SF

Sharp Financial Services, LLC

13F
Sharp Financial Services, LLC
Last update 2025-04-29 89 Stocks (9 new)
Value $131.00 Mil Turnover 40 %
Countries:
Top Holdings: DIA(15.65%)SPY(15.54%)IVW(14.53%)AGG(7.55%)VGIT(6.94%)
Summary Stock Picks Current Portfolio
Sharp Financial Services, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
48,678
20,438.9
+367.79%
15.650
+12.30%
0.050
+14.17%
+5.46%
38,508.4
 
SPY
SPDR S&P 500 ETF Trust
36,289
20,299.7
+299.13%
15.540
+11.65%
0.000
+19.66%
+7.80%
643,761.2
 
IVW
iShares S&P 500 Growth ETF
204,495
18,983.3
+273.10%
14.530
+10.64%
0.040
+27.12%
+10.88%
61,783.7
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
99,689
9,861.2
-1.74%
7.550
-0.13%
0.010
+1.04%
+3.05%
127,744.7
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
152,578
9,063.1
-1.99%
6.940
-0.14%
0.030
+0.64%
+3.86%
31,542.1
 
GLD
SPDR Gold Shares ETF
22,211
6,399.9
+0.89%
4.900
+0.04%
0.010
+0.48%
+27.04%
101,720.8
 
META
Meta Platforms Inc
3,592
2,070.3
+0.17%
1.580
0%
0.000
+39.98%
+19.99%
1,763,574.3
Interactive Media
XOM
Exxon Mobil Corp
15,104
1,796.4
-14.91%
1.380
-0.22%
0.000
+5.40%
+5.70%
481,214.3
Oil & Gas
NVDA
NVIDIA Corp
14,142
1,532.7
+3.79%
1.170
+0.04%
0.000
+70.47%
+28.85%
4,219,047.4
Semiconductors
MSFT
Microsoft Corp
3,929
1,474.8
+53.12%
1.130
+0.39%
0.000
+39.39%
+21.87%
3,803,232.7
Software

Sharp Financial Services, LLC's Historical Top Holdings Breakdowns

Sharp Financial Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IYY
iShares Dow Jones U.S. ETF
2025-03-31
Sold Out
Sold Out
-14.95%
●
134.05 ($143.48) 149.75
$153.31
6.85%
Sold Out
0
-137,610
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
2025-03-31
Add
Add
+12.30%
●
408.78 ($432.49) 448.82
$445.22
2.94%
Add 367.79%
48,678
38,272
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+11.65%
●
551.42 ($587.78) 612.93
$628.04
6.85%
Add 299.13%
36,289
27,197
IVW
iShares S&P 500 Growth ETF
2025-03-31
Add
Add
+10.64%
●
92.45 ($100.81) 106.69
$112.32
11.42%
Add 273.1%
204,495
149,686
IYF
iShares U.S. Financials ETF
2025-03-31
Sold Out
Sold Out
-4.18%
●
107.69 ($114.54) 119.37
$122.43
6.89%
Sold Out
0
-49,815
IYZ
iShares U.S. Telecommunications ETF
2025-03-31
Sold Out
Sold Out
-3.95%
●
26.51 ($27.61) 28.57
$29.88
8.22%
Sold Out
0
-193,820
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-3.44%
●
192.6 ($216.89) 233.2
$220.22
1.54%
Sold Out
0
-20,178
IDU
iShares U.S. Utilities ETF
2025-03-31
Sold Out
Sold Out
-3.33%
●
95.33 ($99.87) 102.6
$105.21
5.35%
Sold Out
0
-45,639
IVE
iShares S&P 500 Value ETF
2025-03-31
Sold Out
Sold Out
-3.23%
●
185.78 ($193.5) 198.58
$197.59
2.11%
Sold Out
0
-22,314
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-2.99%
●
69.57 ($74.78) 78.65
$82.74
10.64%
Reduce -79.13%
14,773
-56,006

Sharp Financial Services, LLC Total Holding History ($B)

To

Sharp Financial Services, LLC's Asset Allocation

To

Sharp Financial Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sharp Financial Services, LLC's Hypothetical Growth since 2025-03-31

Sharp Financial Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sharp Financial Services, LLC's Holdings Heat Map

Size field:

Sharp Financial Services, LLC's Holdings Bubble Chart

Sharp Financial Services, LLC News

  • 1

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