Sharp Financial Services, LLC Incresed Positions in Q3 2024

Sharp Financial Services, LLC

  • $130 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
54.2K
+ 477.75%
$70.09 - $78.74 $3.8M - $4.26M
65.5K $5.11B
IYY
Ishares Tr

ETFs
8.94K
+ 7.22%
$125.77 - $139.59 $1.12M - $1.25M
133K $18.5B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.05K
+ 9.68%
$96.25 - $101.98 $775K - $821K
91.2K $9.24B
IDU
Ishares Tr U S Utils ETF

ETFs
4.6K
+ 11.5%
$87.2 - $102.21 $401K - $470K
44.6K $4.55B
GLD
Spdr Gold Trust

ETFs
1.27K
+ 6.22%
$215.56 - $246.98 $273K - $313K
21.6K $5.26B
VGIT
Vanguard Intermediate Term Tre

ETFs
11K
+ 11.8%
$57.8 - $60.8 $638K - $671K
105K $6.32B
IYF
Ishares Tr

ETFs
2.42K
+ 5.23%
$93.83 - $105.05 $227K - $254K
48.7K $5.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
564
+ 6.63%
$517.38 - $573.86 $292K - $324K
9.08K $5.21B
IVW
Ishares S&P 500 Growth ETF

ETFs
3.23K
+ 6.23%
$84.77 - $97.13 $274K - $313K
55.1K $5.27B
META
Meta Platforms, Inc.

Communication Services
415
+ 13.28%
$453.41 - $572.44 $188K - $238K
3.54K $2.03B
IYW
Ishares Dj Us Tech ETF

ETFs
2.29K
+ 7.13%
$133.16 - $158.73 $304K - $363K
34.3K $5.2B
NVO
Novo Nordisk A S

Healthcare
3.58K
+ 178.75%
$119.07 - $145.42 $426K - $520K
5.58K $664M
QQQ
Invesco Qqq Trust, Series 1

ETFs
551
+ 5.64%
$434.77 - $502.96 $240K - $277K
10.3K $5.04B
VEA
Vanguard Ftse Developed Market

ETFs
5.1K
+ 25.9%
$47.6 - $53.31 $243K - $272K
24.8K $1.31B
SPTL
Spdr Portfolio Long Term Treas

ETFs
6.26K
+ 7.75%
$26.69 - $29.87 $167K - $187K
86.9K $2.53B
IAU
Ishares Gold Trust

ETFs
3.79K
+ 24.52%
$44.06 - $50.5 $167K - $192K
19.3K $958M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.93K
+ 19.43%
$41.9 - $48.26 $165K - $190K
24.1K $1.16B
UPS
United Parcel Service Inc

Industrials
1.3K
+ 55.99%
$123.32 - $147.38 $161K - $192K
3.63K $495M
CNQ
Canadian Natural Resources LTD

Energy
6.5K
+ 31.55%
$31.97 - $37.41 $208K - $243K
27.1K $900M
GOOGL
Alphabet Inc.

Communication Services
1.27K
+ 35.58%
$148.65 - $191.18 $189K - $243K
4.85K $805M
IGV
Ishares Expanded Tech Software

ETFs
1.61K
+ 66.72%
$77.94 - $89.37 $126K - $144K
4.03K $360M
IVV
Ishares Core S&P 500 ETF

ETFs
210
+ 21.52%
$520.18 - $576.82 $109K - $121K
1.19K $684M
PFE
Pfizer Inc

Healthcare
4.65K
+ 30.28%
$27.7 - $31.39 $129K - $146K
20K $579M
RSP
Invesco S&P 500 Equal Weight E

ETFs
659
+ 44.23%
$162.83 - $179.16 $107K - $118K
2.15K $385M
VTI
Vanguard Total Stock Market Et

ETFs
400
+ 35.03%
$255.18 - $283.2 $102K - $113K
1.54K $437M
AMZN
Amazon Com Inc

Consumer Cyclical
776
+ 31.42%
$161.02 - $200.0 $125K - $155K
3.25K $605M
WMT
Walmart Inc.

Consumer Defensive
287
+ 3.88%
$66.91 - $81.4 $19.2K - $23.4K
7.68K $620M
FCX
Freeport Mcmoran Inc

Basic Materials
1.5K
+ 32.61%
$39.52 - $51.92 $59.3K - $77.9K
6.1K $305M
ETN
Eaton Corp PLC

Industrials
132
+ 19.85%
$272.52 - $333.02 $36K - $44K
797 $264M
ADM
Archer Daniels Midland CO

Consumer Defensive
938
+ 24.11%
$57.96 - $65.72 $54.4K - $61.6K
4.83K $288M
UNP
Union Pacific Corp

Industrials
46
+ 2.29%
$221.78 - $256.09 $10.2K - $11.8K
2.06K $507M
KCCA
Kraneshares California Carbon
2.93K
+ 21.3%
N/A
16.7K $360M
CTA
Simplify Exch Traded Fds Simpl

ETFs
3.38K
+ 8.07%
$25.73 - $27.07 $86.8K - $91.4K
45.2K $1.17B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30
+ 3.04%
$475.2 - $527.7 $14.3K - $15.8K
1.02K $536M
JPM
Jpmorgan Chase & CO

Financial Services
140
+ 9.07%
$194.9 - $224.8 $27.3K - $31.5K
1.68K $355M
CVX
Chevron Corp

Energy
613
+ 9.75%
$137.88 - $161.97 $84.5K - $99.3K
6.9K $1.02B
WM
Waste Management Inc

Industrials
83
+ 8.17%
$196.96 - $223.45 $16.3K - $18.5K
1.1K $228M
LLY
Eli Lilly & CO

Healthcare
16
+ 5.16%
$772.14 - $960.02 $12.4K - $15.4K
326 $289M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
54
+ 0.63%
$91.42 - $91.82 $4.94K - $4.96K
8.57K $786M
PSX
Phillips 66

Energy
365
+ 8.28%
$125.0 - $147.17 $45.6K - $53.7K
4.77K $627M
QCOM
Qualcomm Inc

Technology
687
+ 14.4%
$156.12 - $209.64 $107K - $144K
5.46K $928M
MSFT
Microsoft Corp

Technology
40
+ 1.69%
$395.15 - $467.56 $15.8K - $18.7K
2.41K $1.04B
VLO
Valero Energy Corp

Energy
100
+ 3.62%
$132.81 - $163.48 $13.3K - $16.3K
2.86K $386M
AVGO
Broadcom Inc.

Technology
1.14K
+ 650.0%
$136.27 - $1745.86 $156K - $2M
1.32K $228M
Activity Summary
Buys All Purchases 57 New Holdings 12 Increased Positions 45 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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