Sharp Financial Services, LLC Purchases in Q3 2025

Sharp Financial Services, LLC

  • $184 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IYY
Ishares Tr

ETFs
166K
New
$150.75 - $162.82 $25M - $27M
166K $27B
XLK
Technology Sector Spdr

ETFs
26.3K
New
$250.97 - $282.66 $6.61M - $7.44M
26.3K $7.42B
XLC
Select Sector Spdr Tr Communic

ETFs
60.7K
New
$105.99 - $119.41 $6.44M - $7.25M
60.7K $7.19B
XLF
Financial Sector Spdr

ETFs
127K
New
$51.37 - $54.25 $6.54M - $6.91M
127K $6.86B
XLU
Utilities Sector Spdr

ETFs
77.8K
New
$81.14 - $87.32 $6.31M - $6.79M
77.8K $6.78B
IEMG
Ishares Inc

ETFs
95.2K
+ 1133.98%
N/A
104K $6.83B
EFA
Ishares Tr Msci Eafe ETF

ETFs
66.5K
New
$87.29 - $93.61 $5.8M - $6.22M
66.5K $6.21B
GLD
Spdr Gold Trust

ETFs
2.76K
+ 11.31%
$300.96 - $355.47 $831K - $981K
27.2K $9.66B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.3K
+ 15.75%
$97.75 - $100.75 $1.78M - $1.84M
134K $13.5B
VGIT
Vanguard Intermediate Term Tre

ETFs
22.9K
+ 13.39%
$58.97 - $60.36 $1.35M - $1.38M
194K $11.6B
KHC
Kraft Heinz CO

Consumer Defensive
26.2K
+ 288.19%
$25.63 - $28.94 $672K - $759K
35.3K $920M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.27K
+ 101.51%
$459.11 - $506.91 $585K - $646K
2.53K $1.27B
IAU
Ishares Gold Trust

ETFs
2.87K
+ 9.42%
$61.62 - $72.77 $177K - $209K
33.3K $2.42B
UPS
United Parcel Service Inc

Industrials
6.69K
+ 327.7%
$82.58 - $105.54 $552K - $706K
8.73K $729M
PEP
Pepsico Inc

Consumer Defensive
3.59K
New
$133.81 - $152.16 $480K - $545K
3.59K $503M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.9K
New
$50.79 - $76.4 $299K - $450K
5.9K $450M
HL
Hecla Mining CO

Basic Materials
34.3K
New
$5.59 - $12.1 $191K - $414K
34.3K $414M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.78K
+ 37.93%
$181.56 - $190.33 $322K - $338K
6.46K $1.23B
ISHG
Ishares Intl Treasury Bond ETF

ETFs
4.65K
New
$73.76 - $76.98 $343K - $358K
4.65K $354M
AAPL
Apple Inc.

Technology
295
+ 5.32%
$202.38 - $256.87 $59.7K - $75.8K
5.84K $1.49B
Amplify ETF Tr
12.3K
New
N/A
12.3K $283M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.66K
+ 9.96%
$49.43 - $54.52 $131K - $145K
29.3K $1.59B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
913
New
$224.68 - $282.71 $205K - $258K
913 $255M
VZ
Verizon Communications Inc

Communication Services
5.65K
New
$40.84 - $45.06 $231K - $255K
5.65K $248M
VEA
Vanguard Ftse Developed Market

ETFs
2.65K
+ 8.88%
$56.02 - $60.3 $148K - $160K
32.5K $1.94B
IWN
Ishares Russell2000 Val ETF

ETFs
1.38K
New
$157.1 - $178.94 $216K - $246K
1.38K $243M
AG
First Majestic Silver Corp

Basic Materials
19K
New
$7.83 - $12.41 $149K - $236K
19K $233M
IGV
Ishares Expanded Tech Software

ETFs
1.7K
+ 52.46%
$105.96 - $117.79 $180K - $201K
4.95K $569M
TM
Toyota Motor Corp

Consumer Cyclical
1.1K
New
$167.86 - $202.79 $185K - $223K
1.1K $210M
MRK
Merck & Co., Inc.

Healthcare
2.49K
New
$77.6 - $87.37 $193K - $217K
2.49K $209M
CNQ
Canadian Natural Resources LTD

Energy
6.5K
New
$29.31 - $32.93 $191K - $214K
6.5K $208M
CTA
Simplify Exch Traded Fds Simpl

ETFs
5.15K
+ 10.41%
$26.46 - $28.43 $136K - $146K
54.6K $1.53B
HON
Honeywell International Inc

Industrials
952
New
$207.7 - $240.4 $198K - $229K
952 $200M
EWJ
Ishares Msci Japan ETF

ETFs
1.81K
+ 46.42%
$71.69 - $81.49 $130K - $147K
5.71K $458M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
365
+ 47.96%
$275.84 - $326.36 $101K - $119K
1.13K $367M
XLI
Industrial Sector Spdr

ETFs
877
+ 58.47%
$147.94 - $154.99 $130K - $136K
2.38K $367M
PFE
Pfizer Inc

Healthcare
4.83K
+ 30.11%
$23.29 - $25.88 $112K - $125K
20.9K $532M
VRT
Vertiv Holdings CO

Industrials
525
+ 20.75%
N/A
3.06K $461M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.27K
+ 39.43%
$102.4 - $103.88 $130K - $131K
4.47K $462M
RTX
Raytheon Technologies Corp

Industrials
300
+ 8.28%
$144.19 - $167.33 $43.3K - $50.2K
3.92K $656M
VPU
Vanguard Utilities ETF

ETFs
550
+ 31.88%
$175.25 - $189.41 $96.4K - $104K
2.28K $431M
ORCL
Oracle Corp

Technology
109
+ 8.64%
$218.96 - $328.33 $23.9K - $35.8K
1.37K $386M
NVO
Novo Nordisk A S

Healthcare
2.7K
+ 81.82%
$45.38 - $71.7 $123K - $194K
6K $333M
CB
Chubb LTD

Financial Services
357
+ 49.24%
$265.99 - $289.59 $95K - $103K
1.08K $305M
JPM
Jpmorgan Chase & CO

Financial Services
124
+ 7.29%
$282.78 - $316.06 $35.1K - $39.2K
1.83K $576M
HIG
Hartford Financial Services Group, Inc.

Financial Services
500
+ 21.95%
$119.73 - $134.7 $59.9K - $67.4K
2.78K $371M
PSX
Phillips 66

Energy
225
+ 8.51%
$118.37 - $139.46 $26.6K - $31.4K
2.87K $390M
PM
Philip Morris International Inc.

Consumer Defensive
700
+ 30.36%
$157.77 - $183.27 $110K - $128K
3.01K $488M
KRBN
Kraneshares Global Carbon Stra

Technology
1.25K
+ 12.77%
$29.76 - $33.35 $37.3K - $41.8K
11.1K $359M
Activity Summary
Buys All Purchases 61 New Holdings 20 Increased Positions 41 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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