Sharp Financial Services, LLC Portfolio Holdings
Sharp Financial Services, LLC
- $130 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |