test

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
IYZIshares Tr
Recent Activity
New Position
3.95%
$5.2M
193,820 shares@ $26.84 avg price
XLYSelect Sector Spdr Tr
Recent Activity
New Position
3.44%
$4.527M
20,178 shares@ $224.35 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
New Position
3.37%
$4.428M
10,406 shares@ $425.5 avg price
IVEIshares Tr
Recent Activity
New Position
3.24%
$4.259M
22,314 shares@ $190.88 avg price
IWMIshares Tr
Recent Activity
New Position
0.31%
$396,181
1,793 shares@ $220.96 avg price
MSMMsc Indl Direct Inc
Recent Activity
New Position
0.26%
$332,370
4,450 shares@ $74.69 avg price
MTBASimplify Exchange Traded Fun
Recent Activity
New Position
0.2%
$258,388
5,200 shares@ $49.69 avg price
TMToyota Motor Corp
Recent Activity
New Position
0.17%
$214,071
1,100 shares@ $194.61 avg price
VBVanguard Index Fds
Recent Activity
New Position
0.17%
$212,648
885 shares@ $240.29 avg price
WYWeyerhaeuser Co Mtn Be
Recent Activity
New Position
0.16%
$202,680
7,200 shares@ $28.15 avg price