Shepherd Financial Partners LLC Portfolio Holdings
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
Shepherd Financial Partners LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $761 Million distributed in 215 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 $104M, Spdr Portfolio S&P 1500 Compos with a value of $93.9M, Ishares Tr with a value of $46.1M, Invesco S&P 500 Equal Weight E with a value of $39.6M, and Vanguard Small Cap Value ETF with a value of $36.1M.
Examining the 13F form we can see an increase of $59.6M in the current position value, from $701M to 761M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 215
- Current Value $761 Million
- Prior Value $701 Million
- Filing
- Period Q1 2024
- Filing Date April 22, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 9 stocks
- Additional Purchases 135 stocks
- Sold out of 0 stocks
- Reduced holdings in 48 stocks