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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 $1,079,253,006
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 101,817 $69,430,808 6.43%
2.
Spdr Series Trust
 720,467 $59,438,645 5.51%
3.
Blackrock Etf Trust
 795,656 $48,383,860 4.48%
4.
Spdr Series Trust
 382,010 $40,760,542 3.78%
5.
Ishares Trust
 VLUE 450,052 $40,261,690 3.73%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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