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Sharp Financial Services

Latest statistics and disclosures from Sharp Financial Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001733194

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Positions held by Sharp Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sharp Financial Services

Sharp Financial Services holds 95 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Dow Jones Us Etf (IYY)	14.1	$16M	124k	132.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.9	$8.1M	83k	97.07	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.7	$5.4M	94k	58.23	View chart
Ishares Tr U.s. Tech Etf (IYW)	4.1	$4.8M	32k	150.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	4.1	$4.8M	52k	92.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.0	$4.7M	9.8k	479.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.0	$4.6M	8.5k	544.22	View chart
Spdr Gold Tr Gold Shs (GLD)	3.8	$4.4M	20k	215.01	View chart
Ishares Tr U.s. Finls Etf (IYF)	3.8	$4.4M	46k	94.57	View chart
Ishares Tr Us Industrials (IYJ)	3.5	$4.1M	34k	119.44	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	3.1	$3.6M	41k	88.11	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	3.1	$3.6M	6.8k	535.08	View chart
Ishares Tr U.s. Utilits Etf (IDU)	3.0	$3.5M	40k	87.88	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.9	$2.2M	81k	27.22	View chart
Exxon Mobil Corporation (XOM)	1.9	$2.2M	19k	115.12	View chart
NVIDIA Corporation (NVDA)	1.5	$1.8M	15k	123.54	View chart
Meta Platforms Cl A (META)	1.4	$1.6M	3.1k	504.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$1.3M	3.4k	364.51	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	1.0	$1.1M	42k	26.92	View chart
Microsoft Corporation (MSFT)	0.9	$1.1M	2.4k	446.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$1.0M	14k	72.05	View chart
Chevron Corporation (CVX)	0.8	$984k	6.3k	156.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$973k	20k	49.42	View chart
Qualcomm (QCOM)	0.8	$951k	4.8k	199.18	View chart
Apple (AAPL)	0.8	$931k	4.4k	210.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$885k	20k	43.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$823k	11k	72.64	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.7	$781k	8.5k	91.78	View chart
Visa Com Cl A (V)	0.7	$761k	2.9k	262.43	View chart
Canadian Natural Resources (CNQ)	0.6	$733k	21k	35.60	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$680k	16k	43.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$652k	3.6k	182.15	View chart
Rio Tinto Sponsored Adr (RIO)	0.6	$643k	9.8k	65.93	View chart
Phillips 66 (PSX)	0.5	$622k	4.4k	141.16	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$598k	10k	58.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$534k	976.00	547.23	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.4	$505k	21k	23.80	View chart
Wal-Mart Stores (WMT)	0.4	$501k	7.4k	67.71	View chart
Kraneshares Trust Global Carb Stra (KRBN)	0.4	$501k	15k	32.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$493k	986.00	500.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$491k	1.2k	406.80	View chart
Fs Kkr Capital Corp (FSK)	0.4	$489k	25k	19.73	View chart
Intuitive Surgical Com New (ISRG)	0.4	$478k	1.1k	444.85	View chart
Amazon (AMZN)	0.4	$477k	2.5k	193.25	View chart
Johnson & Johnson (JNJ)	0.4	$459k	3.1k	146.16	View chart
Union Pacific Corporation (UNP)	0.4	$455k	2.0k	226.32	View chart
Bristol Myers Squibb (BMY)	0.4	$434k	11k	41.53	View chart
Valero Energy Corporation (VLO)	0.4	$433k	2.8k	156.76	View chart
Pfizer (PFE)	0.4	$430k	15k	27.98	View chart
UnitedHealth (UNH)	0.4	$422k	829.00	509.08	View chart
Dominion Resources (D)	0.4	$419k	8.6k	49.00	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$414k	7.7k	53.53	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$408k	3.8k	106.55	View chart
Raytheon Technologies Corp (RTX)	0.3	$407k	4.1k	100.39	View chart
Boeing Company (BA)	0.3	$407k	2.2k	182.01	View chart
Home Depot (HD)	0.3	$405k	1.2k	344.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$405k	1.7k	242.10	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$401k	8.0k	50.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$399k	2.0k	202.89	View chart
Starbucks Corporation (SBUX)	0.3	$388k	5.0k	77.85	View chart
Cisco Systems (CSCO)	0.3	$386k	8.1k	47.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$350k	2.0k	174.47	View chart
Celsius Hldgs Com New (CELH)	0.3	$343k	6.0k	57.09	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$337k	12k	27.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$333k	1.5k	218.04	View chart
Paypal Holdings (PYPL)	0.3	$331k	5.7k	58.03	View chart
Lockheed Martin Corporation (LMT)	0.3	$328k	702.00	466.78	View chart
United Parcel Service CL B (UPS)	0.3	$318k	2.3k	136.85	View chart
JPMorgan Chase & Co. (JPM)	0.3	$312k	1.5k	202.33	View chart
Vanguard World Utilities Etf (VPU)	0.3	$311k	2.1k	147.92	View chart
Kraneshares Trust California Carb (KCCA)	0.3	$309k	14k	22.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$306k	1.1k	267.51	View chart
Costco Wholesale Corporation (COST)	0.3	$302k	355.00	849.99	View chart
Merck & Co (MRK)	0.3	$296k	2.4k	123.80	View chart
ConocoPhillips (COP)	0.3	$292k	2.6k	114.38	View chart
Novo-nordisk A S Adr (NVO)	0.2	$286k	2.0k	142.74	View chart
Broadcom (AVGO)	0.2	$283k	176.00	1605.53	View chart
Eli Lilly & Co. (LLY)	0.2	$281k	310.00	905.38	View chart
Coinbase Global Com Cl A (COIN)	0.2	$278k	1.3k	222.23	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$264k	2.9k	91.15	View chart
Goldman Sachs (GS)	0.2	$262k	580.00	452.32	View chart
Servicenow (NOW)	0.2	$256k	325.00	786.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$245k	1.5k	164.28	View chart
Netflix (NFLX)	0.2	$243k	360.00	674.88	View chart
Abbvie (ABBV)	0.2	$239k	1.4k	171.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$238k	4.1k	58.52	View chart
Ge Aerospace Com New (GE)	0.2	$236k	1.5k	158.97	View chart
Archer Daniels Midland Company (ADM)	0.2	$235k	3.9k	60.45	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$233k	2.4k	97.27	View chart
Freeport-mcmoran CL B (FCX)	0.2	$224k	4.6k	48.60	View chart
Waste Management (WM)	0.2	$217k	1.0k	213.34	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$210k	2.4k	86.90	View chart
Eaton Corp SHS (ETN)	0.2	$209k	665.00	313.55	View chart
Oracle Corporation (ORCL)	0.2	$203k	1.4k	141.22	View chart
Walt Disney Company (DIS)	0.2	$201k	2.0k	99.29	View chart

Past Filings by Sharp Financial Services

SEC 13F filings are viewable for Sharp Financial Services going back to 2024

Sharp Financial Services 2024 Q2 filed July 15, 2024

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