Portfolio (Quarterly)
Guide ↗
Sharp Wealth Advisory, LLC
· CIK 0001733194| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IYY | ISHARES TR | — | 174,850 | $29.0M | 14.59% | SOLD |
| 2 | XLK | SELECT SECTOR SPDR TR | — | 55,149 | $7.9M | 4.00% | SOLD |
| 3 | XLV | SELECT SECTOR SPDR TR | — | 45,338 | $7.0M | 3.53% | SOLD |
| 4 | EFA | ISHARES TR | — | 70,203 | $6.7M | 3.39% | SOLD |
| 5 | XLU | SELECT SECTOR SPDR TR | — | 156,021 | $6.7M | 3.35% | SOLD |
| 6 | NVO | NOVO-NORDISK A S | Healthcare | 7,600 | $387K | 0.20% | SOLD |
| 7 | KRBN | KRANESHARES TRUST | — | 10,136 | $359K | 0.18% | SOLD |
| 8 | NOW | SERVICENOW INC | Technology | 1,810 | $277K | 0.14% | SOLD |
| 9 | PYPL | PAYPAL HLDGS INC | Financial Services | 4,185 | $244K | 0.12% | SOLD |
| 10 | VDE | VANGUARD WORLD FD | — | 1,800 | $227K | 0.11% | SOLD |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 692 | $205K | 0.10% | SOLD |
Sector Allocation
Financial Services
38.1%
Technology
18.3%
Communication Services
9.0%
Industrials
7.5%
Consumer Defensive
7.2%
Energy
6.9%
Healthcare
5.9%
Consumer Cyclical
3.2%
Basic Materials
2.0%
Utilities
1.9%