Instuitional Investor - Shepherd Financial Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Shepherd Financial Partners Llc |
| Portfolio Value | $703,433,561 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 197,400 | $93,826,319 | 13.33% | |
| 2. | Spdr Series Trust | 1,453,754 | $84,971,934 | 12.07% | |
| 3. | Ishares Tr | 610,852 | $42,973,438 | 6.1% | |
| 4. | Invesco Exchange Traded Fd T | 232,038 | $36,615,510 | 5.2% | |
| 5. | Vanguard Index Fds | 170,550 | $30,693,824 | 4.36% |
