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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
IYWIshares Tr
Recent Activity
Exited
0%
$5.205M
34,326 shares@ $151.62 avg price
IYRIshares Tr
Recent Activity
Exited
0%
$4.233M
41,554 shares@ $101.88 avg price
IJKIshares Tr
Recent Activity
Exited
0%
$4.077M
44,345 shares@ $91.94 avg price
SPTLSpdr Ser Tr
Recent Activity
Exited
0%
$2.527M
86,942 shares@ $29.08 avg price
FSKFs Kkr Cap Corp
Recent Activity
Exited
0%
$446,431
22,627 shares@ $19.74 avg price
ADMArcher Daniels Midland Co
Recent Activity
Exited
0%
$288,425
4,828 shares@ $59.75 avg price
NTRNutrien Ltd
Recent Activity
Exited
0%
$245,106
5,100 shares@ $48.06 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Exited
0%
$227,180
1,475 shares@ $154.03 avg price
IJHIshares Tr
Recent Activity
Exited
0%
$220,800
3,543 shares@ $62.33 avg price
PMPhilip Morris Intl Inc
Recent Activity
Exited
0%
$217,327
1,790 shares@ $121.42 avg price