0001085146-17-000800.txt : 20170215 0001085146-17-000800.hdr.sgml : 20170215 20170214192208 ACCESSION NUMBER: 0001085146-17-000800 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170215 DATE AS OF CHANGE: 20170214 EFFECTIVENESS DATE: 20170215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shepherd Financial Partners LLC CENTRAL INDEX KEY: 0001696628 IRS NUMBER: 474614265 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17938 FILM NUMBER: 17612282 BUSINESS ADDRESS: STREET 1: 1004 MAIN STREET CITY: WINCHESTER STATE: MA ZIP: 01890 BUSINESS PHONE: 781-756-1804 MAIL ADDRESS: STREET 1: 1004 MAIN STREET CITY: WINCHESTER STATE: MA ZIP: 01890 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001696628 XXXXXXXX 12-31-2016 12-31-2016 Shepherd Financial Partners LLC
1004 MAIN STREET WINCHESTER MA 01890
13F HOLDINGS REPORT 028-17938 N
Jane Lawler Chief Operating Officer 781 756-1804 /s/ Jane Lawler Winchester MA 02-03-2017 0 101 282336 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1018084616SHSOLE 004616ABBVIE INCCOM00287Y109290245791SHSOLE 0045791AETNA INC NEWCOM00817Y108170214153SHSOLE 0014153ALPHABET INCCAP STK CL C02079K10732914717SHSOLE 004717ALPHABET INCCAP STK CL A02079K305240339SHSOLE 00339ALTRIA GROUP INCCOM02209S103450964671SHSOLE 0064671AMAZON COM INCCOM02313510619232606SHSOLE 002606APPLE INCCOM037833100479550187SHSOLE 0050187AT&T INCCOM00206R102259160132SHSOLE 0060132AUTOMATIC DATA PROCESSING INCOM0530151036727196SHSOLE 007196BANK AMER CORPCOM060505104116290398SHSOLE 0090398BERKSHIRE HATHAWAY INC DELCL B NEW0846707024282998SHSOLE 002998BOSTON SCIENTIFIC CORPCOM101137107121751411SHSOLE 0051411BRISTOL MYERS SQUIBB COCOM110122108382851836SHSOLE 0051836CELGENE CORPCOM151020104278826655SHSOLE 0026655CHEVRON CORP NEWCOM1667641008778390SHSOLE 008390COGNIZANT TECHNOLOGY SOLUTIOCL A19244610278413826SHSOLE 0013826COLGATE PALMOLIVE COCOM1941621032693665SHSOLE 003665CONSOLIDATED EDISON INCCOM209115104134416479SHSOLE 0016479DANAHER CORP DELCOM235851102212726380SHSOLE 0026380DELTA AIR LINES INC DELCOM NEW247361702251270623SHSOLE 0070623DIGITAL RLTY TR INCCOM2538681039498470SHSOLE 008470DISNEY WALT COCOM DISNEY2546871062542586SHSOLE 002586DOMINION RES INC VA NEWCOM25746U1093594550SHSOLE 004550DUKE ENERGY CORP NEWCOM NEW26441C204253129010SHSOLE 0029010DYCOM INDS INCCOM2674751013894307SHSOLE 004307ECOLAB INCCOM2788651003502971SHSOLE 002971EMERSON ELEC COCOM2910111043446660SHSOLE 006660EXPEDIA INC DELCOM NEW30212P303107710145SHSOLE 0010145EXXON MOBIL CORPCOM30231G102117912528SHSOLE 0012528FACEBOOK INCCL A30303M102181715563SHSOLE 0015563FEDEX CORPCOM31428X106328221667SHSOLE 0021667FIRST DATA CORP NEWCOM CL A32008D10677772904SHSOLE 0072904FIRST TR EXCHANGE TRADED FDNY ARCA BIOTECH33733E2037718358SHSOLE 008358FORTIVE CORPCOM34959J10863013182SHSOLE 0013182FS INVT CORPCOM30263510713314504SHSOLE 0014504GENERAL ELECTRIC COCOM3696041037433234155SHSOLE 00234155GILEAD SCIENCES INCCOM375558103309436082SHSOLE 0036082HCP INCCOM40414L10989825266SHSOLE 0025266HOME DEPOT INCCOM437076102156911919SHSOLE 0011919INTEL CORPCOM45814010071921814SHSOLE 0021814INTERNATIONAL BUSINESS MACHSCOM4592001014082678SHSOLE 002678ISHARES TRSELECT DIVID ETF4642871682452865SHSOLE 002865ISHARES TRCORE S&P500 ETF4642872002451164SHSOLE 001164ISHARES TRCORE US AGGBD ET464287226416836834SHSOLE 0036834ISHARES TRRUS 1000 ETF4642876224253652SHSOLE 003652ISHARES TRRUSSELL 2000 ETF464287655348730620SHSOLE 0030620ISHARES TRMSCI KLD400 SOC46428857087411270SHSOLE 0011270ISHARES TRU.S. PFD STK ETF4642886874190105983SHSOLE 00105983ISHARES TRUSA ESG SLCT ETF46428880287210067SHSOLE 0010067ISHARES TRMIN VOL USA ETF46429B697421190523SHSOLE 0090523JOHNSON & JOHNSONCOM4781601044603753SHSOLE 003753JPMORGAN CHASE & COCOM46625H100312851950SHSOLE 0051950KIMBERLY CLARK CORPCOM4943681038065893SHSOLE 005893KINDER MORGAN INC DELCOM49456B101155885205SHSOLE 0085205KKR & CO L P DELCOM UNITS48248M10249441140SHSOLE 0041140KRAFT HEINZ COCOM5007541062432712SHSOLE 002712LASALLE HOTEL PPTYSCOM SH BEN INT51794210856323829SHSOLE 0023829LILLY ELI & COCOM532457108200125011SHSOLE 0025011LOWES COS INCCOM548661107268433514SHSOLE 0033514MCKESSON CORPCOM58155Q10313236898SHSOLE 006898MEDTRONIC PLCSHSG5960L1032723115SHSOLE 003115MERCK & CO INCCOM58933Y105220037201SHSOLE 0037201MICROSOFT CORPCOM594918104274353375SHSOLE 0053375NATIONAL GRID PLCSPON ADR NEW636274300224930536SHSOLE 0030536NEXTERA ENERGY INCCOM65339F1013142402SHSOLE 002402OMEGA HEALTHCARE INVS INCCOM68193610037811040SHSOLE 0011040PEPSICO INCCOM7134481088327852SHSOLE 007852PFIZER INCCOM717081103237966356SHSOLE 0066356PHILIP MORRIS INTL INCCOM718172109237523205SHSOLE 0023205PNC FINL SVCS GROUP INCCOM693475105133816861SHSOLE 0016861POWERSHARES ETF TRUSTDYN BLDG CNSTR73935X666198976143SHSOLE 0076143POWERSHARES QQQ TRUSTUNIT SER 173935A104479244248SHSOLE 0044248PROCTER AND GAMBLE COCOM7427181097338628SHSOLE 008628REALTY INCOME CORPCOM75610910494713300SHSOLE 0013300REYNOLDS AMERICAN INCCOM761713106100818796SHSOLE 0018796RYDEX ETF TRUSTGUG S&P500 EQ WT78355W1062513128SHSOLE 003128SELECT SECTOR SPDR TRSBI CONS STPLS81369Y3083416180SHSOLE 006180SELECT SECTOR SPDR TRSBI CONS DISCR81369Y4078075102347SHSOLE 00102347SELECT SECTOR SPDR TRTECHNOLOGY81369Y8034351100120SHSOLE 00100120SELECT SECTOR SPDR TRSBI INT-UTILS81369Y886246346478SHSOLE 0046478SKECHERS U S A INCCL A83056610583428274SHSOLE 0028274SOUTHERN COCOM842587107223841125SHSOLE 0041125SOUTHWEST AIRLS COCOM84474110880020441SHSOLE 0020441SPDR S&P 500 ETF TRTR UNIT78462F10347847228216SHSOLE 00228216SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107885632670SHSOLE 0032670SPDR SER TRSPDR RUSSEL 200078468R853280541633SHSOLE 0041633SPDR SERIES TRUSTWELLS FG PFD ETF78464A2925030109667SHSOLE 00109667SPDR SERIES TRUSTBLMBRG BRC CNVRT78464A359147333609SHSOLE 0033609SPDR SERIES TRUSTS&P INS ETF78464A78982811831SHSOLE 0011831SPDR SERIES TRUSTRUSSELL 3000 ETF78464A80532440209298SHSOLE 00209298SPDR SERIES TRUSTRUSSELL 1000 ETF78464A85427374279166SHSOLE 00279166SUNTRUST BKS INCCOM867914103137534212SHSOLE 0034212UNION PAC CORPCOM9078181083353826SHSOLE 003826UNITED PARCEL SERVICE INCCL B911312106253023485SHSOLE 0023485VANTIV INCCL A92210H1055409319SHSOLE 009319VERIZON COMMUNICATIONS INCCOM92343V1042855068SHSOLE 005068VISA INCCOM CL A92826C839270836564SHSOLE 0036564WAL-MART STORES INCCOM9311421033765096SHSOLE 005096WELLS FARGO & CO NEWCOM949746101165535494SHSOLE 0035494WEYERHAEUSER COCOM9621661042688919SHSOLE 008919