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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 $1,050,746,178
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 102,156 $68,054,077 6.48%
2.
Spdr Series Trust
 725,924 $58,545,804 5.57%
3.
Blackrock Etf Trust
 766,528 $45,378,461 4.32%
4.
Ishares Trust
 VLUE 493,012 $43,044,878 4.1%
5.
Spdr Series Trust
 373,074 $38,989,910 3.71%
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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