Shepherd Financial Partners LLC
Shepherd Financial Partners LLC latest Q4_2020 13F filings reported $438,463,000 in market value on this 2021-02-12 report date . The portfolio quarterly return is 3.12%. This fund has 130 securities concentrations of 100% weights.
Shepherd Financial Partners LLC largest holding is SPDR S&P 500 ETF Trust with weight of 16.53% and $72,481,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|