Sharkey, Howes & Javer - Q12026 Holdings

Sharkey, Howes & Javer holds 153 stocks with a total portfolio value of $ 742.33M as of Q12026. In Q12026, Sharkey, Howes & Javer added 9 new positions, increased stakes in 33 stocks, reduced 93 holdings, and fully exited 16 positions. The largest holding is Ishares Tr (IVV), representing 9.56% of the total portfolio.