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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
AMZNAmazon Com Inc
Recent Activity
Increased 2.9%
0.56%
$732,763
3,340 shares@ $219.4 avg price
WMTWalmart Inc
Recent Activity
Increased 2.61%
0.55%
$712,139
7,882 shares@ $90.36 avg price
VOOVanguard Index Fds
Recent Activity
Increased 12.6%
0.47%
$616,399
1,144 shares@ $538.82 avg price
CNQCanadian Nat Res Ltd
Recent Activity
Decreased -29.74%
0.45%
$587,765
19,040 shares@ $30.88 avg price
UNPUnion Pac Corp
Recent Activity
Increased 21.89%
0.44%
$571,468
2,506 shares@ $228.04 avg price
DDominion Energy Inc
Recent Activity
Increased 30.25%
0.44%
$568,223
10,550 shares@ $53.86 avg price
ISRGIntuitive Surgical Inc
Recent Activity
0.43%
$561,107
1,075 shares@ $521.96 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.42%
$547,562
1,208 shares@ $453.28 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 41.28%
0.41%
$531,998
3,036 shares@ $175.23 avg price
DBAInvesco Db Multi-sector Comm
Recent Activity
Decreased -5.21%
0.41%
$531,800
20,000 shares@ $26.59 avg price