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Jane Lawler

@Shepherd Financial Partners Llc

Latest period2024 - Q4ReportedManaged Assets$836.275MTotal holdings220
Assets growth rate0.59%Assets growth rate (2-Q avg)3.9%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Shepherd Financial Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 220 positions.

Assets under management

The assets under management (AUM) of Shepherd Financial Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 836.275M in assets, with a quarterly growth rate of 0.59% and a 2-quarter average growth rate of 3.9%. The portfolio is managed by Jane Lawler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Tr
Recent Activity
Increased 0.45%
14.23%
$118.948M
202,956 shares@ $586.08 avg price
SPTM
Spdr Ser Tr
Recent Activity
Increased 0.15%
12.7%
$106.138M
1.486M shares@ $71.43 avg price
IEFA
Ishares Tr
Recent Activity
Increased 0.26%
5.78%
$48.259M
686,669 shares@ $70.28 avg price
IWO
Ishares Tr
Recent Activity
Increased 0.11%
4.35%
$36.295M
126,103 shares@ $287.83 avg price
VBR
Vanguard Index Fds
Recent Activity
Increased 0.53%
4.34%
$36.273M
183,032 shares@ $198.19 avg price
RSP
Invesco Exchange Traded Fd T
Recent Activity
Decreased -0.93%
3.92%
$32.704M
186,634 shares@ $175.23 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.9%
3.54%
$29.548M
117,993 shares@ $250.43 avg price
IEMG
Ishares Inc
Recent Activity
Increased 1.02%
2.86%
$23.845M
456,619 shares@ $52.23 avg price
AMZN
Amazon Com Inc
Recent Activity
Increased 0.86%
2.18%
$18.151M
82,733 shares@ $219.39 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.36%
1.88%
$15.649M
37,127 shares@ $421.51 avg price

1-10 of 220