Shepherd Financial Partners LLC

Q4 2022 13F Holdings

Location
Winchester, MA
Holdings as of
12/31/2022
Value
$553M
Num holdings
169
Date filed
2/14/2023
Form type
13F-HR
Prev filing
11/9/2022
Next filing
5/1/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type