SHEPHERD FINANCIAL PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 132K | $33.59M |
 | NVDA | 98K | $18.28M |
 | AMZN | 85K | $18.65M |
 | GOOG | 62K | $15.18M |
 | BAC | 60K | $3.11M |
 | KO | 55K | $3.65M |
 | WMT | 50K | $5.11M |
 | RTX | 48K | $8.09M |
 | JPM | 48K | $15.17M |
 | MSFT | 41K | $21.00M |
 | GOOGL | 39K | $9.59M |
 | AVGO | 34K | $11.22M |
 | CRH | 34K | $4.06M |
 | NEE | 33K | $2.50M |
 | BX | 33K | $5.61M |
 | MRK | 33K | $2.73M |
 | VLO | 29K | $4.94M |
 | DUK | 29K | $3.58M |
 | V | 27K | $9.23M |
 | ABBV | 26K | $6.02M |
Apple Inc.
AAPL
Shares Held
132K
Value
$33.59M
NVIDIA Corporation
NVDA
Shares Held
98K
Value
$18.28M
Amazon.com, Inc.
AMZN
Shares Held
85K
Value
$18.65M
Alphabet Inc.
GOOG
Shares Held
62K
Value
$15.18M
Bank of America Corporation
BAC
Shares Held
60K
Value
$3.11M
The Coca-Cola Company
KO
Shares Held
55K
Value
$3.65M
Walmart Inc.
WMT
Shares Held
50K
Value
$5.11M
RTX Corporation
RTX
Shares Held
48K
Value
$8.09M
JPMorgan Chase & Co.
JPM
Shares Held
48K
Value
$15.17M
Microsoft Corporation
MSFT
Shares Held
41K
Value
$21.00M
Alphabet Inc.
GOOGL
Shares Held
39K
Value
$9.59M
Broadcom Inc.
AVGO
Shares Held
34K
Value
$11.22M
CRH plc
CRH
Shares Held
34K
Value
$4.06M
NextEra Energy, Inc.
NEE
Shares Held
33K
Value
$2.50M
Blackstone Inc.
BX
Shares Held
33K
Value
$5.61M
Merck & Co., Inc.
MRK
Shares Held
33K
Value
$2.73M
Valero Energy Corporation
VLO
Shares Held
29K
Value
$4.94M
Duke Energy Corporation
DUK
Shares Held
29K
Value
$3.58M
Visa Inc.
V
Shares Held
27K
Value
$9.23M
AbbVie Inc.
ABBV
Shares Held
26K
Value
$6.02M