Shepherd Financial Partners LLC Buys SPDR Blackstone Senior Loan ETF, Procter & Gamble Co, UnitedHealth Group Inc, Sells iShares 20+ Year Treasury Bond ETF, iShares Gold Trust, iShares Core U.S. Aggregate Bond ETF

• New Purchases: AVGO, CRWD, UBER, T, IJR, IWN, AZPN, CMCSA, PKW,
• Added Positions: SRLN, PG, SPTM, UNH, MCD, BSV, VTV, SPY, IVV, EXAS, IJH, IEMG, QQQ, IWO, TDOC, SUSA, WMT, SHY, IGSB, DSI, ICSH, IEFA, BAC, C, KO, EA, MBB, GS, LMT, FVRR, STNE, TFC, TSLA, VLO, MDT, JNJ, IWM, GIS, OKTA, WASH, CAT, OMC, USB,
• Reduced Positions: TLT, IAU, AGG, XLU, TER, VNQ, CMI, FISV, NEAR, AMT, BABA, ADBE, BX, VZ, IGIB, SO, SRPT, TDY, BRK.B, YUM, IWB, IWF, CVS, QUAL, ADP,
• Sold Out: LYB, LVS, CYBR, CLX, VIG, XAR,

For the details of Shepherd Financial Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/shepherd+financial+partners+llc/current-portfolio/portfolio

1. S&P 500 ETF TRUST ETF (SPY) - 179,912 shares, 14.91% of the total portfolio. Shares added by 1.12%
2. SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) - 1,363,222 shares, 13.95% of the total portfolio. Shares added by 1.91%
3. Vanguard Value ETF (VTV) - 221,309 shares, 5.79% of the total portfolio. Shares added by 2.96%
4. SPDR Blackstone Senior Loan ETF (SRLN) - 430,301 shares, 3.82% of the total portfolio. Shares added by 41.89%
5. PowerShares QQQ Trust Ser 1 (QQQ) - 53,613 shares, 3.71% of the total portfolio. Shares added by 1.70%

Shepherd Financial Partners LLC initiated holding in Broadcom Inc. The purchase prices were between $465.67 and $509.74, with an estimated average price of $486.2. The stock is now traded at around $565.770000. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,464 shares as of 2021-09-30.

Shepherd Financial Partners LLC initiated holding in CrowdStrike Holdings Inc. The purchase prices were between $232.8 and $286.37, with an estimated average price of $258.27. The stock is now traded at around $254.150000. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,525 shares as of 2021-09-30.

Shepherd Financial Partners LLC initiated holding in Uber Technologies Inc. The purchase prices were between $38.48 and $51.71, with an estimated average price of $43.76. The stock is now traded at around $43.610000. The impact to a portfolio due to this purchase was 0.14%. The holding were 15,587 shares as of 2021-09-30.

Shepherd Financial Partners LLC initiated holding in AT&T Inc. The purchase prices were between $26.96 and $29.23, with an estimated average price of $27.83. The stock is now traded at around $24.800000. The impact to a portfolio due to this purchase was 0.09%. The holding were 18,138 shares as of 2021-09-30.

Shepherd Financial Partners LLC initiated holding in iShares Core S&P Small-Cap ETF. The purchase prices were between $104.15 and $113.18, with an estimated average price of $109.65. The stock is now traded at around $119.550000. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,458 shares as of 2021-09-30.

Shepherd Financial Partners LLC initiated holding in iShares Russell 2000 Value ETF. The purchase prices were between $152.26 and $166.63, with an estimated average price of $159.95. The stock is now traded at around $174.800000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,115 shares as of 2021-09-30.

Shepherd Financial Partners LLC added to a holding in SPDR Blackstone Senior Loan ETF by 41.89%. The purchase prices were between $45.12 and $45.77, with an estimated average price of $45.39. The stock is now traded at around $45.940000. The impact to a portfolio due to this purchase was 1.13%. The holding were 430,301 shares as of 2021-09-30.

Shepherd Financial Partners LLC added to a holding in Procter & Gamble Co by 250.87%. The purchase prices were between $135.24 and $145.68, with an estimated average price of $141.69. The stock is now traded at around $147.400000. The impact to a portfolio due to this purchase was 0.44%. The holding were 22,417 shares as of 2021-09-30.

Shepherd Financial Partners LLC added to a holding in UnitedHealth Group Inc by 138.51%. The purchase prices were between $390.74 and $429.71, with an estimated average price of $414.25. The stock is now traded at around $450.800000. The impact to a portfolio due to this purchase was 0.24%. The holding were 5,426 shares as of 2021-09-30.

Shepherd Financial Partners LLC added to a holding in McDonald's Corp by 307.77%. The purchase prices were between $229.26 and $248.11, with an estimated average price of $238.61. The stock is now traded at around $252.940000. The impact to a portfolio due to this purchase was 0.22%. The holding were 6,296 shares as of 2021-09-30.

Shepherd Financial Partners LLC added to a holding in iShares Core S&P 500 ETF by 55.99%. The purchase prices were between $425.18 and $453.54, with an estimated average price of $441.59. The stock is now traded at around $469.280000. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,182 shares as of 2021-09-30.

Shepherd Financial Partners LLC added to a holding in Exact Sciences Corp by 29.29%. The purchase prices were between $90.24 and $124.05, with an estimated average price of $105.88. The stock is now traded at around $89.970000. The impact to a portfolio due to this purchase was 0.08%. The holding were 19,596 shares as of 2021-09-30.

Shepherd Financial Partners LLC sold out a holding in LyondellBasell Industries NV. The sale prices were between $89.9 and $105.94, with an estimated average price of $98.19.

Shepherd Financial Partners LLC sold out a holding in Las Vegas Sands Corp. The sale prices were between $35.59 and $53.13, with an estimated average price of $43.05.

Shepherd Financial Partners LLC sold out a holding in CyberArk Software Ltd. The sale prices were between $131.62 and $170, with an estimated average price of $152.

Shepherd Financial Partners LLC sold out a holding in Clorox Co. The sale prices were between $162.19 and $187.74, with an estimated average price of $172.28.

Shepherd Financial Partners LLC sold out a holding in Vanguard Dividend Appreciation FTF. The sale prices were between $153.6 and $162.44, with an estimated average price of $158.75.

Shepherd Financial Partners LLC sold out a holding in SPDR S&P Aerospace & Defense ETF. The sale prices were between $115.91 and $132.54, with an estimated average price of $123.53.