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Sharp Financial Services, LLC
CIK:0001733194
Investment Adviser
$0 AUM
90 holdings
HORSHAM, PA, USA
Latest filing:Jun 30, 2025
Sharp Financial Services LLC is not the same as the company operating at sharpfinservices.com. The former is a financial management firm, while the latter offers work truck financing services.
Latest 13F Filing Activity
Sharp Financial Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 90 equity positions with a total 13F market value of $155M. The fund increased holdings in Vanguard Index FDS, Invesco QQQ TR, Ishares TR among other positions. Sharp Financial Services, LLC reduced exposure to SPDR Dow Jones Indl Average, SPDR S&P 500 Etf TR, Valero Energy Corp. among others.
Top Buys
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 16.58% | $25.7M | 45,266 | $565.94 | $568.03 | +$25.0M |
I IVW | ISHARES TR | 16.21% | $25.1M | 228,223 | $90.97 | $110.10 | +$6.1M |
Q QQQ | INVESCO QQQ TR | 15.57% | $24.1M | 43,774 | $549.00 | $551.64 | +$23.7M |
A AGG | ISHARES TR | 7.42% | $11.5M | 115,935 | $98.85 | $99.20 | +$1.6M |
V VGIT | VANGUARD SCOTTSDALE FDS | 6.59% | $10.2M | 170,940 | $58.86 | $59.81 | +$1.2M |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+7.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.2%
SEMICONDUCTORS & RELATED DEVICES
+2.2%
SERVICES-PREPACKAGED SOFTWARE
+1.9%
PETROLEUM REFINING
+1.3%
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