Sharp Financial Services, LLC Reduced Holdings in Q2 2025

Sharp Financial Services, LLC

  • $155 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-35.4K
- 97.55%
$496.48 - $617.85 $17.6M - $21.9M
888 $549M
UNP
Union Pacific Corp

Industrials
-1.37K
- 59.84%
$208.27 - $238.46 $284K - $325K
916 $211M
VTI
Vanguard Total Stock Market Et

ETFs
-1.41K
- 39.3%
$243.75 - $303.93 $344K - $429K
2.18K $663M
XOM
Exxon Mobil Corp

Energy
-974
- 6.45%
$99.93 - $119.04 $97.3K - $116K
14.1K $1.52B
CVX
Chevron Corp

Energy
-640
- 15.16%
$133.73 - $168.51 $85.6K - $108K
3.58K $513M
JNJ
Johnson & Johnson

Healthcare
-698
- 21.05%
$146.36 - $159.82 $102K - $112K
2.62K $400M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-17.4K
- 58.66%
$7.2 - $8.65 $125K - $150K
12.3K $106M
VB
Vanguard Small Cap ETF

ETFs
-675
- 39.13%
$193.73 - $237.37 $131K - $160K
1.05K $249M
IEFA
Ishares Tr

ETFs
-2.97K
- 20.1%
$67.83 - $84.09 $201K - $250K
11.8K $985M
IVV
Ishares Core S&P 500 ETF

ETFs
-335
- 22.38%
$498.8 - $620.9 $167K - $208K
1.16K $721M
GOOGL
Alphabet Inc.

Communication Services
-1.17K
- 16.36%
$144.7 - $178.6 $170K - $209K
5.99K $1.06B
ETN
Eaton Corp PLC

Industrials
-391
- 36.2%
$246.52 - $356.99 $96.4K - $140K
689 $246M
KRBN
Kraneshares Global Carbon Stra

Technology
-1.93K
- 16.41%
$25.85 - $30.77 $49.8K - $59.3K
9.82K $292M
PFE
Pfizer Inc

Healthcare
-435
- 2.64%
$21.59 - $24.84 $9.39K - $10.8K
16K $389M
D
Dominion Energy, Inc

Utilities
-575
- 5.16%
$49.66 - $58.0 $28.6K - $33.4K
10.6K $598M
WMT
Walmart Inc.

Consumer Defensive
-1.09K
- 12.99%
$81.79 - $99.98 $89.2K - $109K
7.3K $714M
NVO
Novo Nordisk A S

Healthcare
-200
- 5.71%
$58.08 - $81.05 $11.6K - $16.2K
3.3K $228M
AMZN
Amazon Com Inc

Consumer Cyclical
-643
- 14.67%
$167.32 - $223.3 $108K - $144K
3.74K $821M
QCOM
Qualcomm Inc

Technology
-250
- 4.26%
$124.66 - $159.48 $31.2K - $39.9K
5.62K $896M
EWJ
Ishares Msci Japan ETF

ETFs
-450
- 10.35%
$61.32 - $75.28 $27.6K - $33.9K
3.9K $292M
IDV
Ishares Tr

ETFs
-750
- 9.09%
$27.79 - $34.84 $20.8K - $26.1K
7.5K $259M
IBM
International Business Machines Corp

Technology
-115
- 14.25%
$221.03 - $294.78 $25.4K - $33.9K
692 $204M
VO
Vanguard Mid Cap ETF

ETFs
-64
- 5.38%
$228.54 - $279.83 $14.6K - $17.9K
1.13K $315M
RTX
Raytheon Technologies Corp

Industrials
-300
- 7.65%
$113.75 - $148.48 $34.1K - $44.5K
3.62K $529M
VRT
Vertiv Holdings CO

Industrials
-1.8K
- 41.57%
N/A
2.53K $325M
VUG
Vanguard Growth ETF

ETFs
-123
- 11.15%
$329.49 - $438.4 $40.5K - $53.9K
980 $430M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-400
- 7.02%
$33.89 - $46.39 $13.6K - $18.6K
5.3K $246M
GE
General Electric CO

Industrials
-108
- 7.64%
$166.81 - $257.39 $18K - $27.8K
1.31K $336M
JPM
Jpmorgan Chase & CO

Financial Services
-80
- 4.49%
$210.28 - $289.91 $16.8K - $23.2K
1.7K $493M
ORCL
Oracle Corp

Technology
-200
- 13.68%
$122.82 - $218.63 $24.6K - $43.7K
1.26K $276M
AVGO
Broadcom Inc.

Technology
-1.04K
- 21.19%
$146.29 - $275.65 $152K - $286K
3.86K $1.06B
MSFT
Microsoft Corp

Technology
-391
- 9.95%
$354.56 - $497.45 $139K - $195K
3.54K $1.76B
PLTR
Palantir Technologies Inc.

Technology
-200
- 3.17%
$74.01 - $144.25 $14.8K - $28.9K
6.12K $834M
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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