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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
QUALIshares Tr
Recent Activity
Increased 12.22%
0.25%
$323,928
1,819 shares@ $178.09 avg price
PHMPulte Group Inc
Recent Activity
Increased 86.02%
0.22%
$289,674
2,660 shares@ $108.9 avg price
IDVIshares Tr
Recent Activity
Increased 4.98%
0.22%
$288,859
10,550 shares@ $27.38 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Increased 14.76%
0.21%
$266,560
7,000 shares@ $38.08 avg price
COPConocophillips
Recent Activity
Increased 2.05%
0.19%
$247,925
2,500 shares@ $99.17 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
Increased 11.99%
0.18%
$232,672
2,028 shares@ $114.73 avg price
EWJIshares Inc
Recent Activity
Increased 4.83%
0.18%
$227,469
3,390 shares@ $67.1 avg price
FFord Mtr Co
Recent Activity
Increased 3.51%
0.08%
$102,465
10,350 shares@ $9.9 avg price