0001085146-20-002009.txt : 20200805 0001085146-20-002009.hdr.sgml : 20200805 20200805104845 ACCESSION NUMBER: 0001085146-20-002009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200805 DATE AS OF CHANGE: 20200805 EFFECTIVENESS DATE: 20200805 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: 201076198 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 false false 0001696628 XXXXXXXX 06-30-2020 06-30-2020 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 07-17-2020 0 123 368700 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AUTOMATIC DATA PROCESSING IN COM 053015103 291 1954 SH SOLE 0 0 1954 EXACT SCIENCES CORP COM 30063P105 1173 13495 SH SOLE 0 0 13495 FIRST TR NASDAQ-100 TECH IND NY ARCA BIOTECH 33733E203 321 1912 SH SOLE 0 0 1912 BRISTOL-MYERS SQUIBB CO COM 110122108 237 4024 SH SOLE 0 0 4024 DIGITAL RLTY TR INC COM 253868103 2533 17828 SH SOLE 93 0 17735 HDFC BANK LTD SPONSORED ADS 40415F101 379 8330 SH SOLE 0 0 8330 INVESCO QQQ TR UNIT SER 1 46090E103 11448 46235 SH SOLE 130 0 46105 PAYPAL HLDGS INC COM 70450Y103 1710 9815 SH SOLE 0 0 9815 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 285 1598 SH SOLE 0 0 1598 GILEAD SCIENCES INC COM 375558103 264 3429 SH SOLE 0 0 3429 GABELLI EQUITY TR INC COM 362397101 58 11513 SH SOLE 0 0 11513 HEALTHCARE TR AMER INC CL A NEW 42225P501 212 8011 SH SOLE 0 0 8011 COMCAST CORP NEW CL A 20030N101 950 24377 SH SOLE 0 0 24377 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1617 15125 SH SOLE 36 0 15089 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 213 2903 SH SOLE 0 0 2903 BLACKSTONE GROUP INC COM CL A 09260D107 1326 23411 SH SOLE 0 0 23411 DOMINION ENERGY INC COM 25746U109 369 4550 SH SOLE 0 0 4550 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 221 4411 SH SOLE 186 0 4226 ISHARES TR RUS 1000 ETF 464287622 681 3967 SH SOLE 0 0 3967 OMEGA HEALTHCARE INVS INC COM 681936100 473 15901 SH SOLE 0 0 15901 TRUIST FINL CORP COM 89832Q109 510 13583 SH SOLE 211 0 13372 PEPSICO INC COM 713448108 355 2682 SH SOLE 0 0 2682 WASTE MGMT INC DEL COM 94106L109 327 3087 SH SOLE 0 0 3087 ISHARES TR SH TR CRPORT ETF 464288646 1258 22987 SH SOLE 0 0 22987 HONEYWELL INTL INC COM 438516106 1493 10325 SH SOLE 64 0 10261 ISHARES TR NASDAQ BIOTECH 464287556 840 6147 SH SOLE 0 0 6147 TELADOC HEALTH INC COM 87918A105 1967 10308 SH SOLE 0 0 10308 COCA COLA CO COM 191216100 1362 30473 SH SOLE 175 0 30298 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 761 2346 SH SOLE 0 0 2346 ISHARES TR MSCI MIN VOL ETF 46429B697 3107 51252 SH SOLE 0 0 51252 ISHARES TR CORE S&P500 ETF 464287200 2764 8924 SH SOLE 0 0 8924 VISA INC COM CL A 92826C839 4388 22718 SH SOLE 0 0 22718 FACEBOOK INC CL A 30303M102 2969 13075 SH SOLE 50 0 13025 SPDR SER TR PORTFOLI S&P1500 78464A805 55315 1464128 SH SOLE 5485 0 1458642 3M CO COM 88579Y101 791 5074 SH SOLE 41 0 5033 CUMMINS INC COM 231021106 839 4843 SH SOLE 0 0 4843 ZOETIS INC CL A 98978V103 959 6996 SH SOLE 0 0 6996 FORD MTR CO DEL COM 345370860 129 21199 SH SOLE 0 0 21199 ISHARES TR ULTR SH TRM BD 46434V878 215 4257 SH SOLE 0 0 4257 UNITEDHEALTH GROUP INC COM 91324P102 587 1990 SH SOLE 0 0 1990 VANGUARD WORLD FDS INF TECH ETF 92204A702 291 1045 SH SOLE 0 0 1045 ISHARES TR 1 3 YR TREAS BD 464287457 2580 29786 SH SOLE 0 0 29786 CROWN CASTLE INTL CORP NEW COM 22822V101 532 3179 SH SOLE 0 0 3179 OKTA INC CL A 679295105 1495 7465 SH SOLE 0 0 7465 ALPHABET INC CAP STK CL A 02079K305 1346 949 SH SOLE 0 0 949 FISERV INC COM 337738108 1633 16725 SH SOLE 0 0 16725 WISDOMTREE TR US QTLY DIV GRT 97717X669 294 6452 SH SOLE 0 0 6452 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 293 12643 SH SOLE 0 0 12643 ELECTRONIC ARTS INC COM 285512109 1168 8846 SH SOLE 0 0 8846 DISNEY WALT CO COM DISNEY 254687106 1885 16908 SH SOLE 75 0 16833 BK OF AMERICA CORP COM 060505104 527 22191 SH SOLE 0 0 22191 ADOBE INC COM 00724F101 2698 6197 SH SOLE 0 0 6197 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1485 6886 SH SOLE 0 0 6886 CLOROX CO DEL COM 189054109 618 2818 SH SOLE 21 0 2797 DANAHER CORPORATION COM 235851102 936 5292 SH SOLE 57 0 5234 ISHARES TR MSCI USA ESG SLC 464288802 1929 14423 SH SOLE 0 0 14423 TARGET CORP COM 87612E106 1068 8905 SH SOLE 52 0 8853 HOME DEPOT INC COM 437076102 2270 9062 SH SOLE 32 0 9030 CATERPILLAR INC DEL COM 149123101 222 1754 SH SOLE 0 0 1754 FACTSET RESH SYS INC COM 303075105 377 1148 SH SOLE 0 0 1148 PLURISTEM THERAPEUTICS INC COM NEW 72940R300 148 16730 SH SOLE 0 0 16730 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 269 2640 SH SOLE 0 0 2640 ISHARES TR 20 YR TR BD ETF 464287432 14103 86029 SH SOLE 266 0 85763 STONECO LTD COM CL A G85158106 1240 31996 SH SOLE 0 0 31996 ISHARES TR USA QUALITY FCTR 46432F339 16607 173131 SH SOLE 666 0 172465 SAREPTA THERAPEUTICS INC COM 803607100 1527 9523 SH SOLE 0 0 9523 ISHARES TR MIN VOL EAFE ETF 46429B689 448 6786 SH SOLE 0 0 6786 ISHARES TR CORE US AGGBD ET 464287226 4311 36469 SH SOLE 248 0 36220 AMAZON COM INC COM 023135106 7333 2658 SH SOLE 7 0 2651 GOLDMAN SACHS GROUP INC COM 38141G104 1802 9120 SH SOLE 48 0 9072 ABBVIE INC COM 00287Y109 3171 32295 SH SOLE 136 0 32159 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 365 6354 SH SOLE 0 0 6354 APPLE INC COM 037833100 9946 27265 SH SOLE 60 0 27204 FIDELITY NATL INFORMATION SV COM 31620M106 681 5082 SH SOLE 0 0 5082 SPDR S&P 500 ETF TR TR UNIT 78462F103 71082 230515 SH SOLE 882 0 229634 MERCK & CO. 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