Sharp Financial Services, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $130 Billion distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $18.5B, Ishares Core U.S. Aggregate Bo with a value of $9.24B, Vanguard Intermediate Term Tre with a value of $6.32B, Ishares S&P 500 Growth ETF with a value of $5.27B, and Spdr Gold Trust with a value of $5.26B.
Examining the 13F form we can see an increase of $13B in the current position value, from $117B to 130B.
Sharp Financial Services, LLC is based out at Horsham, PA
Below you can find more details about Sharp Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$130 Billion
ETFs: $100 Billion
Technology: $6.03 Billion
Energy: $5.3 Billion
Healthcare: $3.54 Billion
Industrials: $3.23 Billion
Communication Services: $3.09 Billion
Financial Services: $2.7 Billion
Consumer Defensive: $1.41 Billion
Other: $3.08 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
