Sharp Financial Services, LLC Reduced Holdings in Q3 2025

Sharp Financial Services, LLC

  • $184 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-173K
- 75.75%
$108.97 - $121.65 $18.8M - $21M
55.3K $6.68B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-33.1K
- 73.15%
$567.77 - $614.76 $18.8M - $20.4M
12.2K $7.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-32.3K
- 73.77%
$546.99 - $602.2 $17.7M - $19.4M
11.5K $6.89B
D
Dominion Energy, Inc

Utilities
-6.53K
- 61.68%
$56.32 - $62.1 $367K - $405K
4.05K $248M
LMT
Lockheed Martin Corp

Industrials
-698
- 57.35%
$410.74 - $499.21 $287K - $348K
519 $259M
ISRG
Intuitive Surgical Inc

Healthcare
-250
- 17.78%
$433.66 - $544.47 $108K - $136K
1.16K $517M
Simplify Exchange Traded Fun
-2.25K
- 31.91%
N/A
4.8K $242M
NVDA
Nvidia Corp

Technology
-2.96K
- 18.16%
$153.3 - $186.58 $454K - $553K
13.4K $2.49B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.28K
- 9.22%
$72.57 - $74.72 $92.7K - $95.5K
12.6K $936M
DBA
Invesco Db Agriculture Fund

ETFs
-3.3K
- 17.19%
$25.62 - $27.91 $84.5K - $92.1K
15.9K $425M
NOW
Service Now, Inc.

Technology
-25
- 6.46%
$850.86 - $1044.69 $21.3K - $26.1K
362 $333M
GE
General Electric CO

Industrials
-400
- 30.65%
$244.75 - $305.63 $97.9K - $122K
905 $272M
WMT
Walmart Inc.

Consumer Defensive
-840
- 11.51%
$94.4 - $104.27 $79.3K - $87.6K
6.46K $666M
AMZN
Amazon Com Inc

Consumer Cyclical
-190
- 5.08%
$211.65 - $238.24 $40.2K - $45.3K
3.55K $779M
XOM
Exxon Mobil Corp

Energy
-940
- 6.65%
$105.83 - $117.22 $99.5K - $110K
13.2K $1.49B
HD
Home Depot, Inc.

Consumer Cyclical
-225
- 13.48%
$357.4 - $423.42 $80.4K - $95.3K
1.44K $585M
VO
Vanguard Mid Cap ETF

ETFs
-129
- 11.46%
$279.83 - $293.74 $36.1K - $37.9K
997 $293M
CSCO
Cisco Systems, Inc.

Technology
-228
- 4.66%
$66.2 - $71.79 $15.1K - $16.4K
4.66K $319M
VB
Vanguard Small Cap ETF

ETFs
-112
- 10.67%
$237.58 - $259.17 $26.6K - $29K
938 $239M
MSFT
Microsoft Corp

Technology
-160
- 4.52%
$491.09 - $535.64 $78.6K - $85.7K
3.38K $1.75B
IDV
Ishares Tr

ETFs
-500
- 6.67%
$34.54 - $37.28 $17.3K - $18.6K
7K $256M
F
Ford Motor CO

Consumer Cyclical
-1K
- 7.14%
$10.82 - $12.09 $10.8K - $12.1K
13K $155M
KCCA
Kraneshares California Carbon
-953
- 5.79%
N/A
15.5K $265M
GS
Goldman Sachs Group Inc

Financial Services
-50
- 7.75%
$696.56 - $806.32 $34.8K - $40.3K
595 $474M
QCOM
Qualcomm Inc

Technology
-67
- 1.19%
$145.84 - $173.55 $9.77K - $11.6K
5.56K $924M
IVV
Ishares Core S&P 500 ETF

ETFs
-25
- 2.15%
$620.67 - $670.08 $15.5K - $16.8K
1.14K $761M
IWM
Ishares Russell 2000 ETF

ETFs
-169
- 5.35%
$214.92 - $244.84 $36.3K - $41.4K
2.99K $724M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-100
- 1.89%
$42.74 - $62.88 $4.27K - $6.29K
5.2K $299M
ABBV
Abb Vie Inc.

Healthcare
-148
- 6.97%
$184.85 - $231.54 $27.4K - $34.3K
1.98K $457M
JNJ
Johnson & Johnson

Healthcare
-60
- 2.29%
$155.17 - $185.42 $9.31K - $11.1K
2.56K $474M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-25
- 0.73%
$420.11 - $472.68 $10.5K - $11.8K
3.38K $1.58B
AVGO
Broadcom Inc.

Technology
-100
- 2.59%
$264.74 - $369.57 $26.5K - $37K
3.76K $1.24B
GOOGL
Alphabet Inc.

Communication Services
-628
- 10.48%
$174.36 - $254.72 $109K - $160K
5.36K $1.3B
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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