MondegarAI
Shepherd Financial Partners LLC

Q1 2025 · 13F-HR

Shepherd Financial Partners LLCholdings as filed

Filed 2025-04-18 · accession 0001085146-25-002194

$852.8M
Reported value
230
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$57.0M6.68%101,902CommonNONE
78464A805SPTMSPDR SER TR$48.2M5.65%708,605CommonNONE
46432F842IEFAISHARES TR$46.0M5.39%607,864CommonNONE
464287200IVVISHARES TR$45.3M5.32%80,707CommonNONE
46432F339QUALISHARES TR$36.8M4.31%215,280CommonNONE
78464A409SPYGSPDR SER TR$32.1M3.77%399,967CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$28.5M3.34%584,390CommonNONE
037833100AAPLAPPLE INC$27.9M3.27%125,455CommonNONE
78464A508SPYVSPDR SER TR$22.7M2.66%444,575CommonNONE
78464A664SPTLSPDR SER TR$20.5M2.40%751,414CommonNONE
46434G103IEMGISHARES INC$17.5M2.05%324,418CommonNONE
023135106AMZNAMAZON COM INC$16.6M1.94%86,996CommonNONE
594918104MSFTMICROSOFT CORP$15.3M1.79%40,668CommonNONE
78468R853SPSMSPDR SER TR$15.2M1.78%372,362CommonNONE
78464A847SPMDSPDR SER TR$14.1M1.65%275,302CommonNONE
922908611VBRVANGUARD INDEX FDS$12.5M1.47%67,364CommonNONE
464287721IYWISHARES TR$12.4M1.45%88,240CommonNONE
464287648IWOISHARES TR$12.3M1.44%48,122CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$11.8M1.38%48,114CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$11.0M1.29%63,357CommonNONE
67066G104NVDANVIDIA CORPORATION$10.5M1.23%97,162CommonNONE
02079K107GOOGALPHABET INC$9.6M1.13%61,643CommonNONE
92826C839VVISA INC$9.6M1.12%27,359CommonNONE
46434V621DGROISHARES TR$9.1M1.06%146,868CommonNONE
464287101OEFISHARES TR$9.0M1.06%33,403CommonNONE
092528603BINCBLACKROCK ETF TRUST II$8.9M1.05%170,673CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8.8M1.03%42,395CommonNONE
464285204IAUISHARES GOLD TR$8.3M0.97%140,023CommonNONE
532457108LLYELI LILLY & CO$7.9M0.92%9,507CommonNONE
46432F396MTUMISHARES TR$7.2M0.84%35,580CommonNONE
30303M102METAMETA PLATFORMS INC$6.7M0.79%11,672CommonNONE
75513E101RTXRTX CORPORATION$6.5M0.76%48,750CommonNONE
46090E103QQQINVESCO QQQ TR$6.0M0.71%12,887CommonNONE
743315103PGRPROGRESSIVE CORP$6.0M0.70%21,235CommonNONE
78464A854SPYMSPDR SER TR$6.0M0.70%91,148CommonNONE
02079K305GOOGLALPHABET INC$6.0M0.70%38,495CommonNONE
00287Y109ABBVABBVIE INC$5.4M0.63%25,602CommonNONE
11135F101AVGOBROADCOM INC$4.9M0.58%29,520CommonNONE
09290D101BLKBLACKROCK INC$4.7M0.55%4,955CommonNONE
09260D107BXBLACKSTONE INC$4.4M0.52%31,515CommonNONE
931142103WMTWALMART INC$4.4M0.52%50,106CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.1M0.48%81,153CommonNONE
91913Y100VLOVALERO ENERGY CORP$4.0M0.46%29,912CommonNONE
438516106HONHONEYWELL INTL INC$3.9M0.46%18,630CommonNONE
191216100KOCOCA COLA CO$3.9M0.46%54,902CommonNONE
464288588MBBISHARES TR$3.9M0.46%41,659CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.7M0.43%30,048CommonNONE
464288281EMBISHARES TR$3.5M0.42%39,170CommonNONE
437076102HDHOME DEPOT INC$3.5M0.41%9,505CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.4M0.40%7,719CommonNONE
921909768VXUSVANGUARD STAR FDS$3.3M0.39%53,608CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.3M0.39%3,478CommonNONE
58933Y105MRKMERCK & CO INC$3.2M0.38%35,945CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.2M0.37%18,711CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$3.1M0.37%5,700CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.0M0.36%5,811CommonNONE
922908553VNQVANGUARD INDEX FDS$3.0M0.35%33,245CommonNONE
G25508105CRHCRH PLC$2.9M0.34%33,233CommonNONE
580135101MCDMCDONALDS CORP$2.9M0.34%9,194CommonNONE
464288802SUSAISHARES TR$2.6M0.30%22,511CommonNONE
922908744VTVVANGUARD INDEX FDS$2.5M0.29%14,245CommonNONE
65339F101NEENEXTERA ENERGY INC$2.4M0.28%33,745CommonNONE
855244109SBUXSTARBUCKS CORP$2.3M0.27%23,906CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.3M0.27%29,686CommonNONE
464288570DSIISHARES TR$2.3M0.27%22,284CommonNONE
26875P101EOGEOG RES INC$2.3M0.27%17,760CommonNONE
88160R101TSLATESLA INC$2.3M0.26%8,720CommonNONE
79466L302CRMSALESFORCE INC$2.3M0.26%8,392CommonNONE
464288679SHVISHARES TR$2.3M0.26%20,381CommonNONE
46429B697USMVISHARES TR$2.2M0.26%23,881CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$2.2M0.25%21,371CommonNONE
149123101CATCATERPILLAR INC$2.1M0.25%6,473CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.1M0.24%3,777CommonNONE
00724F101ADBEADOBE INC$2.1M0.24%5,373CommonNONE
78464A698KRESPDR SER TR$2.0M0.24%35,441CommonNONE
921937827BSVVANGUARD BD INDEX FDS$2.0M0.24%25,703CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.9M0.23%6,179CommonNONE
747525103QCOMQUALCOMM INC$1.9M0.22%12,374CommonNONE
235851102DHRDANAHER CORPORATION$1.8M0.22%8,993CommonNONE
478160104JNJJOHNSON & JOHNSON$1.8M0.21%10,714CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.8M0.21%21,605CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.20%3,277CommonNONE
060505104BACBANK AMERICA CORP$1.7M0.20%40,514CommonNONE
03073E105CORCENCORA INC$1.6M0.18%5,638CommonNONE
50212V100LPLALPL FINL HLDGS INC$1.6M0.18%4,755CommonNONE
98978V103ZTSZOETIS INC$1.5M0.18%9,377CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.5M0.18%13,848CommonNONE
253868103DLRDIGITAL RLTY TR INC$1.5M0.17%10,184CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.4M0.17%31,477CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.4M0.16%3,895CommonNONE
092528843HIMUBLACKROCK ETF TRUST II$1.3M0.16%27,226CommonNONE
29364G103ETRENTERGY CORP NEW$1.3M0.16%15,560CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.3M0.15%21,309CommonNONE
921910733ESGVVANGUARD WORLD FD$1.3M0.15%12,933CommonNONE
337738108FISVFISERV INC$1.2M0.15%5,652CommonNONE
78409V104SPGIS&P GLOBAL INC$1.2M0.14%2,408CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.2M0.14%6,138CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.2M0.14%6,967CommonNONE
244199105DEDEERE & CO$1.2M0.14%2,553CommonNONE
713448108PEPPEPSICO INC$1.1M0.13%7,612CommonNONE
370334104GISGENERAL MLS INC$1.1M0.13%18,700CommonNONE
68389X105ORCLORACLE CORP$1.1M0.13%7,952CommonNONE
969457100WMBWILLIAMS COS INC$1.1M0.13%18,229CommonNONE
922908736VUGVANGUARD INDEX FDS$1.1M0.13%2,937CommonNONE
17275R102CSCOCISCO SYS INC$1.1M0.13%17,330CommonNONE
922908769VTIVANGUARD INDEX FDS$1.1M0.12%3,826CommonNONE
550021109LULULULULEMON ATHLETICA INC$1.0M0.12%3,706CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.0M0.12%27,176CommonNONE
842587107SOSOUTHERN CO$922,2690.11%10,030CommonNONE
25754A201DPZDOMINOS PIZZA INC$890,3500.10%1,938CommonNONE
46435G516ESGDISHARES TR$884,2850.10%10,825CommonNONE
464287556IBBISHARES TR$862,8350.10%6,746CommonNONE
285512109EAELECTRONIC ARTS INC$848,5420.10%5,871CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$835,4710.10%4,307CommonNONE
464287804IJRISHARES TR$824,5350.10%7,885CommonNONE
46434V878ICSHISHARES TR$824,4530.10%16,261CommonNONE
464287176TIPISHARES TR$819,9830.10%7,381CommonNONE
72201R833MINTPIMCO ETF TR$818,4010.10%8,134CommonNONE
98980G102ZSZSCALER INC$818,0890.10%4,123CommonNONE
464287622IWBISHARES TR$805,8050.09%2,627CommonNONE
30231G102XOMEXXON MOBIL CORP$800,1330.09%6,728CommonNONE
166764100CVXCHEVRON CORP NEW$797,0470.09%4,764CommonNONE
090043100BILLBILL HOLDINGS INC$796,9720.09%17,367CommonNONE
94106L109WMWASTE MGMT INC DEL$779,4750.09%3,367CommonNONE
464287507IJHISHARES TR$764,3280.09%13,099CommonNONE
464287226AGGISHARES TR$747,0020.09%7,552CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$746,8480.09%5,454CommonNONE
92204A702VGTVANGUARD WORLD FD$743,2170.09%1,370CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$738,7750.09%2,736CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$737,8840.09%7,182CommonNONE
902973304USBUS BANCORP DEL$728,6080.09%17,257CommonNONE
464287499IWRISHARES TR$705,7410.08%8,296CommonNONE
85254J102STAGSTAG INDL INC$695,6340.08%19,259CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$671,7530.08%4,601CommonNONE
20825C104COPCONOCOPHILLIPS$667,7260.08%6,358CommonNONE
78464A870XBISPDR SER TR$665,4480.08%8,205CommonNONE
452308109ITWILLINOIS TOOL WKS INC$664,7270.08%2,680CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$605,5100.07%15,901CommonNONE
053332102AZOAUTOZONE INC$594,7940.07%156CommonNONE
882508104TXNTEXAS INSTRS INC$586,7360.07%3,265CommonNONE
231021106CMICUMMINS INC$579,5190.07%1,849CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$569,2920.07%13,841CommonNONE
46434G863ESGEISHARES INC$565,7690.07%16,188CommonNONE
922020805VTIPVANGUARD MALVERN FDS$563,8700.07%11,300CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$558,9380.07%9,164CommonNONE
464287655IWMISHARES TR$535,8300.06%2,686CommonNONE
833445109SNOWSNOWFLAKE INC$520,6240.06%3,562CommonNONE
G5960L103MDTMEDTRONIC PLC$517,5280.06%5,759CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$503,9940.06%13,176CommonNONE
46435U663ESMLISHARES TR$501,8660.06%13,066CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$498,1220.06%5,330CommonNONE
89832Q109TFCTRUIST FINL CORP$497,5720.06%12,092CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$487,6120.06%9,417CommonNONE
G29183103ETNEATON CORP PLC$485,2130.06%1,785CommonNONE
464287457SHYISHARES TR$479,3390.06%5,794CommonNONE
031162100AMGNAMGEN INC$478,5980.06%1,536CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$475,1200.06%6,521CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$473,2570.06%12,998CommonNONE
172967424CCITIGROUP INC$473,1630.06%6,665CommonNONE
617446448MSMORGAN STANLEY$472,7070.06%4,052CommonNONE
922908595VBKVANGUARD INDEX FDS$463,5080.05%1,841CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$451,0430.05%2,073CommonNONE
512807306LRCXLAM RESEARCH CORP$441,4530.05%6,072CommonNONE
038222105AMATAPPLIED MATLS INC$437,9850.05%3,018CommonNONE
717081103PFEPFIZER INC$429,8600.05%16,964CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$428,2030.05%2,436CommonNONE
922908751VBVANGUARD INDEX FDS$421,9900.05%1,903CommonNONE
002824100ABTABBOTT LABS$408,4950.05%3,080CommonNONE
922908629VOVANGUARD INDEX FDS$401,1200.05%1,551CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$385,1340.05%17,888CommonNONE
922908363VOOVANGUARD INDEX FDS$375,6690.04%731CommonNONE
254687106DISDISNEY WALT CO$373,1470.04%3,781CommonNONE
375558103GILDGILEAD SCIENCES INC$347,5800.04%3,102CommonNONE
78463V107GLDSPDR GOLD TR$344,9040.04%1,197CommonNONE
494368103KMBKIMBERLY-CLARK CORP$332,3500.04%2,337CommonNONE
277432100EMNEASTMAN CHEM CO$329,2330.04%3,737CommonNONE
921910816MGKVANGUARD WORLD FD$327,1040.04%1,059CommonNONE
718172109PMPHILIP MORRIS INTL INC$321,3500.04%2,025CommonNONE
92204A504VHTVANGUARD WORLD FD$317,9410.04%1,201CommonNONE
36828A101GEVGE VERNOVA INC$315,6610.04%1,034CommonNONE
940610108WASHWASHINGTON TR BANCORP INC$313,7640.04%10,167CommonNONE
303075105FDSFACTSET RESH SYS INC$312,2870.04%687CommonNONE
548661107LOWLOWES COS INC$306,1250.04%1,313CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$305,6960.04%2,779CommonNONE
464287614IWFISHARES TR$304,7260.04%844CommonNONE
464287150ITOTISHARES TR$298,9250.04%2,450CommonNONE
655844108NSCNORFOLK SOUTHN CORP$298,5790.04%1,261CommonNONE
65473P105NINISOURCE INC$295,4970.03%7,371CommonNONE
907818108UNPUNION PAC CORP$295,1330.03%1,249CommonNONE
571903202MARMARRIOTT INTL INC NEW$293,5300.03%1,232CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$292,6240.03%9,994CommonNONE
87612E106TGTTARGET CORP$291,3800.03%2,792CommonNONE
461202103INTUINTUIT$290,8250.03%474CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$290,2370.03%63CommonNONE
22822V101CCICROWN CASTLE INC$286,2470.03%2,746CommonNONE
64110L106NFLXNETFLIX INC$284,4210.03%305CommonNONE
697435105PANWPALO ALTO NETWORKS INC$282,2380.03%1,654CommonNONE
025816109AXPAMERICAN EXPRESS CO$281,1580.03%1,045CommonNONE
78464A631XARSPDR SER TR$280,0840.03%1,743CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$271,5180.03%9,514CommonNONE
863667101SYKSTRYKER CORPORATION$270,6260.03%727CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$268,6820.03%879CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$266,5910.03%1,567CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$264,0590.03%1,062CommonNONE
74347R693ROMPROSHARES TR$258,8150.03%4,844CommonNONE
48251W104KKRKKR & CO INC$257,6940.03%2,229CommonNONE
018802108LNTALLIANT ENERGY CORP$257,4000.03%4,000CommonNONE
680223104ORIOLD REP INTL CORP$255,3480.03%6,511CommonNONE
29273V100ETENERGY TRANSFER L P$254,2090.03%13,675CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$253,8340.03%3,009CommonNONE
247361702DALDELTA AIR LINES INC DEL$252,8800.03%5,800CommonNONE
46435U861DIVBISHARES TR$247,3060.03%5,097CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$245,8310.03%1,219CommonNONE
803607100SRPTSAREPTA THERAPEUTICS INC$240,3460.03%3,766CommonNONE
458140100INTCINTEL CORP$237,6480.03%10,465CommonNONE
46434V407SHYGISHARES TR$237,4350.03%5,584CommonNONE
988498101YUMYUM BRANDS INC$232,7700.03%1,479CommonNONE
11135E203BNLBROADSTONE NET LEASE INC$230,2620.03%13,513CommonNONE
G54950103LINLINDE PLC$226,2700.03%486CommonNONE
922908512VOEVANGUARD INDEX FDS$222,6690.03%1,387CommonNONE
464287630IWNISHARES TR$221,1850.03%1,465CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$220,1790.03%2,015CommonNONE
682680103OKEONEOK INC NEW$216,7330.03%2,184CommonNONE
736508847PORPORTLAND GEN ELEC CO$215,2430.03%4,826CommonNONE
92204A405VFHVANGUARD WORLD FD$213,4930.03%1,787CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$209,4880.02%421CommonNONE
654106103NKENIKE INC$204,2110.02%3,217CommonNONE
55336V100MPLXMPLX LP$200,4820.02%3,746CommonNONE
464288224ICLNISHARES TR$157,6460.02%13,805CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$38,2000.00%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.