Sharkey, Howes & Javer Portfolio Holdings
Sharkey, Howes & Javer
- $693 Million
- Q4 2025
Sharkey, Howes & Javer has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $693 Million distributed in 160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $60.8M, Blackrock ETF Tr U S Equity Fa with a value of $53.9M, Ishares Core Total Usd Bond Ma with a value of $47.2M, Ishares S&P 500 Value ETF with a value of $43M, and Ishares S&P 500 Growth ETF with a value of $42.7M.
Examining the 13F form we can see an increase of $1.89M in the current position value, from $691M to 693M.
Below you can find more details about Sharkey, Howes & Javer portfolio as well as his latest detailed transactions.
Portfolio value
$693 Million
ETFs: $669 Million
Technology: $7.4 Million
Industrials: $4.21 Million
Financial Services: $3.38 Million
Communication Services: $1 Million
Consumer Cyclical: $882,000
Healthcare: $771,000
Energy: $654,000
Other: $695,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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