Sharp Financial Services, LLC Incresed Positions in Q1 2025

Sharp Financial Services, LLC

  • $131 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
38.3K
+ 367.79%
$408.78 - $448.82 $15.6M - $17.2M
48.7K $20.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
27.2K
+ 299.13%
$551.42 - $612.93 $15M - $16.7M
36.3K $20.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
150K
+ 273.1%
$92.45 - $106.69 $13.8M - $16M
204K $19B
GLD
Spdr Gold Trust

ETFs
196
+ 0.89%
$243.19 - $288.14 $47.7K - $56.5K
22.2K $6.4B
VTI
Vanguard Total Stock Market Et

ETFs
2.45K
+ 214.8%
$271.18 - $303.12 $665K - $744K
3.6K $988M
AVGO
Broadcom Inc.

Technology
3.57K
+ 270.68%
$167.43 - $244.7 $598K - $874K
4.89K $819M
MSFT
Microsoft Corp

Technology
1.36K
+ 53.12%
$375.39 - $447.2 $512K - $610K
3.93K $1.47B
ABBV
Abb Vie Inc.

Healthcare
836
+ 70.97%
$169.2 - $216.66 $141K - $181K
2.01K $422M
VB
Vanguard Small Cap ETF

ETFs
840
+ 94.92%
$217.89 - $252.64 $183K - $212K
1.73K $383M
GOOGL
Alphabet Inc.

Communication Services
2.02K
+ 39.31%
$154.33 - $206.19 $312K - $417K
7.16K $1.11B
AAPL
Apple Inc.

Technology
971
+ 25.8%
$209.68 - $247.1 $204K - $240K
4.73K $1.05B
AMZN
Amazon Com Inc

Consumer Cyclical
1.04K
+ 31.23%
$190.26 - $242.06 $198K - $252K
4.38K $834M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.5%
$442.66 - $534.52 $2.66K - $3.21K
1.21K $647M
GS
Goldman Sachs Group Inc

Financial Services
187
+ 41.28%
$524.81 - $672.19 $98.1K - $126K
640 $350M
QQQ
Invesco Qqq Trust, Series 1

ETFs
247
+ 33.93%
$468.34 - $539.52 $116K - $133K
975 $457M
JNJ
Johnson & Johnson

Healthcare
59
+ 1.81%
$142.06 - $167.7 $8.38K - $9.89K
3.32K $550M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
756
+ 9.38%
$91.45 - $91.75 $69.1K - $69.4K
8.81K $808M
JPM
Jpmorgan Chase & CO

Financial Services
252
+ 16.47%
$225.19 - $279.95 $56.7K - $70.5K
1.78K $437M
EWJ
Ishares Msci Japan ETF

ETFs
957
+ 28.23%
$65.24 - $71.7 $62.4K - $68.6K
4.35K $298M
PFE
Pfizer Inc

Healthcare
3.18K
+ 23.87%
$25.01 - $27.13 $79.4K - $86.1K
16.5K $417M
LLY
Eli Lilly & CO

Healthcare
55
+ 16.87%
$725.72 - $929.72 $39.9K - $51.1K
381 $315M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
174
+ 15.21%
$507.05 - $563.67 $88.2K - $98.1K
1.32K $677M
D
Dominion Energy, Inc

Utilities
604
+ 5.73%
$52.85 - $57.43 $31.9K - $34.7K
11.2K $625M
BND
Vanguard Bd Index Fd Inc Total

ETFs
458
+ 3.48%
$71.17 - $73.66 $32.6K - $33.7K
13.6K $1B
MSM
Msc Industrial Direct CO Inc

Industrials
500
+ 11.24%
$74.45 - $83.08 $37.2K - $41.5K
4.95K $384M
GE
General Electric CO

Industrials
5
+ 0.36%
$168.59 - $212.13 $843 - $1.06K
1.41K $283M
NFLX
Netflix Inc

Communication Services
27
+ 7.3%
$828.4 - $1058.6 $22.4K - $28.6K
397 $370M
ETN
Eaton Corp PLC

Industrials
312
+ 40.63%
$271.83 - $371.23 $84.8K - $116K
1.08K $294M
F
Ford Motor CO

Consumer Cyclical
3.65K
+ 35.27%
$9.12 - $10.43 $33.3K - $38.1K
14K $140M
WMT
Walmart Inc.

Consumer Defensive
506
+ 6.42%
$84.5 - $105.05 $42.8K - $53.2K
8.39K $736M
HPE
Hewlett Packard Enterprise CO

Technology
5.19K
+ 48.92%
$14.77 - $24.42 $76.6K - $127K
15.8K $244M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.75K
+ 35.9%
$65.15 - $91.81 $114K - $161K
6.63K $432M
HD
Home Depot, Inc.

Consumer Cyclical
108
+ 9.41%
$347.25 - $424.87 $37.5K - $45.9K
1.26K $460M
CSCO
Cisco Systems, Inc.

Technology
14
+ 0.29%
$58.74 - $64.87 $822 - $908
4.89K $302M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.32%
$890.62 - $1076.86 $891 - $1.08K
318 $301M
KRBN
Kraneshares Global Carbon Stra

Technology
524
+ 4.67%
$27.58 - $30.99 $14.5K - $16.2K
11.8K $332M
NVO
Novo Nordisk A S

Healthcare
600
+ 20.69%
$69.3 - $90.95 $41.6K - $54.6K
3.5K $243M
LMT
Lockheed Martin Corp

Industrials
37
+ 4.68%
$423.19 - $506.29 $15.7K - $18.7K
827 $370M
ISRG
Intuitive Surgical Inc

Healthcare
27
+ 2.51%
$476.63 - $610.45 $12.9K - $16.5K
1.1K $546M
META
Meta Platforms, Inc.

Communication Services
6
+ 0.17%
$576.36 - $736.67 $3.46K - $4.42K
3.59K $2.07B
KCCA
Kraneshares California Carbon
106
+ 0.91%
N/A
11.7K $195M
NOW
Service Now, Inc.

Technology
15
+ 5.0%
$783.83 - $1170.39 $11.8K - $17.6K
315 $251M
IWF
Ishares Russell 1000 Gr ETF

ETFs
125
+ 3.95%
$360.07 - $417.26 $45K - $52.2K
3.29K $1.19B
VRT
Vertiv Holdings CO

Industrials
675
+ 18.47%
N/A
4.33K $313M
NVDA
Nvidia Corp

Technology
517
+ 3.79%
$106.98 - $149.43 $55.3K - $77.3K
14.1K $1.53B
Activity Summary
Buys All Purchases 55 New Holdings 9 Increased Positions 46 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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