Fund HoldingsShepherd Financial Partners LLC

Total Portfolio Value
$775.49M
Total Bought
$36.68M
Total Sold
$30.02M
Net Transaction
+$6.66M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)199,265200,115+850104,226108,90614.04%+4,680
APPLE INC(AAPL)0119,027+119,027025,0693.23%+25,069
ISHARES TR
CORE MSCI EAFE
620,560678,919+58,35946,05849,3176.36%+3,259
SPDR SER TR
ST STR PR SP1500
1,463,6191,457,939-5,68093,89196,73412.47%+2,843
ALPHABET INC(GOOG)58,61858,976+3588,92510,8171.39%+1,892
NVIDIA CORPORATION(NVDA)6,22459,102+52,8785,6247,3020.94%+1,677
MICROSOFT CORP(MSFT)34,39735,913+1,51614,47116,0512.07%+1,581
ELI LILLY & CO(LLY)10,89310,932+398,4739,8981.28%+1,425
ISHARES INC
CORE MSCI EMKT
441,698447,499+5,80122,79123,9553.09%+1,163
AMAZON COM INC(AMZN)79,65179,814+16314,36715,4241.99%+1,057
TESLA INC(TSLA)08,487+8,48701,6790.22%+1,679
INVESCO QQQ TR11,34812,510+1,1625,0395,9940.77%+955
DELL TECHNOLOGIES INC(DELL)06,779+6,77909350.12%+935
ALPHABET INC(GOOG)31,17430,681-4934,7055,5890.72%+883
SELECT SECTOR SPDR TR
ST STR TECHN ETF
40,25240,373+1218,3839,1341.18%+751
HESS CORP04,960+4,96007320.09%+732
STARBUCKS CORP(SBUX)024,388+24,38801,8990.24%+1,899
ISHARES TR25,31825,454+13613,31113,9291.80%+618
BROADCOM INC(AVGO)1,9151,938+232,5393,1110.40%+572
ADVANCED MICRO DEVICES INC(AMD)9,57413,263+3,6891,7282,1510.28%+423
PROSHARES TR
PSHS ULTRA TECH
05,793+5,79304050.05%+405
COSTCO WHSL CORP NEW(COST)3,2413,254+132,3752,7660.36%+391
VANGUARD INDEX FDS3,6575,009+1,3529501,3400.17%+390
WALMART INC(WMT)47,72947,856+1272,8723,2400.42%+368
QUALCOMM INC(QCOM)11,66711,738+711,9752,3380.30%+363
ISHARES TR09,612+9,61207850.10%+785
ADOBE INC(ADBE)05,055+5,05502,8080.36%+2,808
SPDR SER TR
ST STR P500GRW
35,81035,81002,6202,8690.37%+250
BOEING CO(BA)01,263+1,26302300.03%+230
META PLATFORMS INC(META)11,69711,713+165,6815,9060.76%+225
NEXTERA ENERGY INC(NEE)31,06131,136+751,9852,2050.28%+220
SPDR SER TR
ST STR P500ETF
89,43289,370-625,5035,7200.74%+217
LPL FINL HLDGS INC(LPLA)013,755+13,75503,8420.50%+3,842
DISNEY WALT CO(DIS)3,6726,609+2,9374496560.08%+207
LOCKHEED MARTIN CORP(LMT)09,033+9,03304,2190.54%+4,219
NISOURCE INC(NI)07,011+7,01102020.03%+202
ELEVANCE HEALTH INC(ELV)0372+37202020.03%+202
GOLDMAN SACHS GROUP INC(GS)5,1675,155-122,1582,3320.30%+174
HONEYWELL INTL INC(HON)017,233+17,23303,6800.47%+3,680
ISHARES TR012,404+12,40401650.02%+165
RTX CORPORATION(RTX)45,68245,998+3164,4564,6180.60%+162
CROWDSTRIKE HLDGS INC(CRWD)2,5472,54708179760.13%+159
JPMORGAN CHASE & CO.(JPM)45,89846,218+3209,1939,3481.21%+155
COCA COLA CO(KO)53,67753,957+2803,2843,4340.44%+150
BOSTON SCIENTIFIC CORP(BSX)23,03822,178-8601,5781,7080.22%+130
SELECT SECTOR SPDR TR
ST STR UTIL ETF
26,11626,902+7861,7151,8330.24%+118
DUKE ENERGY CORP NEW(DUK)027,502+27,50202,7570.36%+2,757
SPDR SER TR
ST STR SP600 SML
40,58744,714+4,1271,7471,8570.24%+110
SAREPTA THERAPEUTICS INC(SRPT)3,7663,76604885950.08%+107
ORACLE CORP(ORCL)4,4454,605+1605586500.08%+92
ASML HOLDING N V
N Y REGISTRY SHS
1,5541,565+111,5101,6010.21%+91
APPLIED MATLS INC2,7362,761+255646520.08%+87
ISHARES TR
MSCI USA QLT FCT
12,98112,985+42,1342,2170.29%+84
VANGUARD INDEX FDS2,7172,71709351,0160.13%+81
DIGITAL RLTY TR INC(DLR)7,0737,171+981,0191,0900.14%+72
VANGUARD WORLD FD
INF TECH ETF
01,368+1,36807890.10%+789
SOUTHERN CO(SO)011,922+11,92209250.12%+925
TEXAS INSTRS INC(TXN)02,833+2,83305510.07%+551
ENTERGY CORP NEW(ETR)6,2846,790+5066647270.09%+62
BANK AMERICA CORP31,75331,770+171,2041,2630.16%+59
PROCTER AND GAMBLE CO(PG)017,455+17,45502,8790.37%+2,879
LAM RESEARCH CORP(LRCX)541548+75275830.08%+57
UNITEDHEALTH GROUP INC(UNH)05,777+5,77702,9420.38%+2,942
DOMINOS PIZZA INC(DPZ)1,9491,966+179691,0150.13%+46
S&P GLOBAL INC(SPGI)02,371+2,37101,0570.14%+1,057
PALO ALTO NETWORKS INC(PANW)81781702322770.04%+45
VANGUARD WORLD FD12,93312,93301,2051,2500.16%+44
PROGRESSIVE CORP(PGR)19,51519,630+1154,0364,0770.53%+42
OMEGA HEALTHCARE INVS INC(OHI)015,901+15,90105450.07%+545
ZOETIS INC(ZTS)08,297+8,29701,4380.19%+1,438
VANGUARD WORLD FD01,059+1,05903330.04%+333
HILTON WORLDWIDE HLDGS INC(HLT)4,2334,255+229039280.12%+26
ISHARES TR02,657+2,65707910.10%+791
ISHARES TR0843+84303070.04%+307
DANAHER CORPORATION(DHR)8,6998,781+822,1712,1940.28%+23
APOLLO GLOBAL MGMT INC(APO)3,9083,90804394610.06%+22
PHILIP MORRIS INTL INC(PM)02,256+2,25602290.03%+229
KIMBERLY-CLARK CORP(KMB)02,334+2,33403220.04%+322
AMGEN INC(AMGN)01,382+1,38204320.06%+432
BOOKING HOLDINGS INC(BKNG)059+5902340.03%+234
ISHARES INC
ESG AWR MSCI EM
19,21319,023-1906196380.08%+19
ISHARES GOLD TR(IAU)09,835+9,83504320.06%+432
SELECT SECTOR SPDR TR
ST STR STAPL ETF
20,94821,094+1461,6001,6150.21%+16
VANGUARD INDEX FDS72272203473610.05%+14
MORGAN STANLEY(MS)04,076+4,07603960.05%+396
WASHINGTON TR BANCORP INC08,042+8,04202200.03%+220
SSGA ACTIVE ETF TR
ST STR REAL ETF
011,311+11,31103130.04%+313
ENERGY TRANSFER L P(ET)012,969+12,96902100.03%+210
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
08,097+8,09704490.06%+449
SCHWAB STRATEGIC TR05,886+5,88603700.05%+370
TRUIST FINL CORP(TFC)09,393+9,39303650.05%+365
ISHARES TR02,450+2,45002910.04%+291
SPDR SER TR
ST STR SP BIOT
8,8569,152+2968408480.11%+8
ISHARES TR03,516+3,51603750.05%+375
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
013,143+13,14304900.06%+490
ISHARES TR
ULTRA SHORT DUR
023,454+23,45401,1850.15%+1,185
PORTLAND GEN ELEC CO(POR)04,809+4,80902080.03%+208
PRINCIPAL FINANCIAL GROUP IN(PFG)03,000+3,00002350.03%+235
ISHARES TR06,408+6,40808800.11%+880
CHEVRON CORP NEW(CVX)4,0284,078+506356380.08%+3
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