Sharp Financial Services, LLC Incresed Positions in Q4 2024

Sharp Financial Services, LLC

  • $132 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
51.1K
+ 48.85%
$57.78 - $60.4 $2.95M - $3.09M
156K $9.03B
IYY
Ishares Tr

ETFs
4.86K
+ 3.66%
$138.14 - $149.13 $672K - $725K
138K $19.7B
IVV
Ishares Core S&P 500 ETF

ETFs
1.19K
+ 100.42%
$570.51 - $610.59 $679K - $727K
2.38K $1.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.2K
+ 11.2%
$96.64 - $101.23 $987K - $1.03M
101K $9.83B
IYF
Ishares Tr

ETFs
1.13K
+ 2.32%
$102.7 - $119.05 $116K - $135K
49.8K $5.51B
GOOGL
Alphabet Inc.

Communication Services
290
+ 5.98%
$161.86 - $196.66 $46.9K - $57K
5.14K $973M
RSP
Invesco S&P 500 Equal Weight E

ETFs
887
+ 41.28%
$174.22 - $187.62 $155K - $166K
3.04K $532M
IAU
Ishares Gold Trust

ETFs
2.67K
+ 13.85%
$48.37 - $52.65 $129K - $141K
21.9K $1.09B
AMZN
Amazon Com Inc

Consumer Cyclical
94
+ 2.9%
$180.88 - $232.93 $17K - $21.9K
3.34K $733M
SPY
Spdr S&P 500 ETF Trust

ETFs
17
+ 0.19%
$567.81 - $607.81 $9.65K - $10.3K
9.09K $5.33B
VLO
Valero Energy Corp

Energy
1.14K
+ 39.76%
$118.59 - $144.02 $135K - $164K
4K $490M
D
Dominion Energy, Inc

Utilities
2.45K
+ 30.25%
$52.63 - $60.92 $129K - $149K
10.6K $568M
WMT
Walmart Inc.

Consumer Defensive
200
+ 2.6%
$79.1 - $95.7 $15.8K - $19.1K
7.88K $712M
PHM
Pultegroup Inc

Consumer Cyclical
1.23K
+ 86.01%
$108.86 - $149.04 $134K - $183K
2.66K $290M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
128
+ 12.6%
$521.84 - $558.82 $66.8K - $71.5K
1.14K $616M
LMT
Lockheed Martin Corp

Industrials
267
+ 51.05%
$479.66 - $614.62 $128K - $164K
790 $384M
NFLX
Netflix Inc

Communication Services
10
+ 2.78%
$687.65 - $936.56 $6.88K - $9.37K
370 $330M
META
Meta Platforms, Inc.

Communication Services
45
+ 1.27%
$554.08 - $632.68 $24.9K - $28.5K
3.59K $2.1B
GLD
Spdr Gold Trust

ETFs
383
+ 1.77%
$236.59 - $257.5 $90.6K - $98.6K
22K $5.33B
UNP
Union Pacific Corp

Industrials
450
+ 21.89%
$223.15 - $249.32 $100K - $112K
2.51K $571M
PYPL
Pay Pal Holdings, Inc.

Financial Services
350
+ 7.73%
$77.25 - $91.3 $27K - $32K
4.88K $416M
MSFT
Microsoft Corp

Technology
157
+ 6.52%
$406.35 - $454.46 $63.8K - $71.4K
2.57K $1.08B
RTX
Raytheon Technologies Corp

Industrials
523
+ 13.51%
$114.45 - $127.21 $59.9K - $66.5K
4.4K $509M
QUAL
Ishares Msci Usa Quality Facto

ETFs
198
+ 12.21%
$176.42 - $186.91 $34.9K - $37K
1.82K $324M
PPA
Invesco Exchange Traded Fd Tr

ETFs
217
+ 11.98%
$113.79 - $124.5 $24.7K - $27K
2.03K $233M
JNJ
Johnson & Johnson

Healthcare
422
+ 14.89%
$143.34 - $165.86 $60.5K - $70K
3.26K $471M
QCOM
Qualcomm Inc

Technology
638
+ 11.69%
$150.4 - $178.04 $96K - $114K
6.1K $937M
F
Ford Motor CO

Consumer Cyclical
350
+ 3.5%
$9.69 - $11.4 $3.39K - $3.99K
10.4K $102M
EWJ
Ishares Msci Japan ETF

ETFs
156
+ 4.82%
$66.18 - $71.84 $10.3K - $11.2K
3.39K $227M
VPU
Vanguard Utilities ETF

ETFs
100
+ 4.76%
$160.52 - $179.11 $16.1K - $17.9K
2.2K $360M
COP
Conocophillips

Energy
50
+ 2.04%
$95.12 - $114.72 $4.76K - $5.74K
2.5K $248M
IDV
Ishares Tr

ETFs
500
+ 4.98%
$27.03 - $29.92 $13.5K - $15K
10.6K $289M
UNH
Unitedhealth Group Inc

Healthcare
88
+ 11.04%
$485.52 - $625.25 $42.7K - $55K
885 $447M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.38K
+ 5.72%
$44.04 - $49.49 $60.8K - $68.3K
25.5K $1.12B
FCX
Freeport Mcmoran Inc

Basic Materials
900
+ 14.75%
$38.08 - $50.82 $34.3K - $45.7K
7K $267M
IEFA
Ishares Tr

ETFs
5.29K
+ 8.07%
$70.06 - $77.43 $370K - $409K
70.8K $4.97B
IDU
Ishares Tr U S Utils ETF

ETFs
1.06K
+ 2.37%
$94.65 - $105.73 $100K - $112K
45.6K $4.39B
Activity Summary
Buys All Purchases 48 New Holdings 10 Increased Positions 38 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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