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The Analysis of Sharp Wealth Advisory, LLC's Holdings & P&L

Currently, Sharp Wealth Advisory, LLC holds 120 types of securities in its portfolio with a total value $202.5M. In the most recent quarter, they have increased their positions in IJS (+272.1K shares, valued at $32.2M), VB (+112.5K shares, valued at $29.5M), VOT (+112.1K shares, valued at $28.8M); decreased their positions in XLC (-63.8K shares, valued at $7.1M), N/A (-11.7K shares, valued at $7.0M), IEMG (-99.7K shares, valued at $7.0M); initiated new positions in IJS (+272.1K shares, valued at $32.2M), VOT (+112.1K shares, valued at $28.8M), AXP (+1.2K shares, valued at $353.3K).

1M P&L

-540.0K-0.28%

3M P&L

-1.7M-0.87%

HY P&L

+10.6M+5.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A153.8M

81.2%

2Semiconductors3.4M

1.8%

3Oil & Gas Integrated2.9M

1.5%

Top Industries by Stock Count

1N/A45 stocks

41.7%

2Drug Manufacturers - General4 stocks

3.7%

3Software - Infrastructure4 stocks

3.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJS ISHARES TR272.1K sharesnew addition2026-03-312026-04-27

VB VANGUARD INDEX FDS114.0K shares7569.18%2026-03-312026-04-27

VOT VANGUARD INDEX FDS112.1K sharesnew addition2026-03-312026-04-27

AGG ISHARES TR146.5K shares2.16%2026-03-312026-04-27

VGIT VANGUARD SCOTTSDALE FDS207.2K shares0.71%2026-03-312026-04-27

GLD SPDR GOLD TR27.4K shares0.16%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR35.2K shares1.27%2026-03-312026-04-27

NVDA NVIDIA CORPORATION14.5K shares14.55%2026-03-312026-04-27

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VEA VANGUARD TAX-MANAGED FDS37.8K shares6.90%2026-03-312026-04-27

META META PLATFORMS INC4.2K shares12.32%2026-03-312026-04-27

AAPL APPLE INC8.3K shares34.29%2026-03-312026-04-27

XOM EXXON MOBIL CORP12.3K shares-3.45%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F33.9K shares9.32%2026-03-312026-04-27

BROADCOM INC BROADCOM INC5.9K shares62.33%2026-03-312026-04-27

ALPHABET INC ALPHABET INC6.2K shares15.89%2026-03-312026-04-27

CTA SIMPLIFY EXCHANGE TRADED FUN53.4K shares-12.08%2026-03-312026-04-27

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.2K shares5.78%2026-03-312026-04-27

IWF ISHARES TR3.2K shares-5.59%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares-84.34%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.5K shares-4.10%2026-03-312026-04-27

MSFT MICROSOFT CORP3.1K shares-5.24%2026-03-312026-04-27

IEFA ISHARES TR11.4K shares-5.25%2026-03-312026-04-27

AMZN AMAZON COM INC4.6K shares25.18%2026-03-312026-04-27

BIL SPDR SERIES TRUST10.0K shares3.06%2026-03-312026-04-27

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VTI VANGUARD INDEX FDS2.9K shares0.35%2026-03-312026-04-27

V VISA INC3.0K shares-4.24%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC6.1K shares0.00%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS11.9K shares-4.87%2026-03-312026-04-27

SLV ISHARES SILVER TR12.0K shares-27.05%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR1.4K shares-89.12%2026-03-312026-04-27

CVX CHEVRON CORPORATION3.8K shares-0.84%2026-03-312026-04-27

IWM ISHARES TR3.1K shares10.14%2026-03-312026-04-27

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IVV ISHARES TR1.2K shares1.31%2026-03-312026-04-27

VRT VERTIV HOLDINGS CO3.0K shares-1.66%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC4.4K shares0.00%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO2.5K shares34.72%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON2.9K shares15.09%2026-03-312026-04-27

ITOT ISHARES TR5.0K shares-14.83%2026-03-312026-04-27

RTX RTX CORPORATION3.7K shares-2.65%2026-03-312026-04-27

WMT WALMART INC5.6K shares-9.09%2026-03-312026-04-27

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EATON CORP PLC EATON CORP PLC1.9K shares37.51%2026-03-312026-04-27

IEMG ISHARES INC9.9K shares-90.98%2026-03-312026-04-27

D DOMINION ENERGY INC10.5K shares80.53%2026-03-312026-04-27

PFE PFIZER INC22.3K shares-2.00%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC6.3K shares8.33%2026-03-312026-04-27

CNQ CANADIAN NAT RES LTD MED TER12.5K shares-10.84%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T929 shares2.31%2026-03-312026-04-27

ABBV ABBVIE INC2.7K shares24.99%2026-03-312026-04-27

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PSX PHILLIPS 663.1K shares-11.43%2026-03-312026-04-27

EWJ ISHARES INC6.5K shares5.76%2026-03-312026-04-27

QCOM QUALCOMM INC4.3K shares-28.39%2026-03-312026-04-27

HIG HARTFORD INSURANCE GROUP INC3.9K shares26.73%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC1.1K shares10.71%2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR3.2K shares6.50%2026-03-312026-04-27

STIP ISHARES TR5.0K shares3.44%2026-03-312026-04-27

TGT TARGET CORP4.3K shares3.66%2026-03-312026-04-27

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GS GOLDMAN SACHS GROUP INC595 shares0.00%2026-03-312026-04-27

IWN ISHARES TR2.6K shares34.03%2026-03-312026-04-27

PEP PEPSICO INC3.1K shares5.07%2026-03-312026-04-27

VPU VANGUARD WORLD FD2.4K shares4.40%2026-03-312026-04-27

MTBA SIMPLIFY EXCHANGE TRADED FUN9.0K shares72.88%2026-03-312026-04-27

LLY ELI LILLY & CO479 shares6.21%2026-03-312026-04-27

CSCO CISCO SYS INC5.6K shares19.57%2026-03-312026-04-27

SMH VANECK ETF TRUST1.1K shares0.00%2026-03-312026-04-27

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NFLX NETFLIX INC.4.3K shares3.08%2026-03-312026-04-27

VUG VANGUARD INDEX FDS917 shares0.55%2026-03-312026-04-27

DBA INVESCO DB MULTI-SECTOR COMM14.4K shares-15.25%2026-03-312026-04-27

MO ALTRIA GROUP INC6.0K shares20.13%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE1.4K shares65.66%2026-03-312026-04-27

HD HOME DEPOT INC1.1K shares-30.86%2026-03-312026-04-27

IWD ISHARES TR1.7K shares1.39%2026-03-312026-04-27

PG PROCTER & GAMBLE CO2.5K shares1.23%2026-03-312026-04-27

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ISHG ISHARES TR4.8K shares0.80%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO1.2K sharesnew addition2026-03-312026-04-27

GDX VANECK ETF TRUST3.8K shares-34.55%2026-03-312026-04-27

CB CHUBB LTD SWITZ1.1K shares0.00%2026-03-312026-04-27

HL HECLA MINING COMPANY18.4K shares-46.13%2026-03-312026-04-27

FCX FREEPORT MCMORAN INC5.8K sharesnew addition2026-03-312026-04-27

KHC KRAFT HEINZ CO15.2K shares-18.80%2026-03-312026-04-27

PNC PNC FINL SVCS GROUP INC1.6K shares15.15%2026-03-312026-04-27

Sponsored

UNP UNION PAC CORP1.4K shares14.65%2026-03-312026-04-27

SDCI USCF ETF TR12.3K shares-30.79%2026-03-312026-04-27

CAT CATERPILLAR INC470 sharesnew addition2026-03-312026-04-27

AMAT APPLIED MATLS INC967 sharesnew addition2026-03-312026-04-27

XLC SELECT SECTOR SPDR TR2.9K shares-95.61%2026-03-312026-04-27

BAC BANK AMERICA CORP6.5K shares73.03%2026-03-312026-04-27

PSLV SPROTT ASSET MANAGEMENT LP12.7K shares-23.95%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION310 shares0.00%2026-03-312026-04-27

Sponsored

SILJ AMPLIFY ETF TR10.4K shares-15.10%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC914 shares0.11%2026-03-312026-04-27

MS MORGAN STANLEY1.9K sharesnew addition2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC2.5K shares3.62%2026-03-312026-04-27

NOC NORTHROP GRUMMAN CORP435 shares0.00%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP486 shares-14.89%2026-03-312026-04-27

MA MASTERCARD INCORPORATED576 sharesnew addition2026-03-312026-04-27

RIO RIO TINTO PLC3.0K sharesnew addition2026-03-312026-04-27

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XLB SELECT SECTOR SPDR TR5.6K sharesnew addition2026-03-312026-04-27

IGV ISHARES TR3.4K shares-32.47%2026-03-312026-04-27

KCCA KRANESHARES TRUST18.3K shares13.82%2026-03-312026-04-27

VO VANGUARD INDEX FDS902 shares6.12%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR4.1K sharesnew addition2026-03-312026-04-27

ABT ABBOTT LABORATORIES2.4K shares32.87%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K shares4.51%2026-03-312026-04-27

DIS DISNEY WALT CO2.5K shares34.40%2026-03-312026-04-27

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IVW ISHARES TR2.1K shares-96.41%2026-03-312026-04-27

DGRO ISHARES TR3.4K shares4.31%2026-03-312026-04-27

IDV ISHARES TR5.5K shares-21.43%2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC568 sharesnew addition2026-03-312026-04-27

TM TOYOTA MOTOR CORP1.1K shares0.00%2026-03-312026-04-27

ADM ARCHER DANIELS MIDLAND CO3.0K shares-17.56%2026-03-312026-04-27

ORCL ORACLE CORP1.5K shares7.29%2026-03-312026-04-27

AG FIRST MAJESTIC SILVER CORP9.9K shares-47.66%2026-03-312026-04-27

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C8.8K sharesnew addition2026-03-312026-04-27

ALPHABET INC ALPHABET INC723 sharesnew addition2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC4.1K sharesnew addition2026-03-312026-04-27

MCD MCDONALDS CORP661 sharesnew addition2026-03-312026-04-27

CELH CELSIUS HLDGS INC5.8K shares9.52%2026-03-312026-04-27

SO SOUTHERN CO2.1K sharesnew addition2026-03-312026-04-27

IJH ISHARES TR3.0K sharesnew addition2026-03-312026-04-27

F FORD MTR CO13.4K shares-3.52%2026-03-312026-04-27

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IJS

ISHARES TR

New

Shares272.1K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

7569.18%

Shares114.0K

Event2026-03-31

Filed2026-04-27

VOT

VANGUARD INDEX FDS

New

Shares112.1K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

2.16%

Shares146.5K

Event2026-03-31

Filed2026-04-27

VGIT

VANGUARD SCOTTSDALE FDS

0.71%

Shares207.2K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

0.16%

Shares27.4K

Event2026-03-31

Filed2026-04-27

ISHARES GOLD TR

1.27%

Shares35.2K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

14.55%

Shares14.5K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

6.90%

Shares37.8K

Event2026-03-31

Filed2026-04-27