0001085146-22-001040.txt : 20220214
0001085146-22-001040.hdr.sgml : 20220214
20220214150100
ACCESSION NUMBER: 0001085146-22-001040
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220214
DATE AS OF CHANGE: 20220214
EFFECTIVENESS DATE: 20220214
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: 22630070
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
12-31-2021
12-31-2021
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
02-14-2022
0
152
575906
false
INFORMATION TABLE
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infotable.xml
INFORMATION TABLE
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COM
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ABBVIE INC
COM
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22482
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0
22482
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
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6886
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SOLE
0
0
6886
ADOBE SYSTEMS INCORPORATED
COM
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3486
6144
SH
SOLE
0
0
6144
ALBEMARLE CORP
COM
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1889
8084
SH
SOLE
0
0
8084
ALPHABET INC
CAP STK CL A
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973
SH
SOLE
0
0
973
ALPHABET INC
CAP STK CL C
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7102
2454
SH
SOLE
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0
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AMAZON COM INC
COM
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9502
2850
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SOLE
0
0
2850
AMERICAN TOWER CORP NEW
COM
03027X100
3085
10523
SH
SOLE
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0
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APPLE INC
COM
037833100
17656
99435
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SOLE
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99435
APTIV PLC
SHS
G6095L109
684
4146
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SOLE
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ASPEN TECHNOLOGY INC
COM
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2541
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AUTOMATIC DATA PROCESSING IN
COM
053015103
261
1059
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SOLE
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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1874
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SOLE
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BILL COM HLDGS INC
COM
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21500
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SOLE
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21500
BK OF AMERICA CORP
COM
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20161
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BLACKROCK INC
COM
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BLACKSTONE INC
COM
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BOSTON SCIENTIFIC CORP
COM
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BROADCOM INC
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CATERPILLAR INC
COM
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CHARGEPOINT HOLDINGS INC
COM CL A
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CISCO SYS INC
COM
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600
9481
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CITIGROUP INC
COM NEW
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28538
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COCA COLA CO
COM
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41208
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0
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CONSOLIDATED EDISON INC
COM
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CROWDSTRIKE HLDGS INC
CL A
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543
2649
SH
SOLE
0
0
2649
CROWN CASTLE INTL CORP NEW
COM
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3230
SH
SOLE
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0
3230
CUMMINS INC
COM
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CVS HEALTH CORP
COM
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7025
SH
SOLE
0
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DANAHER CORPORATION
COM
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6952
SH
SOLE
0
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6952
DELTA AIR LINES INC DEL
COM NEW
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252
6435
SH
SOLE
0
0
6435
DIGITAL RLTY TR INC
COM
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21600
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DISNEY WALT CO
COM
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21392
SH
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21392
DUKE ENERGY CORP NEW
COM NEW
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20751
SH
SOLE
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ELECTRONIC ARTS INC
COM
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SH
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EOG RES INC
COM
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SH
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EXACT SCIENCES CORP
COM
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FACTSET RESH SYS INC
COM
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1499
SH
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0
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FIRST TR EXCHANGE-TRADED FD
NY ARCA BIOTECH
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347
2138
SH
SOLE
0
0
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FISERV INC
COM
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634
6105
SH
SOLE
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6105
FORD MTR CO DEL
COM
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492
23678
SH
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GENERAL MLS INC
COM
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15681
SH
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GOLDMAN SACHS GROUP INC
COM
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4075
SH
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HANNON ARMSTRONG SUST INFR C
COM
41068X100
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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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3242
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SH
SOLE
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INTEL CORP
COM
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S&P500 PUR GWT
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BLACKROCK ST MAT
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BETABUILDERS EUR
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JPMORGAN CHASE & CO
COM
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LILLY ELI & CO
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LOCKHEED MARTIN CORP
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MCDONALDS CORP
COM
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MERCK & CO INC
COM
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META PLATFORMS INC
CL A
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MICROSOFT CORP
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NIKE INC
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OKTA INC
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OMEGA HEALTHCARE INVS INC
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ORACLE CORP
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PFIZER INC
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PLUG POWER INC
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PROCTER AND GAMBLE CO
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PROGRESSIVE CORP
COM
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RAYTHEON TECHNOLOGIES CORP
COM
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SALESFORCE COM INC
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SAREPTA THERAPEUTICS INC
COM
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SOUTHERN CO
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TERADYNE INC
COM
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TESLA INC
COM
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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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92204A702
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SH
SOLE
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VEEVA SYS INC
CL A COM
922475108
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SOLE
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6492
VERIZON COMMUNICATIONS INC
COM
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VISA INC
COM CL A
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WALMART INC
COM
931142103
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SOLE
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WASHINGTON TR BANCORP INC
COM
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COM
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COM
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ZOETIS INC
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ZSCALER INC
COM
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