MondegarAI
Shepherd Financial Partners LLC

Q2 2024 · 13F-HR

Shepherd Financial Partners LLCholdings as filed

Filed 2024-08-08 · accession 0001085146-24-003586

$775.5M
Reported value
214
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$108.9M14.0%200,115CommonNONE
78464A805SPTMSPDR SER TR$96.7M12.5%1,457,939CommonNONE
46432F842IEFAISHARES TR$49.3M6.36%678,919CommonNONE
922908611VBRVANGUARD INDEX FDS$34.5M4.45%189,116CommonNONE
464287648IWOISHARES TR$34.4M4.44%131,222CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$30.9M3.98%188,079CommonNONE
037833100AAPLAPPLE INC$25.1M3.23%119,027CommonNONE
46434G103IEMGISHARES INC$24.0M3.09%447,499CommonNONE
594918104MSFTMICROSOFT CORP$16.1M2.07%35,913CommonNONE
023135106AMZNAMAZON COM INC$15.4M1.99%79,814CommonNONE
464287200IVVISHARES TR$13.9M1.80%25,454CommonNONE
02079K107GOOGALPHABET INC$10.8M1.39%58,976CommonNONE
78464A664SPTLSPDR SER TR$10.2M1.32%374,754CommonNONE
532457108LLYELI LILLY & CO$9.9M1.28%10,932CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$9.3M1.21%46,218CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$9.1M1.18%40,373CommonNONE
46434V621DGROISHARES TR$8.8M1.14%153,131CommonNONE
921937827BSVVANGUARD BD INDEX FDS$7.7M0.99%100,495CommonNONE
67066G104NVDANVIDIA CORPORATION$7.3M0.94%59,102CommonNONE
92826C839VVISA INC$6.6M0.86%25,318CommonNONE
46090E103QQQINVESCO QQQ TR$6.0M0.77%12,510CommonNONE
30303M102METAMETA PLATFORMS INC$5.9M0.76%11,713CommonNONE
78464A854SPYMSPDR SER TR$5.7M0.74%89,370CommonNONE
02079K305GOOGLALPHABET INC$5.6M0.72%30,681CommonNONE
58933Y105MRKMERCK & CO INC$5.0M0.64%40,055CommonNONE
75513E101RTXRTX CORPORATION$4.6M0.60%45,998CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.3M0.56%87,626CommonNONE
91913Y100VLOVALERO ENERGY CORP$4.3M0.55%27,137CommonNONE
539830109LMTLOCKHEED MARTIN CORP$4.2M0.54%9,033CommonNONE
00287Y109ABBVABBVIE INC$4.2M0.54%24,385CommonNONE
743315103PGRPROGRESSIVE CORP$4.1M0.53%19,630CommonNONE
50212V100LPLALPL FINL HLDGS INC$3.8M0.50%13,755CommonNONE
09260D107BXBLACKSTONE INC$3.7M0.48%30,235CommonNONE
922908553VNQVANGUARD INDEX FDS$3.7M0.48%44,154CommonNONE
438516106HONHONEYWELL INTL INC$3.7M0.47%17,233CommonNONE
09247X101BLKCHFBLACKROCK INC$3.7M0.47%4,664CommonNONE
464288679SHVISHARES TR$3.5M0.45%31,825CommonNONE
191216100KOCOCA COLA CO$3.4M0.44%53,957CommonNONE
464288802SUSAISHARES TR$3.3M0.43%29,590CommonNONE
931142103WMTWALMART INC$3.2M0.42%47,856CommonNONE
437076102HDHOME DEPOT INC$3.1M0.40%9,115CommonNONE
11135F101AVGOBROADCOM INC$3.1M0.40%1,938CommonNONE
464288570DSIISHARES TR$3.0M0.38%28,646CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.9M0.38%5,777CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.9M0.37%17,455CommonNONE
78464A409SPYGSPDR SER TR$2.9M0.37%35,810CommonNONE
00724F101ADBEADOBE INC$2.8M0.36%5,055CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.8M0.36%3,254CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$2.8M0.36%27,502CommonNONE
921909768VXUSVANGUARD STAR FDS$2.6M0.33%42,578CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.5M0.32%8,102CommonNONE
G25508105CRHCRH PLC$2.4M0.30%31,454CommonNONE
747525103QCOMQUALCOMM INC$2.3M0.30%11,738CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.3M0.30%5,155CommonNONE
922908744VTVVANGUARD INDEX FDS$2.3M0.29%14,186CommonNONE
46432F339QUALISHARES TR$2.2M0.29%12,985CommonNONE
65339F101NEENEXTERA ENERGY INC$2.2M0.28%31,136CommonNONE
580135101MCDMCDONALDS CORP$2.2M0.28%8,636CommonNONE
235851102DHRDANAHER CORPORATION$2.2M0.28%8,781CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.2M0.28%13,263CommonNONE
26875P101EOGEOG RES INC$2.1M0.27%16,846CommonNONE
79466L302CRMSALESFORCE INC$2.0M0.26%7,923CommonNONE
46429B697USMVISHARES TR$2.0M0.26%23,809CommonNONE
855244109SBUXSTARBUCKS CORP$1.9M0.24%24,388CommonNONE
149123101CATCATERPILLAR INC$1.9M0.24%5,622CommonNONE
78468R853SPSMSPDR SER TR$1.9M0.24%44,714CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.8M0.24%26,902CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1.7M0.22%22,178CommonNONE
88160R101TSLATESLA INC$1.7M0.22%8,487CommonNONE
72201R833MINTPIMCO ETF TR$1.6M0.21%16,125CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.6M0.21%21,094CommonNONE
N07059210ASMLASML HOLDING N V$1.6M0.21%1,565CommonNONE
478160104JNJJOHNSON & JOHNSON$1.6M0.21%10,926CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.5M0.20%3,504CommonNONE
78464A698KRESPDR SER TR$1.5M0.20%30,812CommonNONE
17275R102CSCOCISCO SYS INC$1.4M0.19%30,511CommonNONE
98978V103ZTSZOETIS INC$1.4M0.19%8,297CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.4M0.18%32,755CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.4M0.18%36,489CommonNONE
922908769VTIVANGUARD INDEX FDS$1.3M0.17%5,009CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.17%3,230CommonNONE
464287176TIPISHARES TR$1.3M0.16%11,833CommonNONE
060505104BACBANK AMERICA CORP$1.3M0.16%31,770CommonNONE
921910733ESGVVANGUARD WORLD FD$1.2M0.16%12,933CommonNONE
713448108PEPPEPSICO INC$1.2M0.16%7,343CommonNONE
03073E105CORCENCORA INC$1.2M0.15%5,299CommonNONE
46434V878ICSHISHARES TR$1.2M0.15%23,454CommonNONE
090043100BILLBILL HOLDINGS INC$1.2M0.15%22,292CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.2M0.15%12,874CommonNONE
370334104GISGENERAL MLS INC$1.1M0.15%17,937CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.1M0.14%6,022CommonNONE
244199105DEDEERE & CO$1.1M0.14%2,940CommonNONE
253868103DLRDIGITAL RLTY TR INC$1.1M0.14%7,171CommonNONE
464287226AGGISHARES TR$1.1M0.14%11,206CommonNONE
78409V104SPGIS&P GLOBAL INC$1.1M0.14%2,371CommonNONE
922908736VUGVANGUARD INDEX FDS$1.0M0.13%2,717CommonNONE
46435G516ESGDISHARES TR$1.0M0.13%12,895CommonNONE
25754A201DPZDOMINOS PIZZA INC$1.0M0.13%1,966CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$975,9860.13%2,547CommonNONE
87612E106TGTTARGET CORP$969,3660.12%6,548CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$934,8950.12%6,779CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$928,4180.12%4,255CommonNONE
842587107SOSOUTHERN CO$924,7990.12%11,922CommonNONE
464287556IBBISHARES TR$879,5360.11%6,408CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$876,3250.11%6,402CommonNONE
46434V407SHYGISHARES TR$853,0290.11%20,214CommonNONE
20825C104COPCONOCOPHILLIPS$851,3780.11%7,443CommonNONE
78464A870XBISPDR SER TR$848,4390.11%9,152CommonNONE
337738108FISVFISERV INC$837,8280.11%5,622CommonNONE
45168D104IDXXIDEXX LABS INC$815,0860.11%1,673CommonNONE
464287622IWBISHARES TR$790,5630.10%2,657CommonNONE
92204A702VGTVANGUARD WORLD FD$788,7960.10%1,368CommonNONE
464287507IJHISHARES TR$786,5090.10%13,440CommonNONE
464287457SHYISHARES TR$784,8220.10%9,612CommonNONE
285512109EAELECTRONIC ARTS INC$780,5570.10%5,602CommonNONE
30231G102XOMEXXON MOBIL CORP$747,4130.10%6,492CommonNONE
42809H107HESHESS CORP$731,7040.09%4,960CommonNONE
717081103PFEPFIZER INC$727,5280.09%26,002CommonNONE
29364G103ETRENTERGY CORP NEW$726,5010.09%6,790CommonNONE
94106L109WMWASTE MGMT INC DEL$719,0550.09%3,370CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$681,9410.09%4,679CommonNONE
98980G102ZSZSCALER INC$677,6610.09%3,526CommonNONE
922475108VEEVVEEVA SYS INC$675,3000.09%3,690CommonNONE
254687106DISDISNEY WALT CO$656,1620.08%6,609CommonNONE
464287804IJRISHARES TR$653,6470.08%6,128CommonNONE
038222105AMATAPPLIED MATLS INC$651,6630.08%2,761CommonNONE
68389X105ORCLORACLE CORP$650,1590.08%4,605CommonNONE
85254J102STAGSTAG INDL INC$641,6850.08%17,795CommonNONE
166764100CVXCHEVRON CORP NEW$637,9290.08%4,078CommonNONE
46434G863ESGEISHARES INC$637,8570.08%19,023CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$635,7950.08%15,210CommonNONE
452308109ITWILLINOIS TOOL WKS INC$617,3070.08%2,605CommonNONE
464287499IWRISHARES TR$611,1010.08%7,537CommonNONE
803607100SRPTSAREPTA THERAPEUTICS INC$595,0280.08%3,766CommonNONE
902973304USBUS BANCORP DEL$594,0370.08%14,963CommonNONE
46435U663ESMLISHARES TR$585,3690.08%15,204CommonNONE
512807108LRCXEURLAM RESEARCH CORP$583,2740.08%548CommonNONE
882508104TXNTEXAS INSTRS INC$551,0620.07%2,833CommonNONE
G29183103ETNEATON CORP PLC$547,6940.07%1,747CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$544,6090.07%15,901CommonNONE
088606108BHPBHP GROUP LTD$542,9270.07%9,510CommonNONE
464287655IWMISHARES TR$533,6000.07%2,630CommonNONE
458140100INTCINTEL CORP$529,2290.07%17,088CommonNONE
464287432TLTISHARES TR$496,5670.06%5,410CommonNONE
231021106CMICUMMINS INC$492,2620.06%1,778CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$489,7060.06%13,143CommonNONE
053332102AZOAUTOZONE INC$471,2920.06%159CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$461,8720.06%5,067CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$461,4180.06%3,908CommonNONE
922908595VBKVANGUARD INDEX FDS$460,4890.06%1,841CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$455,9700.06%12,998CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$449,3840.06%8,097CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$446,8900.06%2,448CommonNONE
464285204IAUISHARES GOLD TR$432,0280.06%9,835CommonNONE
031162100AMGNAMGEN INC$431,9430.06%1,382CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$423,3770.05%3,094CommonNONE
G5960L103MDTMEDTRONIC PLC$418,8350.05%5,321CommonNONE
907818108UNPUNION PAC CORP$417,5160.05%1,845CommonNONE
172967424CCITIGROUP INC$410,7190.05%6,472CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$405,0770.05%2,084CommonNONE
74347R693ROMPROSHARES TR$404,5250.05%5,793CommonNONE
617446448MSMORGAN STANLEY$396,1630.05%4,076CommonNONE
303075105FDSFACTSET RESH SYS INC$388,7370.05%952CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$379,5970.05%9,140CommonNONE
464288414MUBISHARES TR$374,6290.05%3,516CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$370,0620.05%5,886CommonNONE
89832Q109TFCTRUIST FINL CORP$364,9190.05%9,393CommonNONE
922908363VOOVANGUARD INDEX FDS$361,0940.05%722CommonNONE
126650100CVSCVS HEALTH CORP$352,3760.05%5,966CommonNONE
922908751VBVANGUARD INDEX FDS$337,5260.04%1,548CommonNONE
277432100EMNEASTMAN CHEM CO$333,5730.04%3,405CommonNONE
921910816MGKVANGUARD WORLD FD$332,7480.04%1,059CommonNONE
654106103NKENIKE INC$324,1630.04%4,301CommonNONE
22822V101CCICROWN CASTLE INC$322,8310.04%3,304CommonNONE
494368103KMBKIMBERLY-CLARK CORP$322,4950.04%2,334CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$319,5500.04%2,055CommonNONE
92204A504VHTVANGUARD WORLD FD$319,4660.04%1,201CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$312,5230.04%11,311CommonNONE
464287614IWFISHARES TR$307,2970.04%843CommonNONE
002824100ABTABBOTT LABS$302,8760.04%2,915CommonNONE
464287150ITOTISHARES TR$291,0110.04%2,450CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$283,2190.04%9,976CommonNONE
571903202MARMARRIOTT INTL INC NEW$283,1930.04%1,171CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$281,4480.04%6,825CommonNONE
697435105PANWPALO ALTO NETWORKS INC$276,9700.04%817CommonNONE
247361702DALDELTA AIR LINES INC DEL$275,1520.04%5,800CommonNONE
655844108NSCNORFOLK SOUTHN CORP$272,5550.04%1,270CommonNONE
461202103INTUINTUIT$270,9800.03%412CommonNONE
548661107LOWLOWES COS INC$261,5870.03%1,187CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$242,2140.03%438CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$241,5200.03%4,162CommonNONE
78464A847SPMDSPDR SER TR$241,5200.03%4,708CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$241,1480.03%1,566CommonNONE
025816109AXPAMERICAN EXPRESS CO$238,0330.03%1,028CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$235,3330.03%3,000CommonNONE
863667101SYKSTRYKER CORPORATION$233,7520.03%687CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$233,7300.03%59CommonNONE
097023105BABOEING CO$229,8790.03%1,263CommonNONE
718172109PMPHILIP MORRIS INTL INC$228,5510.03%2,256CommonNONE
681919106OMCOMNICOM GROUP INC$228,4110.03%2,546CommonNONE
464287630IWNISHARES TR$223,1200.03%1,465CommonNONE
940610108WASHWASHINGTON TR BANCORP INC$220,4290.03%8,042CommonNONE
11135E203BNLBROADSTONE NET LEASE INC$214,4510.03%13,513CommonNONE
375558103GILDGILEAD SCIENCES INC$210,4960.03%3,068CommonNONE
29273V100ETENERGY TRANSFER L P$210,3610.03%12,969CommonNONE
922908512VOEVANGUARD INDEX FDS$208,6460.03%1,387CommonNONE
736508847PORPORTLAND GEN ELEC CO$207,9350.03%4,809CommonNONE
018802108LNTALLIANT ENERGY CORP$203,6000.03%4,000CommonNONE
65473P105NINISOURCE INC$201,9830.03%7,011CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$201,9370.03%846CommonNONE
036752103ELVELEVANCE HEALTH INC$201,8280.03%372CommonNONE
464288224ICLNISHARES TR$165,2230.02%12,404CommonNONE
345370860FFORD MTR CO DEL$165,0080.02%13,158CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$27,3000.00%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.