HoldingsChannel.com
All Stocks Held By Sharkey Howes & Javer
As of  12/31/2023, we find all stocks held by Sharkey Howes & Javer to be as follows, presented in the table below with each row detailing each Sharkey Howes & Javer position, ordered by largest to smallest position size. The all-stocks-held-by-Sharkey Howes & Javer table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Sharkey Howes & Javer as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
ISHARES TR (IVV) 292,666 +46,722 $139,786
     IVV292,666+46,722$139,786
ISHARES TR (IUSB) 1,086,383 -60,928 $50,050
     IUSB1,086,383-60,928$50,050
ISHARES TR (QUAL) 292,094 +36,247 $42,979
     QUAL292,094+36,247$42,979
ISHARES TR (ESGU) 224,520 -9,345 $23,557
     ESGU224,520-9,345$23,557
PACER FDS TR 672,253 +626 $23,038
     GCOW672,253+626$23,038
ISHARES TR (EFV) 420,242 -56,527 $21,895
     EFV420,242-56,527$21,895
VANGUARD INDEX FDS (VOO) 38,023 +7,212 $16,608
     VOO38,023+7,212$16,608
ISHARES TR (MBB) 157,240 +9,171 $14,793
     MBB157,240+9,171$14,793
ISHARES TR (EFG) 135,610 -59,728 $13,134
     EFG135,610-59,728$13,134
ISHARES TR (TFLO) 237,873 -2,387 $12,005
     TFLO237,873-2,387$12,005
ISHARES TR (TLT) 119,353 +35,326 $11,802
     TLT119,353+35,326$11,802
GLOBAL X FDS 262,852 +48,482 $9,058
     PAVE262,852+48,482$9,058
PACER FDS TR 181,495 -12,503 $8,717
     CALF181,495-12,503$8,717
ISHARES TR (IYW) 70,926 +20,828 $8,706
     IYW70,926+20,828$8,706
ISHARES TR (LQD) 78,407 +37,679 $8,676
     LQD78,407+37,679$8,676
ISHARES INC (IEMG) 159,433 -8,297 $8,064
     IEMG159,433-8,297$8,064
SCHWAB STRATEGIC TR 135,648 +2,286 $7,552
     SCHB135,648+2,286$7,552
INVESCO EXCH TRADED FD TR II (QQQM) 42,178 -2,111 $7,109
     QQQM42,178-2,111$7,109
J P MORGAN EXCHANGE TRADED F (BBAG) 151,727 -8,382 $7,060
     BBAG151,727-8,382$7,060
ISHARES TR (OEF) 28,553 +28,553 $6,378
     OEF28,553+28,553$6,378
SPDR INDEX SHS FDS (CWI) 201,799 -101,376 $5,457
     CWI201,799-101,376$5,457
ISHARES TR (IVW) 72,491 +1,485 $5,444
     IVW72,491+1,485$5,444
VANGUARD WORLD FD (MGK) 18,247 +251 $4,735
     MGK18,247+251$4,735
T ROWE PRICE ETF INC (TCAF) 159,266 -95,537 $4,401
     TCAF159,266-95,537$4,401
VANGUARD INDEX FDS (VTI) 18,451 +297 $4,377
     VTI18,451+297$4,377
ISHARES TR (GOVT) 184,285 -92,063 $4,246
     GOVT184,285-92,063$4,246
BLACKROCK ETF TRUST (LCTU) 80,758 +17,829 $4,227
     LCTU80,758+17,829$4,227
SCHWAB STRATEGIC TR 73,946 -5,090 $4,171
     SCHX73,946-5,090$4,171
ISHARES TR (MUB) 30,014 +10,214 $3,254
     MUB30,014+10,214$3,254
ISHARES TR (IWF) 9,993 UNCH $3,030
     IWF9,993UNCH$3,030
ISHARES TR (DSI) 32,043 +3,606 $2,918
     DSI32,043+3,606$2,918
J P MORGAN EXCHANGE TRADED F (JQUA) 60,435 -473 $2,892
     JQUA60,435-473$2,892
ISHARES TR (SUSC) 118,651 +15,518 $2,761
     SUSC118,651+15,518$2,761
ISHARES TR (EAGG) 54,042 -1,476 $2,580
     EAGG54,042-1,476$2,580
ISHARES TR (USXF) 63,649 -67,498 $2,535
     USXF63,649-67,498$2,535
MICROSOFT CORP 6,597 +106 $2,481
     MSFT6,597+106$2,481
ISHARES TR (IFRA) 59,678 +4,568 $2,403
     IFRA59,678+4,568$2,403
SELECT SECTOR SPDR TR (XLK) 12,060 +1,008 $2,321
     XLK12,060+1,008$2,321
SPDR SER TR (SPMB) 103,877 -2,204 $2,293
     SPMB103,877-2,204$2,293
ISHARES TR (IXC) 57,872 +57,872 $2,263
     IXC57,872+57,872$2,263
INVESCO EXCHANGE TRADED FD T (RSP) 14,100 -63,097 $2,225
     RSP14,100-63,097$2,225
ISHARES INC (EMXC) 39,233 +39,233 $2,174
     EMXC39,233+39,233$2,174
ISHARES TR (EMB) 23,108 +1,524 $2,058
     EMB23,108+1,524$2,058
SPDR S&P 500 ETF TR (SPY) 4,093 +4 $1,946
     SPY4,093+4$1,946
WISDOMTREE TR 37,201 -2,196 $1,869
     USFR37,201-2,196$1,869
ISHARES TR (IXN) 25,563 -5,015 $1,743
     IXN25,563-5,015$1,743
WISDOMTREE TR 44,067 -17,321 $1,598
     IQDG44,067-17,321$1,598
SCHWAB STRATEGIC TR 20,703 -140 $1,559
     SCHM20,703-140$1,559
SPDR SER TR (SPYV) 32,669 -3,020 $1,523
     SPYV32,669-3,020$1,523
ISHARES TR (IWB) 5,782 UNCH $1,516
     IWB5,782UNCH$1,516
ISHARES U S ETF TR (LQDH) 15,629 +15,629 $1,455
     LQDH15,629+15,629$1,455
ISHARES U S ETF TR (HYGH) 17,004 +17,004 $1,429
     HYGH17,004+17,004$1,429
VANGUARD SCOTTSDALE FDS (VGLT) 22,559 +347 $1,388
     VGLT22,559+347$1,388
ISHARES TR (DMXF) 21,268 +114 $1,359
     DMXF21,268+114$1,359
ISHARES TR (EUSB) 30,819 -14,676 $1,333
     EUSB30,819-14,676$1,333
ISHARES INC (EUSA) 15,545 +1,245 $1,313
     EUSA15,545+1,245$1,313
BERKSHIRE HATHAWAY INC DEL      $1,306
     BRK.B3,662+74$1,306
ISHARES TR (USMV) 16,480 -55,670 $1,286
     USMV16,480-55,670$1,286
ISHARES TR (IWM) 6,310 +152 $1,266
     IWM6,310+152$1,266
SCHWAB STRATEGIC TR 15,957 -84,623 $1,215
     SCHD15,957-84,623$1,215
ANALOG DEVICES INC 5,668 UNCH $1,125
     ADI5,668UNCH$1,125
SCHWAB STRATEGIC TR 21,876 +890 $1,033
     SCHA21,876+890$1,033
APPLE INC 5,289 -195 $1,018
     AAPL5,289-195$1,018
VANGUARD SCOTTSDALE FDS (VTC) 13,126 +4,797 $1,017
     VTC13,126+4,797$1,017
J P MORGAN EXCHANGE TRADED F (JPEM) 18,173 -3,291 $950
     JPEM18,173-3,291$950
ISHARES TR (TIP) 8,488 -17,611 $912
     TIP8,488-17,611$912
ISHARES TR (IWD) 5,044 UNCH $834
     IWD5,044UNCH$834
ISHARES TR (IJH) 2,959 -9,741 $820
     IJH2,959-9,741$820
ISHARES TR (IHI) 14,661 -2,241 $791
     IHI14,661-2,241$791
SCHWAB STRATEGIC TR 30,597 UNCH $752
     SCHY30,597UNCH$752
HOME DEPOT INC 2,065 +96 $716
     HD2,065+96$716
BLACKROCK ETF TRUST (LCTD) 16,192 +3,596 $708
     LCTD16,192+3,596$708
INVESCO QQQ TR 1,696 -86 $695
     QQQ1,696-86$695
QUANTA SVCS INC 3,101 UNCH $669
     PWR3,101UNCH$669
ISHARES INC (ESGE) 20,330 -3,343 $652
     ESGE20,330-3,343$652
SPDR SER TR (SPYG) 9,629 +1,181 $626
     SPYG9,629+1,181$626
ADOBE INC 965 +52 $576
     ADBE965+52$576
ISHARES TR (IWP) 5,442 UNCH $568
     IWP5,442UNCH$568
GLOBAL X FDS 17,273 -3,002 $558
     QDIV17,273-3,002$558
SPDR SER TR (SHM) 10,944 -6,193 $523
     SHM10,944-6,193$523
CAMBRIA ETF TR (SYLD) 7,256 -4,068 $490
     SYLD7,256-4,068$490
ISHARES TR (ICF) 8,096 UNCH $475
     ICF8,096UNCH$475
EXXON MOBIL CORP 4,289 +2,167 $429
     XOM4,289+2,167$429
ISHARES TR (IXUS) 6,508 UNCH $423
     IXUS6,508UNCH$423
SPDR SER TR (SPSB) 11,492 UNCH $342
     SPSB11,492UNCH$342
DIMENSIONAL ETF TRUST (DFUS) 6,423 +29 $333
     DFUS6,423+29$333
SCHWAB STRATEGIC TR 8,905 -3,454 $329
     SCHF8,905-3,454$329
SCHWAB STRATEGIC TR 3,948 UNCH $328
     SCHG3,948UNCH$328
ISHARES TR (ACWI) 3,212 +319 $327
     ACWI3,212+319$327
COSTCO WHSL CORP NEW 468 +5 $309
     COST468+5$309
ISHARES TR (AGG) 3,053 +3,053 $303
     AGG3,053+3,053$303
THERMO FISHER SCIENTIFIC INC 563 UNCH $299
     TMO563UNCH$299
UNITEDHEALTH GROUP INC 564 +20 $297
     UNH564+20$297
ALPHABET INC 2,109 +229 $295
     GOOGL2,109+229$295
JOHNSON & JOHNSON 1,879 +90 $295
     JNJ1,879+90$295
AMPHENOL CORP NEW 2,954 UNCH $293
     APH2,954UNCH$293
CDW CORP 1,259 UNCH $286
     CDW1,259UNCH$286
PIMCO ETF TR (HYS) 3,076 UNCH $286
     HYS3,076UNCH$286
PROCTER AND GAMBLE CO 1,840 +136 $270
     PG1,840+136$270
MOODYS CORP 666 UNCH $260
     MCO666UNCH$260
VANGUARD SCOTTSDALE FDS (VGIT) 4,389 -6,218 $260
     VGIT4,389-6,218$260
ZOETIS INC 1,307 UNCH $258
     ZTS1,307UNCH$258
SPDR SER TR (SPSM) 5,515 -173 $233
     SPSM5,515-173$233
LOWES COS INC 1,035 UNCH $230
     LOW1,035UNCH$230
CHEVRON CORP NEW 1,530 UNCH $228
     CVX1,530UNCH$228
J P MORGAN EXCHANGE TRADED F (JPMB) 5,670 +5,670 $226
     JPMB5,670+5,670$226
ISHARES TR (IEF) 2,321 -73,767 $224
     IEF2,321-73,767$224
ALPHABET INC 1,580 UNCH $223
     GOOG1,580UNCH$223
VERISK ANALYTICS INC 920 UNCH $220
     VRSK920UNCH$220
SELECT SECTOR SPDR TR (XLE) 2,581 +24 $216
     XLE2,581+24$216
STRYKER CORPORATION 710 +710 $213
     SYK710+710$213
DELL TECHNOLOGIES INC 2,751 +2,751 $210
     DELL2,751+2,751$210
VANGUARD WORLD FDS (VDE) 1,788 +1,788 $210
     VDE1,788+1,788$210
ISHARES TR (VLUE) 2,081 +2,081 $210
     VLUE2,081+2,081$210
READY CAPITAL CORP 16,218 +0 $166
     RC16,218UNCH$166
AUTOMATIC DATA PROCESSING IN $0 (exited)
     ADP0-851$0
ISHARES TR $0 (exited)
     ESGD0-12,049$0
ISHARES TR $0 (exited)
     ESML0-14,958$0
ISHARES TR $0 (exited)
     HDV0-39,943$0
SPDR SER TR $0 (exited)
     SPIP0-9,163$0
VANGUARD WELLINGTON FD $0 (exited)
     VFMV0-5,569$0
WEX INC 0 -1,131 $0 (exited)
     WEX0-1,131$0

See Summary: Sharkey Howes & Javer Top Holdings
See Details: Top 10 Stocks Held By Sharkey Howes & Javer

EntityShares/Amount
Change
Position Value
Change
OEF +28,553+$6,378
IXC +57,872+$2,263
EMXC +39,233+$2,174
LQDH +15,629+$1,455
HYGH +17,004+$1,429
AGG +3,053+$303
JPMB +5,670+$226
SYK +710+$213
DELL +2,751+$210
VDE +1,788+$210
EntityShares/Amount
Change
Position Value
Change
HDV -39,943-$3,950
ESGD -12,049-$833
VFMV -5,569-$536
ESML -14,958-$503
SPIP -9,163-$228
WEX -1,131-$213
ADP -851-$205
EntityShares/Amount
Change
Position Value
Change
PAVE +48,482+$2,545
IVV +46,722+$34,170
LQD +37,679+$4,521
QUAL +36,247+$9,261
TLT +35,326+$4,350
IYW +20,828+$3,450
LCTU +17,829+$1,264
SUSC +15,518+$517
MUB +10,214+$1,224
MBB +9,171+$1,644
EntityShares/Amount
Change
Position Value
Change
CWI -101,376-$2,089
TCAF -95,537-$1,921
GOVT -92,063-$1,845
SCHD -84,623-$5,902
IEF -73,767-$6,745
USXF -67,498-$2,011
RSP -63,097-$8,713
IUSB -60,928-$105
EFG -59,728-$3,724
Size ($ in 1000's)
At 12/31/2023: $566,856
At 09/30/2023: $522,143

Sharkey Howes & Javer holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sharkey Howes & Javer 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Sharkey Howes & Javer | www.HoldingsChannel.com

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