HoldingsChannel.com
Shepherd Financial Partners LLC Top Holdings
As of  03/31/2022, below is a summary of the Shepherd Financial Partners LLC top holdings by largest position size, as per the latest 13f filing made by Shepherd Financial Partners LLC. In the Shepherd Financial Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Shepherd Financial Partners LLC in that top holding, then the share count change between reporting periods, and finally the Shepherd Financial Partners LLC top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 203,457 +6,549 $91,900
     SPY203,457+6,549$91,900
SPDR SER TR (SPTM) 1,392,632 +10,013 $77,420
     SPTM1,392,632+10,013$77,420
VANGUARD INDEX FDS (VTV) 233,477 +6,713 $34,483
     VTV233,477+6,713$34,483
INVESCO QQQ TR 61,390 +3,638 $22,255
     QQQ61,390+3,638$22,255
VANGUARD INDEX FDS (VBR) 111,714 +38,028 $19,658
     VBR111,714+38,028$19,658
SSGA ACTIVE ETF TR (SRLN) 414,444 -34,450 $18,645
     SRLN414,444-34,450$18,645
ISHARES TR (IWO) 70,425 +13,126 $18,042
     IWO70,425+13,126$18,042
APPLE INC 91,318 -8,117 $15,942
     AAPL91,318-8,117$15,942
ISHARES TR (AGG) 117,791 +3,313 $12,588
     AGG117,791+3,313$12,588
AMAZON COM INC 3,100 +250 $10,109
     AMZN3,100+250$10,109
MICROSOFT CORP 32,381 -1,147 $9,985
     MSFT32,381-1,147$9,985
ISHARES TR (IVV) 17,460 +8,249 $7,923
     IVV17,460+8,249$7,923
ALPHABET INC 2,457 +3 $6,854
     GOOG2,457+3$6,854
SELECT SECTOR SPDR TR (XLK) 43,026 -771 $6,837
     XLK43,026-771$6,837
VISA INC 29,014 +81 $6,435
     V29,014+81$6,435
JPMORGAN CHASE & CO 37,969 +1,115 $5,174
     JPM37,969+1,115$5,174
BILL COM HLDGS INC 21,500 UNCH $4,876
     BILL21,500UNCH$4,876
ISHARES TR (TLT) 36,710 -8,731 $4,849
     TLT36,710-8,731$4,849
NEXTERA ENERGY INC 55,771 -346 $4,724
     NEE55,771-346$4,724
SPDR SER TR (SPLG) 78,592 +3,813 $4,176
     SPLG78,592+3,813$4,176
LILLY ELI & CO 13,889 +334 $3,975
     LLY13,889+334$3,975
NVIDIA CORPORATION 13,729 +586 $3,747
     NVDA13,729+586$3,747
ISHARES INC (IEMG) 62,085 +27,338 $3,448
     IEMG62,085+27,338$3,448
RAYTHEON TECHNOLOGIES CORP 34,842 -6,240 $3,448
     RTX34,842-6,240$3,448
ABBVIE INC 20,851 -1,631 $3,382
     ABBV20,851-1,631$3,382
PROCTER AND GAMBLE CO 22,015 -1,110 $3,368
     PG22,015-1,110$3,368
PFIZER INC 64,146 -8,488 $3,318
     PFE64,146-8,488$3,318
VANGUARD INDEX FDS (VNQ) 30,598 -475 $3,309
     VNQ30,598-475$3,309
MERCK & CO INC 39,522 +8,805 $3,243
     MRK39,522+8,805$3,243
DISNEY WALT CO 23,213 +1,821 $3,188
     DIS23,213+1,821$3,188
TESLA INC 2,944 +550 $3,171
     TSLA2,944+550$3,171
META PLATFORMS INC 13,982 +2,297 $3,113
     FB13,982+2,297$3,113
HONEYWELL INTL INC 15,898 +363 $3,088
     HON15,898+363$3,088
UNITEDHEALTH GROUP INC 5,930 +358 $3,023
     UNH5,930+358$3,023
EOG RES INC 24,698 +9,974 $2,944
     EOG24,698+9,974$2,944
ALPHABET INC 1,028 +55 $2,856
     GOOGL1,028+55$2,856
BLACKSTONE INC 21,954 -252 $2,786
     BX21,954-252$2,786
BLACKROCK INC 3,512 +1,173 $2,699
     BLK3,512+1,173$2,699
COCA COLA CO 43,117 +1,909 $2,670
     KO43,117+1,909$2,670
LOCKHEED MARTIN CORP 6,017 +101 $2,657
     LMT6,017+101$2,657
ISHARES TR (ICSH) 51,505 -1,094 $2,583
     ICSH51,505-1,094$2,583
ISHARES TR (DSI) 29,668 -1,143 $2,573
     DSI29,668-1,143$2,573
VALERO ENERGY CORP 25,236 -107 $2,564
     VLO25,236-107$2,564
DIGITAL RLTY TR INC 17,666 -3,934 $2,510
     DLR17,666-3,934$2,510
ISHARES TR (SUSA) 25,929 -927 $2,510
     SUSA25,929-927$2,510
HANNON ARMSTRONG SUST INFR C 51,672 -14,845 $2,447
     HASI51,672-14,845$2,447
PROGRESSIVE CORP 20,901 -3,654 $2,378
     PGR20,901-3,654$2,378
DUKE ENERGY CORP NEW 20,845 +94 $2,326
     DUK20,845+94$2,326
ACCENTURE PLC IRELAND 6,864 -22 $2,318
     ACN6,864-22$2,318
CATERPILLAR INC 9,754 +7,354 $2,171
     CAT9,754+7,354$2,171

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 03/31/2022: $560,074
At 12/31/2021: $575,906

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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