StockDriftsStockDriftsTop 50 Shepherd Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 6.27% | 101.7K | $66.1M | -0.12%(-124) | $272.65(+173.16%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 5.6% | 746.6K | $59.0M | +3.63%(+26.18K) | $34.99(+158.75%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.04% | 586.8K | $53.1M | +30.38%(+136.74K) | $68.91(+41.20%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.59% | 831.0K | $48.3M | +4.44%(+35.34K) | $51.77(+29.67%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.2% | 67.8K | $44.3M | +46.68%(+21.58K) | $571.49(+30.96%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.83% | 713.0K | $40.3M | +2.80%(+19.45K) | $52.46(+17.51%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.76% | 405.2K | $39.7M | +6.07%(+23.20K) | $83.54(+40.30%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.57% | 538.9K | $37.6M | -7.54%(-43.96K) | $54.53(+46.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.17% | 131.6K | $33.4M | -1.18%(-1.57K) | $99.26(+210.92%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 2.54% | 1.02M | $26.7M | +7.72%(+72.89K) | $27.00(-3.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.82% | +47.44% |
| Top 20 Holdings Unweighted | +14.90% | +51.71% |
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