Sharp Financial Services, LLC Portfolio Holdings

Sharp Financial Services, LLC

  • $131 Billion
  • Q1 2025

Sharp Financial Services, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 189 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Dow Jones Industrial Average ETF Trust with a value of $20.4B, Spdr S&P 500 ETF Trust with a value of $20.3B, Ishares S&P 500 Growth ETF with a value of $19B, Ishares Core U.S. Aggregate Bo with a value of $9.86B, and Vanguard Intermediate Term Tre with a value of $9.06B.

Examining the 13F form we can see an decrease of $1.12B in the current position value, from $132B to 131B.

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 $131 Billion
ETFs: $101 Billion
Technology: $7.9 Billion
Communication Services: $3.55 Billion
Energy: $3.49 Billion
Financial Services: $3.29 Billion
Industrials: $3.21 Billion
Healthcare: $2.85 Billion
Consumer Defensive: $1.54 Billion
Other: $2.61 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.4 Billion 15.65% of portfolio
48,678
Q1 2025 Added 367.79%
$0
$20.3 Billion 15.54% of portfolio
36,289
Q1 2025 Added 299.13%
$0
$19 Billion 14.53% of portfolio
204,495
Q1 2025 Added 273.1%
$0
$9.86 Billion 7.55% of portfolio
99,689
Q1 2025 Reduced 1.74%
$0
$9.06 Billion 6.94% of portfolio
152,578
Q1 2025 Reduced 1.99%
$105B
$6.4 Billion 4.9% of portfolio
22,211
Q1 2025 Added 0.89%
$1.25T
$2.07 Billion 1.58% of portfolio
3,592
Q1 2025 Added 0.17%
$440B
$1.8 Billion 1.38% of portfolio
15,104
Q1 2025 Reduced 14.91%
$271B
$1.53 Billion 1.17% of portfolio
14,142
Q1 2025 Added 3.79%
$2.95T
$1.47 Billion 1.13% of portfolio
3,929
Q1 2025 Added 53.12%
$52.7B
$1.27 Billion 0.97% of portfolio
21,460
Q1 2025 Reduced 2.18%
$0
$1.19 Billion 0.91% of portfolio
3,289
Q1 2025 Added 3.95%
$0
$1.12 Billion 0.86% of portfolio
14,773
Q1 2025 Reduced 79.13%
$957B
$1.11 Billion 0.85% of portfolio
7,162
Q1 2025 Added 39.31%
$0
$1.1 Billion 0.84% of portfolio
24,201
Q1 2025 Reduced 5.17%
$3.42T
$1.05 Billion 0.8% of portfolio
4,734
Q1 2025 Added 25.8%
$0
$1 Billion 0.77% of portfolio
13,611
Q1 2025 Added 3.48%
$0
$988 Million 0.76% of portfolio
3,595
Q1 2025 Added 214.8%
$0
$999 Million 0.76% of portfolio
33,740
Q1 2025 Reduced 13.49%
$565B
$915 Million 0.7% of portfolio
2,611
Q1 2025 Added 3.61%
$167B
$902 Million 0.69% of portfolio
5,874
Q1 2025 Reduced 3.66%
$1.88T
$834 Million 0.64% of portfolio
4,383
Q1 2025 Added 31.23%
$0
$841 Million 0.64% of portfolio
1,497
Q1 2025 Reduced 37.02%
$78B
$819 Million 0.63% of portfolio
4,893
Q1 2025 Added 270.68%
$0
$808 Million 0.62% of portfolio
8,813
Q1 2025 Added 9.38%
$264B
$736 Million 0.56% of portfolio
8,388
Q1 2025 Added 6.42%
$266B
$706 Million 0.54% of portfolio
4,223
Q1 2025 Reduced 28.01%
$0
$677 Million 0.52% of portfolio
1,318
Q1 2025 Added 15.21%
$694B
$647 Million 0.49% of portfolio
1,214
Q1 2025 Added 0.5%
$45.3B
$625 Million 0.48% of portfolio
11,154
Q1 2025 Added 5.73%
$409B
$550 Million 0.42% of portfolio
3,316
Q1 2025 Added 1.81%
$182B
$546 Million 0.42% of portfolio
1,102
Q1 2025 Added 2.51%
$133B
$539 Million 0.41% of portfolio
2,281
Q1 2025 Reduced 8.98%
$233B
$533 Million 0.41% of portfolio
6,317
Q1 2025 Reduced 4.43%
$185B
$520 Million 0.4% of portfolio
3,922
Q1 2025 Reduced 10.76%
$0
$515 Million 0.39% of portfolio
2,973
Q1 2025 Reduced 2.08%
$2.4B
$474 Million 0.36% of portfolio
18,000
Q1 2025 Reduced 10.0%
$0
$457 Million 0.35% of portfolio
975
Q1 2025 Added 33.93%
$369B
$460 Million 0.35% of portfolio
1,256
Q1 2025 Added 9.41%
$76.1B
$432 Million 0.33% of portfolio
6,625
Q1 2025 Added 35.9%
$718B
$437 Million 0.33% of portfolio
1,782
Q1 2025 Added 16.47%
$137B
$417 Million 0.32% of portfolio
16,475
Q1 2025 Added 23.87%
$345B
$422 Million 0.32% of portfolio
2,014
Q1 2025 Added 70.97%
$0
$409 Million 0.31% of portfolio
1,103
Q1 2025 New
$0
$399 Million 0.31% of portfolio
7,391
Q4 2024 Reduced 2.12%
$44.8B
$396 Million 0.3% of portfolio
3,001
Q1 2025 Reduced 24.98%
$177B
$381 Million 0.29% of portfolio
2,118
Q1 2025 New
$3.61B
$384 Million 0.29% of portfolio
4,950
Q1 2025 Added 11.24%
$0
$383 Million 0.29% of portfolio
1,725
Q1 2025 Added 94.92%

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $131 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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