Sharp Financial Services, LLC Purchases and Sells in Q1 2025

Sharp Financial Services, LLC

$131 Billion
Q1 2025

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIA	38.3K + 367.79%	$408.78 - $448.82 $15.6M - $17.2M	48.7K $20.4B
SPY	27.2K + 299.13%	$551.42 - $612.93 $15M - $16.7M	36.3K $20.3B
IVW	150K + 273.1%	$92.45 - $106.69 $13.8M - $16M	204K $19B
GLD	196 + 0.89%	$243.19 - $288.14 $47.7K - $56.5K	22.2K $6.4B
VTI	2.45K + 214.8%	$271.18 - $303.12 $665K - $744K	3.6K $988M
AVGO	3.57K + 270.68%	$167.43 - $244.7 $598K - $874K	4.89K $819M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	1.1K New	$369.1 - $427.61 $407K - $472K	1.1K $409M
TXN	2.12K New	N/A	2.12K $381M
PM	1.88K New	$117.15 - $158.79 $221K - $299K	1.88K $299M
HIG	2.1K New	$106.31 - $123.73 $224K - $260K	2.1K $260M
ETW	29.6K New	$8.24 - $8.68 $244K - $257K	29.6K $244M
VDE	1.6K New	$119.14 - $132.76 $191K - $212K	1.6K $208M

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-56K - 79.13%	$69.57 - $78.65 $3.9M - $4.4M	14.8K $1.12B
IVV	-880 - 37.02%	$554.06 - $615.85 $488K - $542K	1.5K $841M
CNQ	-7.98K - 41.89%	$26.72 - $32.74 $213K - $261K	11.1K $341M
CVX	-1.64K - 28.01%	$146.71 - $167.97 $241K - $276K	4.22K $706M
XOM	-2.65K - 14.91%	$105.44 - $118.93 $279K - $315K	15.1K $1.8B
PSX	-1.13K - 36.14%	$113.93 - $131.55 $129K - $148K	1.99K $246M

Activity Summary All Purchases 55 New Holdings 9 Increased Positions 46 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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