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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 $836,275,194
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 202,956 $118,948,122 14.22%
2.
Spdr Series Trust
 1,485,905 $106,138,188 12.69%
3.
Ishares Tr - CORE MSCI EAFE
 686,669 $48,259,094 5.77%
4.
Ishares Trust
 IEF 126,103 $36,294,994 4.34%
5.
Vanguard Index Fds - SM CP VAL ETF
 183,032 $36,273,284 4.33%
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)