Shepherd Financial Partners LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$831M
Signature - Title
Jane Lawler - Chief Operating Officer
Location
Winchester, MA
Summary
This page shows a list of all the recent 13F filings made by Shepherd Financial Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shepherd Financial Partners LLC reported 216 stock holdings with total value $831M as of Q3 2024. Top holdings included SPY, SPTM, IEFA, VBR, and IWO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 216 $831M +$26.8M -$15.2M +$11.6M SPY, SPTM, IEFA, VBR, IWO 13F-HR 10/28/2024, 03:24 PM
Q2 2024 214 $775M +$21M -$18.1M +$2.93M SPY, SPTM, IEFA, VBR, IWO 13F-HR 8/7/2024, 07:39 PM
Q1 2024 215 $764M +$24.2M -$15.4M +$8.79M SPY, SPTM, IEFA, RSP, VBR 13F-HR 4/22/2024, 07:58 PM
Q4 2023 210 $703M +$57.7M -$58.8M -$1.11M SPY, SPTM, IEFA, RSP, VBR 13F-HR 2/12/2024, 05:25 PM
Q3 2023 188 $637M +$31.7M -$12.3M +$19.4M SPY, SPTM, IEFA, VBR, IWO 13F-HR 11/8/2023, 05:13 PM
Q2 2023 186 $645M +$36.7M -$23.6M +$13.1M SPY, SPTM, IEFA, VBR, IWO 13F-HR 8/11/2023, 04:35 PM
Q1 2023 179 $598M +$66.9M -$50.1M +$16.7M SPY, SPTM, IEFA, VBR, IWO 13F-HR 5/1/2023, 08:51 PM
Q4 2022 169 $553M +$32.4M -$27.3M +$5.09M SPY, SPTM, IEFA, VBR, IWO 13F-HR 2/14/2023, 03:32 PM
Q3 2022 165 $513M +$114M -$77.8M +$35.7M SPY, SPTM, IEFA, VBR, IWO 13F-HR 11/9/2022, 02:59 PM
Q2 2022 161 $514M +$111M -$64.7M +$46M SPY, SPTM, VTV, VBR, IGIB 13F-HR 8/15/2022, 10:34 AM
Q1 2022 158 $560M +$49.5M -$34.8M +$14.7M SPY, SPTM, VTV, QQQ, VBR 13F-HR 5/13/2022, 05:18 PM
Q4 2021 152 $576M +$34.2M -$16.5M +$17.7M SPY, SPTM, VTV, QQQ, SRLN 13F-HR 2/14/2022, 03:01 PM
Q3 2021 149 $518M +$26.7M -$30.5M -$3.77M SPY, SPTM, VTV, SRLN, QQQ 13F-HR 11/15/2021, 11:34 AM
Q2 2021 146 $526M +$71M -$30.1M +$40.9M SPY, SPTM, VTV, AGG, QQQ 13F-HR 8/16/2021, 02:02 PM
Q1 2021 141 $452M +$62.6M -$63.6M -$938K SPY, SPTM, VTV, QQQ, TLT 13F-HR 5/14/2021, 04:04 PM
Q4 2020 130 $438M +$46M -$73.8M -$27.9M SPY, SPTM, QUAL, QQQ, AAPL 13F-HR 2/12/2021, 09:52 PM
Q3 2020 128 $425M +$54.2M -$16.8M +$37.4M SPY, SPTM, SPLG, QUAL, IEF Restatement 11/16/2020, 11:59 AM
Q2 2020 123 $369M +$47.3M -$24M +$23.3M SPY, SPTM, SPLG, QUAL, IEF 13F-HR 8/5/2020, 10:48 AM
Q1 2020 116 $289M +$27M -$93.7M -$66.8M SPY, SPTM, SPLG, QUAL, QQQ 13F-HR 5/7/2020, 03:44 PM
Q4 2019 125 $430M +$29.9M -$33.1M -$3.24M SPY, SPTM, SPLG, MDY, QUAL 13F-HR 1/31/2020, 07:26 AM
Q3 2019 125 $399M +$13.9M -$152M -$138M SPY, SPTM, SPLG, MDY, SHY 13F-HR 11/25/2019, 11:39 AM
Q2 2019 127 $532M +$15.9M -$18M -$2.11M SPY, SPTM, SPLG, MDY, SHY 13F-HR 8/5/2019, 12:49 PM
Q1 2019 124 $516M +$19.6M -$20.2M -$556K SPY, SPTM, SPLG, MDY, SHY 13F-HR 4/29/2019, 05:01 PM
Q4 2018 123 $460M +$94.7M -$37.9M +$56.8M SPY, SPTM, SPLG, MDY, SHV 13F-HR 2/7/2019, 05:17 PM
Q3 2018 127 $441M $0 -$405K -$405K SPY, SPTM, SPLG, MDY, XLK 13F-HR 10/16/2018, 11:37 AM
Q2 2018 128 $445M +$46.2M -$21.4M +$24.7M SPY, SPTM, SPLG, MDY, XLK 13F-HR 8/1/2018, 05:31 PM
Q1 2018 113 $406M +$12.8M -$29.1M -$16.3M SPY, SPTM, SPLG, MDY, XLK 13F-HR 5/1/2018, 08:53 AM
Q4 2017 108 $426M +$105M -$26.3M +$78.6M SPY, SPTM, SPLG, MDY, XLK 13F-HR 2/14/2018, 12:18 PM
Q3 2017 111 $431M +$18.7M -$15.3M +$3.45M SPY, SPTM, SPLG, MDY, XLK 13F-HR 11/13/2017, 12:20 PM
Q2 2017 107 $410M +$26.5M -$15M +$11.5M SPY, SPTM, SPLG, MDY, XLK 13F-HR 8/14/2017, 09:33 AM
Q1 2017 106 $385M +$31.3M -$13.4M +$17.9M SPY, SPTM, SPLG, MDY, XLK 13F-HR 5/8/2017, 04:59 PM
Q4 2016 104 $353M $0 $0 SPY, SPTM, SPLG, MDY, XLK Restatement 2/17/2017, 04:43 PM