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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
RTXRtx Corporation
Recent Activity
Increased 13.51%
0.39%
$508,589
4,395 shares@ $115.72 avg price
PLTRPalantir Technologies Inc
Recent Activity
0.38%
$499,914
6,610 shares@ $75.63 avg price
VLOValero Energy Corp
Recent Activity
Increased 39.77%
0.38%
$490,360
4,000 shares@ $122.59 avg price
JNJJohnson & Johnson
Recent Activity
Increased 14.89%
0.36%
$471,012
3,257 shares@ $144.62 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 11.05%
0.34%
$447,492
885 shares@ $505.65 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.71%
0.34%
$446,561
1,148 shares@ $389.0 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Increased 7.74%
0.32%
$416,081
4,875 shares@ $85.35 avg price
VRTVertiv Holdings Co
Recent Activity
Decreased -7.58%
0.32%
$415,245
3,655 shares@ $113.62 avg price
IWMIshares Tr
Recent Activity
New Position
0.31%
$396,181
1,793 shares@ $220.96 avg price
IEMGIshares Inc
Recent Activity
Decreased -2.11%
0.3%
$385,958
7,391 shares@ $52.22 avg price