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  Name: Shepherd Financial Partners LLC
  City: WINCHESTER
  State: MA
  Zip: 01890
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $763,959,000
  Total Value Change : $60,525,000
  Securities Held Change : 5
   
All Securities Held : 215
  New Positions : 8
  Closed Positions : 4
  Increased Positions : 136
  Unchanged Positions : 23
  Decreased Positions : 48

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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 131 New $347.16 $645,000 1,650 0.08% 645,000 1,650 0.001    Textile - Apparel Clo...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 173 New $478.77 $347,000 722 0.05% 347,000 722 0    Closed - End Fund - E...
   (EMN)1 Year Chart         EMN Eastman Chemical Co 175 New $101.02 $337,000 3,366 0.04% 337,000 3,366 0.002    Diversified Chemicals
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 191 New $590.70 $255,000 438 0.03% 255,000 438 0    Medical Laboratories ...
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf 193 New $26.99 $251,000 4,708 0.03% 251,000 4,708 0.001    Closed - End Fund - E...
   (AXP)1 Year Chart         AXP American Express Co 197 New $238.65 $238,000 1,047 0.03% 238,000 1,047 0    Credit Services
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 198 New $302.25 $232,000 817 0.03% 232,000 817 0    Networking & Communic...
   (YUM)1 Year Chart         YUM YUM! Brands Inc 210 New $134.34 $203,000 1,466 0.03% 203,000 1,466 0.001    Restaurants

      8 Records Found
  1    
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