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Home > Institutional Investor > Shepherd Financial Partners Llc > Profile

Instuitional Investor - Shepherd Financial Partners Llc

Fund Profile
Filing Period:
Fund Name: Shepherd Financial Partners Llc
Portfolio Value $852,792,262
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 101,902 $57,003,073 6.68%
2.
Spdr Series Trust
 708,605 $48,192,192 5.65%
3.
Ishares Tr - CORE MSCI EAFE
 607,864 $45,984,908 5.39%
4.
Ishares Trust
 IEF 80,707 $45,349,236 5.32%
5.
Ishares Tr - MSCI USA QLT FCT
 215,280 $36,789,242 4.31%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)