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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
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -1.66%
0.23%
$295,767
5,900 shares@ $50.13 avg price
COSTCostco Whsl Corp New
Recent Activity
0.23%
$290,458
317 shares@ $916.28 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
CSCOCisco Sys Inc
Recent Activity
Decreased -32.29%
0.22%
$288,543
4,874 shares@ $59.21 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Increased 14.76%
0.21%
$266,560
7,000 shares@ $38.08 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -19.13%
0.2%
$263,004
4,650 shares@ $56.56 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -21.89%
0.2%
$259,397
453 shares@ $572.63 avg price
MTBASimplify Exchange Traded Fun
Recent Activity
New Position
0.2%
$258,388
5,200 shares@ $49.69 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -3.63%
0.2%
$254,876
768 shares@ $331.87 avg price