Sharkey, Howes & Javer Incresed Positions in Q4 2024

Sharkey, Howes & Javer

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
107K
+ 4870.54%
$96.64 - $101.23 $10.3M - $10.8M
109K $10.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.38K
+ 7.17%
$567.81 - $607.81 $1.35M - $1.45M
35.6K $20.8M
SPYG
Spdr Portfolio

ETFs
13.1K
+ 26.92%
$81.74 - $91.38 $1.07M - $1.2M
61.7K $5.43M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
39.6K
+ 73.92%
$28.25 - $28.72 $1.12M - $1.14M
93.3K $2.65M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
15.5K
+ 10.88%
$51.31 - $55.61 $797K - $864K
158K $8.46M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.23K
+ 112.14%
$91.29 - $91.8 $843K - $847K
17.5K $1.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
970
+ 3.91%
$521.84 - $558.82 $506K - $542K
25.8K $13.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.02K
+ 94.98%
$113.92 - $127.38 $799K - $894K
14.4K $1.66M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
5.52K
+ 14.16%
$154.42 - $163.91 $853K - $905K
44.5K $6.9M
GLD
Spdr Gold Trust

ETFs
2.83K
+ 31.67%
$236.59 - $257.5 $670K - $729K
11.8K $2.85M
MUB
Ishares National Muni Bond ETF

ETFs
4.89K
+ 27.28%
$105.78 - $108.7 $517K - $532K
22.8K $2.43M
USXF
Ishares Esg Advanced Msci Usa

Technology
7.9K
+ 13.28%
$48.45 - $52.57 $383K - $415K
67.4K $3.35M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
25.2K
+ 15.71%
$21.43 - $22.55 $539K - $567K
185K $3.99M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.4K
+ 9.43%
$44.33 - $49.55 $417K - $466K
109K $4.9M
SPMD
Spdr Portfolio

ETFs
5.58K
+ 9.95%
$54.13 - $59.56 $302K - $332K
61.7K $3.37M
QQQ
Invesco Qqq Trust, Series 1

ETFs
467
+ 26.7%
$481.22 - $538.17 $225K - $251K
2.22K $1.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.2K
+ 17.48%
$44.04 - $49.49 $492K - $553K
75.1K $3.31M
VTI
Vanguard Total Stock Market Et

ETFs
728
+ 13.99%
$280.04 - $302.45 $204K - $220K
5.93K $1.72M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
16.7K
+ 22.62%
$34.21 - $38.73 $570K - $645K
90.3K $3.09M
ACWI
Ishares Msci Acwi ETF

ETFs
2.27K
+ 7.41%
$117.05 - $123.03 $266K - $279K
32.9K $3.87M
AAPL
Apple Inc.

Technology
399
+ 7.87%
$221.69 - $259.02 $88.5K - $103K
5.47K $1.37M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.61K
+ 9.15%
$51.09 - $55.27 $286K - $310K
66.9K $3.42M
CVX
Chevron Corp

Energy
1.09K
+ 78.05%
$141.15 - $162.53 $154K - $177K
2.48K $359K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.72K
+ 44.02%
$83.09 - $89.28 $143K - $153K
5.62K $477K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.21K
+ 20.48%
$64.62 - $71.43 $337K - $372K
30.6K $1.98M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.91K
+ 25.37%
$24.61 - $25.12 $145K - $148K
29.2K $720K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.1K
+ 9.59%
$38.37 - $42.82 $618K - $690K
184K $7.07M
IDU
Ishares Tr U S Utils ETF

ETFs
2.12K
+ 16.02%
$94.65 - $105.73 $200K - $224K
15.3K $1.47M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4K
+ 9.08%
$46.33 - $48.6 $186K - $195K
48.1K $2.23M
JNJ
Johnson & Johnson

Healthcare
764
+ 47.42%
$143.34 - $165.86 $110K - $127K
2.38K $343K
IWM
Ishares Russell 2000 ETF

ETFs
367
+ 7.73%
$216.13 - $242.4 $79.3K - $89K
5.11K $1.13M
JPM
Jpmorgan Chase & CO

Financial Services
90
+ 4.59%
$205.18 - $250.29 $18.5K - $22.5K
2.05K $491K
AXP
American Express CO

Financial Services
49
+ 2.1%
$267.35 - $305.57 $13.1K - $15K
2.39K $708K
KEMX
Kraneshares Tr

ETFs
8.12K
+ 18.0%
$27.71 - $31.35 $225K - $254K
53.2K $1.47M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
5.75K
+ 6.45%
$18.41 - $18.97 $106K - $109K
95K $1.76M
GOOG
Alphabet Inc.

Communication Services
158
+ 10.0%
$163.08 - $198.16 $25.8K - $31.3K
1.74K $330K
XLY
Select Sector Spdr Consumer Di

ETFs
128
+ 8.52%
$194.8 - $239.43 $24.9K - $30.6K
1.63K $365K
MSFT
Microsoft Corp

Technology
263
+ 4.04%
$406.35 - $454.46 $107K - $120K
6.77K $2.85M
PG
Procter & Gamble CO

Consumer Defensive
338
+ 21.28%
$161.05 - $179.7 $54.4K - $60.7K
1.93K $322K
EMHC
Spdr Bloomberg Emerging Market
4.98K
+ 9.05%
$23.7 - $25.01 $118K - $125K
60K $1.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
491
+ 4.1%
$61.68 - $67.87 $30.3K - $33.3K
12.5K $776K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.8K
+ 300.0%
$25.93 - $105.3 $307K - $1.25M
15.8K $440K
VGIT
Vanguard Intermediate Term Tre

ETFs
509
+ 11.11%
$57.78 - $60.4 $29.4K - $30.7K
5.09K $295K
JPEM
Jp Morgan Diversified Return

ETFs
1.78K
+ 11.31%
$51.88 - $57.84 $92.3K - $103K
17.5K $909K
DFUS
Dimensional ETF Tr U S Equity

ETFs
20
+ 0.35%
$61.52 - $66.5 $1.23K - $1.33K
5.79K $369K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.57K
+ 10.76%
$34.13 - $37.35 $87.5K - $95.8K
26.4K $901K
JPMB
J P Morgan Usd Emerging Market

ETFs
1.18K
+ 7.35%
$38.04 - $40.49 $44.9K - $47.8K
17.3K $656K
CGMS
Capital Grp Core Plus Income E
20.3K
+ 30.11%
N/A
87.6K $0
Blackrock ETF Trust Ii
31.4K
+ 15.26%
N/A
237K $0
Activity Summary
Buys All Purchases 81 New Holdings 12 Increased Positions 69 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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