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Shepherd Financial Partners LLC

Q2 2025 · 13F-HR

Shepherd Financial Partners LLCholdings as filed

Filed 2025-08-13 · accession 0001085146-25-005028

$946.1M
Reported value
240
Positions
2025-06-30
Period end
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The Brief · Shepherd Financial Partners LLC · Q2 2025

AI · grounded in 13F

Shepherd Financial Partners LLC established a new position in SPY worth $63.28M. The fund also initiated new stakes in SPTM for $53.73M and IEFA for $53.03M. Other new additions include QUAL at $37.72M and SPYG at $36.72M. The fund manages a total of 240 positions with $946.15M in assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$63.3M6.69%102,420CommonNONE
78464A805SPTMSPDR SERIES TRUST$53.7M5.68%717,485CommonNONE
46432F842IEFAISHARES TR$53.0M5.60%635,250CommonNONE
46432F339QUALISHARES TR$37.7M3.99%206,335CommonNONE
78464A409SPYGSPDR SERIES TRUST$36.7M3.88%385,186CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$35.9M3.80%659,396CommonNONE
78464A664SPTLSPDR SERIES TRUST$29.0M3.06%1,089,728CommonNONE
464287200IVVISHARES TR$28.0M2.96%45,089CommonNONE
78464A508SPYVSPDR SERIES TRUST$27.1M2.86%517,826CommonNONE
037833100AAPLAPPLE INC$24.6M2.60%119,815CommonNONE
594918104MSFTMICROSOFT CORP$20.2M2.13%40,560CommonNONE
46434G103IEMGISHARES INC$19.3M2.04%321,916CommonNONE
023135106AMZNAMAZON COM INC$18.6M1.97%84,941CommonNONE
78468R853SPSMSPDR SERIES TRUST$15.9M1.68%373,523CommonNONE
464287721IYWISHARES TR$15.7M1.66%90,776CommonNONE
67066G104NVDANVIDIA CORPORATION$15.5M1.64%98,335CommonNONE
78464A847SPMDSPDR SERIES TRUST$15.3M1.62%281,857CommonNONE
464287101OEFISHARES TR$15.1M1.59%49,471CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$13.9M1.47%48,068CommonNONE
464287648IWOISHARES TR$12.5M1.33%43,889CommonNONE
09290C806THROBLACKROCK ETF TRUST$12.0M1.27%338,479CommonNONE
922908611VBRVANGUARD INDEX FDS$11.7M1.23%59,836CommonNONE
02079K107GOOGALPHABET INC$11.0M1.16%61,868CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$10.8M1.14%42,651CommonNONE
464285204IAUISHARES GOLD TR$10.3M1.09%164,794CommonNONE
46434V621DGROISHARES TR$10.1M1.07%158,631CommonNONE
092528603BINCBLACKROCK ETF TRUST II$10.0M1.06%189,081CommonNONE
92826C839VVISA INC$9.7M1.03%27,413CommonNONE
11135F101AVGOBROADCOM INC$9.4M1.00%34,189CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$8.8M0.93%48,286CommonNONE
30303M102METAMETA PLATFORMS INC$8.4M0.89%11,347CommonNONE
46432F396MTUMISHARES TR$8.3M0.88%34,599CommonNONE
532457108LLYELI LILLY & CO$7.6M0.80%9,729CommonNONE
09290C780BAIBLACKROCK ETF TRUST$7.3M0.77%253,799CommonNONE
75513E101RTXRTX CORPORATION$7.2M0.76%49,011CommonNONE
02079K305GOOGLALPHABET INC$7.0M0.74%39,495CommonNONE
78464A854SPYMSPDR SERIES TRUST$6.9M0.73%94,828CommonNONE
46090E103QQQINVESCO QQQ TR$6.8M0.72%12,416CommonNONE
743315103PGRPROGRESSIVE CORP$5.4M0.57%20,191CommonNONE
09290D101BLKBLACKROCK INC$5.3M0.56%5,012CommonNONE
931142103WMTWALMART INC$4.8M0.51%49,552CommonNONE
09260D107BXBLACKSTONE INC$4.8M0.51%32,368CommonNONE
00287Y109ABBVABBVIE INC$4.8M0.51%25,888CommonNONE
438516106HONHONEYWELL INTL INC$4.4M0.46%18,888CommonNONE
921909768VXUSVANGUARD STAR FDS$4.3M0.45%62,299CommonNONE
464288588MBBISHARES TR$4.1M0.43%43,793CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4.1M0.43%5,774CommonNONE
91913Y100VLOVALERO ENERGY CORP$3.9M0.41%29,036CommonNONE
191216100KOCOCA COLA CO$3.9M0.41%54,724CommonNONE
464288281EMBISHARES TR$3.8M0.40%41,114CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.8M0.40%65,928CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.6M0.38%7,818CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.6M0.38%30,237CommonNONE
437076102HDHOME DEPOT INC$3.5M0.37%9,549CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.5M0.37%3,523CommonNONE
G25508105CRHCRH PLC$3.1M0.33%33,757CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.0M0.32%19,100CommonNONE
060505104BACBANK AMERICA CORP$2.8M0.30%60,090CommonNONE
464288802SUSAISHARES TR$2.8M0.30%22,360CommonNONE
580135101MCDMCDONALDS CORP$2.8M0.29%9,451CommonNONE
58933Y105MRKMERCK & CO INC$2.7M0.28%33,636CommonNONE
88160R101TSLATESLA INC$2.5M0.27%7,994CommonNONE
149123101CATCATERPILLAR INC$2.5M0.27%6,481CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.5M0.26%30,292CommonNONE
922908744VTVVANGUARD INDEX FDS$2.4M0.26%13,783CommonNONE
464288570DSIISHARES TR$2.4M0.26%20,875CommonNONE
922908553VNQVANGUARD INDEX FDS$2.4M0.25%26,542CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$2.4M0.25%21,922CommonNONE
65339F101NEENEXTERA ENERGY INC$2.3M0.25%33,662CommonNONE
855244109SBUXSTARBUCKS CORP$2.2M0.24%24,330CommonNONE
68389X105ORCLORACLE CORP$2.2M0.23%10,005CommonNONE
464288679SHVISHARES TR$2.2M0.23%19,742CommonNONE
79466L302CRMSALESFORCE INC$2.2M0.23%7,982CommonNONE
26875P101EOGEOG RES INC$2.2M0.23%18,146CommonNONE
78464A698KRESPDR SERIES TRUST$2.2M0.23%36,422CommonNONE
092528843HIMUBLACKROCK ETF TRUST II$2.1M0.23%44,209CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.1M0.23%3,805CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.1M0.22%4,086CommonNONE
00724F101ADBEADOBE INC$2.1M0.22%5,369CommonNONE
747525103QCOMQUALCOMM INC$2.0M0.21%12,311CommonNONE
46429B697USMVISHARES TR$2.0M0.21%20,790CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.9M0.20%6,323CommonNONE
235851102DHRDANAHER CORPORATION$1.8M0.19%9,142CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.8M0.19%3,714CommonNONE
50212V100LPLALPL FINL HLDGS INC$1.8M0.19%4,755CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.8M0.19%21,966CommonNONE
30231G102XOMEXXON MOBIL CORP$1.8M0.19%16,316CommonNONE
03073E105CORCENCORA INC$1.7M0.18%5,652CommonNONE
478160104JNJJOHNSON & JOHNSON$1.7M0.18%10,893CommonNONE
253868103DLRDIGITAL RLTY TR INC$1.6M0.17%9,344CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.5M0.15%14,494CommonNONE
98978V103ZTSZOETIS INC$1.4M0.15%9,261CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.4M0.15%18,230CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.4M0.15%21,309CommonNONE
921910733ESGVVANGUARD WORLD FD$1.4M0.15%12,933CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.3M0.14%6,019CommonNONE
244199105DEDEERE & CO$1.3M0.14%2,568CommonNONE
29364G103ETRENTERGY CORP NEW$1.3M0.14%15,581CommonNONE
922908736VUGVANGUARD INDEX FDS$1.3M0.14%2,937CommonNONE
78409V104SPGIS&P GLOBAL INC$1.3M0.14%2,425CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.3M0.13%6,947CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.3M0.13%25,490CommonNONE
98980G102ZSZSCALER INC$1.2M0.13%3,962CommonNONE
17275R102CSCOCISCO SYS INC$1.2M0.13%17,454CommonNONE
922908769VTIVANGUARD INDEX FDS$1.2M0.12%3,826CommonNONE
969457100WMBWILLIAMS COS INC$1.1M0.12%18,290CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.0M0.11%7,658CommonNONE
713448108PEPPEPSICO INC$1.0M0.11%7,730CommonNONE
337738108FISVFISERV INC$974,3750.10%5,652CommonNONE
46435G516ESGDISHARES TR$948,1690.10%10,627CommonNONE
92204A702VGTVANGUARD WORLD FD$909,1800.10%1,371CommonNONE
285512109EAELECTRONIC ARTS INC$898,1970.09%5,624CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$892,1820.09%2,736CommonNONE
464287622IWBISHARES TR$892,0500.09%2,627CommonNONE
842587107SOSOUTHERN CO$888,4660.09%9,675CommonNONE
25754A201DPZDOMINOS PIZZA INC$881,8150.09%1,957CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$839,2020.09%5,914CommonNONE
550021109LULULULULEMON ATHLETICA INC$809,9060.09%3,409CommonNONE
46434V878ICSHISHARES TR$807,7770.09%15,929CommonNONE
833445109SNOWSNOWFLAKE INC$804,2310.09%3,594CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$793,5400.08%5,593CommonNONE
464287507IJHISHARES TR$789,4520.08%12,729CommonNONE
902973304USBUS BANCORP DEL$781,6250.08%17,273CommonNONE
090043100BILLBILL HOLDINGS INC$777,6760.08%16,811CommonNONE
94106L109WMWASTE MGMT INC DEL$770,5990.08%3,368CommonNONE
464287499IWRISHARES TR$756,5460.08%8,226CommonNONE
64110L106NFLXNETFLIX INC$724,4670.08%541CommonNONE
166764100CVXCHEVRON CORP NEW$695,5250.07%4,857CommonNONE
882508104TXNTEXAS INSTRS INC$687,2900.07%3,310CommonNONE
464287226AGGISHARES TR$682,4160.07%6,879CommonNONE
464287804IJRISHARES TR$650,4350.07%5,951CommonNONE
452308109ITWILLINOIS TOOL WKS INC$650,0780.07%2,629CommonNONE
G29183103ETNEATON CORP PLC$649,1610.07%1,818CommonNONE
85254J102STAGSTAG INDL INC$639,0040.07%17,613CommonNONE
46434G863ESGEISHARES INC$625,5880.07%15,971CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$608,1330.06%6,518CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$603,4920.06%13,185CommonNONE
512807306LRCXLAM RESEARCH CORP$596,2120.06%6,125CommonNONE
231021106CMICUMMINS INC$593,3500.06%1,812CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$582,7720.06%15,901CommonNONE
053332102AZOAUTOZONE INC$579,1080.06%156CommonNONE
78464A870XBISPDR SERIES TRUST$573,9970.06%6,921CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$573,2480.06%13,783CommonNONE
617446448MSMORGAN STANLEY$571,0460.06%4,054CommonNONE
20030N101CMCSACOMCAST CORP NEW$570,2470.06%15,978CommonNONE
038222105AMATAPPLIED MATLS INC$567,6200.06%3,101CommonNONE
172967424CCITIGROUP INC$564,4810.06%6,632CommonNONE
464287655IWMISHARES TR$558,2480.06%2,587CommonNONE
20825C104COPCONOCOPHILLIPS$558,2450.06%6,221CommonNONE
464287176TIPISHARES TR$555,5090.06%5,048CommonNONE
36828A101GEVGE VERNOVA INC$542,5290.06%1,025CommonNONE
46435U663ESMLISHARES TR$540,5550.06%13,079CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$534,0450.06%9,817CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$526,2890.06%12,998CommonNONE
G5960L103MDTMEDTRONIC PLC$515,3240.05%5,912CommonNONE
89832Q109TFCTRUIST FINL CORP$511,1560.05%11,890CommonNONE
922908595VBKVANGUARD INDEX FDS$509,8470.05%1,841CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$506,5750.05%1,570CommonNONE
254687106DISDISNEY WALT CO$492,3890.05%3,971CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$478,7690.05%2,568CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$451,7830.05%2,044CommonNONE
464287457SHYISHARES TR$435,5130.05%5,256CommonNONE
922908629VOVANGUARD INDEX FDS$434,0160.05%1,551CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$430,7220.05%13,890CommonNONE
002824100ABTABBOTT LABS$428,8490.05%3,153CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$427,5350.05%17,941CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$426,6270.05%1,368CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$422,7940.04%9,134CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$420,3450.04%2,054CommonNONE
922908363VOOVANGUARD INDEX FDS$415,2290.04%731CommonNONE
29273V100ETENERGY TRANSFER L P$397,4230.04%21,921CommonNONE
717081103PFEPFIZER INC$394,6460.04%16,281CommonNONE
031162100AMGNAMGEN INC$388,7170.04%1,392CommonNONE
921910816MGKVANGUARD WORLD FD$387,7740.04%1,059CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$382,5250.04%4,510CommonNONE
461202103INTUINTUIT$381,0510.04%484CommonNONE
29250N105ENBENBRIDGE INC$380,5330.04%8,397CommonNONE
718172109PMPHILIP MORRIS INTL INC$368,7230.04%2,025CommonNONE
74347R693ROMPROSHARES TR$368,6770.04%4,844CommonNONE
78464A631XARSPDR SERIES TRUST$367,6690.04%1,743CommonNONE
922908751VBVANGUARD INDEX FDS$366,8450.04%1,548CommonNONE
78463V107GLDSPDR GOLD TR$366,4060.04%1,202CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$364,7230.04%63CommonNONE
464287614IWFISHARES TR$352,8820.04%831CommonNONE
682680103OKEONEOK INC NEW$348,8560.04%4,274CommonNONE
375558103GILDGILEAD SCIENCES INC$345,5820.04%3,117CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$341,2700.04%4,765CommonNONE
697435105PANWPALO ALTO NETWORKS INC$340,3160.04%1,663CommonNONE
571903202MARMARRIOTT INTL INC NEW$339,4920.04%1,243CommonNONE
025816109AXPAMERICAN EXPRESS CO$336,2070.04%1,054CommonNONE
247361702DALDELTA AIR LINES INC DEL$334,4240.04%6,800CommonNONE
464287150ITOTISHARES TR$330,8480.03%2,450CommonNONE
655844108NSCNORFOLK SOUTHN CORP$322,7810.03%1,261CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$313,0380.03%1,062CommonNONE
72201R833MINTPIMCO ETF TR$311,0080.03%3,094CommonNONE
65473P105NINISOURCE INC$308,8380.03%7,656CommonNONE
494368103KMBKIMBERLY-CLARK CORP$301,4140.03%2,338CommonNONE
922475108VEEVVEEVA SYS INC$300,0730.03%1,042CommonNONE
464288414MUBISHARES TR$298,9170.03%2,861CommonNONE
92204A504VHTVANGUARD WORLD FD$298,2560.03%1,201CommonNONE
548661107LOWLOWES COS INC$296,9850.03%1,339CommonNONE
48251W104KKRKKR & CO INC$296,5240.03%2,229CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$291,6810.03%2,890CommonNONE
13321L108CCJCAMECO CORP$289,4970.03%3,900CommonNONE
863667101SYKSTRYKER CORPORATION$287,6220.03%727CommonNONE
277432100EMNEASTMAN CHEM CO$283,2000.03%3,793CommonNONE
46429B663HDVISHARES TR$282,1460.03%2,408CommonNONE
22822V101CCICROWN CASTLE INC$282,1280.03%2,746CommonNONE
940610108WASHWASHINGTON TR BANCORP INC$281,8260.03%9,966CommonNONE
87612E106TGTTARGET CORP$275,9770.03%2,798CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$271,9210.03%882CommonNONE
907818108UNPUNION PAC CORP$270,1770.03%1,174CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$269,2240.03%9,255CommonNONE
46435U861DIVBISHARES TR$256,4810.03%5,097CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$255,6160.03%9,950CommonNONE
303075105FDSFACTSET RESH SYS INC$253,4630.03%567CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$252,8250.03%1,567CommonNONE
680223104ORIOLD REP INTL CORP$250,5380.03%6,518CommonNONE
595112103MUMICRON TECHNOLOGY INC$247,2510.03%2,006CommonNONE
46434V407SHYGISHARES TR$243,8710.03%5,653CommonNONE
018802108LNTALLIANT ENERGY CORP$241,8800.03%4,000CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$238,5180.03%3,003CommonNONE
G54950103LINLINDE PLC$238,3520.03%508CommonNONE
458140100INTCINTEL CORP$237,2050.03%10,590CommonNONE
464287630IWNISHARES TR$231,1180.02%1,465CommonNONE
654106103NKENIKE INC$228,5320.02%3,217CommonNONE
922908512VOEVANGUARD INDEX FDS$228,1060.02%1,387CommonNONE
92204A405VFHVANGUARD WORLD FD$227,4850.02%1,787CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$227,3380.02%5,254CommonNONE
988498101YUMYUM BRANDS INC$219,6960.02%1,483CommonNONE
11135E203BNLBROADSTONE NET LEASE INC$216,8840.02%13,513CommonNONE
464287481IWPISHARES TR$214,5380.02%1,547CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$209,0760.02%2,015CommonNONE
770700102HOODROBINHOOD MKTS INC$205,9860.02%2,200CommonNONE
989701107ZIONZIONS BANCORPORATION N A$205,9720.02%3,966CommonNONE
464287549IGMISHARES TR$202,2120.02%1,800CommonNONE
464288224ICLNISHARES TR$174,0680.02%13,277CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$67,9000.01%10,000CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$42,5000.00%10,000CommonNONE
66987E206NGNOVAGOLD RES INC$40,9000.00%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.