Shepherd Financial Partners LLC holdings history

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332 is the total number of securities Shepherd Financial Partners LLC has owned. The longest Shepherd Financial Partners LLC has owned a single stock is 28 quarters.

Shepherd Financial Partners LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 ETF TR282813.50%17.50%20.97%Q4 2016Q3 202328
SPTM SPDR SER TR282812.16%14.11%15.92%Q4 2016Q3 202328
SPLG SPDR SER TR28280.62%6.82%13.14%Q4 2016Q3 202328
AAPL APPLE INC28281.26%2.21%3.08%Q4 2016Q3 202328
XLK SELECT SECTOR SPDR TR28280.95%2.07%3.63%Q4 2016Q3 202328
MSFT MICROSOFT CORP28280.81%1.42%1.96%Q4 2016Q3 202328
AMZN AMAZON COM INC28280.66%1.41%2.10%Q4 2016Q3 202328
AGG ISHARES TR28280.09%1.36%3.67%Q4 2016Q3 202328
V VISA INC28280.83%1.03%1.50%Q4 2016Q3 202328
JPM JPMORGAN CHASE & CO28280.74%1.00%1.41%Q4 2016Q3 202328
GOOG ALPHABET INC28280.62%0.99%1.23%Q4 2016Q3 202328
IVV ISHARES TR28280.18%0.77%1.85%Q4 2016Q3 202328
XLY SELECT SECTOR SPDR TR28280.14%0.75%2.49%Q4 2016Q3 202328
ABBV ABBVIE INC28280.40%0.65%1.27%Q4 2016Q3 202328
MRK MERCK & CO. INC28280.41%0.59%0.78%Q4 2016Q3 202328
FB META PLATFORMS INC28280.13%0.56%0.83%Q4 2016Q3 202328
PFE PFIZER INC28280.40%0.52%0.75%Q4 2016Q3 202328
HD HOME DEPOT INC28280.32%0.50%0.79%Q4 2016Q3 202328
NEE NEXTERA ENERGY INC28280.06%0.49%0.92%Q4 2016Q3 202328
DLR DIGITAL RLTY TR INC28280.12%0.44%0.85%Q4 2016Q3 202328
DUK DUKE ENERGY CORP NEW28280.16%0.43%0.64%Q4 2016Q3 202328
DSI ISHARES TR28280.22%0.41%0.57%Q4 2016Q3 202328
SUSA ISHARES TR28280.22%0.40%0.57%Q4 2016Q3 202328
LLY LILLY ELI & CO28280.13%0.38%0.94%Q4 2016Q3 202328
DIS DISNEY WALT CO28280.06%0.34%0.80%Q4 2016Q3 202328
GOOGL ALPHABET INC28280.09%0.33%0.59%Q4 2016Q3 202328
ED CONSOLIDATED EDISON INC28280.15%0.32%0.56%Q4 2016Q3 202328
PG PROCTER & GAMBLE CO28280.11%0.29%0.66%Q4 2016Q3 202328
BAC BK OF AMERICA CORP28280.09%0.28%0.59%Q4 2016Q3 202328
BSX BOSTON SCIENTIFIC CORP28280.19%0.27%0.44%Q4 2016Q3 202328
JNJ JOHNSON & JOHNSON28280.11%0.25%0.49%Q4 2016Q3 202328
DHR DANAHER CORPORATION28280.09%0.25%0.40%Q4 2016Q3 202328
SO SOUTHERN CO28280.12%0.24%0.59%Q4 2016Q3 202328
INTC INTEL CORP28280.08%0.20%0.52%Q4 2016Q3 202328
C CITIGROUP INC28280.04%0.20%0.43%Q4 2016Q3 202328
SRPT SAREPTA THERAPEUTICS INC28280.05%0.20%0.71%Q4 2016Q3 202328
OHI OMEGA HEALTHCARE INVS INC28280.07%0.18%0.36%Q4 2016Q3 202328
IWB ISHARES TR28280.10%0.14%0.20%Q4 2016Q3 202328
VTI VANGUARD INDEX FDS28280.08%0.12%0.21%Q4 2016Q3 202328
BRKB BERKSHIRE HATHAWAY INC...28280.06%0.11%0.19%Q4 2016Q3 202328
FBT FIRST TR NASDAQ-100 TE...28280.04%0.07%0.22%Q4 2016Q3 202328
IGIB ISHARES TR2160.05%0.64%3.12%Q4 2016Q3 202327
IJH ISHARES TR27270.07%0.40%1.12%Q1 2017Q3 202327
WM WASTE MGMT INC DEL27270.05%0.08%0.10%Q1 2017Q3 202327
WY WEYERHAEUSER CO MTN BE1440.04%0.07%0.08%Q4 2016Q3 202326
IWM ISHARES TR14110.04%0.52%1.28%Q4 2016Q3 202325
ADBE ADOBE SYSTEMS INCORPOR...25250.06%0.42%0.73%Q3 2017Q3 202325
VZ VERIZON COMMUNICATIONS...1130.03%0.07%0.12%Q4 2016Q3 202325
IWF ISHARES TR1930.04%0.07%0.10%Q4 2016Q3 202325
HON HONEYWELL INTL INC24240.25%0.50%0.68%Q4 2017Q3 202324
MBB ISHARES TR24240.04%0.34%2.72%Q4 2016Q3 202224
ADP AUTOMATIC DATA PROCESS...910.03%0.08%0.19%Q4 2016Q3 202324
SHY ISHARES TR2030.09%1.09%3.96%Q2 2017Q3 202323
XBI SPDR SER TR23230.06%0.26%0.39%Q1 2018Q3 202323
IBB ISHARES TR23230.05%0.19%0.30%Q2 2017Q4 202223
QQQ INVESCO QQQ TR22220.62%2.37%3.99%Q2 2018Q3 202322
PFF ISHARES TR1660.03%0.83%2.50%Q4 2016Q3 202322
PGR PROGRESSIVE CORP OHIO22220.05%0.35%0.53%Q2 2018Q3 202322
CVS CVS HEALTH CORP22220.06%0.13%0.33%Q2 2018Q3 202322
XLE SELECT SECTOR SPDR TR11110.05%0.11%0.31%Q1 2017Q3 202322
VGT VANGUARD WORLD FDS22220.05%0.10%0.16%Q2 2018Q3 202322
FLOT ISHARES TR22220.04%0.10%0.30%Q2 2018Q3 202322
RPG INVESCO EXCHANGE TRADE...22220.05%0.08%0.10%Q2 2018Q3 202322
RSP INVESCO EXCHANGE TRADE...1290.05%0.63%3.92%Q2 2018Q3 202321
MMM 3M CO1650.04%0.16%0.24%Q4 2016Q2 202321
CAT CATERPILLAR INC DEL1470.05%0.14%0.39%Q2 2018Q3 202321
VUG VANGUARD INDEX FDS1920.04%0.14%0.24%Q2 2018Q3 202321
VTV VANGUARD INDEX FDS20200.05%1.93%6.59%Q4 2018Q3 202320
QUAL ISHARES TR20200.17%1.66%4.80%Q4 2018Q3 202320
IEMG ISHARES INC1190.08%1.08%3.44%Q1 2018Q3 202320
USMV ISHARES TR20200.22%0.54%1.26%Q4 2018Q3 202320
GS GOLDMAN SACHS GROUP INC20200.15%0.27%0.49%Q4 2018Q3 202320
BMY BRISTOL-MYERS SQUIBB CO760.05%0.27%0.83%Q4 2016Q3 202320
CVX CHEVRON CORP NEW1370.04%0.25%0.42%Q4 2016Q3 202320
VEEV VEEVA SYS INC20200.05%0.21%0.40%Q4 2018Q3 202320
PEP PEPSICO INC1550.09%0.14%0.21%Q4 2016Q3 202320
XOM EXXON MOBIL CORP1370.04%0.12%0.24%Q4 2016Q3 202320
FDS FACTSET RESH SYS INC20200.06%0.10%0.13%Q4 2018Q3 202320
IWO ISHARES TR1270.06%2.02%4.13%Q2 2018Q3 202319
PNC PNC FINL SVCS GROUP INC1410.04%0.53%0.85%Q4 2016Q3 202319
TGT TARGET CORP19190.11%0.30%0.72%Q1 2019Q3 202319
EA ELECTRONIC ARTS INC19190.10%0.23%0.32%Q1 2019Q3 202319
SPSM SPDR SER TR1170.11%0.46%0.83%Q4 2016Q3 202318
CRM SALESFORCE INC18180.14%0.32%0.49%Q2 2019Q3 202318
DAL DELTA AIR LINES INC DEL840.03%0.29%0.90%Q4 2016Q3 202318
CMI CUMMINS INC1350.04%0.17%0.34%Q4 2018Q3 202318
IGSB ISHARES TR1440.05%0.12%0.34%Q2 2017Q3 202318
BX BLACKSTONE INC17170.29%0.48%1.02%Q3 2019Q3 202317
T AT&T INC1610.10%0.41%0.74%Q4 2016Q3 202117
BABA ALIBABA GROUP HLDG LTD17170.06%0.26%0.50%Q3 2017Q3 202117
FISV FISERV INC17170.10%0.25%0.55%Q3 2019Q3 202317
NEAR ISHARES US ETF TR830.04%0.18%0.41%Q2 2017Q4 202117
SBUX STARBUCKS CORP1210.04%0.11%0.22%Q1 2017Q3 202317
D DOMINION RES INC VA NEW17170.07%0.08%0.11%Q4 2016Q4 202017
SCHB SCHWAB STRATEGIC TR1430.04%0.05%0.06%Q2 2019Q3 202317
MDY SPDR S&P MIDCAP 400 ET...16160.10%4.54%6.30%Q4 2016Q3 202016
VBR VANGUARD INDEX FDS16160.08%2.54%4.64%Q4 2019Q3 202316
PM PHILIP MORRIS INTL INC1330.04%0.39%0.66%Q4 2016Q3 202316
VLO VALERO ENERGY CORP NEW1240.17%0.39%0.58%Q1 2019Q3 202316
CMCSA COMCAST CORP NEW810.04%0.18%0.40%Q4 2018Q3 202316
TFC TRUIST FINL CORP16160.11%0.18%0.40%Q4 2019Q3 202316
MO ALTRIA GROUP INC15150.09%0.73%1.40%Q4 2016Q2 202015
KO COCA COLA CO15150.36%0.46%0.62%Q1 2020Q3 202315
BLK BLACKROCK INC15150.25%0.39%0.53%Q1 2020Q3 202315
ACN ACCENTURE PLC IRELAND15150.34%0.38%0.50%Q1 2020Q3 202315
UNH UNITEDHEALTH GROUP INC15150.12%0.37%0.64%Q1 2020Q3 202315
AMT AMERICAN TOWER CORP NEW15150.08%0.35%0.60%Q1 2020Q3 202315
PYPL PAYPAL HLDGS INC15150.04%0.30%0.58%Q1 2020Q3 202315
OKTA OKTA INC15150.10%0.27%0.47%Q4 2018Q2 202215
TSLA TESLA INC1320.06%0.26%0.57%Q4 2017Q3 202315
ZTS ZOETIS INC15150.22%0.26%0.33%Q1 2020Q3 202315
GIS GENERAL MLS INC15150.14%0.19%0.25%Q1 2020Q3 202315
CSCO CISCO SYS INC15150.07%0.17%0.28%Q1 2020Q3 202315
UNP UNION PAC CORP870.05%0.08%0.15%Q4 2016Q3 202315
HTA HEALTHCARE TR AMER INC15150.05%0.08%0.12%Q4 2016Q2 202015
BILL BILL HOLDINGS INC14140.30%0.66%1.11%Q2 2020Q3 202314
RTX RTX CORPORATION14140.49%0.60%0.68%Q2 2020Q3 202314
AMLP ALPS ETF TR14140.02%0.19%0.38%Q4 2016Q1 202014
HDB HDFC BANK LTD14140.10%0.12%0.16%Q1 2020Q2 202314
CCI CROWN CASTLE INTL CORP...1310.05%0.11%0.16%Q1 2020Q3 202314
IJR ISHARES TR950.06%0.09%0.11%Q1 2018Q3 202314
ORCL ORACLE CORP1130.04%0.06%0.08%Q1 2018Q3 202314
IEFA ISHARES TR1030.05%2.62%6.71%Q1 2018Q3 202313
SRLN SSGA ACTIVE ETF TR1030.07%1.16%3.82%Q2 2018Q3 202313
VNQ VANGUARD INDEX FDS13130.46%0.76%1.72%Q3 2020Q3 202313
GE GENERAL ELECTRIC CO13130.06%0.49%1.85%Q4 2016Q4 201913
CWB SPDR SERIES TRUST13130.38%0.48%0.54%Q4 2016Q4 201913
XLU SELECT SECTOR SPDR TR13130.06%0.46%1.72%Q3 2020Q3 202313
ICSH ISHARES TR540.05%0.32%0.61%Q4 2019Q3 202313
MCD MCDONALDS CORP13130.05%0.25%0.36%Q3 2020Q3 202313
ZS ZSCALER INC13130.05%0.18%0.31%Q3 2020Q3 202313
PKW INVESCO EXCHANGE TRADE...1030.04%0.10%0.15%Q2 2018Q1 202213
OMC OMNICOM GROUP INC710.04%0.08%0.15%Q1 2019Q2 202313
TLT ISHARES TR1020.05%1.89%3.82%Q2 2020Q3 202312
EFAV ISHARES TR750.04%0.69%1.89%Q4 2018Q2 202312
FDX FEDEX CORP12120.09%0.68%1.08%Q4 2016Q3 201912
TOTL SSGA ACTIVE ETF TR12120.16%0.57%0.92%Q4 2016Q3 201912
RTN RAYTHEON CO12120.16%0.49%0.66%Q2 2017Q1 202012
HASI HANNON ARMSTRONG SUST ...12120.04%0.44%0.85%Q3 2020Q2 202312
STI SUNTRUST BKS INC12120.29%0.41%0.52%Q4 2016Q3 201912
NVDA NVIDIA CORPORATION12120.05%0.40%0.67%Q4 2020Q3 202312
TDOC TELADOC HEALTH INC12120.05%0.36%0.63%Q2 2019Q1 202212
USB US BANCORP DEL12120.06%0.29%0.58%Q4 2020Q3 202312
STAG STAG INDL INC750.08%0.17%0.28%Q3 2020Q3 202312
VHT VANGUARD WORLD FDS12120.04%0.06%0.07%Q4 2020Q3 202312
NKE NIKE INC840.03%0.06%0.11%Q3 2020Q3 202312
LMT LOCKHEED MARTIN CORP11110.36%0.54%0.66%Q1 2021Q3 202311
LOW LOWES COS INC920.03%0.46%0.67%Q4 2016Q3 202311
ALB ALBEMARLE CORP11110.17%0.30%0.43%Q1 2021Q3 202311
NGG NATIONAL GRID PLC11110.18%0.29%0.41%Q2 2017Q4 201911
IYR ISHARES TR11110.21%0.25%0.30%Q2 2017Q4 201911
FDC FIRST DATA CORP NEW11110.15%0.22%0.30%Q4 2016Q2 201911
WMT WALMART INC11110.05%0.21%0.38%Q1 2021Q3 202311
WASH WASHINGTON TR BANCORP INC11110.08%0.18%0.24%Q1 2021Q3 202311
EFA ISHARES TR11110.06%0.18%0.38%Q2 2017Q4 201911
IWD ISHARES TR11110.05%0.06%0.09%Q1 2017Q3 201911
SHV ISHARES TR510.07%1.50%4.08%Q2 2017Q3 202310
BX BLACKSTONE GROUP L P10100.54%0.85%1.16%Q1 2017Q2 201910
XLB SELECT SECTOR SPDR TR10100.07%0.22%0.32%Q3 2017Q4 201910
XLF SELECT SECTOR SPDR TR10100.07%0.19%0.32%Q1 2018Q2 202010
DGRW WISDOMTREE TR10100.06%0.07%0.09%Q2 2018Q3 202010
MDT MEDTRONIC PLC730.04%0.06%0.08%Q1 2021Q3 202310
BSV VANGUARD BD INDEX FDS630.98%1.44%2.16%Q2 2021Q3 20239
IAU ISHARES GOLD TR630.04%0.38%1.85%Q2 2021Q3 20239
AVGO BROADCOM INC990.13%0.23%0.33%Q3 2021Q3 20239
XLP SELECT SECTOR SPDR TR990.07%0.13%0.19%Q4 2017Q4 20199
WFC WELLS FARGO CO NEW810.04%0.08%0.14%Q4 2016Q1 20199
GILD GILEAD SCIENCES INC420.03%0.06%0.13%Q4 2016Q3 20239
F FORD MTR CO DEL990.03%0.06%0.08%Q2 2020Q2 20229
MS MORGAN STANLEY720.05%0.06%0.06%Q2 2018Q3 20239
VIG VANGUARD SPECIALIZED F...810.04%0.05%0.06%Q2 2021Q3 20239
KRE SPDR SERIES TRUST881.64%1.93%2.18%Q4 2016Q3 20188
EOG EOG RES INC880.23%0.41%0.57%Q4 2021Q3 20238
PSK SPDR SERIES TRUST880.21%0.35%1.13%Q4 2016Q3 20188
EXAS EXACT SCIENCES CORP880.06%0.30%0.45%Q2 2020Q1 20228
TER TERADYNE INC880.06%0.26%0.54%Q3 2020Q2 20228
VXUS VANGUARD STAR FDS880.06%0.26%0.38%Q4 2021Q3 20238
ESGV VANGUARD WORLD FD880.13%0.17%0.22%Q4 2021Q3 20238
DVY ISHARES TR510.05%0.06%0.07%Q4 2016Q4 20198
IWR ISHARES TR770.07%0.52%2.81%Q1 2022Q3 20237
BA BOEING CO770.16%0.24%0.33%Q2 2018Q4 20197
BHP BHP GROUP LTD770.09%0.21%0.30%Q1 2022Q3 20237
SPGI S&P GLOBAL INC770.13%0.15%0.23%Q1 2022Q3 20237
DE DEERE & CO770.06%0.14%0.21%Q1 2022Q3 20237
ITW ILLINOIS TOOL WKS INC770.09%0.12%0.26%Q1 2022Q3 20237
ICE INTERCONTINENTAL EXCHA...770.06%0.10%0.12%Q1 2022Q3 20237
RFG INVESCO EXCHANGE TRADE...770.06%0.07%0.08%Q2 2018Q4 20197
MTB M & T BK CORP320.06%0.06%0.07%Q3 2017Q3 20237
AMGN AMGEN INC770.04%0.06%0.07%Q1 2022Q3 20237
RPV INVESCO EXCHANGE TRADE...520.04%0.05%0.06%Q4 2018Q1 20227
YUM YUM BRANDS INC430.03%0.05%0.06%Q1 2021Q2 20237
ET ENERGY TRANSFER L P770.02%0.02%0.03%Q1 2022Q3 20237
PLG PLATINUM GROUP METALS LTD770.00%0.01%0.01%Q1 2022Q3 20237
QQQ POWERSHARES QQQ TRUST661.78%1.98%2.22%Q4 2016Q1 20186
DGRO ISHARES TR660.26%1.30%1.89%Q2 2022Q3 20236
VWO VANGUARD INTL EQUITY I...660.16%0.70%3.02%Q2 2022Q3 20236
CELG CELGENE CORP660.22%0.59%0.88%Q4 2016Q1 20186
VEA VANGUARD TAX-MANAGED I...660.07%0.50%0.80%Q2 2022Q3 20236
STNE STONECO LTD660.24%0.43%0.66%Q2 2020Q3 20216
EEM ISHARES TR660.06%0.24%0.48%Q3 2017Q4 20186
LUV SOUTHWEST AIRLS CO660.09%0.19%0.26%Q4 2016Q1 20186
PKW POWERSHARES ETF TRUST660.16%0.18%0.24%Q4 2016Q1 20186
FIS FIDELITY NATL INFORMAT...660.16%0.18%0.22%Q3 2019Q4 20206
CLX CLOROX CO DEL660.12%0.16%0.21%Q1 2020Q2 20216
SPYG SPDR SER TR310.07%0.14%0.33%Q2 2018Q3 20236
UPS UNITED PARCEL SERVICE INC510.04%0.14%0.56%Q4 2016Q3 20236
ABC CENCORA INC660.06%0.13%0.16%Q2 2022Q3 20236
QCOM QUALCOMM INC660.06%0.12%0.20%Q2 2022Q3 20236
WP WORLDPAY INC660.09%0.11%0.13%Q1 2018Q2 20196
DY DYCOM INDS INC660.10%0.11%0.12%Q4 2016Q1 20186
CRWD CROWDSTRIKE HLDGS INC510.04%0.10%0.22%Q3 2021Q3 20236
IEI ISHARES TR660.05%0.09%0.14%Q2 2018Q3 20196
IBM INTERNATIONAL BUSINESS...660.05%0.06%0.08%Q4 2016Q1 20186
VB VANGUARD INDEX FDS510.04%0.05%0.06%Q2 2021Q3 20236
KMB KIMBERLY-CLARK CORP660.04%0.04%0.05%Q2 2022Q3 20236
HEEM ISHARES INC551.13%1.74%2.53%Q4 2016Q4 20175
XLI SELECT SECTOR SPDR TR550.06%0.44%0.55%Q4 2017Q4 20185
VNTV VANTIV INC550.12%0.14%0.15%Q4 2016Q4 20175
PLAY DAVE & BUSTERS ENTMT INC550.10%0.14%0.16%Q4 2016Q4 20175
ASML ASML HOLDING N V320.08%0.14%0.17%Q1 2022Q3 20235
CRI CARTERS INC550.11%0.12%0.15%Q4 2018Q4 20195
DPZ DOMINOS PIZZA INC410.06%0.10%0.12%Q2 2022Q3 20235
IDXX IDEXX LABS INC550.04%0.10%0.13%Q3 2022Q3 20235
HDV ISHARES TR550.06%0.09%0.12%Q1 2022Q1 20235
TDY TELEDYNE TECHNOLOGIES INC550.07%0.08%0.09%Q2 2021Q2 20225
HSIC SCHEIN HENRY INC550.05%0.06%0.06%Q4 2018Q4 20195
TXN TEXAS INSTRS INC550.04%0.05%0.06%Q3 2022Q3 20235
ABT ABBOTT LABS550.04%0.04%0.05%Q3 2022Q3 20235
NSC NORFOLK SOUTHN CORP550.04%0.04%0.05%Q3 2022Q3 20235
MINT PIMCO ETF TR440.30%0.53%0.67%Q4 2022Q3 20234
EXPE EXPEDIA INC DEL440.35%0.38%0.42%Q4 2016Q3 20174
KMI KINDER MORGAN INC DEL440.16%0.34%0.52%Q4 2016Q3 20174
PJP POWERSHARES ETF TRUST440.23%0.24%0.25%Q4 2016Q3 20174
FVRR FIVERR INTL LTD440.17%0.21%0.25%Q4 2020Q3 20214
ESGD ISHARES TR440.14%0.16%0.17%Q4 2022Q3 20234
CYBR CYBERARK SOFTWARE LTD440.12%0.15%0.19%Q3 2020Q2 20214
HLT HILTON WORLDWIDE HLDGS...440.06%0.08%0.10%Q4 2022Q3 20234
ESML ISHARES TR440.08%0.08%0.09%Q4 2022Q3 20234
ESGE ISHARES INC440.07%0.08%0.08%Q4 2022Q3 20234
IWN ISHARES TR310.04%0.06%0.06%Q3 2021Q3 20234
AMAT APPLIED MATLS INC220.05%0.05%0.06%Q2 2018Q3 20234
ETN EATON CORP PLC440.04%0.05%0.06%Q4 2022Q3 20234
IEF ISHARES TR332.82%3.68%4.20%Q2 2020Q4 20203
TIP ISHARES TR331.16%1.31%1.62%Q1 2023Q3 20233
SRVR PACER FDS TR330.06%0.48%0.72%Q3 2020Q1 20213
FLIR FLIR SYS INC330.19%0.40%0.58%Q3 2020Q1 20213
RAI REYNOLDS AMERICAN INC330.29%0.30%0.31%Q4 2016Q2 20173
MU MICRON TECHNOLOGY INC330.22%0.27%0.29%Q1 2018Q3 20183
PKB POWERSHARES ETF TRUST330.06%0.26%0.38%Q4 2016Q2 20173
CB CHUBB LIMITED330.19%0.23%0.28%Q3 2019Q1 20203
RPD RAPID7 INC330.13%0.21%0.30%Q1 2022Q3 20223
KIE SPDR SERIES TRUST330.08%0.18%0.24%Q4 2016Q2 20173
LVS LAS VEGAS SANDS CORP330.12%0.15%0.19%Q4 2020Q2 20213
BTI BRITISH AMERN TOB PLC330.14%0.14%0.15%Q3 2017Q1 20183
COP CONOCOPHILLIPS330.06%0.13%0.27%Q1 2023Q3 20233
SPYV SPDR SERIES TRUST330.09%0.10%0.10%Q2 2018Q4 20183
GOOS CANADA GOOSE HOLDINGS INC330.06%0.09%0.12%Q4 2018Q2 20193
BILS SPDR SER TR330.07%0.07%0.08%Q1 2023Q3 20233
AZPN ASPEN TECHNOLOGY INC330.06%0.06%0.07%Q3 2021Q1 20223
XLV SELECT SECTOR SPDR TR330.05%0.06%0.06%Q2 2018Q4 20183
FCBP FIRST CHOICE BANCORP330.04%0.05%0.05%Q4 2018Q2 20193
XLC SELECT SECTOR SPDR TR330.04%0.04%0.04%Q2 2021Q4 20213
BBEU J P MORGAN EXCHANGE-TR...330.04%0.04%0.04%Q2 2021Q4 20213
PTN PALATIN TECHNOLOGIES INC330.00%0.00%0.00%Q4 2016Q2 20173
LYG LLOYDS BANKING GROUP PLC330.00%0.00%0.00%Q1 2023Q3 20233
IAU ISHARES GOLD TRUST222.14%2.41%2.67%Q4 2020Q1 20212
KOMP SPDR SER TR220.77%0.91%1.05%Q3 2020Q4 20202
MUB ISHARES TR220.06%0.76%1.45%Q3 2022Q4 20222
LYB LYONDELLBASELL INDUSTR...220.54%0.57%0.61%Q1 2021Q2 20212
INDB INDEPENDENT BANK CORP ...220.47%0.51%0.56%Q4 2020Q1 20212
NGG NATIONAL GRID PLC220.49%0.49%0.49%Q4 2016Q1 20172
CRH CRH PLC220.35%0.36%0.36%Q1 2023Q2 20232
O REALTY INCOME CORP220.21%0.21%0.22%Q4 2016Q1 20172
COST COSTCO WHSL CORP NEW220.14%0.21%0.28%Q2 2023Q3 20232
FRC FIRST REP BK SAN FRANC...220.20%0.20%0.21%Q2 2017Q3 20172
OKE ONEOK INC NEW220.18%0.19%0.19%Q3 2019Q4 20192
BIL SPDR SER TR220.07%0.15%0.24%Q1 2023Q2 20232
MAT MATTEL INC220.13%0.15%0.16%Q4 2016Q1 20172
AMD ADVANCED MICRO DEVICES...220.13%0.13%0.14%Q2 2023Q3 20232
GSY INVESCO ACTIVELY MANAG...220.10%0.13%0.16%Q4 2019Q1 20202
LHO LASALLE HOTEL PPTYS220.09%0.13%0.17%Q4 2016Q1 20172
UBER UBER TECHNOLOGIES INC220.04%0.09%0.14%Q3 2021Q4 20212
RSP RYDEX ETF TRUST110.06%0.07%0.08%Q4 2016Q1 20182
VOO VANGUARD INDEX FDS220.06%0.06%0.07%Q4 2016Q1 20172
BND VANGUARD BD INDEX FD INC220.06%0.06%0.06%Q2 2018Q3 20182
IJT ISHARES TR220.06%0.06%0.06%Q2 2018Q3 20182
RF REGIONS FINANCIAL CORP...220.06%0.06%0.06%Q2 2023Q3 20232
CFG CITIZENS FINL GROUP INC220.06%0.06%0.06%Q2 2018Q3 20182
IVW ISHARES TR220.05%0.05%0.05%Q2 2018Q3 20182
APOLLO GLOBAL MGMT INC220.05%0.05%0.06%Q2 2023Q3 20232
DIA SPDR DOW JONES INDL AV...220.05%0.05%0.05%Q2 2018Q3 20182
LRCX LAM RESEARCH CORP220.05%0.05%0.05%Q2 2023Q3 20232
RHT RED HAT INC220.05%0.05%0.05%Q2 2018Q3 20182
PCG PG&E CORP110.05%0.05%0.05%Q1 2017Q3 20172
PSTI PLURISTEM THERAPEUTICS...220.04%0.05%0.06%Q2 2020Q3 20202
RLY SSGA ACTIVE ETF TR220.04%0.04%0.04%Q2 2023Q3 20232
ASPEN TECHNOLOGY INC110.04%0.04%0.04%Q3 2022Q1 20232
MLPX GLOBAL X FDS220.04%0.04%0.04%Q2 2018Q3 20182
LNT ALLIANT ENERGY CORP220.03%0.03%0.04%Q1 2023Q2 20232
MAR MARRIOTT INTL INC NEW220.03%0.03%0.04%Q2 2023Q3 20232
RDSA ROYAL DUTCH SHELL PLC110.39%0.39%0.39%Q4 2019Q4 20191
AET AETNA INC NEW110.32%0.32%0.32%Q4 2016Q4 20161
SHOP SHOPIFY INC110.32%0.32%0.32%Q4 2021Q4 20211
DOCU DOCUSIGN INC110.28%0.28%0.28%Q1 2021Q1 20211
CRH PLC110.27%0.27%0.27%Q3 2023Q3 20231
MA MASTERCARD INCORPORATED110.22%0.22%0.22%Q3 2023Q3 20231
SKX SKECHERS U S A INC110.19%0.19%0.19%Q4 2016Q4 20161
ICLN ISHARES TR110.14%0.14%0.14%Q4 2021Q4 20211
HCP HCP INC110.13%0.13%0.13%Q4 2016Q4 20161
APTV APTIV PLC110.12%0.12%0.12%Q4 2021Q4 20211
ALXN ALEXION PHARMACEUTICAL...110.12%0.12%0.12%Q3 2017Q3 20171
PAA PLAINS ALL AMERN PIPEL...110.09%0.09%0.09%Q3 2017Q3 20171
TDG TRANSDIGM GROUP INC110.09%0.09%0.09%Q3 2017Q3 20171
RFG RYDEX ETF TRUST110.08%0.08%0.08%Q1 2018Q1 20181
VBK VANGUARD INDEX FDS110.06%0.06%0.06%Q3 2023Q3 20231
AZO AUTOZONE INC110.06%0.06%0.06%Q3 2023Q3 20231
HYG ISHARES TR110.06%0.06%0.06%Q2 2017Q2 20171
GNRC GENERAC HLDGS INC110.06%0.06%0.06%Q3 2022Q3 20221
XYLD GLOBAL X FDS110.06%0.06%0.06%Q3 2022Q3 20221
CL COLGATE PALMOLIVE CO110.06%0.06%0.06%Q4 2016Q4 20161
RPG RYDEX ETF TRUST110.06%0.06%0.06%Q1 2018Q1 20181
ACES ALPS ETF TR110.05%0.05%0.05%Q1 2021Q1 20211
KHC KRAFT HEINZ CO110.05%0.05%0.05%Q1 2017Q1 20171
PLUG PLUG POWER INC110.05%0.05%0.05%Q4 2021Q4 20211
CHPT CHARGEPOINT HOLDINGS INC110.05%0.05%0.05%Q4 2021Q4 20211
NFLX NETFLIX INC110.04%0.04%0.04%Q2 2018Q2 20181
XAR SPDR SER TR110.04%0.04%0.04%Q2 2021Q2 20211
IWV ISHARES TR110.04%0.04%0.04%Q2 2019Q2 20191
SHYG ISHARES TR110.04%0.04%0.04%Q4 2022Q4 20221
IJJ ISHARES TR110.04%0.04%0.04%Q4 2021Q4 20211
INTU INTUIT110.03%0.03%0.03%Q3 2023Q3 20231
GAB GABELLI EQUITY TR INC110.02%0.02%0.02%Q2 2020Q2 20201
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The securities at the top of the list , including SPDR S&P 500 ETF TR, SPDR SER TR, and SPDR SER TR, are the highest-conviction holdings of Shepherd Financial Partners LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Shepherd Financial Partners LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Shepherd Financial Partners LLC owns currently or has owned in the past.