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.
Top Buys
V
VOOVANGUARD INDEX FDS+$25.0M
Q
QQQINVESCO QQQ TR+$23.7M
I
IVWISHARES TR+$6.1M
A
AGGISHARES TR+$1.6M
V
VGITVANGUARD SCOTTSDALE FDS+$1.2M
Top Sells
D
DIASPDR DOW JONES INDL AVERAGE-$20.4M
S
SPYSPDR S&P 500 ETF TR-$19.8M
V
VLOVALERO ENERGY CORP-$396.3K
M
MSMMSC INDL DIRECT INC-$384.5K
T
TXNTEXAS INSTRS INC-$380.6K
Top Holdings
V
VOOVANGUARD INDEX FDS+16.6%$25.7M
I
IVWISHARES TR+16.2%$25.1M
Q
QQQINVESCO QQQ TR+15.6%$24.1M
A
AGGISHARES TR+7.4%$11.5M
V
VGITVANGUARD SCOTTSDALE FDS+6.6%$10.2M
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
+6.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.4%
SEMICONDUCTORS & RELATED DEVICES
+2.3%
SERVICES-PREPACKAGED SOFTWARE
+2.1%
PETROLEUM REFINING
+1.5%