Sharp Financial Services, LLC Incresed Positions in Q3 2025

Sharp Financial Services, LLC

  • $184 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
95.2K
+ 1133.98%
N/A
104K $6.83B
GLD
Spdr Gold Trust

ETFs
2.76K
+ 11.31%
$300.96 - $355.47 $831K - $981K
27.2K $9.66B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.3K
+ 15.75%
$97.75 - $100.75 $1.78M - $1.84M
134K $13.5B
VGIT
Vanguard Intermediate Term Tre

ETFs
22.9K
+ 13.39%
$58.97 - $60.36 $1.35M - $1.38M
194K $11.6B
KHC
Kraft Heinz CO

Consumer Defensive
26.2K
+ 288.19%
$25.63 - $28.94 $672K - $759K
35.3K $920M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.27K
+ 101.51%
$459.11 - $506.91 $585K - $646K
2.53K $1.27B
IAU
Ishares Gold Trust

ETFs
2.87K
+ 9.42%
$61.62 - $72.77 $177K - $209K
33.3K $2.42B
UPS
United Parcel Service Inc

Industrials
6.69K
+ 327.7%
$82.58 - $105.54 $552K - $706K
8.73K $729M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.78K
+ 37.93%
$181.56 - $190.33 $322K - $338K
6.46K $1.23B
AAPL
Apple Inc.

Technology
295
+ 5.32%
$202.38 - $256.87 $59.7K - $75.8K
5.84K $1.49B
VEA
Vanguard Ftse Developed Market

ETFs
2.65K
+ 8.88%
$56.02 - $60.3 $148K - $160K
32.5K $1.94B
IGV
Ishares Expanded Tech Software

ETFs
1.7K
+ 52.46%
$105.96 - $117.79 $180K - $201K
4.95K $569M
CTA
Simplify Exch Traded Fds Simpl

ETFs
5.15K
+ 10.41%
$26.46 - $28.43 $136K - $146K
54.6K $1.53B
EWJ
Ishares Msci Japan ETF

ETFs
1.81K
+ 46.42%
$71.69 - $81.49 $130K - $147K
5.71K $458M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
365
+ 47.96%
$275.84 - $326.36 $101K - $119K
1.13K $367M
XLI
Industrial Sector Spdr

ETFs
877
+ 58.47%
$147.94 - $154.99 $130K - $136K
2.38K $367M
PFE
Pfizer Inc

Healthcare
4.83K
+ 30.11%
$23.29 - $25.88 $112K - $125K
20.9K $532M
VRT
Vertiv Holdings CO

Industrials
525
+ 20.75%
N/A
3.06K $461M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.27K
+ 39.43%
$102.4 - $103.88 $130K - $131K
4.47K $462M
RTX
Raytheon Technologies Corp

Industrials
300
+ 8.28%
$144.19 - $167.33 $43.3K - $50.2K
3.92K $656M
VPU
Vanguard Utilities ETF

ETFs
550
+ 31.88%
$175.25 - $189.41 $96.4K - $104K
2.28K $431M
ORCL
Oracle Corp

Technology
109
+ 8.64%
$218.96 - $328.33 $23.9K - $35.8K
1.37K $386M
NVO
Novo Nordisk A S

Healthcare
2.7K
+ 81.82%
$45.38 - $71.7 $123K - $194K
6K $333M
CB
Chubb LTD

Financial Services
357
+ 49.24%
$265.99 - $289.59 $95K - $103K
1.08K $305M
JPM
Jpmorgan Chase & CO

Financial Services
124
+ 7.29%
$282.78 - $316.06 $35.1K - $39.2K
1.83K $576M
HIG
Hartford Financial Services Group, Inc.

Financial Services
500
+ 21.95%
$119.73 - $134.7 $59.9K - $67.4K
2.78K $371M
PSX
Phillips 66

Energy
225
+ 8.51%
$118.37 - $139.46 $26.6K - $31.4K
2.87K $390M
PM
Philip Morris International Inc.

Consumer Defensive
700
+ 30.36%
$157.77 - $183.27 $110K - $128K
3.01K $488M
KRBN
Kraneshares Global Carbon Stra

Technology
1.25K
+ 12.77%
$29.76 - $33.35 $37.3K - $41.8K
11.1K $359M
IEFA
Ishares Tr

ETFs
200
+ 1.69%
$81.7 - $87.53 $16.3K - $17.5K
12K $1.05B
UNP
Union Pacific Corp

Industrials
224
+ 24.45%
$214.91 - $237.16 $48.1K - $53.1K
1.14K $269M
ETN
Eaton Corp PLC

Industrials
120
+ 17.42%
$342.99 - $392.76 $41.2K - $47.1K
809 $303M
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 2.25%
$617.65 - $666.84 $12.4K - $13.3K
908 $605M
META
Meta Platforms, Inc.

Communication Services
95
+ 2.56%
$695.21 - $791.73 $66K - $75.2K
3.81K $2.8B
MO
Altria Group, Inc.

Consumer Defensive
100
+ 2.14%
$57.75 - $67.68 $5.78K - $6.77K
4.77K $315M
TGT
Target Corp

Consumer Defensive
500
+ 18.52%
$86.56 - $107.43 $43.3K - $53.7K
3.2K $287M
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 12.5%
$915.95 - $994.57 $36.6K - $39.8K
360 $333M
LLY
Eli Lilly & CO

Healthcare
20
+ 4.64%
$625.65 - $812.69 $12.5K - $16.3K
451 $344M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
49
+ 0.53%
$91.44 - $91.77 $4.48K - $4.5K
9.35K $858M
V
Visa Inc.

Financial Services
125
+ 3.95%
$332.09 - $358.86 $41.5K - $44.9K
3.29K $1.12B
Activity Summary
Buys All Purchases 61 New Holdings 20 Increased Positions 41 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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