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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Large
Value
Mid
Blend
Small
Growth
31
1
0
2
1
1
16
2
4
SHEPHERD FINANCIAL PARTNERS LLC

Time Period2018-12-31

Total Holdings123

Total Value ($x1000)459,657
Activities
New17

Increased48

Unchanged5

Decreased53

Sold Out21

Top 10 Stock Holdingstotal 68.5%
SPY19.11

THRK14.86

ONEK12.15

MDY5.39

SHV4.08

 
SHY3.65

XLK2.88

QQQ2.49

QUAL2

EFAV1.89

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
19.11%
TR UNIT
THRK
14.86%
RUSSELL 3000 ETF
ONEK
12.15%
RUSSELL 1000 ETF
MDY
5.39%
UTSER1 S&PDCRP
SHV
4.08%
SHRT TRS BD ETF
SHY
3.65%
1-3 YR TR BD ETF
XLK
2.88%
TECHNOLOGY
QQQ
2.49%
UNIT SER 1
QUAL
2%
MSCI USA QLT FAC
EFAV
1.89%
EAFE MIN VOL ETF
AAPL
1.26%
COM
AMZN
1.24%
COM
MSFT
1.1%
COM
XLY
1.01%
SBI CONS DISCR
USMV
1.01%
USA MIN VOL ETF
IWM
0.99%
RUSSELL 2000 ETF
AGG
0.98%
CORE TOTUSBD ETF
V
0.97%
COM CL A
JPM
0.95%
COM
IVV
0.82%
CORE S&P500 ETF
GOOG
0.78%
CAP STK CL C
MRK
0.64%
COM
ABBV
0.63%
COM
DUK
0.61%
COM NEW
FDX
0.6%
COM
TWOK
0.59%
SPDR RUSSEL 2000
MO
0.57%
COM
BX
0.54%
COM UNIT LTD
PNC
0.52%
COM
PFE
0.5%
COM
LOW
0.48%
COM
PFF
0.45%
U.S. PFD STK ETF
DLR
0.43%
COM
CWB
0.42%
BRC CNV SECS ETF
IJH
0.42%
CORE S&P MCP ETF
CVX
0.34%
COM
T
0.34%
COM
FB
0.34%
CL A
KLD
0.33%
USA ESG SLCT ETF
DSI
0.33%
MSCI KLD400 SOC
HD
0.32%
COM
PM
0.31%
COM
BAC
0.3%
COM
STI
0.29%
COM
XLF
0.28%
SBI INT-FINL
CVS
0.27%
COM
RTN
0.27%
COM NEW
OHI
0.26%
COM
HON
0.25%
COM
ED
0.25%
COM
BA
0.24%
COM
GOOGL
0.24%
CAP STK CL A
EEM
0.24%
MSCI EMG MKT ETF
SRPT
0.23%
COM
BSX
0.22%
COM
IYR
0.22%
U.S. REAL ES ETF
VTI
0.21%
TOTAL STK MKT
LLY
0.2%
COM
ADBE
0.2%
COM
C
0.2%
COM NEW
JNJ
0.19%
COM
NGG
0.19%
SPONSORED ADR NE
DHR
0.17%
COM
TOTL
0.17%
SPDR TR TACTIC
IWO
0.16%
RUS 2000 GRW ETF
IEMG
0.16%
CORE MSCI EMKT
XBI
0.16%
S&P BIOTECH
XLB
0.16%
SBI MATERIALS
EFA
0.15%
MSCI EAFE ETF
OKTA
0.15%
CL A
SO
0.15%
COM
XLP
0.15%
SBI CONS STPLS
FDC
0.15%
CL A
GS
0.15%
COM
XOM
0.15%
COM
INTC
0.14%
COM
CMCSA
0.14%
CL A
PG
0.13%
COM
CMI
0.13%
COM
IWB
0.13%
RUS 1000 ETF
BRK.B
0.12%
CL B NEW
CAT
0.12%
COM
PKW
0.12%
BUYBACK ACHIEV
GE
0.12%
COM
RSP
0.12%
S&P500 EQL WGT
AMLP
0.11%
ALERIAN MLP
CRI
0.11%
COM
FDS
0.11%
COM
IEI
0.1%
3-7 YR TR BD ETF
SPYV
0.1%
S&P 500 VALUE
DIS
0.1%
COM DISNEY
WP
0.09%
CL A
IBB
0.09%
NASDQ BIOTEC ETF
VZ
0.09%
COM
BABA
0.08%
SPONSORED ADS
SPYG
0.07%
S&P 500 GROWTH
D
0.07%
COM
SRLN
0.07%
BLKSTN GSOSRLN
VGT
0.07%
INF TECH ETF
MBB
0.07%
MBS ETF
NEE
0.07%
COM
IWF
0.07%
RUS 1000 GRW ETF
WM
0.07%
COM
XLV
0.07%
SBI HEALTHCARE
IJR
0.06%
CORE S&P SCP ETF
ADP
0.06%
COM
HSIC
0.06%
COM
FBT
0.06%
NY ARCA BIOTECH
GOOS
0.06%
SHS SUB VTG
XLI
0.06%
SBI INT-INDS
RFG
0.06%
S&P MDCP400 PR
HTA
0.06%
CL A NEW
DGRW
0.06%
US DIVD GRT FD
RPG
0.06%
S&P500 PUR GWT
VEEV
0.05%
CL A COM
FCBP
0.05%
COM
FLOT
0.05%
FLTG RATE BD ETF
VTV
0.05%
VALUE ETF
CIU
0.05%
INTERM CR BD ETF
XLE
0.05%
SBI INT-ENERGY
RPV
0.05%
S&P500 PUR VAL
PGR
0.05%
COM
IWD
0.05%
RUS 1000 VAL ETF
KRE
2.03%
S&P REGL BKG
DAL
0.32%
COM NEW
MU
0.28%
COM
PSK
0.21%
WELLS FG PFD ETF
NEAR
0.21%
SHT MAT BD ETF
WY
0.07%
COM
BND
0.06%
TOTAL BND MRKT
WFC
0.06%
COM
IJT
0.06%
SP SMCP600GR ETF
CFG
0.06%
COM
UNP
0.05%
COM
IVW
0.05%
S&P 500 GRWT ETF
AMAT
0.05%
COM
MS
0.05%
COM NEW
DIA
0.05%
UT SER 1
IEFA
0.05%
CORE MSCI EAFE
RHT
0.05%
COM
ORCL
0.05%
COM
DVY
0.05%
SELECT DIVID ETF
VUG
0.05%
GROWTH ETF
MLPX
0.04%
GLB X MLP ENRG I