Kelly Pickering

@Sharp Financial Services, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$131.753M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IWFIshares Tr Recent Activity Increased 2.43%	0.97%	$1.271M 3,164 shares@ $401.58 avg price	Increased 2.43%
VWOVanguard Intl Equity Index F Recent Activity Increased 5.73%	0.86%	$1.124M 25,521 shares@ $44.05 avg price	Increased 5.73%
IAUIshares Gold Tr Recent Activity Increased 13.86%	0.83%	$1.086M 21,938 shares@ $49.51 avg price	Increased 13.86%
MSFTMicrosoft Corp Recent Activity Increased 6.52%	0.83%	$1.081M 2,566 shares@ $421.44 avg price	Increased 6.52%
GOOGLAlphabet Inc Recent Activity Increased 5.98%	0.74%	$973,191 5,141 shares@ $189.3 avg price	Increased 5.98%
QCOMQualcomm Inc Recent Activity Increased 11.69%	0.72%	$936,621 6,097 shares@ $153.62 avg price	Increased 11.69%
AMZNAmazon Com Inc Recent Activity Increased 2.9%	0.56%	$732,763 3,340 shares@ $219.4 avg price	Increased 2.9%
WMTWalmart Inc Recent Activity Increased 2.61%	0.55%	$712,139 7,882 shares@ $90.36 avg price	Increased 2.61%
VOOVanguard Index Fds Recent Activity Increased 12.6%	0.47%	$616,399 1,144 shares@ $538.82 avg price	Increased 12.6%
UNPUnion Pac Corp Recent Activity Increased 21.89%	0.44%	$571,468 2,506 shares@ $228.04 avg price	Increased 21.89%