Sharp Financial Services, LLC Portfolio Holdings

Sharp Financial Services, LLC

  • $130 Billion
  • Q3 2024

Sharp Financial Services, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $130 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $18.5B, Ishares Core U.S. Aggregate Bo with a value of $9.24B, Vanguard Intermediate Term Tre with a value of $6.32B, Ishares S&P 500 Growth ETF with a value of $5.27B, and Spdr Gold Trust with a value of $5.26B.

Examining the 13F form we can see an increase of $13B in the current position value, from $117B to 130B.

Sharp Financial Services, LLC is based out at Horsham, PA

Below you can find more details about Sharp Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
ETFs: $100 Billion
Technology: $6.03 Billion
Energy: $5.3 Billion
Healthcare: $3.54 Billion
Industrials: $3.23 Billion
Communication Services: $3.09 Billion
Financial Services: $2.7 Billion
Consumer Defensive: $1.41 Billion
Other: $3.08 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $130 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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