Sharp Financial Services, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $16.4B, Ishares Core U.S. Aggregate Bo with a value of $8.07B, Vanguard Intermediate Term Tre with a value of $5.45B, Ishares Dj Us Tech ETF with a value of $4.82B, and Ishares S&P 500 Growth ETF with a value of $4.8B.

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

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 $117 Billion
ETFs: $89.2 Billion
Technology: $6.15 Billion
Energy: $5.25 Billion
Healthcare: $3.32 Billion
Communication Services: $2.67 Billion
Financial Services: $2.65 Billion
Industrials: $2.58 Billion
Consumer Defensive: $1.38 Billion
Other: $2.56 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $117 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 95 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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