Shepherd Financial Partners LLC

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Assets, Funds, Holdings

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Shepherd Financial Partners LLC
CRD #169093
SEC #801-106533
CIK #0001696628
AUM$799.1 MM
Employees27
Phone781-756-1804
Address1004 Main Street
Winchester, MA 1890
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SPY 84.9
SPTM 65.4
SPLG 52.3
MDY 25.5
XLK 14.8
HEEM 10.8
AGG 8.9
KRE 8.7
AAPL 843,560.0 6.7
XLY 5.0
View All
Holdings by Sector ($BB)