Shepherd Financial Partners LLC - Q42025 Holdings

Shepherd Financial Partners LLC holds 246 stocks with a total portfolio value of $ 1.08B as of Q42025. In Q42025, Shepherd Financial Partners LLC added 14 new positions, increased stakes in 85 stocks, reduced 102 holdings, and fully exited 11 positions. The largest holding is Spdr S&P 500 Etf Tr (SPY), representing 6.43% of the total portfolio.