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
$386 Million 0.29% of portfolio
7,391
Q4 2024 Reduced 2.12%
$97.5B
$380 Million 0.29% of portfolio
3,015
Q4 2024 Reduced 16.94%
$780B
$367 Million 0.28% of portfolio
1,530
Q4 2024 Reduced 9.14%
$0
$372 Million 0.28% of portfolio
728
Q4 2024 Reduced 92.95%
$59B
$356 Million 0.27% of portfolio
3,121
Q4 2024 Reduced 34.58%
$148B
$353 Million 0.27% of portfolio
13,300
Q4 2024 Reduced 33.5%
$0
$354 Million 0.27% of portfolio
3,325
Q4 2024 Reduced 8.28%
$0
$360 Million 0.27% of portfolio
2,200
Q4 2024 Added 4.76%
$99.8B
$347 Million 0.26% of portfolio
5,900
Q4 2024 Reduced 37.63%
$0
$329 Million 0.25% of portfolio
11,227
Q4 2024 Reduced 26.32%
$438B
$330 Million 0.25% of portfolio
370
Q4 2024 Added 2.78%
$3.89B
$332 Million 0.25% of portfolio
4,450
Q4 2024 New
$0
$331 Million 0.25% of portfolio
1,142
Q4 2024 Reduced 25.94%
$0
$324 Million 0.25% of portfolio
1,819
Q4 2024 Added 12.21%
$229B
$318 Million 0.24% of portfolio
300
Q3 2024 Reduced 7.69%
$106B
$316 Million 0.24% of portfolio
1,785
Q4 2024 Reduced 4.55%
$0
$315 Million 0.24% of portfolio
3,146
Q4 2024 Reduced 21.9%
$0
$307 Million 0.23% of portfolio
1,658
Q4 2024 Reduced 13.1%
$97.3B
$306 Million 0.23% of portfolio
1,320
Q3 2024 Added 650.0%
$0
$296 Million 0.22% of portfolio
5,900
Q4 2024 Reduced 1.67%
$0
$289 Million 0.22% of portfolio
10,550
Q4 2024 Added 4.98%
$26.5B
$290 Million 0.22% of portfolio
2,660
Q4 2024 Added 86.01%
$256B
$289 Million 0.22% of portfolio
4,874
Q4 2024 Reduced 32.3%
$417B
$290 Million 0.22% of portfolio
317
Q3 2024 Reduced 10.7%
Simplify Exchange Traded Fun
-
$258 Million 0.2% of portfolio
-
Q4 2024 New
$218B
$259 Million 0.2% of portfolio
453
Q4 2024 Reduced 21.9%
$55B
$267 Million 0.2% of portfolio
7,000
Q4 2024 Added 14.75%
$126B
$263 Million 0.2% of portfolio
4,650
Q4 2024 Reduced 19.13%
$132B
$248 Million 0.19% of portfolio
2,500
Q4 2024 Added 2.04%
$728B
$252 Million 0.19% of portfolio
326
Q3 2024 Added 5.16%
$147B
$255 Million 0.19% of portfolio
768
Q4 2024 Reduced 3.64%
$183B
$249 Million 0.19% of portfolio
2,900
Q4 2024 Reduced 47.98%
$0
$248 Million 0.19% of portfolio
2,900
Q1 2024 Reduced 13.79%
$0
$239 Million 0.18% of portfolio
2,200
Q3 2024 Reduced 8.33%
$219B
$235 Million 0.18% of portfolio
1,408
Q4 2024 Reduced 5.06%
$0
$233 Million 0.18% of portfolio
2,028
Q4 2024 Added 11.98%
$0
$227 Million 0.17% of portfolio
3,390
Q4 2024 Added 4.82%
$31.3B
$226 Million 0.17% of portfolio
10,600
Q4 2024 Reduced 13.11%
$86.2B
$222 Million 0.17% of portfolio
1,099
Q3 2024 Added 8.17%
-
$228 Million 0.17% of portfolio
-
Q4 2024 Reduced 30.34%
$0
$213 Million 0.16% of portfolio
885
Q4 2024 New
$302B
$209 Million 0.16% of portfolio
1,178
Q4 2024 Reduced 9.8%
$255B
$214 Million 0.16% of portfolio
1,100
Q4 2024 New
$22.2B
$203 Million 0.15% of portfolio
7,200
Q4 2024 New
$40.1B
$102 Million 0.08% of portfolio
10,350
Q4 2024 Added 3.5%

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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