Sharp Financial Services, LLC Purchases and Sells in Q3 2025

Sharp Financial Services, LLC

$184 Billion
Q3 2025

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEMG	95.2K + 1133.98%	N/A	104K $6.83B
GLD	2.76K + 11.31%	$300.96 - $355.47 $831K - $981K	27.2K $9.66B
AGG	18.3K + 15.75%	$97.75 - $100.75 $1.78M - $1.84M	134K $13.5B
VGIT	22.9K + 13.39%	$58.97 - $60.36 $1.35M - $1.38M	194K $11.6B
KHC	26.2K + 288.19%	$25.63 - $28.94 $672K - $759K	35.3K $920M
BRK-B	1.27K + 101.51%	$459.11 - $506.91 $585K - $646K	2.53K $1.27B

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IYY	166K New	$150.75 - $162.82 $25M - $27M	166K $27B
XLK	26.3K New	$250.97 - $282.66 $6.61M - $7.44M	26.3K $7.42B
XLC	60.7K New	$105.99 - $119.41 $6.44M - $7.25M	60.7K $7.19B
XLF	127K New	$51.37 - $54.25 $6.54M - $6.91M	127K $6.86B
XLU	77.8K New	$81.14 - $87.32 $6.31M - $6.79M	77.8K $6.78B
EFA	66.5K New	$87.29 - $93.61 $5.8M - $6.22M	66.5K $6.21B

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	-173K - 75.75%	$108.97 - $121.65 $18.8M - $21M	55.3K $6.68B
VOO	-33.1K - 73.15%	$567.77 - $614.76 $18.8M - $20.4M	12.2K $7.44B
QQQ	-32.3K - 73.77%	$546.99 - $602.2 $17.7M - $19.4M	11.5K $6.89B
D	-6.53K - 61.68%	$56.32 - $62.1 $367K - $405K	4.05K $248M
LMT	-698 - 57.35%	$410.74 - $499.21 $287K - $348K	519 $259M
ISRG	-250 - 17.78%	$433.66 - $544.47 $108K - $136K	1.16K $517M

Activity Summary All Purchases 61 New Holdings 20 Increased Positions 41 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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