Sharp Financial Services, LLC Portfolio Holdings

Sharp Financial Services, LLC

  • $132 Billion
  • Q4 2024

Sharp Financial Services, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $132 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 $19.7B, Ishares Core U.S. Aggregate Bo with a value of $9.83B, Vanguard Intermediate Term Tre with a value of $9.03B, Ishares S&P 500 Growth ETF with a value of $5.56B, and Ishares Tr with a value of $5.51B.

Examining the 13F form we can see an increase of $2.22B in the current position value, from $130B to 132B.

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 $132 Billion
ETFs: $104 Billion
Technology: $6.43 Billion
Energy: $4.44 Billion
Industrials: $3.62 Billion
Communication Services: $3.4 Billion
Healthcare: $2.81 Billion
Financial Services: $2.39 Billion
Consumer Cyclical: $1.79 Billion
Other: $2.39 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.7 Billion 14.95% of portfolio
137,610
Q4 2024 Added 3.66%
$0
$9.83 Billion 7.46% of portfolio
101,453
Q4 2024 Added 11.2%
$0
$9.03 Billion 6.85% of portfolio
155,682
Q4 2024 Added 48.85%
$0
$5.56 Billion 4.22% of portfolio
54,809
Q4 2024 Reduced 0.46%
$0
$5.51 Billion 4.18% of portfolio
49,815
Q4 2024 Added 2.32%
$87.7B
$5.33 Billion 4.05% of portfolio
22,015
Q4 2024 Added 1.77%
$0
$5.33 Billion 4.04% of portfolio
9,092
Q4 2024 Added 0.19%
$0
$5.2 Billion 3.95% of portfolio
193,820
Q4 2024 New
$0
$4.97 Billion 3.78% of portfolio
70,779
Q4 2024 Added 8.07%
$0
$4.53 Billion 3.44% of portfolio
20,178
Q4 2024 New
$0
$4.43 Billion 3.36% of portfolio
10,406
Q4 2024 New
$0
$4.39 Billion 3.33% of portfolio
45,639
Q4 2024 Added 2.37%
$0
$4.26 Billion 3.23% of portfolio
22,314
Q4 2024 New
$1.43T
$2.1 Billion 1.59% of portfolio
3,586
Q4 2024 Added 1.27%
$459B
$1.91 Billion 1.45% of portfolio
17,750
Q4 2024 Reduced 1.69%
$367B
$1.83 Billion 1.39% of portfolio
13,625
Q4 2024 Reduced 4.75%
$0
$1.27 Billion 0.96% of portfolio
3,164
Q4 2024 Added 2.43%
$0
$1.12 Billion 0.85% of portfolio
25,521
Q4 2024 Added 5.72%
$0
$1.09 Billion 0.83% of portfolio
39,000
Q4 2024 Reduced 13.67%
$44.1B
$1.09 Billion 0.82% of portfolio
21,938
Q4 2024 Added 13.85%
$3.33T
$1.08 Billion 0.82% of portfolio
2,566
Q4 2024 Added 6.52%
$0
$1.08 Billion 0.82% of portfolio
22,673
Q4 2024 Reduced 8.51%
$1.18T
$973 Million 0.74% of portfolio
5,141
Q4 2024 Added 5.98%
$3.59T
$942 Million 0.72% of portfolio
3,763
Q4 2024 Reduced 8.22%
$0
$946 Million 0.72% of portfolio
13,153
Q4 2024 Reduced 5.58%
$196B
$937 Million 0.71% of portfolio
6,097
Q4 2024 Added 11.69%
$305B
$850 Million 0.64% of portfolio
5,866
Q4 2024 Reduced 15.01%
$537B
$796 Million 0.6% of portfolio
2,520
Q4 2024 Reduced 1.1%
$2.4T
$733 Million 0.56% of portfolio
3,340
Q4 2024 Added 2.9%
$0
$737 Million 0.56% of portfolio
8,057
Q4 2024 Reduced 5.93%
$255B
$712 Million 0.54% of portfolio
7,882
Q4 2024 Added 2.6%
$0
$616 Million 0.47% of portfolio
1,144
Q4 2024 Added 12.6%
$36.5B
$588 Million 0.45% of portfolio
19,040
Q4 2024 Reduced 29.74%
$215B
$561 Million 0.43% of portfolio
1,075
Q1 2024 Reduced 1.38%
$44.3B
$568 Million 0.43% of portfolio
10,550
Q4 2024 Added 30.25%
$153B
$571 Million 0.43% of portfolio
2,506
Q4 2024 Added 21.89%
$600B
$548 Million 0.42% of portfolio
1,208
Q1 2024 Reduced 4.49%
$2.44B
$532 Million 0.4% of portfolio
20,000
Q4 2024 Reduced 5.21%
$0
$532 Million 0.4% of portfolio
3,036
Q4 2024 Added 41.28%
$186B
$509 Million 0.39% of portfolio
4,395
Q4 2024 Added 13.51%
$155B
$500 Million 0.38% of portfolio
6,610
Q3 2024 New
$54.2B
$490 Million 0.37% of portfolio
4,000
Q4 2024 Added 39.76%
$383B
$471 Million 0.36% of portfolio
3,257
Q4 2024 Added 14.89%
$496B
$447 Million 0.34% of portfolio
885
Q4 2024 Added 11.04%
$424B
$447 Million 0.34% of portfolio
1,148
Q4 2024 Reduced 1.71%
$32.7B
$415 Million 0.32% of portfolio
3,655
Q4 2024 Reduced 7.59%
$104B
$416 Million 0.32% of portfolio
4,875
Q4 2024 Added 7.73%
$0
$396 Million 0.3% of portfolio
1,793
Q4 2024 New
$130B
$384 Million 0.29% of portfolio
790
Q4 2024 Added 51.05%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $132 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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