0001085146-17-001824.txt : 20170814 0001085146-17-001824.hdr.sgml : 20170814 20170814093329 ACCESSION NUMBER: 0001085146-17-001824 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170814 DATE AS OF CHANGE: 20170814 EFFECTIVENESS DATE: 20170814 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: 171027723 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 06-30-2017 06-30-2017 false Shepherd Financial Partners LLC

1004 MAIN STREET WINCHESTER MA 01890

13F HOLDINGS REPORT 028-17938 N Jane Lawler 781-756-1804 /s/ Jane Lawler Winchester MA 07-28-2017 0 107 409539 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 822 3907 SH SOLE 0 0 3907 ABBVIE INC COM 00287Y109 2770 38560 SH SOLE 0 0 38560 ALPHABET INC CAP STK CL A 02079K305 498 523 SH SOLE 0 0 523 ALPHABET INC CAP STK CL C 02079K107 3685 3966 SH SOLE 0 0 3966 ALPS ETF TR ALERIAN MLP 00162Q866 1430 120494 SH SOLE 0 0 120494 ALTRIA GROUP INC COM 02209S103 4762 64605 SH SOLE 0 0 64605 AMAZON COM INC COM 023135106 2951 2956 SH SOLE 0 0 2956 APPLE INC COM 037833100 6042 41610 SH SOLE 0 0 41610 AT&T INC COM 00206R102 2152 58378 SH SOLE 0 0 58378 AUTOMATIC DATA PROCESSING IN COM 053015103 673 6498 SH SOLE 0 0 6498 BANK AMER CORP COM 060505104 1671 67187 SH SOLE 0 0 67187 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 420 2475 SH SOLE 0 0 2475 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 4765 143083 SH SOLE 0 0 143083 BOSTON SCIENTIFIC CORP COM 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14866 SH SOLE 0 0 14866 FEDEX CORP COM 31428X106 3928 17929 SH SOLE 0 0 17929 FIRST DATA CORP NEW COM CL A 32008D106 1239 67653 SH SOLE 0 0 67653 FIRST REP BK SAN FRANCISCO C COM 33616C100 848 8200 SH SOLE 0 0 8200 FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 33733E203 321 2827 SH SOLE 0 0 2827 GENERAL ELECTRIC CO COM 369604103 4255 163351 SH SOLE 0 0 163351 HEALTHCARE TR AMER INC CL A NEW 42225P501 369 12456 SH SOLE 0 0 12456 HOME DEPOT INC COM 437076102 1718 11363 SH SOLE 0 0 11363 INTEL CORP COM 458140100 706 20996 SH SOLE 0 0 20996 INTERNATIONAL BUSINESS MACHS COM 459200101 217 1415 SH SOLE 0 0 1415 ISHARES INC CUR HD MSCI EM 46434G509 5556 230846 SH SOLE 0 0 230846 ISHARES TR 1-3 YR CR BD ETF 464288646 243 2304 SH SOLE 0 0 2304 ISHARES TR 1-3 YR TR BD ETF 464287457 1949 23075 SH SOLE 0 0 23075 ISHARES TR CORE S&P MCP ETF 464287507 2920 16803 SH SOLE 0 0 16803 ISHARES TR CORE S&P500 ETF 464287200 741 3032 SH SOLE 0 0 3032 ISHARES TR CORE US AGGBD ET 464287226 9556 87758 SH SOLE 0 0 87758 ISHARES TR IBOXX HI YD ETF 464288513 249 2829 SH SOLE 0 0 2829 ISHARES TR INTERM CR BD ETF 464288638 605 5533 SH SOLE 0 0 5533 ISHARES TR MBS ETF 464288588 578 5419 SH SOLE 0 0 5419 ISHARES TR MSCI EAFE ETF 464287465 261 4004 SH SOLE 0 0 4004 ISHARES TR MSCI KLD400 SOC 464288570 989 11043 SH SOLE 0 0 11043 ISHARES TR NASDQ BIOTEC ETF 464287556 436 1414 SH SOLE 0 0 1414 ISHARES TR RUS 1000 ETF 464287622 538 3993 SH SOLE 0 0 3993 ISHARES TR RUS 1000 GRW ETF 464287614 219 1834 SH SOLE 0 0 1834 ISHARES TR RUS 1000 VAL ETF 464287598 224 1944 SH SOLE 0 0 1944 ISHARES TR RUSSELL 2000 ETF 464287655 4511 32274 SH SOLE 0 0 32274 ISHARES TR SHRT TRS BD ETF 464288679 579 5253 SH SOLE 0 0 5253 ISHARES TR U.S. PFD STK ETF 464288687 3917 100297 SH SOLE 0 0 100297 ISHARES TR U.S. REAL ES ETF 464287739 1035 13255 SH SOLE 0 0 13255 ISHARES TR USA ESG SLCT ETF 464288802 1007 9849 SH SOLE 0 0 9849 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 334 6663 SH SOLE 0 0 6663 JOHNSON & JOHNSON COM 478160104 603 4590 SH SOLE 0 0 4590 JPMORGAN CHASE & CO COM 46625H100 3855 41356 SH SOLE 0 0 41356 KINDER MORGAN INC DEL COM 49456B101 861 45077 SH SOLE 0 0 45077 LILLY ELI & CO COM 532457108 1010 12272 SH SOLE 0 0 12272 LOWES COS INC COM 548661107 2336 30400 SH SOLE 0 0 30400 MERCK & CO INC COM 58933Y105 2488 39602 SH SOLE 0 0 39602 MICROSOFT CORP COM 594918104 3322 47478 SH SOLE 0 0 47478 NATIONAL GRID PLC SPONSORED ADR NE 636274409 1662 27352 SH SOLE 0 0 27352 NEXTERA ENERGY INC COM 65339F101 278 1972 SH SOLE 0 0 1972 OMEGA HEALTHCARE INVS INC COM 681936100 1048 32576 SH SOLE 0 0 32576 PALATIN TECHNOLOGIES INC COM PAR $ .01 696077403 11 25784 SH SOLE 0 0 25784 PEPSICO INC COM 713448108 770 6723 SH SOLE 0 0 6723 PFIZER INC COM 717081103 1870 55970 SH SOLE 0 0 55970 PHILIP MORRIS INTL INC COM 718172109 2630 22250 SH SOLE 0 0 22250 PNC FINL SVCS GROUP INC COM 693475105 3230 25362 SH SOLE 0 0 25362 POWERSHARES ETF TRUST DYN BLDG CNSTR 73935X666 245 8152 SH SOLE 0 0 8152 POWERSHARES ETF TRUST DYN 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SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 2068 41498 SH SOLE 0 0 41498 SPDR SERIES TRUST RUSSELL 1000 ETF 78464A854 50501 443577 SH SOLE 0 0 443577 SPDR SERIES TRUST RUSSELL 3000 ETF 78464A805 62886 347566 SH SOLE 0 0 347566 SPDR SERIES TRUST S&P INS ETF 78464A789 336 3762 SH SOLE 0 0 3762 SPDR SERIES TRUST S&P REGL BKG 78464A698 6725 121859 SH SOLE 0 0 121859 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 973 21611 SH SOLE 0 0 21611 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 3355 68508 SH SOLE 0 0 68508 SUNTRUST BKS INC COM 867914103 1847 32070 SH SOLE 0 0 32070 UNION PAC CORP COM 907818108 357 3300 SH SOLE 0 0 3300 VANGUARD INDEX FDS TOTAL STK MKT 922908769 349 2808 SH SOLE 0 0 2808 VANTIV INC CL A 92210H105 552 8981 SH SOLE 0 0 8981 VERIZON COMMUNICATIONS INC COM 92343V104 245 5678 SH SOLE 0 0 5678 VISA INC COM CL A 92826C839 3392 35714 SH SOLE 0 0 35714 WASTE MGMT INC DEL COM 94106L109 202 2739 SH SOLE 0 0 2739 WELLS FARGO CO NEW COM 949746101 515 9267 SH SOLE 0 0 9267 WEYERHAEUSER CO COM 962166104 280 8664 SH SOLE 0 0 8664