| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 31 | Q2 2024 | 21.0% |
| SPDR SER TR | 31 | Q2 2024 | 15.9% |
| SPDR SER TR | 31 | Q2 2024 | 13.1% |
| APPLE INC | 31 | Q2 2024 | 3.2% |
| SELECT SECTOR SPDR TR | 31 | Q2 2024 | 3.6% |
| MICROSOFT CORP | 31 | Q2 2024 | 2.1% |
| AMAZON COM INC | 31 | Q2 2024 | 2.1% |
| ISHARES TR | 31 | Q2 2024 | 3.7% |
| VISA INC | 31 | Q2 2024 | 1.5% |
| ALPHABET INC | 31 | Q2 2024 | 1.4% |
View Shepherd Financial Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-28 |
| 13F-HR | 2024-08-08 |
| N-PX | 2024-08-01 |
| 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 |
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.