Sharp Wealth Advisory, LLC

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Thomas Yates - Managing Director
Location
Horsham, PA
Holdings as of
31 Dec 2023
Value $
$92,194,017
Num holdings
83
Filing time
13 Aug 2024, 17:38:35 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IYY, AGG, VGIT, IVW, and QQQ.
Next filing
Q1 2024 - 14 Aug 2024
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Thomas Yates Managing Director Marshfield, Massachusetts 13 Aug 2024