Sharp Financial Services, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 17, 2025
Value $: $132M
Signature - Title: Kelly Pickering - Chief Compliance Officer
Location: Horsham, PA
Summary: This page shows a list of all the recent 13F filings made by Sharp Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sharp Financial Services, LLC reported 96 stock holdings with total value $132M as of Q4 2024. Top holdings included IYY, AGG, VGIT, IVW, and IYF.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	96	$132M	+$27.8M	-$25.5M	+$2.31M	IYY, AGG, VGIT, IVW, IYF	13F-HR	1/17/2025, 12:15 PM
Q3 2024	96	$130M	+$20.2M	-$12.4M	+$7.72M	IYY, AGG, VGIT, IVW, GLD	13F-HR	11/4/2024, 09:03 AM
Q2 2024	95	$117M	+$25M	-$16.2M	+$8.81M	IYY, AGG, VGIT, IYW, IVW	13F-HR	7/15/2024, 09:50 AM
Q1 2024	87	$108M	+$13.5M	-$4.42M	+$9.03M	IYY, AGG, VGIT, SPY, IVW	13F-HR	8/13/2024, 05:41 PM
Q4 2023	83	$92.2M	$0	$0		IYY, AGG, VGIT, IVW, QQQ	13F-HR	8/13/2024, 05:38 PM