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| Happy Holidays!! thanks for using AUM13F!! |
| Shepherd Financial Partners LLC
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| CRD # | 169093 |
| SEC # | 801-106533 |
| CIK # | 0001696628 |
| AUM | $1.1 B (2025-03-26) |
| Employees | 21 (38% Investors, 38% Brokers) |
| Phone | 781-756-1804 |
| Address | 1004 Main Street Winchester, MA 01890 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.6 | ||
| Microsoft Corp | 20.2 | ||
| Amazon Com Inc | 18.6 | ||
| Nvidia Corp | 15.5 | ||
| J P Morgan Chase & Co | 13.9 | ||
| Alphabet Inc | 11.0 | ||
| iShares Comex Gold Trust | 10.3 | ||
| VISA Inc | 9.7 | ||
| Broadcom Inc | 9.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 392 | 103.0 |
| (b) Individuals (high net worth individuals) | 300 | 919.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 37.1 |
| (h) Charitable organizations | 12 | 8.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 70.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,779 | 1,138.2 |
| By Discretionary | ||
| Discretionary | 1,779 | 1,138.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,779 | 1,138.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,138.2 | |
| Total | 1,779 | 1,138.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001696628] |
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