Sharp Financial Services, LLC Top Holdings and 13F Report (2025) About Sharp Financial Services, LLCInvestment ActivitySharp Financial Services, LLC has $130.64 million in total holdings as of March 31, 2025.Sharp Financial Services, LLC owns shares of 89 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 39.79% of the portfolio was purchased this quarter.About 41.01% of the portfolio was sold this quarter.This quarter, Sharp Financial Services, LLC has purchased 96 new stocks and bought additional shares in 46 stocks.Sharp Financial Services, LLC sold shares of 31 stocks and completely divested from 16 stocks this quarter.Largest Holdings SPDR Dow Jones Industrial Average ETF Trust $20,438,919SPDR S&P 500 ETF Trust $20,299,704iShares S&P 500 Growth ETF $18,983,271iShares Core U.S. Aggregate Bond ETF $9,861,236Vanguard Intermediate-Term Treasury Index ETF $9,063,133 Largest New Holdings this Quarter 922908736 - Vanguard Growth ETF $409,014 Holding882508104 - Texas Instruments $380,605 Holding718172109 - Philip Morris International $299,074 Holding416515104 - The Hartford Financial Services Group $260,204 Holding27829C105 - Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund $244,448 Holding Largest Purchases this Quarter SPDR Dow Jones Industrial Average ETF Trust 38,272 shares (about $16.07M)SPDR S&P 500 ETF Trust 27,197 shares (about $15.21M)iShares S&P 500 Growth ETF 149,686 shares (about $13.90M)Vanguard Total Stock Market ETF 2,453 shares (about $674.18K)Broadcom 3,573 shares (about $598.23K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 56,006 shares (about $4.24M)iShares Core S&P 500 ETF 880 shares (about $494.47K)Exxon Mobil 2,646 shares (about $314.70K)Chevron 1,643 shares (about $274.86K)Canadian Natural Resources 7,975 shares (about $245.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSharp Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDIASPDR Dow Jones Industrial Average ETF Trust$20,438,919$16,069,648 ▲367.8%48,67815.6%FinanceSPYSPDR S&P 500 ETF Trust$20,299,704$15,213,730 ▲299.1%36,28915.5%FinanceIVWiShares S&P 500 Growth ETF$18,983,271$13,895,351 ▲273.1%204,49514.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$9,861,236$174,495 ▼-1.7%99,6897.5%FinanceVGITVanguard Intermediate-Term Treasury Index ETF$9,063,133$184,378 ▼-2.0%152,5786.9%ETFGLDSPDR Gold Shares$6,399,878$56,475 ▲0.9%22,2114.9%FinanceMETAMeta Platforms$2,070,285$3,458 ▲0.2%3,5921.6%Computer and TechnologyXOMExxon Mobil$1,796,378$314,699 ▼-14.9%15,1041.4%EnergyNVDANVIDIA$1,532,710$56,032 ▲3.8%14,1421.2%Computer and TechnologyMSFTMicrosoft$1,474,748$511,601 ▲53.1%3,9291.1%Computer and TechnologyIAUiShares Gold Trust$1,265,282$28,183 ▼-2.2%21,4601.0%FinanceIWFiShares Russell 1000 Growth ETF$1,187,625$45,136 ▲4.0%3,2890.9%ETFIEFAiShares Core MSCI EAFE ETF$1,117,577$4,236,852 ▼-79.1%14,7730.9%ETFGOOGLAlphabet$1,107,532$312,528 ▲39.3%7,1620.8%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,095,337$59,743 ▼-5.2%24,2010.8%ETFAAPLApple$1,051,621$215,700 ▲25.8%4,7340.8%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,016,600$135,869 ▼-11.8%20,0000.8%ETFBNDVanguard Total Bond Market ETF$999,755$33,641 ▲3.5%13,6110.8%ETFCTASimplify Managed Futures Strategy ETF$998,704$155,696 ▼-13.5%33,7400.8%ETFVTIVanguard Total Stock Market ETF$988,050$674,183 ▲214.8%3,5950.8%ETFVVisa$914,927$31,888 ▲3.6%2,6110.7%Business ServicesQCOMQUALCOMM$902,305$34,255 ▼-3.7%5,8740.7%Computer and TechnologyIVViShares Core S&P 500 ETF$841,164$494,472 ▼-37.0%1,4970.6%ETFAMZNAmazon.com$833,910$198,441 ▲31.2%4,3830.6%Retail/WholesaleAVGOBroadcom$819,235$598,227 ▲270.7%4,8930.6%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$808,448$69,351 ▲9.4%8,8130.6%ETFWMTWalmart$736,383$44,422 ▲6.4%8,3880.6%Retail/WholesaleCVXChevron$706,467$274,858 ▼-28.0%4,2230.5%EnergyVOOVanguard S&P 500 ETF$677,384$89,427 ▲15.2%1,3180.5%ETFBRK.BBerkshire Hathaway$646,552$3,195 ▲0.5%1,2140.5%FinanceDDominion Energy$625,405$33,866 ▲5.7%11,1540.5%UtilitiesJNJJohnson & Johnson$549,908$9,784 ▲1.8%3,3160.4%MedicalISRGIntuitive Surgical$545,788$13,372 ▲2.5%1,1020.4%MedicalUNPUnion Pacific$538,863$53,154 ▼-9.0%2,2810.4%TransportationPALANTIR TECHNOLOGIES INC$533,155$24,729 ▼-4.4%6,3170.4%CL ARTXRTX$519,508$62,654 ▼-10.8%3,9220.4%AerospaceRSPInvesco S&P 500 Equal Weight ETF$515,013$10,913 ▼-2.1%2,9730.4%ETFDBAInvesco DB Agriculture Fund$474,120$52,680 ▼-10.0%18,0000.4%FinanceHDHome Depot$460,311$39,581 ▲9.4%1,2560.4%Retail/WholesaleQQQInvesco QQQ$456,971$115,766 ▲33.9%9750.3%FinanceJPMJPMorgan Chase & Co.$437,247$61,833 ▲16.5%1,7820.3%FinancePYPLPayPal$432,281$114,187 ▲35.9%6,6250.3%Computer and TechnologyABBVAbbVie$422,050$175,191 ▲71.0%2,0140.3%MedicalPFEPfizer$417,476$80,454 ▲23.9%16,4750.3%MedicalVUGVanguard Growth ETF$409,014$409,014 ▲New Holding1,1030.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$398,8920.0%7,3910.3%ETFVLOValero Energy$396,342$131,938 ▼-25.0%3,0010.3%EnergyMSMMSC Industrial Direct$384,466$38,835 ▲11.2%4,9500.3%IndustrialsVBVanguard Small-Cap ETF$382,519$186,270 ▲94.9%1,7250.3%ETFTXNTexas Instruments$380,605$380,605 ▲New Holding2,1180.3%Computer and TechnologyNFLXNetflix$370,214$25,178 ▲7.3%3970.3%Consumer DiscretionaryLMTLockheed Martin$369,513$16,532 ▲4.7%8270.3%AerospaceUNHUnitedHealth Group$358,679$104,724 ▼-22.6%6850.3%MedicalGSThe Goldman Sachs Group$349,626$102,156 ▲41.3%6400.3%FinanceIWMiShares Russell 2000 ETF$348,908$8,778 ▼-2.5%1,7490.3%FinanceCNQCanadian Natural Resources$340,802$245,630 ▼-41.9%11,0650.3%EnergyKRBNKraneShares Global Carbon Strategy ETF$331,613$14,787 ▲4.7%11,7510.3%ETFLLYEli Lilly and Company$314,672$45,425 ▲16.9%3810.2%MedicalVRTVertiv$312,626$48,735 ▲18.5%4,3300.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$311,9690.0%1,6580.2%ETFVOVanguard Mid-Cap ETF$307,7580.0%1,1900.2%ETFQUALiShares MSCI USA Quality Factor ETF$302,988$7,861 ▼-2.5%1,7730.2%ETFCSCOCisco Systems$301,641$864 ▲0.3%4,8880.2%Computer and TechnologyCOSTCostco Wholesale$300,758$946 ▲0.3%3180.2%Retail/WholesalePMPhilip Morris International$299,074$299,074 ▲New Holding1,8840.2%Consumer StaplesEWJiShares MSCI Japan ETF$298,030$65,612 ▲28.2%4,3470.2%ETFETNEaton$293,576$84,811 ▲40.6%1,0800.2%IndustrialsRIORio Tinto Group$288,384$66,088 ▼-18.6%4,8000.2%Basic MaterialsGEGE Aerospace$282,812$1,001 ▲0.4%1,4130.2%IndustrialsUPSUnited Parcel Service$279,595$52,025 ▼-15.7%2,5420.2%TransportationVPUVanguard Utilities ETF$273,296$102,486 ▼-27.3%1,6000.2%ETFFCXFreeport-McMoRan$261,461$3,559 ▼-1.3%6,9060.2%Basic MaterialsHIGThe Hartford Financial Services Group$260,204$260,204 ▲New Holding2,1030.2%FinanceIDViShares International Select Dividend ETF$255,915$71,346 ▼-21.8%8,2500.2%ETFNOWServiceNow$250,784$11,942 ▲5.0%3150.2%Computer and TechnologyPSXPhillips 66$246,056$139,263 ▼-36.1%1,9930.2%EnergyMUBiShares National Muni Bond ETF$245,148$105,440 ▼-30.1%2,3250.2%ETFETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$244,448$244,448 ▲New Holding29,6300.2%Financial ServicesHPEHewlett Packard Enterprise$243,563$80,005 ▲48.9%15,7850.2%Computer and TechnologyNVONovo Nordisk A/S$243,040$41,664 ▲20.7%3,5000.2%MedicalWMWaste Management$231,510$22,919 ▼-9.0%1,0000.2%Business ServicesIGViShares Expanded Tech-Software Sector ETF$226,391$53,572 ▼-19.1%2,5440.2%ETFSIMPLIFY EXCHANGE TRADED FUN$225,630$35,098 ▼-13.5%4,5000.2%MBS ETFVDEVanguard Energy ETF$207,536$207,536 ▲New Holding1,6000.2%ETFORCLOracle$204,435$204,435 ▲New Holding1,4620.2%Computer and TechnologyCELHCelsius$203,034$203,034 ▲New Holding5,7000.2%Consumer StaplesIBMInternational Business Machines$200,669$200,669 ▲New Holding8070.2%Computer and TechnologyKCCAKraneShares California Carbon Allowance Strategy ETF$195,354$1,764 ▲0.9%11,7400.1%ETFFFord Motor$140,420$36,610 ▲35.3%14,0000.1%Auto/Tires/TrucksIYYiShares Dow Jones U.S. ETF$0$19,690,615 ▼-100.0%00.0%ETFIYFiShares U.S. Financials ETF$0$5,508,543 ▼-100.0%00.0%ETFIYZiShares U.S. Telecommunications ETF$0$5,200,191 ▼-100.0%00.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$0$4,526,934 ▼-100.0%00.0%FinanceIDUiShares U.S. Utilities ETF$0$4,390,928 ▼-100.0%00.0%ETFIVEiShares S&P 500 Value ETF$0$4,259,296 ▼-100.0%00.0%ETFBABoeing$0$315,945 ▼-100.0%00.0%AerospaceVTEBVanguard Tax-Exempt Bond ETF$0$295,767 ▼-100.0%00.0%ETFPHMPulteGroup$0$289,674 ▼-100.0%00.0%ConstructionBMYBristol-Myers Squibb$0$263,004 ▼-100.0%00.0%MedicalXLEEnergy Select Sector SPDR Fund$0$248,414 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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