Shepherd Financial Partners LLC

Q4 2023 13F Holdings

Location
Winchester, MA
Holdings as of
12/31/2023
Value ($000)
$703,434
Num holdings
210
Date filed
2/12/2024
Form type
13F-HR
Prev filing
11/8/2023
Next filing
4/22/2024
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type