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Kelly Pickering

@Sharp Financial Services, Llc

Latest period2024 - Q4ReportedManaged Assets$131.753MTotal holdings96
Assets growth rate1.72%Assets growth rate (2-Q avg)6.43%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sharp Financial Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 96 positions.

Assets under management

The assets under management (AUM) of Sharp Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 131.753M in assets, with a quarterly growth rate of 1.72% and a 2-quarter average growth rate of 6.43%. The portfolio is managed by Kelly Pickering, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IYYIshares Tr
Recent Activity
Increased 3.67%
14.95%
$19.691M
137,610 shares@ $143.1 avg price
AGGIshares Tr
Recent Activity
Increased 11.2%
7.47%
$9.831M
101,453 shares@ $96.91 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 48.85%
6.86%
$9.03M
155,682 shares@ $58.0 avg price
IVWIshares Tr
Recent Activity
Decreased -0.46%
4.23%
$5.565M
54,809 shares@ $101.54 avg price
IYFIshares Tr
Recent Activity
Increased 2.33%
4.19%
$5.509M
49,815 shares@ $110.59 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 1.78%
4.05%
$5.33M
22,015 shares@ $242.14 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.19%
4.05%
$5.329M
9,092 shares@ $586.08 avg price
IYZIshares Tr
Recent Activity
New Position
3.95%
$5.2M
193,820 shares@ $26.84 avg price
IEFAIshares Tr
Recent Activity
Increased 8.07%
3.78%
$4.974M
70,779 shares@ $70.28 avg price
XLYSelect Sector Spdr Tr
Recent Activity
New Position
3.44%
$4.527M
20,178 shares@ $224.35 avg price