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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
PFEPfizer Inc
Recent Activity
Decreased -33.5%
0.27%
$352,849
13,300 shares@ $26.53 avg price
RIORio Tinto Plc
Recent Activity
Decreased -37.63%
0.27%
$346,979
5,900 shares@ $58.81 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -25.94%
0.26%
$330,963
1,142 shares@ $289.81 avg price
KRBNKraneshares Trust
Recent Activity
Decreased -26.31%
0.25%
$329,063
11,227 shares@ $29.31 avg price
BABoeing Co
Recent Activity
Decreased -4.54%
0.24%
$315,945
1,785 shares@ $177.0 avg price
IGVIshares Tr
Recent Activity
Decreased -21.89%
0.24%
$314,978
3,146 shares@ $100.13 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.83%
0.24%
$314,315
1,190 shares@ $264.14 avg price
IWDIshares Tr
Recent Activity
Decreased -13.1%
0.24%
$306,946
1,658 shares@ $185.14 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -1.66%
0.23%
$295,767
5,900 shares@ $50.13 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -32.29%
0.22%
$288,543
4,874 shares@ $59.21 avg price