The Analysis of Sharp Wealth Advisory, LLC's Holdings

Currently, Sharp Wealth Advisory, LLC holds 113 types of securities in its portfolio with a total value $198.7M. In the most recent quarter, they have increased their positions in XLV (+45.3K shares, valued at $7.0M), XLK (+28.8K shares, valued at $4.2M), XLU (+78.3K shares, valued at $3.3M); decreased their positions in KHC (-16.6K shares, valued at $401.9K), UPS (-3.0K shares, valued at $292.6K), PYPL (-4.2K shares, valued at $247.5K); initiated new positions in XLV (+45.3K shares, valued at $7.0M), PSLV (+16.7K shares, valued at $395.0K), SDCI (+17.7K shares, valued at $389.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IYY ISHARES TR174.8K shares5.26%2025-12-312026-01-16

AGG ISHARES TR143.4K shares6.89%2025-12-312026-01-16

VGIT VANGUARD SCOTTSDALE FDS205.8K shares6.17%2025-12-312026-01-16

GLD SPDR GOLD TR27.4K shares0.81%2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS13.9K shares14.01%2025-12-312026-01-16

XLK SELECT SECTOR SPDR TR55.1K shares109.53%2025-12-312026-01-16

XLC SELECT SECTOR SPDR TR66.7K shares9.86%2025-12-312026-01-16

INVESCO QQQ TR INVESCO QQQ TR12.4K shares8.18%2025-12-312026-01-16

Sponsored

IEMG ISHARES INC109.5K shares5.80%2025-12-312026-01-16

IVW ISHARES TR58.2K shares5.11%2025-12-312026-01-16

XLV SELECT SECTOR SPDR TR45.3K sharesnew addition2025-12-312026-01-16

EFA ISHARES TR70.2K shares5.58%2025-12-312026-01-16

XLU SELECT SECTOR SPDR TR156.0K shares100.62%2025-12-312026-01-16

ISHARES GOLD TR ISHARES GOLD TR34.8K shares4.43%2025-12-312026-01-16

META META PLATFORMS INC3.8K shares-1.29%2025-12-312026-01-16

NVDA NVIDIA CORPORATION12.7K shares-4.97%2025-12-312026-01-16

Sponsored

VEA VANGUARD TAX-MANAGED FDS35.4K shares8.97%2025-12-312026-01-16

ALPHABET INC ALPHABET INC5.4K shares0.47%2025-12-312026-01-16

AAPL APPLE INC6.2K shares5.45%2025-12-312026-01-16

VWO VANGUARD INTL EQUITY INDEX F31.0K shares5.82%2025-12-312026-01-16

CTA SIMPLIFY EXCHANGE TRADED FUN60.7K shares11.16%2025-12-312026-01-16

MSFT MICROSOFT CORP3.3K shares-1.69%2025-12-312026-01-16

IWF ISHARES TR3.4K shares0.00%2025-12-312026-01-16

XOM EXXON MOBIL CORP12.8K shares-3.18%2025-12-312026-01-16

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.8K shares5.06%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares1.38%2025-12-312026-01-16

BROADCOM INC BROADCOM INC3.6K shares-3.73%2025-12-312026-01-16

V VISA INC3.1K shares-4.53%2025-12-312026-01-16

PLTR PALANTIR TECHNOLOGIES INC6.1K shares0.00%2025-12-312026-01-16

IEFA ISHARES TR12.0K shares0.00%2025-12-312026-01-16

SLV ISHARES SILVER TR16.4K shares0.00%2025-12-312026-01-16

QCOM QUALCOMM INC6.0K shares7.20%2025-12-312026-01-16

Sponsored

VTI VANGUARD INDEX FDS2.8K shares30.52%2025-12-312026-01-16

BND VANGUARD BD INDEX FDS12.5K shares-0.70%2025-12-312026-01-16

BIL SPDR SERIES TRUST9.7K shares4.18%2025-12-312026-01-16

ITOT ISHARES TR5.9K shares20.41%2025-12-312026-01-16

AMZN AMAZON COM INC3.7K shares3.15%2025-12-312026-01-16

IVV ISHARES TR1.1K shares0.62%2025-12-312026-01-16

PM PHILIP MORRIS INTL INC4.4K shares46.57%2025-12-312026-01-16

IWM ISHARES TR2.8K shares-5.08%2025-12-312026-01-16

Sponsored

RTX RTX CORPORATION3.8K shares-3.82%2025-12-312026-01-16

WMT WALMART INC6.2K shares-4.65%2025-12-312026-01-16

HL HECLA MNG CO34.3K shares0.00%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR908 shares0.00%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.1.8K shares0.00%2025-12-312026-01-16

ISRG INTUITIVE SURGICAL INC1.0K shares-11.16%2025-12-312026-01-16

CVX CHEVRON CORP NEW3.8K shares6.00%2025-12-312026-01-16

UPS UNITED PARCEL SERVICE INC5.8K shares-33.81%2025-12-312026-01-16

Sponsored

PFE PFIZER INC22.8K shares9.20%2025-12-312026-01-16

HD HOME DEPOT INC1.6K shares11.77%2025-12-312026-01-16

IGV ISHARES TR5.1K shares2.55%2025-12-312026-01-16

JNJ JOHNSON & JOHNSON2.6K shares0.00%2025-12-312026-01-16

GS GOLDMAN SACHS GROUP INC595 shares0.00%2025-12-312026-01-16

GDX VANECK ETF TRUST5.9K shares-0.34%2025-12-312026-01-16

ABBV ABBVIE INC2.2K shares10.17%2025-12-312026-01-16

EWJ ISHARES INC6.2K shares7.99%2025-12-312026-01-16

Sponsored

STIP ISHARES TR4.9K shares8.47%2025-12-312026-01-16

VRT VERTIV HOLDINGS CO3.0K shares-1.64%2025-12-312026-01-16

LLY ELI LILLY & CO451 shares0.00%2025-12-312026-01-16

CNQ CANADIAN NAT RES LTD14.0K shares115.95%2025-12-312026-01-16

XLI SELECT SECTOR SPDR TR3.0K shares27.60%2025-12-312026-01-16

PSX PHILLIPS 663.5K shares22.94%2025-12-312026-01-16

KHC KRAFT HEINZ CO18.8K shares-46.92%2025-12-312026-01-16

EATON CORP PLC EATON CORP PLC1.4K shares73.67%2025-12-312026-01-16

Sponsored

VUG VANGUARD INDEX FDS912 shares-6.94%2025-12-312026-01-16

DBA INVESCO DB MULTI-SECTOR COMM17.1K shares7.23%2025-12-312026-01-16

HIG HARTFORD INSURANCE GROUP INC3.1K shares11.77%2025-12-312026-01-16

PEP PEPSICO INC3.0K shares-17.43%2025-12-312026-01-16

VPU VANGUARD WORLD FD2.3K shares0.00%2025-12-312026-01-16

SMH VANECK ETF TRUST1.1K shares0.00%2025-12-312026-01-16

TGT TARGET CORP4.1K shares28.13%2025-12-312026-01-16

NFLX NETFLIX INC4.2K shares956.39%2025-12-312026-01-16

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP16.7K sharesnew addition2025-12-312026-01-16

SDCI USCF ETF TR17.7K sharesnew addition2025-12-312026-01-16

NVO NOVO-NORDISK A S7.6K shares26.67%2025-12-312026-01-16

VB VANGUARD INDEX FDS1.5K shares58.42%2025-12-312026-01-16

CSCO CISCO SYS INC4.7K shares0.02%2025-12-312026-01-16

KRBN KRANESHARES TRUST10.1K shares-8.50%2025-12-312026-01-16

ISHG ISHARES TR4.8K shares2.45%2025-12-312026-01-16

PG PROCTER AND GAMBLE CO2.4K sharesnew addition2025-12-312026-01-16

Sponsored

IWD ISHARES TR1.7K shares0.00%2025-12-312026-01-16

IWN ISHARES TR1.9K shares38.69%2025-12-312026-01-16

D DOMINION ENERGY INC5.8K shares43.69%2025-12-312026-01-16

SILJ AMPLIFY ETF TR12.3K shares0.00%2025-12-312026-01-16

CB CHUBB LIMITED1.1K shares0.00%2025-12-312026-01-16

AG FIRST MAJESTIC SILVER CORP19.0K shares0.00%2025-12-312026-01-16

PNC PNC FINL SVCS GROUP INC1.4K shares0.00%2025-12-312026-01-16

MO ALTRIA GROUP INC5.0K shares4.19%2025-12-312026-01-16

Sponsored

UNP UNION PAC CORP1.2K shares5.35%2025-12-312026-01-16

TSM TAIWAN SEMICONDUCTOR MFG LTD913 shares0.00%2025-12-312026-01-16

NOW SERVICENOW INC1.8K shares400.00%2025-12-312026-01-16

IDV ISHARES TR7.0K shares0.00%2025-12-312026-01-16

LMT LOCKHEED MARTIN CORP571 shares10.02%2025-12-312026-01-16

KCCA KRANESHARES TRUST16.1K shares3.69%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW310 shares-13.89%2025-12-312026-01-16

ORCL ORACLE CORP1.4K shares0.00%2025-12-312026-01-16

Sponsored

MTBA SIMPLIFY EXCHANGE TRADED FUN5.2K shares8.33%2025-12-312026-01-16

MERCK & CO INC MERCK & CO INC2.4K shares-2.21%2025-12-312026-01-16

GE AEROSPACE GE AEROSPACE830 shares-8.29%2025-12-312026-01-16

NOC NORTHROP GRUMMAN CORP435 sharesnew addition2025-12-312026-01-16

VO VANGUARD INDEX FDS850 shares-14.74%2025-12-312026-01-16

PYPL PAYPAL HLDGS INC4.2K shares-50.33%2025-12-312026-01-16

CELH CELSIUS HLDGS INC5.3K shares0.96%2025-12-312026-01-16

TM TOYOTA MOTOR CORP1.1K shares-2.27%2025-12-312026-01-16

Sponsored

ABT ABBOTT LABS1.8K sharesnew addition2025-12-312026-01-16

VDE VANGUARD WORLD FD1.8K sharesnew addition2025-12-312026-01-16

DGRO ISHARES TR3.2K shares0.00%2025-12-312026-01-16

DIS DISNEY WALT CO1.9K sharesnew addition2025-12-312026-01-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K sharesnew addition2025-12-312026-01-16

ADM ARCHER DANIELS MIDLAND CO3.6K sharesnew addition2025-12-312026-01-16

BAC BANK AMERICA CORP3.8K sharesnew addition2025-12-312026-01-16

IBM INTERNATIONAL BUSINESS MACHS692 sharesnew addition2025-12-312026-01-16

Sponsored

F FORD MTR CO13.9K shares6.88%2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available