$576 Million is the total value of Shepherd Financial Partners LLC's 152 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 12.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $93,514,000 | +21.1% | 196,908 | +9.4% | 16.24% | +8.9% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $80,817,000 | +11.9% | 1,382,619 | +1.4% | 14.03% | +0.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $33,346,000 | +11.3% | 226,764 | +2.5% | 5.79% | +0.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $22,982,000 | +19.6% | 57,752 | +7.7% | 3.99% | +7.6% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $20,491,000 | +3.5% | 448,894 | +4.3% | 3.56% | -6.9% |
| AAPL | Buy | APPLE INC | $17,656,000 | +27.7% | 99,435 | +1.7% | 3.07% | +14.8% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $16,795,000 | +1.7% | 57,299 | +1.9% | 2.92% | -8.5% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $13,187,000 | +8.6% | 73,686 | +3.0% | 2.29% | -2.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $13,034,000 | -13.3% | 114,478 | -12.7% | 2.26% | -22.0% |
| MSFT | Buy | MICROSOFT CORP | $11,280,000 | +21.4% | 33,528 | +1.8% | 1.96% | +9.3% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $10,340,000 | -7.5% | 127,928 | -6.2% | 1.80% | -16.8% |
| AMZN | Buy | AMAZON COM INC | $9,502,000 | +3.7% | 2,850 | +2.2% | 1.65% | -6.8% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $7,611,000 | +15.9% | 43,797 | -0.4% | 1.32% | +4.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $7,102,000 | +11.1% | 2,454 | +2.2% | 1.23% | -0.1% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $6,708,000 | +1.4% | 45,441 | -1.2% | 1.16% | -8.8% |
| V | Buy | VISA INC | $6,273,000 | +18.9% | 28,933 | +22.1% | 1.09% | +6.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,844,000 | -0.5% | 36,854 | +2.7% | 1.02% | -10.5% |
| BILL | BILL COM HLDGS INC | $5,357,000 | -6.7% | 21,500 | 0.0% | 0.93% | -16.1% | |
| NEE | Buy | NEXTERA ENERGY INC | $5,242,000 | +21.7% | 56,117 | +2.2% | 0.91% | +9.4% |
| HD | Buy | HOME DEPOT INC | $4,570,000 | +30.2% | 11,007 | +2.9% | 0.79% | +17.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $4,397,000 | +97.3% | 9,211 | +77.7% | 0.76% | +77.4% |
| PFE | Buy | PFIZER INC | $4,294,000 | +41.2% | 72,634 | +2.7% | 0.75% | +27.1% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $4,178,000 | +10.7% | 74,779 | +0.1% | 0.72% | -0.5% |
| FB | Buy | META PLATFORMS INCcl a | $3,930,000 | +5.6% | 11,685 | +6.4% | 0.68% | -5.1% |
| NVDA | Sell | NVIDIA CORPORATION | $3,865,000 | +33.5% | 13,143 | -5.9% | 0.67% | +20.0% |
| DLR | Buy | DIGITAL RLTY TR INC | $3,823,000 | +25.9% | 21,600 | +2.8% | 0.66% | +13.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,781,000 | +20.5% | 23,125 | +3.2% | 0.66% | +8.4% |
| LLY | Buy | LILLY ELI & CO | $3,741,000 | +126.3% | 13,555 | +89.4% | 0.65% | +103.8% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $3,607,000 | +15.8% | 31,073 | +1.7% | 0.63% | +4.0% |
| HASI | Buy | HANNON ARMSTRONG SUST INFR C | $3,534,000 | +2.0% | 66,517 | +2.7% | 0.61% | -8.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $3,533,000 | +4.0% | 41,082 | +4.0% | 0.61% | -6.6% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $3,486,000 | +0.3% | 6,144 | +1.6% | 0.60% | -9.8% |
| DIS | Buy | DISNEY WALT CO | $3,314,000 | -3.9% | 21,392 | +5.2% | 0.58% | -13.7% |
| HON | Buy | HONEYWELL INTL INC | $3,242,000 | +1.6% | 15,535 | +3.3% | 0.56% | -8.6% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $3,085,000 | +14.2% | 10,523 | +3.5% | 0.54% | +2.7% |
| ABBV | Buy | ABBVIE INC | $3,047,000 | +28.5% | 22,482 | +2.3% | 0.53% | +15.5% |
| BX | Buy | BLACKSTONE INC | $2,873,000 | +11.4% | 22,206 | +0.1% | 0.50% | +0.2% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $2,860,000 | +17.1% | 30,811 | +4.9% | 0.50% | +5.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,852,000 | +32.9% | 6,886 | +2.6% | 0.50% | +19.6% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $2,848,000 | +15.9% | 26,856 | +4.8% | 0.50% | +4.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,820,000 | +16.1% | 973 | +7.2% | 0.49% | +4.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,806,000 | +32.3% | 5,572 | +2.7% | 0.49% | +18.8% |
| ICSH | Buy | ISHARES TRblackrock ultra | $2,650,000 | +79.4% | 52,599 | +79.9% | 0.46% | +61.4% |
| TSLA | Sell | TESLA INC | $2,527,000 | +34.6% | 2,394 | -1.0% | 0.44% | +21.3% |
| PGR | Buy | PROGRESSIVE CORP | $2,516,000 | +16.0% | 24,555 | +2.3% | 0.44% | +4.3% |
| KO | Buy | COCA COLA CO | $2,440,000 | +15.6% | 41,208 | +2.5% | 0.42% | +4.2% |
| MRK | Buy | MERCK & CO INC | $2,351,000 | +5.5% | 30,717 | +3.6% | 0.41% | -5.1% |
| DHR | Buy | DANAHER CORPORATION | $2,288,000 | +13.3% | 6,952 | +4.8% | 0.40% | +1.8% |
| ED | Buy | CONSOLIDATED EDISON INC | $2,228,000 | +19.2% | 26,172 | +1.6% | 0.39% | +7.2% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,176,000 | +11.1% | 20,751 | +3.5% | 0.38% | 0.0% |
| CRM | Buy | SALESFORCE COM INC | $2,155,000 | -4.1% | 8,485 | +2.3% | 0.37% | -13.8% |
| BLK | Buy | BLACKROCK INC | $2,144,000 | +14.9% | 2,339 | +5.2% | 0.37% | +3.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $2,100,000 | -27.9% | 5,916 | -30.0% | 0.36% | -35.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,093,000 | -24.2% | 11,116 | +4.7% | 0.36% | -31.9% |
| IEMG | Buy | ISHARES INCcore msci emkt | $2,077,000 | +42.3% | 34,747 | +46.6% | 0.36% | +28.0% |
| USB | Buy | US BANCORP DEL | $2,063,000 | -1.1% | 36,683 | +4.4% | 0.36% | -11.2% |
| VLO | Buy | VALERO ENERGY CORP | $1,905,000 | +9.0% | 25,343 | +2.5% | 0.33% | -1.8% |
| ZTS | Buy | ZOETIS INCcl a | $1,894,000 | +29.0% | 7,764 | +2.7% | 0.33% | +16.3% |
| ALB | Buy | ALBEMARLE CORP | $1,889,000 | +11.7% | 8,084 | +4.6% | 0.33% | +0.3% |
| SHOP | New | SHOPIFY INCcl a | $1,865,000 | – | 1,351 | +100.0% | 0.32% | – |
| INTC | Sell | INTEL CORP | $1,813,000 | -4.7% | 35,209 | -1.4% | 0.32% | -14.2% |
| MCD | Buy | MCDONALDS CORP | $1,782,000 | +17.5% | 6,646 | +5.6% | 0.31% | +5.5% |
| ZS | Sell | ZSCALER INC | $1,760,000 | +19.2% | 5,477 | -2.6% | 0.31% | +7.4% |
| AVGO | Buy | BROADCOM INC | $1,756,000 | +47.4% | 2,641 | +7.2% | 0.30% | +32.6% |
| C | Buy | CITIGROUP INC | $1,719,000 | -11.8% | 28,538 | +2.8% | 0.30% | -20.7% |
| VEEV | Buy | VEEVA SYS INC | $1,659,000 | -8.9% | 6,492 | +2.8% | 0.29% | -18.2% |
| STAG | Buy | STAG INDL INC | $1,609,000 | +27.8% | 33,475 | +4.1% | 0.28% | +14.8% |
| USMV | Buy | ISHARES TRmsci usa min vol | $1,574,000 | +10.2% | 19,455 | +0.1% | 0.27% | -1.1% |
| XBI | Sell | SPDR SER TRs&p biotech | $1,566,000 | -12.9% | 13,986 | -2.1% | 0.27% | -21.6% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,560,000 | +0.8% | 4,075 | -0.4% | 0.27% | -9.4% |
| TGT | Sell | TARGET CORP | $1,478,000 | +1.1% | 6,387 | -0.1% | 0.26% | -8.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,418,000 | +329.7% | 18,980 | +329.7% | 0.25% | +284.4% |
| MMM | Buy | 3M CO | $1,409,000 | +26.7% | 7,920 | +25.1% | 0.24% | +14.0% |
| EA | Sell | ELECTRONIC ARTS INC | $1,361,000 | -8.0% | 10,309 | -0.9% | 0.24% | -17.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,313,000 | +18.6% | 4,090 | +7.3% | 0.23% | +6.5% |
| EOG | New | EOG RES INC | $1,308,000 | – | 14,724 | +100.0% | 0.23% | – |
| OKTA | Buy | OKTA INCcl a | $1,305,000 | -2.5% | 5,826 | +3.4% | 0.23% | -12.4% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,294,000 | +11.2% | 6,332 | -2.2% | 0.22% | 0.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,286,000 | +33.0% | 7,501 | +25.2% | 0.22% | +19.3% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $1,266,000 | -9.4% | 29,786 | -7.4% | 0.22% | -18.5% |
| WASH | Buy | WASHINGTON TR BANCORP INC | $1,253,000 | +10.3% | 22,293 | +3.9% | 0.22% | -0.5% |
| IBB | Buy | ISHARES TRishares biotech | $1,214,000 | -4.3% | 7,961 | +1.3% | 0.21% | -13.9% |
| TDOC | Sell | TELADOC HEALTH INC | $1,190,000 | -28.9% | 12,974 | -1.9% | 0.21% | -35.9% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $1,144,000 | +10.0% | 7,852 | -0.6% | 0.20% | -1.0% |
| SO | Buy | SOUTHERN CO | $1,107,000 | +52.1% | 16,139 | +37.6% | 0.19% | +36.2% |
| TFC | Buy | TRUIST FINL CORP | $1,099,000 | +5.9% | 18,747 | +6.0% | 0.19% | -4.5% |
| GIS | Buy | GENERAL MLS INC | $1,055,000 | +17.6% | 15,681 | +4.6% | 0.18% | +5.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,002,000 | +34.7% | 3,534 | +25.4% | 0.17% | +20.8% |
| BAC | Sell | BK OF AMERICA CORP | $896,000 | -0.8% | 20,161 | -5.2% | 0.16% | -10.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $897,000 | +14.3% | 1,956 | -0.2% | 0.16% | +2.6% |
| IWB | ISHARES TRrus 1000 etf | $831,000 | +9.3% | 3,146 | 0.0% | 0.14% | -2.0% | |
| ICLN | New | ISHARES TRgl clean ene etf | $820,000 | – | 38,961 | +100.0% | 0.14% | – |
| SRPT | Sell | SAREPTA THERAPEUTICS INC | $799,000 | -2.7% | 8,872 | -0.1% | 0.14% | -12.6% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $780,000 | +4.3% | 9,112 | +4.8% | 0.14% | -6.2% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $774,000 | -25.3% | 15,514 | -24.9% | 0.13% | -33.0% |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $741,000 | – | 8,434 | +100.0% | 0.13% | – |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $729,000 | +11.0% | 10,182 | -1.0% | 0.13% | 0.0% |
| FDS | Buy | FACTSET RESH SYS INC | $728,000 | +23.2% | 1,499 | +0.1% | 0.13% | +10.5% |
| CVS | Buy | CVS HEALTH CORP | $725,000 | +31.1% | 7,025 | +7.8% | 0.13% | +17.8% |
| IGSB | Buy | ISHARES TR | $704,000 | +6.2% | 13,049 | +7.6% | 0.12% | -4.7% |
| APTV | New | APTIV PLC | $684,000 | – | 4,146 | +100.0% | 0.12% | – |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $673,000 | +20.2% | 3,230 | +0.1% | 0.12% | +8.3% |
| FISV | Sell | FISERV INC | $634,000 | -5.9% | 6,105 | -1.7% | 0.11% | -15.4% |
| IAU | Sell | ISHARES GOLD TRishares new | $621,000 | -88.6% | 17,908 | -89.0% | 0.11% | -89.8% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $614,000 | -9.2% | 9,435 | +2.4% | 0.11% | -18.3% |
| CSCO | Buy | CISCO SYS INC | $600,000 | +17.2% | 9,481 | +0.5% | 0.10% | +5.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $560,000 | +25.8% | 1,874 | +14.7% | 0.10% | +12.8% |
| PEP | Buy | PEPSICO INC | $561,000 | +16.9% | 3,220 | +0.9% | 0.10% | +4.3% |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $548,000 | +9.4% | 2,600 | 0.0% | 0.10% | -2.1% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $547,000 | +9.2% | 2,263 | +0.1% | 0.10% | -2.1% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $543,000 | -51.3% | 2,649 | -41.5% | 0.09% | -56.3% |
| WM | Buy | WASTE MGMT INC DEL | $519,000 | +12.6% | 3,107 | +0.5% | 0.09% | +1.1% |
| CAT | Buy | CATERPILLAR INC | $500,000 | +13.6% | 2,400 | +4.4% | 0.09% | +2.4% |
| F | Buy | FORD MTR CO DEL | $492,000 | +47.3% | 23,678 | +0.7% | 0.08% | +32.8% |
| MBB | Buy | ISHARES TRmbs etf | $477,000 | +6.0% | 4,429 | +6.6% | 0.08% | -4.6% |
| OHI | OMEGA HEALTHCARE INVS INC | $471,000 | -1.1% | 15,901 | 0.0% | 0.08% | -10.9% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $473,000 | +25.1% | 4,130 | +19.4% | 0.08% | +12.3% |
| IGIB | Sell | ISHARES TR | $451,000 | -16.9% | 7,603 | -15.8% | 0.08% | -25.7% |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $447,000 | +3.7% | 1,028 | +1.9% | 0.08% | -6.0% |
| TER | TERADYNE INC | $436,000 | +49.8% | 2,668 | 0.0% | 0.08% | +35.7% | |
| WY | Buy | WEYERHAEUSER CO MTN BE | $432,000 | +22.0% | 10,497 | +5.3% | 0.08% | +10.3% |
| WMT | Buy | WALMART INC | $420,000 | +4.5% | 2,914 | +1.0% | 0.07% | -6.4% |
| EXAS | Sell | EXACT SCIENCES CORP | $419,000 | -77.6% | 5,387 | -72.5% | 0.07% | -79.8% |
| AZPN | ASPEN TECHNOLOGY INC | $387,000 | +24.0% | 2,541 | 0.0% | 0.07% | +11.7% | |
| VHT | VANGUARD WORLD FDShealth car etf | $379,000 | +7.7% | 1,422 | 0.0% | 0.07% | -2.9% | |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $380,000 | -6.9% | 7,494 | -6.3% | 0.07% | -16.5% |
| NKE | NIKE INCcl b | $367,000 | +14.3% | 2,206 | 0.0% | 0.06% | +3.2% | |
| IWN | ISHARES TRrus 2000 val etf | $351,000 | +3.5% | 2,115 | 0.0% | 0.06% | -6.2% | |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $347,000 | +0.9% | 2,138 | +2.7% | 0.06% | -9.1% |
| IWF | ISHARES TRrus 1000 grw etf | $331,000 | +12.2% | 1,081 | 0.0% | 0.06% | 0.0% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $330,000 | +8.9% | 2,915 | 0.0% | 0.06% | -3.4% | |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $325,000 | – | 5,111 | +100.0% | 0.06% | – |
| VB | VANGUARD INDEX FDSsmall cp etf | $316,000 | +3.6% | 1,397 | 0.0% | 0.06% | -6.8% | |
| ORCL | ORACLE CORP | $304,000 | 0.0% | 3,491 | 0.0% | 0.05% | -10.2% | |
| PLUG | New | PLUG POWER INC | $294,000 | – | 10,302 | +100.0% | 0.05% | – |
| YUM | Sell | YUM BRANDS INC | $289,000 | +5.1% | 2,085 | -7.3% | 0.05% | -5.7% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $276,000 | +8.7% | 1,696 | 0.0% | 0.05% | -2.0% | |
| CHPT | New | CHARGEPOINT HOLDINGS INC | $278,000 | – | 14,717 | +100.0% | 0.05% | – |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $263,000 | +6.9% | 4,745 | +0.6% | 0.05% | -4.2% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $261,000 | +24.9% | 1,059 | +1.5% | 0.04% | +12.5% |
| DAL | DELTA AIR LINES INC DEL | $252,000 | -8.0% | 6,435 | 0.0% | 0.04% | -17.0% | |
| SBUX | Buy | STARBUCKS CORP | $255,000 | +7.1% | 2,179 | +1.0% | 0.04% | -4.3% |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $239,000 | – | 1,393 | +100.0% | 0.04% | – |
| BBEU | J P MORGAN EXCHANGE-TRADED Fbetabuilders eur | $225,000 | +4.2% | 3,778 | 0.0% | 0.04% | -7.1% | |
| CMI | CUMMINS INC | $216,000 | -4.0% | 996 | 0.0% | 0.04% | -11.6% | |
| XLC | SELECT SECTOR SPDR TR | $217,000 | -3.1% | 2,790 | 0.0% | 0.04% | -11.6% | |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $214,000 | +7.0% | 2,220 | 0.0% | 0.04% | -5.1% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $212,000 | -31.4% | 4,074 | -29.1% | 0.04% | -38.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $214,000 | +5.9% | 964 | +4.3% | 0.04% | -5.1% |
| UBER | Sell | UBER TECHNOLOGIES INC | $207,000 | -70.4% | 4,970 | -68.1% | 0.04% | -73.3% |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $200,000 | – | 1,809 | +100.0% | 0.04% | – |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $203,000 | – | 2,507 | +100.0% | 0.04% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -1,740 | -100.0% | -0.04% | – |
| OMC | Exit | OMNICOM GROUP INC | $0 | – | -2,991 | -100.0% | -0.04% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -4,068 | -100.0% | -0.05% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -4,834 | -100.0% | -0.05% | – |
| T | Exit | AT&T INC | $0 | – | -18,138 | -100.0% | -0.10% | – |
| FVRR | Exit | FIVERR INTL LTD | $0 | – | -5,334 | -100.0% | -0.19% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -7,577 | -100.0% | -0.22% | – |
| STNE | Exit | STONECO LTD | $0 | – | -36,214 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.