0001085146-21-003310.txt : 20211115
0001085146-21-003310.hdr.sgml : 20211115
20211115113432
ACCESSION NUMBER: 0001085146-21-003310
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211115
DATE AS OF CHANGE: 20211115
EFFECTIVENESS DATE: 20211115
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: 211407705
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
09-30-2021
09-30-2021
false
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
11-15-2021
0
149
517892
false
INFORMATION TABLE
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infotable.xml
INFORMATION TABLE
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COM
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6330
SH
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ABBVIE INC
COM
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ACCENTURE PLC IRELAND
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G1151C101
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6713
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SOLE
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6713
ADOBE SYSTEMS INCORPORATED
COM
00724F101
3477
6048
SH
SOLE
0
0
6048
ALBEMARLE CORP
COM
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7729
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SOLE
0
0
7729
ALIBABA GROUP HLDG LTD
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7577
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SOLE
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ALPHABET INC
CAP STK CL A
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SOLE
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ALPHABET INC
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AMAZON COM INC
COM
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2788
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SOLE
0
0
2788
AMERICAN TOWER CORP NEW
COM
03027X100
2702
10171
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SOLE
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APPLE INC
COM
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97761
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SOLE
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0
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ASPEN TECHNOLOGY INC
COM
045327103
312
2541
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AT&T INC
COM
00206R102
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18138
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SOLE
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18138
AUTOMATIC DATA PROCESSING IN
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1043
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BILL COM HLDGS INC
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BK OF AMERICA CORP
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BLACKROCK INC
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BLACKSTONE INC
COM
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BOSTON SCIENTIFIC CORP
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BRISTOL-MYERS SQUIBB CO
COM
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4068
SH
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BROADCOM INC
COM
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2464
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CATERPILLAR INC
COM
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CISCO SYS INC
COM
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CITIGROUP INC
COM NEW
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27757
SH
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COCA COLA CO
COM
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40198
SH
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COMCAST CORP NEW
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4834
SH
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CONSOLIDATED EDISON INC
COM
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1869
25771
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CROWDSTRIKE HLDGS INC
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CROWN CASTLE INTL CORP NEW
COM
22822V101
560
3228
SH
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0
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3228
CUMMINS INC
COM
231021106
225
996
SH
SOLE
0
0
996
CVS HEALTH CORP
COM
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553
6516
SH
SOLE
0
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6516
DANAHER CORPORATION
COM
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2020
6633
SH
SOLE
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6633
DELTA AIR LINES INC DEL
COM NEW
247361702
274
6435
SH
SOLE
0
0
6435
DIGITAL RLTY TR INC
COM
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3036
21019
SH
SOLE
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0
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DISNEY WALT CO
COM
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20342
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20342
DUKE ENERGY CORP NEW
COM NEW
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ELECTRONIC ARTS INC
COM
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EXACT SCIENCES CORP
COM
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SH
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FACEBOOK INC
CL A
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3722
10982
SH
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FACTSET RESH SYS INC
COM
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591
1497
SH
SOLE
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FIRST TR EXCHANGE-TRADED FD
NY ARCA BIOTECH
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344
2082
SH
SOLE
0
0
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FISERV INC
COM
337738108
674
6211
SH
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6211
FIVERR INTL LTD
ORD SHS
M4R82T106
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5334
SH
SOLE
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0
5334
FORD MTR CO DEL
COM
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334
23509
SH
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0
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GENERAL MLS INC
COM
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897
14998
SH
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0
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14998
GOLDMAN SACHS GROUP INC
COM
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1547
4092
SH
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HANNON ARMSTRONG SUST INFR C
COM
41068X100
3465
64758
SH
SOLE
0
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HDFC BANK LTD
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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15038
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INTEL CORP
COM
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35724
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JPMORGAN CHASE & CO
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LILLY ELI & CO
COM
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LOCKHEED MARTIN CORP
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MCDONALDS CORP
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MEDTRONIC PLC
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MICROSOFT CORP
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NIKE INC
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NVIDIA CORPORATION
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OKTA INC
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OMEGA HEALTHCARE INVS INC
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OMNICOM GROUP INC
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ORACLE CORP
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PAYPAL HLDGS INC
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PEPSICO INC
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PFIZER INC
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PROCTER AND GAMBLE CO
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PROGRESSIVE CORP
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SOLE
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RAYTHEON TECHNOLOGIES CORP
COM
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SALESFORCE COM INC
COM
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SAREPTA THERAPEUTICS INC
COM
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SELECT SECTOR SPDR TR
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SBI INT-UTILS
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SELECT SECTOR SPDR TR
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TARGET CORP
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TELADOC HEALTH INC
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TELEDYNE TECHNOLOGIES INC
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TERADYNE INC
COM
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291
2668
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SOLE
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TESLA INC
COM
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SOLE
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TRUIST FINL CORP
COM
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UBER TECHNOLOGIES INC
COM
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UNITEDHEALTH GROUP INC
COM
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INF TECH ETF
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CL A COM
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SOLE
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VERIZON COMMUNICATIONS INC
COM
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SOLE
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VISA INC
COM CL A
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WALMART INC
COM
931142103
402
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SOLE
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WASHINGTON TR BANCORP INC
COM
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WASTE MGMT INC DEL
COM
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WEYERHAEUSER CO MTN BE
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YUM BRANDS INC
COM
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ZOETIS INC
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ZSCALER INC
COM
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