Shepherd Financial Partners LLC Portfolio Holdings
Shepherd Financial Partners LLC
- $900 Million
- Q2 2025
Shepherd Financial Partners LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $900 Million distributed in 240 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 $63.3M, Spdr Portfolio S&P 1500 Compos with a value of $53.7M, Ishares Tr with a value of $53M, Ishares Msci Usa Quality Facto with a value of $37.7M, and Spdr Portfolio with a value of $36.7M.
Examining the 13F form we can see an increase of $68.5M in the current position value, from $831M to 900M.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 240
- Current Value $900 Million
- Prior Value $831 Million
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 18 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 81 stocks