Sharp Financial Services, LLC Reduced Holdings in Q3 2024

Sharp Financial Services, LLC

  • $130 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
-4.7K
- 44.98%
$39.66 - $51.75 $186K - $243K
5.75K $298M
BA
Boeing CO

Industrials
-365
- 16.33%
$152.04 - $190.6 $55.5K - $69.6K
1.87K $284M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-355
- 10.31%
$332.02 - $382.76 $118K - $136K
3.09K $1.16B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2K
- 25.0%
$49.93 - $51.15 $99.9K - $102K
6K $307M
VO
Vanguard Mid Cap ETF

ETFs
-473
- 28.27%
$237.84 - $263.83 $112K - $125K
1.2K $317M
NVDA
Nvidia Corp

Technology
-310
- 2.12%
$98.91 - $134.91 $30.7K - $41.8K
14.3K $1.74B
XOM
Exxon Mobil Corp

Energy
-910
- 4.8%
$109.72 - $119.0 $99.8K - $108K
18.1K $2.12B
V
Visa Inc.

Financial Services
-351
- 12.11%
$253.74 - $291.56 $89.1K - $102K
2.55K $700M
FSK
Fs Kkr Capital Corp

Financial Services
-2.14K
- 8.64%
$18.74 - $20.43 $40.1K - $43.7K
22.6K $446M
COP
Conocophillips

Energy
-104
- 4.07%
$102.3 - $116.61 $10.6K - $12.1K
2.45K $258M
LMT
Lockheed Martin Corp

Industrials
-179
- 25.5%
$460.3 - $584.56 $82.4K - $105K
523 $306M
COST
Costco Wholesale Corp

Consumer Defensive
-38
- 10.7%
$801.83 - $917.05 $30.5K - $34.8K
317 $281M
KRBN
Kraneshares Global Carbon Stra

Technology
-147
- 0.96%
$31.06 - $33.7 $4.57K - $4.95K
15.2K $482M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-516
- 12.71%
$57.32 - $62.65 $29.6K - $32.3K
3.54K $221M
MUB
Ishares National Muni Bond ETF

ETFs
-200
- 5.23%
$106.13 - $108.7 $21.2K - $21.7K
3.63K $394M
CSCO
Cisco Systems, Inc.

Technology
-926
- 11.4%
$44.74 - $53.22 $41.4K - $49.3K
7.2K $383M
JNJ
Johnson & Johnson

Healthcare
-304
- 9.68%
$145.48 - $167.38 $44.2K - $50.9K
2.84K $459M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-200
- 8.33%
$95.81 - $109.03 $19.2K - $21.8K
2.2K $237M
IWD
Ishares Russell 1000 Val ETF

ETFs
-100
- 4.98%
$173.36 - $189.8 $17.3K - $19K
1.91K $362M
NOW
Service Now, Inc.

Technology
-25
- 7.69%
$730.87 - $937.36 $18.3K - $23.4K
300 $268M
ABBV
Abb Vie Inc.

Healthcare
-90
- 6.45%
$163.84 - $199.33 $14.7K - $17.9K
1.31K $258M
IEMG
Ishares Inc

ETFs
-180
- 2.33%
$53.64 - $53.64 $9.66K - $9.66K
7.55K $434M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.18K
- 20.61%
$57.22 - $80.08 $67.2K - $94.1K
4.53K $353M
AAPL
Apple Inc.

Technology
-319
- 7.22%
$207.23 - $234.82 $66.1K - $74.9K
4.1K $955M
RIO
Rio Tinto PLC

Basic Materials
-290
- 2.97%
$59.71 - $71.21 $17.3K - $20.7K
9.46K $673M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-156
- 1.11%
$71.45 - $75.64 $11.1K - $11.8K
13.9K $1.05B
UNH
Unitedhealth Group Inc

Healthcare
-32
- 3.86%
$488.01 - $604.18 $15.6K - $19.3K
797 $466M
DBA
Invesco Db Agriculture Fund

ETFs
-100
- 0.47%
$23.26 - $26.55 $2.33K - $2.66K
21.1K $550M
D
Dominion Energy, Inc

Utilities
-450
- 5.26%
$48.01 - $58.53 $21.6K - $26.3K
8.1K $468M
RTX
Raytheon Technologies Corp

Industrials
-183
- 4.51%
$99.55 - $123.34 $18.2K - $22.6K
3.87K $469M
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.76%
$333.64 - $405.2 $3K - $3.65K
1.17K $473M
Activity Summary
Buys All Purchases 57 New Holdings 12 Increased Positions 45 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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