Avoid Fraud, Get The Facts, And Find The Best
Legal Name: SHEPHERD FINANCIAL PARTNERS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 5, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
358,908 |
$105,160k |
|
SPDR SERIES TRUST (78464A805)
|
2,225,440 |
$81,140k |
|
SPDR SERIES TRUST (78464A854)
|
1,978,568 |
$68,340k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
82,741 |
$29,339k |
|
ISHARES TR (464287457)
|
248,480 |
$21,066k |
|
ISHARES TR (464288679)
|
172,487 |
$19,086k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
69,453 |
$12,970k |
|
ISHARES TR (46432F339)
|
129,933 |
$11,885k |
|
SELECT SECTOR SPDR (81369Y803)
|
107,620 |
$8,399k |
|
Apple Inc (037833100)
|
37,530 |
$7,428k |
|
ISHARES TR (464288687)
|
187,487 |
$6,909k |
|
MICROSOFT CORP (594918104)
|
51,459 |
$6,893k |
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
93,880 |
$6,819k |
|
Amazon.com Inc (023135106)
|
3,458 |
$6,548k |
|
VISA INC COM CL A (92826C839)
|
33,877 |
$5,879k |
|
JPMORGAN CHASE & CO (46625H100)
|
45,343 |
$5,069k |
|
SELECT SECTOR SPDR (81369Y407)
|
40,707 |
$4,852k |
|
ISHARES TR (46429B697)
|
75,428 |
$4,656k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
12,810 |
$3,776k |
|
BLACKSTONE GROUP (09253U108)
|
83,308 |
$3,701k |
|
Alphabet Inc (02079K107)
|
3,073 |
$3,322k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
28,597 |
$3,184k |
|
MERCK & CO INC (58933Y105)
|
37,011 |
$3,103k |
|
HOME DEPOT INC (437076102)
|
14,415 |
$2,998k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
15,160 |
$2,945k |
|
PNC FINL SVCS GRP (693475105)
|
20,308 |
$2,788k |
|
DIGITAL RLTY TR INC (253868103)
|
22,925 |
$2,700k |
|
Facebook Inc (30303M102)
|
13,370 |
$2,580k |
|
ALTRIA GROUP INC (02209S103)
|
52,546 |
$2,488k |
|
DISNEY WALT CO (254687106)
|
17,231 |
$2,406k |
|
PFIZER INC (717081103)
|
52,601 |
$2,279k |
|
ABBVIE INC (00287Y109)
|
30,967 |
$2,252k |
|
TARGET CORPORATION (87612E106)
|
25,945 |
$2,247k |
|
RAYTHEON (755111507)
|
12,518 |
$2,177k |
|
HONEYWELL INTL INC (438516106)
|
11,923 |
$2,082k |
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
18,466 |
$2,019k |
|
SPDR SERIES TRUST (78464A359)
|
38,138 |
$2,016k |
|
iShares MSCI USA ESG Select ET (464288802)
|
15,189 |
$1,851k |
|
DUKE ENERGY CORP (26441C204)
|
20,938 |
$1,848k |
|
AT&T INC (00206R102)
|
52,628 |
$1,764k |
|
Chevron Corp (166764100)
|
13,850 |
$1,723k |
|
ADOBE INC (00724F101)
|
5,830 |
$1,718k |
|
PHILIP MORRIS INTL (718172109)
|
21,550 |
$1,692k |
|
BOSTON SCIENTIFIC (101137107)
|
39,254 |
$1,687k |
|
CVS HEALTH CORP (126650100)
|
30,745 |
$1,675k |
|
Bank of America Corp. (060505104)
|
54,745 |
$1,588k |
|
CONSOLDTD EDISON INC (209115104)
|
17,946 |
$1,573k |
|
SUNTRUST BANKS INC (867914103)
|
24,926 |
$1,567k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
9,812 |
$1,526k |
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
47,936 |
$1,469k |
|
Sarepta Therapeutics Inc (803607100)
|
9,608 |
$1,460k |
|
CITIGROUP INC (172967424)
|
20,405 |
$1,429k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
27,460 |
$1,413k |
|
Boeing Co/The (097023105)
|
3,511 |
$1,278k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
45,513 |
$1,256k |
|
OMEGA HEALTHCARE INV (681936100)
|
34,076 |
$1,252k |
|
ISHARES U (464287739)
|
13,069 |
$1,141k |
|
ALPHABET INC (02079K305)
|
1,037 |
$1,123k |
|
JOHNSON & JOHNSON (478160104)
|
7,952 |
$1,108k |
|
FIRST DATA CORP (32008D106)
|
39,556 |
$1,071k |
|
OKTA INC CL A (679295105)
|
8,249 |
$1,019k |
|
NATIONAL GRID (636274409)
|
18,329 |
$975k |
|
SPDR SERIES TRUST (78464A870)
|
10,888 |
$955k |
|
Teladoc Health Inc (87918A105)
|
14,130 |
$938k |
|
Valero Energy Corp (91913Y100)
|
10,595 |
$907k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
4,507 |
$905k |
|
SOUTHERN CO (842587107)
|
15,694 |
$868k |
|
salesforce.com Inc (79466L302)
|
5,686 |
$863k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
5,050 |
$856k |
|
SELECT SECTOR SPDR (81369Y100)
|
14,383 |
$841k |
|
SSGA ACTIVE ETF TR (78467V848)
|
16,816 |
$825k |
|
GOLDMAN SACHS GROUP (38141G104)
|
3,955 |
$809k |
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
13,774 |
$800k |
|
ISHARES (464287556)
|
7,280 |
$794k |
|
COMCAST CORP (20030N101)
|
18,424 |
$779k |
|
ISHARES (464287465)
|
11,564 |
$760k |
|
LILLY ELI & CO (532457108)
|
6,466 |
$716k |
|
CUMMINS INC (231021106)
|
4,119 |
$706k |
|
Exxon Mobil Corp (30231G102)
|
9,190 |
$704k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
4,221 |
$687k |
|
GENERAL ELECTRIC CO (369604103)
|
64,999 |
$682k |
|
WORLDPAY INC (981558109)
|
5,495 |
$673k |
|
CANADA GOOSE HLDINGS (135086106)
|
16,617 |
$644k |
|
INVESCO ETF TR (46137V308)
|
9,513 |
$596k |
|
PROCTER & GAMBLE CO (742718109)
|
5,416 |
$594k |
|
ALPS ALERIAN MLP ETF (00162Q866)
|
59,868 |
$590k |
|
CARTERS INC (146229109)
|
6,024 |
$588k |
|
INTEL CORP (458140100)
|
11,898 |
$570k |
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
4,474 |
$563k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
3,393 |
$509k |
|
ELECTRONIC ARTS INC (285512109)
|
4,991 |
$505k |
|
DANAHER CORP (235851102)
|
3,372 |
$482k |
|
FEDEX CORP (31428X106)
|
2,898 |
$476k |
|
VEEVA SYS INC CL A COM (922475108)
|
2,895 |
$469k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,568 |
$404k |
|
PROGRESSIVE CORP (743315103)
|
5,027 |
$402k |
|
Caterpillar Inc (149123101)
|
2,930 |
$399k |
|
OMNICOM GROUP INC (681919106)
|
4,861 |
$398k |
|
WASTE MGMT INC DEL (94106L109)
|
3,396 |
$392k |
|
VERIZON COMMUNICATIONS (92343V104)
|
6,836 |
$391k |
|
Berkshire Hathaway, Inc. (084670702)
|
1,722 |
$367k |
|
ISHARES TR (464288588)
|
3,291 |
$354k |
|
DOMINION ENERGY INC (25746U109)
|
4,550 |
$352k |
|
ADP (053015103)
|
2,094 |
$346k |
|
SELECT SECTOR SPDR (81369Y506)
|
5,416 |
$345k |
|
FACTSET RESH SYS INC (303075105)
|
1,143 |
$328k |
|
INVESCO EXCHANGE TRADED FD T (46137V266)
|
2,600 |
$311k |
|
NEXTERA ENERGY INC (65339F101)
|
1,502 |
$308k |
|
INVESCO S&P MIDCAP 400 PURE GROWTH ETF (46137V217)
|
2,057 |
$305k |
|
INVESCO EXCHANGETRAD (46137V357)
|
2,813 |
$303k |
|
WISDOMTREE TR (97717X669)
|
6,867 |
$300k |
|
ISHARES (464288638)
|
5,115 |
$291k |
|
Healthcare Trust of America In (42225P501)
|
10,464 |
$287k |
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
1,363 |
$287k |
|
FIRST TR EXCHANGE TRADED FD (33733E203)
|
2,029 |
$286k |
|
HENRY SCHEIN INC (806407102)
|
4,092 |
$286k |
|
ISHARES FLT (46429B655)
|
5,518 |
$281k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,273 |
$252k |
|
INVESCO EXCHANGE TRADED FD T (46137V258)
|
3,809 |
$248k |
|
FIRST CHOICE BANCORP (31948P104)
|
10,822 |
$246k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
1,914 |
$244k |
|
Weyerhaeuser Co (962166104)
|
8,724 |
$230k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,335 |
$218k |
|
STARBUCKS CORP (855244109)
|
2,487 |
$208k |
|
ISHARES U S ETF TR (46431W507)
|
4,122 |
$207k |
|
SCHWAB STRATEGIC TR (808524102)
|
2,901 |
$205k |
|
ISHARES RUS (464287689)
|
1,178 |
$203k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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