Sharkey, Howes & Javer Portfolio Holdings

Sharkey, Howes & Javer

  • $691 Million
  • Q3 2025

Sharkey, Howes & Javer has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $691 Million distributed in 159 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 $57.3M, Blackrock ETF Tr U S Equity Fa with a value of $55.4M, Ishares Core Total Usd Bond Ma with a value of $51.3M, Ishares Msci Usa Quality Facto with a value of $51.2M, and Ishares S&P 500 Growth ETF with a value of $39.5M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $678M to 691M.

Below you can find more details about Sharkey, Howes & Javer portfolio as well as his latest detailed transactions.

Portfolio value $691 Million
ETFs: $665 Million
Technology: $8.32 Million
Industrials: $4.29 Million
Financial Services: $3.37 Million
Consumer Cyclical: $946,000
Healthcare: $938,000
Communication Services: $872,000
Consumer Defensive: $674,000
Other: $857,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.4B
$2.1 Million 0.3% of portfolio
8,914
Q3 2024 New
$0
$2.08 Million 0.3% of portfolio
27,675
Q3 2025 New
$0
$2 Million 0.29% of portfolio
6,094
Q1 2025 Added 2.75%
$621B
$1.9 Million 0.27% of portfolio
3,776
Q3 2025 Added 1.78%
$0
$1.88 Million 0.27% of portfolio
5,139
Q3 2025 Added 0.19%
$0
$1.68 Million 0.24% of portfolio
8,570
Q3 2025 Reduced 85.56%
$0
$1.49 Million 0.21% of portfolio
6,012
Q3 2025 Reduced 5.08%
$0
$1.46 Million 0.21% of portfolio
33,623
Q3 2025 Added 7.03%
$0
$1.44 Million 0.21% of portfolio
55,729
Q3 2025 Reduced 59.14%
$0
$1.41 Million 0.2% of portfolio
73,284
Q3 2025 Reduced 5.49%
$4.32T
$1.41 Million 0.2% of portfolio
5,529
Q3 2025 Added 14.28%
$120B
$1.29 Million 0.19% of portfolio
5,231
Q3 2025 Reduced 4.12%
$0
$1.33 Million 0.19% of portfolio
7,002
Q3 2025 Reduced 22.0%
$0
$1.29 Million 0.19% of portfolio
11,644
Q3 2025 Reduced 4.4%
$0
$1.33 Million 0.19% of portfolio
11,008
Q3 2025 Added 148.99%
$0
$1.32 Million 0.19% of portfolio
44,628
Q3 2025 Reduced 5.21%
$0
$1.15 Million 0.17% of portfolio
9,697
Q2 2025 Reduced 32.68%
$0
$1.18 Million 0.17% of portfolio
21,708
Q3 2025 Reduced 70.21%
$0
$1.13 Million 0.16% of portfolio
53,044
Q3 2025 Reduced 8.79%
$64.5B
$1.12 Million 0.16% of portfolio
2,707
Q3 2025 Reduced 5.05%
$0
$1.13 Million 0.16% of portfolio
10,787
Q3 2025 Reduced 70.4%
$0
$1.03 Million 0.15% of portfolio
45,879
Q3 2025 Reduced 59.24%
$0
$1.05 Million 0.15% of portfolio
5,174
Q3 2025 Added 0.15%
$0
$1.03 Million 0.15% of portfolio
10,262
Q3 2025 Reduced 3.68%
$0
$1.03 Million 0.15% of portfolio
9,974
Q2 2025 Reduced 9.21%
$0
$950,000 0.14% of portfolio
14,570
Q3 2025 Reduced 1.96%
$0
$948,000 0.14% of portfolio
19,923
Q3 2025 Reduced 14.62%
$0
$899,000 0.13% of portfolio
22,567
Q3 2025 Reduced 53.99%
$0
$824,000 0.12% of portfolio
19,271
Q3 2025 Reduced 85.31%
$0
$849,000 0.12% of portfolio
9,133
Q3 2025 Added 58.59%
$0
$819,000 0.12% of portfolio
18,664
Q3 2025 Reduced 49.09%
$0
$759,000 0.11% of portfolio
11,097
Q3 2025 Reduced 64.92%
$0
$726,000 0.11% of portfolio
5,103
Q3 2024 Reduced 6.23%
$0
$730,000 0.11% of portfolio
5,014
Q2 2025 Added 101.93%
$0
$762,000 0.11% of portfolio
19,252
Q3 2025 Reduced 1.28%
$0
$760,000 0.11% of portfolio
1,267
Q3 2025 Reduced 6.22%
$0
$712,000 0.1% of portfolio
12,070
Q3 2025 Reduced 70.35%
$0
$676,000 0.1% of portfolio
13,387
Q3 2025 Added 0.5%
$22.9B
$669,000 0.1% of portfolio
15,808
Q3 2025 New
$84.2B
$686,000 0.1% of portfolio
5,550
Q1 2025 Reduced 6.06%
$0
$664,000 0.1% of portfolio
6,638
Q3 2025 Added 31.5%
$387B
$705,000 0.1% of portfolio
1,742
Q3 2025 Added 5.38%
$0
$633,000 0.09% of portfolio
23,205
Q3 2025 Reduced 8.17%
$0
$519,000 0.08% of portfolio
5,952
Q3 2025 Added 10.86%
$1.68T
$524,000 0.08% of portfolio
2,157
Q3 2025 Added 6.47%
$907B
$563,000 0.08% of portfolio
1,785
Q3 2025 Added 1.94%
$260B
$587,000 0.08% of portfolio
3,510
Q3 2025 Added 0.06%
$0
$485,000 0.07% of portfolio
20,685
Q3 2025 New
$0
$503,000 0.07% of portfolio
15,792
Q4 2024 Added 300.0%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $691 Million
  • Prior Value $678 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
Track This Portfolio

Track Sharkey, Howes & Javer Portfolio

Follow Sharkey, Howes & Javer and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sharkey, Howes & Javer, based on Form 13F filings with the SEC.

News

Stay updated on Sharkey, Howes & Javer with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email