Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 28 | Q3 2023 | 21.0% |
SPDR SER TR | 28 | Q3 2023 | 15.9% |
SPDR SER TR | 28 | Q3 2023 | 13.1% |
APPLE INC | 28 | Q3 2023 | 3.1% |
SELECT SECTOR SPDR TR | 28 | Q3 2023 | 3.6% |
MICROSOFT CORP | 28 | Q3 2023 | 2.0% |
AMAZON COM INC | 28 | Q3 2023 | 2.1% |
ISHARES TR | 28 | Q3 2023 | 3.7% |
VISA INC | 28 | Q3 2023 | 1.5% |
JPMORGAN CHASE & CO | 28 | Q3 2023 | 1.4% |
View Shepherd Financial Partners LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-14 |
View Shepherd Financial Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.