Sharp Financial Services, LLC Reduced Holdings in Q4 2025

Sharp Financial Services, LLC

  • $199 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
KHC
Kraft Heinz CO

Consumer Defensive
-16.6K
- 46.92%
$23.72 - $26.28 $393K - $436K
18.8K $455M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.24K
- 50.33%
$61.89 - $76.13 $262K - $323K
4.19K $244M
META
Meta Platforms, Inc.

Communication Services
-49
- 1.29%
$609.01 - $751.67 $29.8K - $36.8K
3.76K $2.48B
UPS
United Parcel Service Inc

Industrials
-2.95K
- 33.81%
$82.87 - $97.4 $244K - $287K
5.78K $573M
MSFT
Microsoft Corp

Technology
-57
- 1.69%
$496.82 - $542.07 $28.3K - $30.9K
3.32K $1.61B
NVDA
Nvidia Corp

Technology
-664
- 4.97%
$179.83 - $207.04 $119K - $137K
12.7K $2.37B
PEP
Pepsico Inc

Consumer Defensive
-625
- 17.43%
$138.84 - $153.71 $86.8K - $96.1K
2.96K $425M
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 13.89%
$910.94 - $954.99 $45.5K - $47.7K
310 $268M
VO
Vanguard Mid Cap ETF

ETFs
-147
- 14.74%
$286.27 - $296.23 $42.1K - $43.5K
850 $247M
VUG
Vanguard Growth ETF

ETFs
-68
- 6.94%
$470.44 - $504.26 $32K - $34.3K
912 $445M
V
Visa Inc.

Financial Services
-149
- 4.53%
$325.75 - $352.42 $48.5K - $52.5K
3.14K $1.1B
GE
General Electric CO

Industrials
-75
- 8.29%
$291.49 - $314.28 $21.9K - $23.6K
830 $256M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-88
- 0.7%
$74.09 - $75.1 $6.52K - $6.61K
12.5K $925M
KRBN
Kraneshares Global Carbon Stra

Technology
-941
- 8.5%
$32.67 - $34.17 $30.7K - $32.2K
10.1K $359M
AVGO
Broadcom Inc.

Technology
-140
- 3.73%
$324.63 - $385.98 $45.4K - $54K
3.62K $1.25B
TM
Toyota Motor Corp

Consumer Cyclical
-25
- 2.27%
$185.22 - $211.24 $4.63K - $5.28K
1.08K $230M
WMT
Walmart Inc.

Consumer Defensive
-300
- 4.65%
$101.18 - $109.03 $30.4K - $32.7K
6.16K $686M
VRT
Vertiv Holdings CO

Industrials
-50
- 1.64%
N/A
3.01K $487M
RTX
Raytheon Technologies Corp

Industrials
-150
- 3.82%
$157.0 - $179.44 $23.6K - $26.9K
3.77K $692M
MRK
Merck & Co., Inc.

Healthcare
-55
- 2.21%
$82.49 - $92.93 $4.54K - $5.11K
2.43K $256M
XOM
Exxon Mobil Corp

Energy
-420
- 3.18%
$110.64 - $119.78 $46.5K - $50.3K
12.8K $1.54B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-20
- 0.34%
$68.28 - $84.44 $1.37K - $1.69K
5.88K $504M
ISRG
Intuitive Surgical Inc

Healthcare
-129
- 11.16%
$429.59 - $576.2 $55.4K - $74.3K
1.03K $582M
Activity Summary
Buys All Purchases 68 New Holdings 12 Increased Positions 56 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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