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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
LLYEli Lilly & Co
Recent Activity
0.2%
$251,672
326 shares@ $772.0 avg price
NVONovo-nordisk A S
Recent Activity
Decreased -47.98%
0.19%
$249,458
2,900 shares@ $86.02 avg price
XLESelect Sector Spdr Tr
Recent Activity
0.19%
$248,414
2,900 shares@ $85.66 avg price
COPConocophillips
Recent Activity
Increased 2.05%
0.19%
$247,925
2,500 shares@ $99.17 avg price
IJSIshares Tr
Recent Activity
0.19%
$238,942
2,200 shares@ $108.61 avg price
GEGe Aerospace
Recent Activity
Decreased -5.05%
0.18%
$234,840
1,408 shares@ $166.79 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
Increased 11.99%
0.18%
$232,672
2,028 shares@ $114.73 avg price
KCCAKraneshares Trust
Recent Activity
Decreased -30.33%
0.18%
$228,259
11,634 shares@ $19.62 avg price
EWJIshares Inc
Recent Activity
Increased 4.83%
0.18%
$227,469
3,390 shares@ $67.1 avg price
HPEHewlett Packard Enterprise C
Recent Activity
Decreased -13.11%
0.18%
$226,310
10,600 shares@ $21.35 avg price