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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
DIASpdr Dow Jones Indl Average
Recent Activity
New Position
3.37%
$4.428M
10,406 shares@ $425.5 avg price
IDUIshares Tr
Recent Activity
Increased 2.37%
3.34%
$4.391M
45,639 shares@ $96.21 avg price
IVEIshares Tr
Recent Activity
New Position
3.24%
$4.259M
22,314 shares@ $190.88 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.28%
1.6%
$2.1M
3,586 shares@ $585.52 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.69%
1.45%
$1.909M
17,750 shares@ $107.57 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.75%
1.39%
$1.83M
13,625 shares@ $134.29 avg price
IVVIshares Tr
Recent Activity
Increased 100.43%
1.07%
$1.399M
2,377 shares@ $588.68 avg price
IWFIshares Tr
Recent Activity
Increased 2.43%
0.97%
$1.271M
3,164 shares@ $401.58 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 5.73%
0.86%
$1.124M
25,521 shares@ $44.05 avg price
CTASimplify Exchange Traded Fun
Recent Activity
Decreased -13.66%
0.83%
$1.088M
39,000 shares@ $27.89 avg price