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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
35
1
0
2
1
1
16
3
4
SHEPHERD FINANCIAL PARTNERS LLC

Time Period2019-03-31

Total Holdings124

Total Value ($x1000)516,014
Activities
New8

Increased49

Unchanged11

Decreased56

Sold Out7

Top 10 Stock Holdingstotal 68.38%
SPY19.31

THRK14.85

ONEK12.34

MDY5.37

SHY3.9

 
SHV3.65

XLK2.94

QQQ2.46

QUAL2.17

AAPL1.39

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
19.31%
TR UNIT
THRK
14.85%
RUSSELL 3000 ETF
ONEK
12.34%
RUSSELL 1000 ETF
MDY
5.37%
UTSER1 S&PDCRP
SHY
3.9%
1-3 YR TR BD ETF
SHV
3.65%
SHRT TRS BD ETF
XLK
2.94%
TECHNOLOGY
QQQ
2.46%
UNIT SER 1
QUAL
2.17%
MSCI USA QLT FAC
AAPL
1.39%
COM
EFAV
1.32%
EAFE MIN VOL ETF
AMZN
1.24%
COM
MSFT
1.13%
COM
V
1.03%
COM CL A
IWM
0.99%
RUSSELL 2000 ETF
XLY
0.93%
SBI CONS DISCR
JPM
0.9%
COM
USMV
0.9%
USA MIN VOL ETF
AGG
0.86%
CORE TOTUSBD ETF
IVV
0.77%
CORE S&P500 ETF
GOOG
0.71%
CAP STK CL C
MRK
0.61%
COM
MO
0.59%
COM
TWOK
0.58%
SPDR RUSSEL 2000
IJH
0.57%
CORE S&P MCP ETF
BX
0.56%
COM UNIT LTD
HD
0.56%
COM
DLR
0.51%
COM
PNC
0.49%
COM
ABBV
0.48%
COM
RTN
0.44%
COM NEW
PFF
0.44%
U.S. PFD STK ETF
PFE
0.43%
COM
FB
0.43%
CL A
TGT
0.41%
COM
CWB
0.39%
BRC CNV SECS ETF
DSI
0.38%
MSCI KLD400 SOC
DIS
0.38%
COM DISNEY
PM
0.37%
COM
DUK
0.37%
COM NEW
HON
0.36%
COM
KLD
0.35%
USA ESG SLCT ETF
CVS
0.33%
COM
CVX
0.33%
COM
T
0.32%
COM
ED
0.3%
COM
ADBE
0.3%
COM
STI
0.29%
COM
BAC
0.29%
COM
BSX
0.29%
COM
IEMG
0.28%
CORE MSCI EMKT
BA
0.27%
COM
OHI
0.25%
COM
C
0.25%
COM NEW
XLF
0.23%
SBI INT-FINL
SRPT
0.22%
COM
IYR
0.22%
U.S. REAL ES ETF
GOOGL
0.22%
CAP STK CL A
JNJ
0.22%
COM
FDC
0.2%
CL A
NGG
0.2%
SPONSORED ADR NE
XBI
0.19%
S&P BIOTECH
VLO
0.18%
COM
BABA
0.18%
SPONSORED ADS
LLY
0.17%
COM
IWO
0.17%
RUS 2000 GRW ETF
OKTA
0.16%
CL A
SO
0.16%
COM
IBB
0.16%
NASDQ BIOTEC ETF
TOTL
0.16%
SPDR TR TACTIC
XLB
0.16%
SBI MATERIALS
XLP
0.15%
SBI CONS STPLS
XOM
0.15%
COM
GS
0.15%
COM
EFA
0.15%
MSCI EAFE ETF
CMCSA
0.14%
CL A
INTC
0.13%
COM
GE
0.13%
COM
CMI
0.13%
COM
IWB
0.13%
RUS 1000 ETF
PKW
0.12%
BUYBACK ACHIEV
WP
0.12%
CL A
PG
0.12%
COM
CRI
0.12%
COM
FDS
0.12%
COM
AMLP
0.12%
ALERIAN MLP
IEI
0.1%
3-7 YR TR BD ETF
FDX
0.1%
COM
EA
0.1%
COM
VTI
0.09%
TOTAL STK MKT
DHR
0.09%
COM
VZ
0.08%
COM
GOOS
0.08%
SHS SUB VTG
CAT
0.08%
COM
IWF
0.08%
RUS 1000 GRW ETF
XLE
0.07%
SBI INT-ENERGY
OMC
0.07%
COM
BRK.B
0.07%
CL B NEW
VEEV
0.07%
CL A COM
WM
0.07%
COM
PGR
0.07%
COM
D
0.07%
COM
ADP
0.07%
COM
MBB
0.07%
MBS ETF
FBT
0.06%
NY ARCA BIOTECH
RFG
0.06%
S&P MDCP400 PR
FLOT
0.06%
FLTG RATE BD ETF
RPG
0.06%
S&P500 PUR GWT
HTA
0.06%
CL A NEW
DGRW
0.06%
US DIVD GRT FD
RSP
0.06%
S&P500 EQL WGT
NEE
0.06%
COM
IJR
0.06%
CORE S&P SCP ETF
VGT
0.05%
INF TECH ETF
CIU
0.05%
INTERM CR BD ETF
IWD
0.05%
RUS 1000 VAL ETF
HSIC
0.05%
COM
VTV
0.05%
VALUE ETF
RPV
0.05%
S&P500 PUR VAL
FCBP
0.05%
COM
WY
0.04%
COM
VUG
0.04%
GROWTH ETF
NEAR
0.04%
SHT MAT BD ETF
WFC
0.04%
COM
LOW
0.48%
COM
EEM
0.24%
MSCI EMG MKT ETF
SPYV
0.1%
S&P 500 VALUE
SPYG
0.07%
S&P 500 GROWTH
SRLN
0.07%
BLKSTN GSOSRLN
XLV
0.07%
SBI HEALTHCARE
XLI
0.06%
SBI INT-INDS