Sharkey, Howes & Javer Portfolio Holdings
Sharkey, Howes & Javer
- $665 Million
- Q3 2024
Sharkey, Howes & Javer has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $665 Million distributed in 143 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 $92M, Ishares Core Total Usd Bond Ma with a value of $80.1M, Ishares Msci Usa Quality Facto with a value of $53.6M, Blackrock ETF Tr U S Equity Fa with a value of $36.9M, and Ishares S&P 500 Growth ETF with a value of $27.2M.
Examining the 13F form we can see an increase of $74.2M in the current position value, from $590M to 665M.
Below you can find more details about Sharkey, Howes & Javer portfolio as well as his latest detailed transactions.
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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