Sharp Financial Services, LLC Purchases in Q2 2025

Sharp Financial Services, LLC

  • $155 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
43.9K
+ 3334.45%
$456.74 - $568.03 $20.1M - $25M
45.3K $25.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
42.8K
+ 4389.64%
$416.06 - $551.64 $17.8M - $23.6M
43.8K $24.1B
IVW
Ishares S&P 500 Growth ETF

ETFs
23.7K
+ 11.6%
$82.96 - $110.1 $1.97M - $2.61M
228K $25.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.2K
+ 16.3%
$96.84 - $99.46 $1.57M - $1.62M
116K $11.5B
VGIT
Vanguard Intermediate Term Tre

ETFs
18.4K
+ 12.03%
$58.63 - $59.9 $1.08M - $1.1M
171K $10.2B
NVDA
Nvidia Corp

Technology
2.17K
+ 15.34%
$94.31 - $157.99 $205K - $343K
16.3K $2.58B
GLD
Spdr Gold Trust

ETFs
2.2K
+ 9.88%
$273.71 - $316.29 $601K - $694K
24.4K $7.44B
VEA
Vanguard Ftse Developed Market

ETFs
9.8K
+ 49.02%
$45.65 - $57.01 $448K - $559K
29.8K $1.7B
META
Meta Platforms, Inc.

Communication Services
120
+ 3.34%
$484.66 - $738.09 $58.2K - $88.6K
3.71K $2.74B
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.9K
New
$108.12 - $135.04 $530K - $662K
4.9K $662M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.71K
+ 57.48%
$152.93 - $181.74 $261K - $311K
4.68K $851M
IWM
Ishares Russell 2000 ETF

ETFs
1.41K
+ 80.73%
$174.82 - $215.79 $247K - $305K
3.16K $682M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.21K
New
$102.02 - $103.5 $327K - $332K
3.21K $330M
CTA
Simplify Exch Traded Fds Simpl

ETFs
15.8K
+ 46.68%
$26.61 - $29.9 $419K - $471K
49.5K $1.32B
MO
Altria Group, Inc.

Consumer Defensive
4.67K
New
$55.56 - $60.91 $259K - $284K
4.67K $274M
TGT
Target Corp

Consumer Defensive
2.7K
New
$88.76 - $105.77 $240K - $286K
2.7K $266M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.41K
New
$149.76 - $186.42 $211K - $262K
1.41K $262M
IWF
Ishares Russell 1000 Gr ETF

ETFs
115
+ 3.5%
$320.42 - $424.58 $36.8K - $48.8K
3.4K $1.45B
KHC
Kraft Heinz CO

Consumer Defensive
9.1K
New
$25.61 - $30.81 $233K - $280K
9.1K $235M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.47K
+ 10.2%
$39.89 - $49.46 $98.4K - $122K
26.7K $1.32B
XLI
Industrial Sector Spdr

ETFs
1.5K
New
$116.42 - $147.52 $175K - $221K
1.5K $221M
ISRG
Intuitive Surgical Inc

Healthcare
304
+ 27.59%
$451.58 - $565.94 $137K - $172K
1.41K $764M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
761
New
$179.95 - $278.88 $137K - $212K
761 $212M
MA
Mastercard Inc

Financial Services
375
New
$479.92 - $590.74 $180K - $222K
375 $211M
CB
Chubb LTD

Financial Services
725
New
$274.32 - $302.46 $199K - $219K
725 $210M
V
Visa Inc.

Financial Services
551
+ 21.1%
$308.27 - $373.31 $170K - $206K
3.16K $1.12B
DGRO
Ishares Core Dividend Growth E

ETFs
3.22K
New
$55.22 - $63.94 $178K - $206K
3.22K $206M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.95K
+ 29.43%
$57.41 - $74.81 $112K - $146K
8.58K $637M
DIS
Walt Disney CO

Communication Services
1.63K
New
$81.72 - $124.01 $133K - $202K
1.63K $202M
LMT
Lockheed Martin Corp

Industrials
390
+ 47.16%
$430.82 - $486.45 $168K - $190K
1.22K $564M
NFLX
Netflix Inc

Communication Services
2
+ 0.5%
$855.86 - $1339.13 $1.71K - $2.68K
399 $534M
HD
Home Depot, Inc.

Consumer Cyclical
413
+ 32.88%
$335.24 - $380.78 $138K - $157K
1.67K $612M
NOW
Service Now, Inc.

Technology
72
+ 22.86%
$721.65 - $1040.18 $52K - $74.9K
387 $398M
PSLV
Sprott Physical Silver Trust

Financial Services
12K
New
$9.98 - $12.51 $120K - $150K
12K $147M
IGV
Ishares Expanded Tech Software

ETFs
702
+ 27.59%
$80.15 - $109.5 $56.3K - $76.9K
3.25K $355M
Simplify Exchange Traded Fun
2.55K
+ 56.67%
N/A
7.05K $353M
PM
Philip Morris International Inc.

Consumer Defensive
422
+ 22.4%
$149.23 - $184.95 $63K - $78K
2.31K $420M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.78%
$462.22 - $707.75 $2.31K - $3.54K
645 $456M
IEMG
Ishares Inc

ETFs
1K
+ 13.53%
N/A
8.39K $504M
AAPL
Apple Inc.

Technology
807
+ 17.05%
$172.42 - $223.89 $139K - $181K
5.54K $1.14B
PSX
Phillips 66

Energy
650
+ 32.61%
$92.87 - $125.73 $60.4K - $81.7K
2.64K $315M
KCCA
Kraneshares California Carbon
4.73K
+ 40.31%
N/A
16.5K $256M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
487
+ 5.53%
$91.43 - $91.74 $44.5K - $44.7K
9.3K $853M
VPU
Vanguard Utilities ETF

ETFs
125
+ 7.81%
$158.36 - $178.82 $19.8K - $22.4K
1.73K $304M
HIG
Hartford Financial Services Group, Inc.

Financial Services
175
+ 8.32%
$109.83 - $131.67 $19.2K - $23K
2.28K $289M
QUAL
Ishares Msci Usa Quality Facto

ETFs
39
+ 2.2%
$152.42 - $182.82 $5.94K - $7.13K
1.81K $331M
DBA
Invesco Db Agriculture Fund

ETFs
1.2K
+ 6.67%
$25.27 - $27.68 $30.3K - $33.2K
19.2K $502M
LLY
Eli Lilly & CO

Healthcare
50
+ 13.12%
$713.71 - $898.95 $35.7K - $44.9K
431 $336M
BND
Vanguard Bd Index Fd Inc Total

ETFs
248
+ 1.82%
$72.02 - $73.82 $17.9K - $18.3K
13.9K $1.02B
Activity Summary
Buys All Purchases 53 New Holdings 13 Increased Positions 40 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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