: $24.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
