Sharp Financial Services, LLC Purchases in Q4 2025

Sharp Financial Services, LLC

  • $199 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
45.3K
New
$141.95 - $152.82 $6.44M - $6.93M
45.3K $7.02B
IYY
Ishares Tr

ETFs
8.74K
+ 5.26%
$159.3 - $167.44 $1.39M - $1.46M
175K $29B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.7K
+ 14.01%
$600.51 - $631.95 $1.02M - $1.08M
13.9K $8.69B
GLD
Spdr Gold Trust

ETFs
219
+ 0.81%
$354.79 - $403.15 $77.7K - $88.3K
27.4K $10.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.25K
+ 6.89%
$99.87 - $101.27 $923K - $936K
143K $14.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
939
+ 8.18%
$589.5 - $635.77 $554K - $597K
12.4K $7.63B
VGIT
Vanguard Intermediate Term Tre

ETFs
12K
+ 6.17%
$59.84 - $60.54 $716K - $724K
206K $12.3B
XLC
Select Sector Spdr Tr Communic

ETFs
5.99K
+ 9.86%
$111.33 - $117.16 $667K - $702K
66.7K $7.86B
IEMG
Ishares Inc

ETFs
6.01K
+ 5.8%
N/A
110K $7.36B
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.71K
+ 5.58%
$92.24 - $96.56 $342K - $358K
70.2K $6.74B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.83K
+ 5.11%
$118.29 - $126.28 $335K - $357K
58.2K $7.17B
IAU
Ishares Gold Trust

ETFs
1.47K
+ 4.43%
$72.65 - $82.5 $107K - $122K
34.8K $2.82B
PSLV
Sprott Physical Silver Trust

Financial Services
16.7K
New
$15.32 - $18.07 $256K - $302K
16.7K $395M
SDCI
Uscf ETF Tr Summerhaven Dynami
17.7K
New
N/A
17.7K $390M
GOOGL
Alphabet Inc.

Communication Services
25
+ 0.47%
$236.57 - $291.31 $5.91K - $7.28K
5.39K $1.69B
PG
Procter & Gamble CO

Consumer Defensive
2.44K
New
$145.5 - $153.18 $355K - $373K
2.44K $349M
CNQ
Canadian Natural Resources LTD

Energy
7.54K
+ 115.95%
$29.91 - $33.57 $225K - $253K
14K $475M
VEA
Vanguard Ftse Developed Market

ETFs
2.91K
+ 8.97%
$59.18 - $62.09 $172K - $181K
35.4K $2.21B
NOC
Northrop Grumman Corp

Industrials
435
New
$558.0 - $637.95 $243K - $278K
435 $248M
VTI
Vanguard Total Stock Market Et

ETFs
666
+ 30.52%
$321.8 - $337.95 $214K - $225K
2.85K $955M
ABT
Abbott Laboratories

Healthcare
1.81K
New
$123.62 - $134.59 $224K - $244K
1.81K $227M
VDE
Vanguard Energy ETF

ETFs
1.8K
New
$120.37 - $129.34 $217K - $233K
1.8K $227M
PM
Philip Morris International Inc.

Consumer Defensive
1.4K
+ 46.57%
$144.33 - $160.86 $202K - $225K
4.41K $707M
DIS
Walt Disney CO

Communication Services
1.85K
New
$105.69 - $116.65 $196K - $216K
1.85K $211M
DUK
Duke Energy Corp

Utilities
1.8K
New
$121.57 - $129.03 $218K - $232K
1.8K $210M
ADM
Archer Daniels Midland CO

Consumer Defensive
3.65K
New
$56.0 - $63.38 $204K - $231K
3.65K $210M
BAC
Bank Of America Corp

Financial Services
3.76K
New
$48.65 - $54.11 $183K - $204K
3.76K $207M
IBM
International Business Machines Corp

Technology
692
New
$275.97 - $314.98 $191K - $218K
692 $205M
AAPL
Apple Inc.

Technology
318
+ 5.45%
$245.27 - $275.25 $78K - $87.5K
6.15K $1.67B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1K
+ 20.41%
$142.79 - $150.05 $143K - $150K
5.9K $877M
VB
Vanguard Small Cap ETF

ETFs
548
+ 58.42%
$248.1 - $260.08 $136K - $143K
1.49K $383M
ETN
Eaton Corp PLC

Industrials
596
+ 73.67%
$352.39 - $387.75 $210K - $231K
1.41K $448M
CTA
Simplify Exch Traded Fds Simpl

ETFs
6.1K
+ 11.16%
$26.88 - $29.21 $164K - $178K
60.7K $1.66B
TGT
Target Corp

Consumer Defensive
900
+ 28.13%
$85.53 - $97.77 $77K - $88K
4.1K $401M
XLI
Industrial Sector Spdr

ETFs
656
+ 27.6%
$149.9 - $155.79 $98.3K - $102K
3.03K $470M
IWN
Ishares Russell2000 Val ETF

ETFs
532
+ 38.69%
$172.34 - $181.51 $91.7K - $96.6K
1.91K $346M
QCOM
Qualcomm Inc

Technology
400
+ 7.2%
$153.59 - $187.68 $61.4K - $75.1K
5.96K $1.02B
D
Dominion Energy, Inc

Utilities
1.77K
+ 43.69%
$58.49 - $61.69 $104K - $109K
5.83K $341M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.71K
+ 5.82%
$52.54 - $55.77 $89.6K - $95.1K
31K $1.67B
RSP
Invesco S&P 500 Equal Weight E

ETFs
327
+ 5.06%
$185.12 - $192.11 $60.5K - $62.8K
6.79K $1.3B
AMZN
Amazon Com Inc

Consumer Cyclical
112
+ 3.15%
$213.04 - $254.0 $23.9K - $28.4K
3.66K $845M
PSX
Phillips 66

Energy
658
+ 22.94%
$126.76 - $142.32 $83.4K - $93.6K
3.53K $455M
HIG
Hartford Financial Services Group, Inc.

Financial Services
327
+ 11.77%
$122.36 - $133.85 $40K - $43.8K
3.11K $428M
NVO
Novo Nordisk A S

Healthcare
1.6K
+ 26.67%
$45.68 - $59.65 $73.1K - $95.4K
7.6K $387M
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.02%
$67.46 - $78.0 $67.5 - $78
4.66K $359M
ABBV
Abb Vie Inc.

Healthcare
201
+ 10.17%
$211.96 - $244.38 $42.6K - $49.1K
2.18K $498M
EWJ
Ishares Msci Japan ETF

ETFs
456
+ 7.99%
$78.36 - $84.34 $35.7K - $38.5K
6.16K $498M
PFE
Pfizer Inc

Healthcare
1.92K
+ 9.2%
$24.23 - $27.37 $46.5K - $52.5K
22.8K $567M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
379
+ 8.47%
$102.72 - $103.6 $38.9K - $39.3K
4.85K $497M
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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