HoldingsChannel.com
Shepherd Financial Partners LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 358,908 +6,155 $105,160
     SPY358,908+6,155$105,160
SPDR SERIES TRUST (SPTM) 2,225,440 +47,700 $81,140
     SPTM2,225,440+47,700$81,140
SPDR SERIES TRUST (SPLG) 1,978,568 +62,300 $68,340
     SPLG1,978,568+62,300$68,340
SPDR S&P MIDCAP 400 ETF TR (MDY) 82,741 +2,475 $29,339
     MDY82,741+2,475$29,339
ISHARES TR (SHY) 248,480 +9,210 $21,066
     SHY248,480+9,210$21,066
ISHARES TR (SHV) 172,487 +2,136 $19,086
     SHV172,487+2,136$19,086
INVESCO QQQ TR 69,453 -1,142 $12,970
     QQQ69,453-1,142$12,970
ISHARES TR (QUAL) 129,933 +3,493 $11,885
     QUAL129,933+3,493$11,885
SELECT SECTOR SPDR TR (XLK) 107,620 -97,230 $8,399
     XLK107,620-97,230$8,399
APPLE INC 37,530 -215 $7,428
     AAPL37,530-215$7,428
ISHARES TR (PFF) 187,487 +125,324 $6,909
     PFF187,487+125,324$6,909
MICROSOFT CORP 51,459 +2,101 $6,893
     MSFT51,459+2,101$6,893
ISHARES TR (EFAV) 93,880 -852 $6,819
     EFAV93,880-852$6,819
AMAZON COM INC 3,458 -149 $6,548
     AMZN3,458-149$6,548
VISA INC 33,877 -5 $5,879
     V33,877-5$5,879
JPMORGAN CHASE & CO 45,343 -618 $5,069
     JPM45,343-618$5,069
SELECT SECTOR SPDR TR (XLY) 40,707 -1,346 $4,852
     XLY40,707-1,346$4,852
ISHARES TR (USMV) 75,428 -3,137 $4,656
     USMV75,428-3,137$4,656
ISHARES TR (IVV) 12,810 -1,165 $3,776
     IVV12,810-1,165$3,776
BLACKSTONE GROUP L P 83,308 +16 $3,701
     BX83,308+16$3,701
ALPHABET INC 3,073 -29 $3,322
     GOOG3,073-29$3,322
ISHARES TR (AGG) 28,597 -12,151 $3,184
     AGG28,597-12,151$3,184
MERCK & CO INC 37,011 -969 $3,103
     MRK37,011-969$3,103
HOME DEPOT INC 14,415 -541 $2,998
     HD14,415-541$2,998
ISHARES TR (IJH) 15,160 -388 $2,945
     IJH15,160-388$2,945
PNC FINL SVCS GROUP INC 20,308 -424 $2,788
     PNC20,308-424$2,788
DIGITAL RLTY TR INC 22,925 +1,030 $2,700
     DLR22,925+1,030$2,700
FACEBOOK INC 13,370 -32 $2,580
     FB13,370-32$2,580
ALTRIA GROUP INC 52,546 -675 $2,488
     MO52,546-675$2,488
DISNEY WALT CO 17,231 -417 $2,406
     DIS17,231-417$2,406
PFIZER INC 52,601 +4 $2,279
     PFE52,601+4$2,279
ABBVIE INC 30,967 UNCH $2,252
     ABBV30,967UNCH$2,252
TARGET CORP 25,945 -127 $2,247
     TGT25,945-127$2,247
RAYTHEON CO 12,518 -85 $2,177
     RTN12,518-85$2,177
HONEYWELL INTL INC 11,923 +128 $2,082
     HON11,923+128$2,082
ISHARES TR (DSI) 18,466 -330 $2,019
     DSI18,466-330$2,019
SPDR SERIES TRUST (CWB) 38,138 -40 $2,016
     CWB38,138-40$2,016
ISHARES TR (SUSA) 15,189 -185 $1,851
     SUSA15,189-185$1,851
DUKE ENERGY CORP NEW 20,938 +4 $1,848
     DUK20,938+4$1,848
AT&T INC 52,628 +31 $1,764
     T52,628+31$1,764
CHEVRON CORP NEW 13,850 -81 $1,723
     CVX13,850-81$1,723
ADOBE INC 5,830 +55 $1,718
     ADBE5,830+55$1,718
PHILIP MORRIS INTL INC 21,550 UNCH $1,692
     PM21,550UNCH$1,692
BOSTON SCIENTIFIC CORP 39,254 -152 $1,687
     BSX39,254-152$1,687
CVS HEALTH CORP 30,745 -1,068 $1,675
     CVS30,745-1,068$1,675
BANK AMER CORP 54,745 -176 $1,588
     BAC54,745-176$1,588
CONSOLIDATED EDISON INC 17,946 -489 $1,573
     ED17,946-489$1,573
SUNTRUST BKS INC 24,926 -719 $1,567
     STI24,926-719$1,567
ISHARES TR (IWM) 9,812 -23,542 $1,526
     IWM9,812-23,542$1,526
SPDR SERIES TRUST (SPSM) 47,936 -50,267 $1,469
     SPSM47,936-50,267$1,469

See Full List: All Stocks Held By Shepherd Financial Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Shepherd Financial Partners LLC

Size ($ in 1000's)
At 06/30/2019: $532,345
At 03/31/2019: $516,014

Shepherd Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Shepherd Financial Partners LLC 13F filings. Link to 13F filings: SEC filings

Shepherd Financial Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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