Fund HoldingsShepherd Financial Partners LLC

Total Portfolio Value
$703.43M
Total Bought
$92.19M
Total Sold
$73.89M
Net Transaction
+$18.29M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR SER TR
ST LON TREAS ETF
0627,958+627,958018,2232.59%+18,223
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
176,344232,038+55,69424,98536,6165.21%+11,630
SPDR S&P 500 ETF TR(SPY)0197,400+197,400093,82613.34%+93,826
SPDR SER TR
ST STR PR SP1500
01,453,754+1,453,754084,97212.08%+84,972
ISHARES TR0117,771+117,771029,7044.22%+29,704
LPL FINL HLDGS INC(LPLA)020,197+20,19704,5970.65%+4,597
VANGUARD INDEX FDS0170,550+170,550030,6944.36%+30,694
ISHARES TR
CORE MSCI EAFE
0610,852+610,852042,9736.11%+42,973
SPDR SER TR
ST STR BLO 1 ETF
038,851+38,85103,5510.50%+3,551
APPLE INC(AAPL)114,801117,340+2,53919,65622,5923.21%+2,936
ISHARES TR024,750+24,750011,8211.68%+11,821
MICROSOFT CORP(MSFT)034,281+34,281012,8911.83%+12,891
ISHARES INC
CORE MSCI EMKT
0433,833+433,833021,9433.12%+21,943
AMAZON COM INC(AMZN)79,19178,680-51110,06711,9551.70%+1,888
SPDR SER TR
ST STR SP REGBNK
028,060+28,06001,4710.21%+1,471
SELECT SECTOR SPDR TR
ST STR STAPL ETF
020,352+20,35201,4660.21%+1,466
SELECT SECTOR SPDR TR
ST STR UTIL ETF
025,269+25,26901,6000.23%+1,600
SPDR SER TR
ST STR P500GRW
031,440+31,44002,0450.29%+2,045
JPMORGAN CHASE & CO(JPM)44,82744,919+926,5017,6411.09%+1,140
VISA INC(V)025,031+25,03106,5170.93%+6,517
VANGUARD INDEX FDS043,451+43,45103,8390.55%+3,839
ISHARES TR06,376+6,37608660.12%+866
VANGUARD STAR FDS039,578+39,57802,2940.33%+2,294
BLACKROCK INC(BLK)04,502+4,50203,6550.52%+3,655
BROADCOM INC(AVGO)1,8221,957+1351,5142,1840.31%+671
BLACKSTONE INC(BX)29,78129,359-4223,1913,8440.55%+653
SELECT SECTOR SPDR TR
ST STR TECHN ETF
038,927+38,92707,4931.07%+7,493
INVESCO QQQ TR011,114+11,11404,5510.65%+4,551
ENTERGY CORP NEW(ETR)05,854+5,85405920.08%+592
RTX CORPORATION(RTX)044,922+44,92203,7800.54%+3,780
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,312+4,31205880.08%+588
META PLATFORMS INC(META)10,88310,891+83,2673,8550.55%+588
ALPHABET INC(GOOG)57,86158,280+4197,6298,2131.17%+584
ISHARES TR
0-5YR HI YL CP
013,607+13,60705750.08%+575
ALPHABET INC(GOOG)28,62830,793+2,1653,7464,3010.61%+555
SPDR SER TR
ST STR P500ETF
080,068+80,06804,4760.64%+4,476
ISHARES TR
CORE DIV GRWTH
0152,465+152,46508,2061.17%+8,206
ELI LILLY & CO(LLY)11,17911,120-596,0046,4820.92%+478
ISHARES TR
MSCI USA MIN ETF
024,025+24,02501,8750.27%+1,875
SALESFORCE INC(CRM)07,908+7,90802,0810.30%+2,081
CRH PLC
ORD
31,32731,32701,7152,1670.31%+452
SPDR INDEX SHS FDS
ST STR PO EX ETF
012,998+12,99804420.06%+442
HOME DEPOT INC(HD)8,9559,046+912,7053,1350.45%+429
HONEYWELL INTL INC(HON)016,894+16,89403,5430.50%+3,543
ADVANCED MICRO DEVICES INC(AMD)8,4558,756+3018691,2910.18%+421
LOCKHEED MARTIN CORP(LMT)08,816+8,81603,9960.57%+3,996
ADOBE INC(ADBE)5,1615,101-602,6323,0430.43%+412
VANGUARD TAX-MANAGED FDS089,897+89,89704,3060.61%+4,306
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
08,097+8,09704040.06%+404
VANGUARD INTL EQUITY INDEX F034,559+34,55901,4200.20%+1,420
QUALCOMM INC(QCOM)11,70811,686-221,3011,6900.24%+389
PROGRESSIVE CORP(PGR)019,437+19,43703,0960.44%+3,096
ISHARES TR03,408+3,40803690.05%+369
ACCENTURE PLC IRELAND
SHS CLASS A
7,6997,684-152,3652,6960.38%+332
COSTCO WHSL CORP NEW(COST)3,1823,213+311,7982,1210.30%+323
VANGUARD INDEX FDS03,643+3,64308640.12%+864
BHP GROUP LTD024,941+24,94101,7040.24%+1,704
MCDONALDS CORP(MCD)08,161+8,16102,4200.34%+2,420
INTEL CORP(INTC)017,392+17,39208740.12%+874
VANGUARD WORLD FD01,059+1,05902750.04%+275
MERCK & CO INC(MRK)039,261+39,26104,2800.61%+4,280
ISHARES TR027,153+27,15302,7290.39%+2,729
ISHARES TR02,450+2,45002580.04%+258
ASML HOLDING N V
N Y REGISTRY SHS
01,476+1,47601,1170.16%+1,117
DUKE ENERGY CORP NEW(DUK)26,74526,813+682,3612,6020.37%+241
ISHARES TR030,310+30,31002,7600.39%+2,760
BROADSTONE NET LEASE INC(BNL)013,513+13,51302330.03%+233
CROWDSTRIKE HLDGS INC(CRWD)2,4922,528+364176450.09%+228
ZSCALER INC(ZS)3,4373,414-235357560.11%+222
ISHARES TR02,104+2,10402200.03%+220
OMNICOM GROUP INC(OMC)02,508+2,50802170.03%+217
VANGUARD SPECIALIZED FUNDS1,6862,796+1,1102624760.07%+214
ASPEN TECHNOLOGY INC0970+97002140.03%+214
TARGET CORP(TGT)06,533+6,53309300.13%+930
BOOKING HOLDINGS INC(BKNG)059+5902090.03%+209
NVIDIA CORPORATION(NVDA)6,8236,415-4082,9683,1770.45%+208
PORTLAND GEN ELEC CO(POR)04,797+4,79702080.03%+208
VANGUARD INDEX FDS01,433+1,43302080.03%+208
BANK AMERICA CORP31,34731,608+2618581,0640.15%+206
ALLIANT ENERGY CORP(LNT)04,000+4,00002050.03%+205
PRINCIPAL FINANCIAL GROUP IN(PFG)02,608+2,60802050.03%+205
STRYKER CORPORATION(SYK)0684+68402050.03%+205
ISHARES TR01,736+1,73602020.03%+202
IDEXX LABS INC(IDXX)01,611+1,61108940.13%+894
FORD MTR CO DEL(F)014,789+14,78901800.03%+180
ELECTRONIC ARTS INC(EA)010,362+10,36201,4180.20%+1,418
ZOETIS INC(ZTS)8,3788,256-1221,4581,6300.23%+172
ABBVIE INC(ABBV)23,60423,779+1753,5183,6850.52%+167
S&P GLOBAL INC(SPGI)02,243+2,24309880.14%+988
AMERICAN TOWER CORP NEW(AMT)03,141+3,14106780.10%+678
GOLDMAN SACHS GROUP INC(GS)5,2594,809-4501,7011,8550.26%+154
ISHARES TR
MSCI USA QLT FCT
11,35711,206-1511,4971,6490.23%+152
ILLINOIS TOOL WKS INC(ITW)02,687+2,68707040.10%+704
US BANCORP DEL(USB)14,30014,323+234736200.09%+147
SPDR SER TR
ST STR SP600 SML
027,200+27,20001,1470.16%+1,147
MASTERCARD INCORPORATED(MA)3,4733,559+861,3751,5180.22%+143
UNITEDHEALTH GROUP INC(UNH)5,7145,736+222,8823,0200.43%+137
CENCORA INC05,260+5,26001,0800.15%+1,080
HILTON WORLDWIDE HLDGS INC(HLT)4,2544,223-316397690.11%+130
VANGUARD WORLD FD012,933+12,93301,1000.16%+1,100
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