Sharkey, Howes & Javer Portfolio Holdings
Q3 2025•157 long positions•$757.0M portfolio value
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Holding167 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $57.3M 7.56% | +$3.6M Bought | — 85.5K shares | 80.2K → 85.5K +$3.6M | +6.66% | — — | Q1 2015 Held for 10y 8m | |
ETF ETF | $55.4M 7.32% | +$5.9M Bought | — 935.5K shares | 836.4K → 935.5K +$5.9M | +11.85% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $51.3M 6.77% | -$9.6M Sold | — 1.1M shares | 1.3M → 1.1M −$9.6M | -15.73% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $51.2M 6.76% | -$7.7M Sold | — 263.3K shares | 302.6K → 263.3K −$7.7M | -13.01% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $39.5M 5.22% | +$664.1K Bought | — 327.5K shares | 322.0K → 327.5K +$664.1K | +1.71% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $32.2M 4.25% | -$3.9M Sold | — 474.1K shares | 531.3K → 474.1K −$3.9M | -10.77% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $29.7M 3.92% | +$12.9M Bought | — 89.2K shares | 50.6K → 89.2K +$12.9M | +76.29% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $29.5M 3.9% | +$1.7M Bought | — 142.9K shares | 134.6K → 142.9K +$1.7M | +6.18% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $23.7M 3.13% | +$2.1M Bought | — 359.4K shares | 327.1K → 359.4K +$2.1M | +9.88% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $19.9M 2.62% | +$1.8M Bought | — 29.8K shares | 27.1K → 29.8K +$1.8M | +9.77% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $17.8M 2.35% | +$717.3K Bought | — 186.6K shares | 179.1K → 186.6K +$717.3K | +4.21% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $17.4M 2.29% | +$422.1K Bought | — 458.6K shares | 447.5K → 458.6K +$422.1K | +2.49% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $17.2M 2.27% | +$1.6M Bought | — 323.4K shares | 294.1K → 323.4K +$1.6M | +9.95% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $16.7M 2.2% | +$450.8K Bought | — 114.4K shares | 111.3K → 114.4K +$450.8K | +2.78% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $16.4M 2.16% | +$2.0M Bought | — 159.0K shares | 139.7K → 159.0K +$2.0M | +13.78% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $16.1M 2.13% | +$6.5M Bought | — 180.5K shares | 107.4K → 180.5K +$6.5M | +68.15% | — — | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $12.9M 1.71% | +$4.3M Bought | — 177.5K shares | 118.5K → 177.5K +$4.3M | +49.83% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.1M 1.59% | +$2.0M Bought | — 235.6K shares | 196.2K → 235.6K +$2.0M | +20.07% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $11.5M 1.52% | -$1.2M Sold | — 282.7K shares | 312.4K → 282.7K −$1.2M | -9.5% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $10.0M 1.33% | +$186.2K Bought | — 39.1K shares | 38.4K → 39.1K +$186.2K | +1.89% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.5M 1.13% | -$944.8K Sold | — 49.9K shares | 55.4K → 49.9K −$944.8K | -9.96% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $8.1M 1.07% | -$249.1K Sold | — 314.2K shares | 323.9K → 314.2K −$249.1K | -2.99% | — — | Q1 2015 Held for 10y 8m | |
ETF ETF | $8.0M 1.06% | -$1.9M Sold | — 134.5K shares | 166.1K → 134.5K −$1.9M | -19.05% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $6.3M 0.836% | -$171.2K Sold | — 90.1K shares | 92.6K → 90.1K −$171.2K | -2.63% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $6.1M 0.809% | +$787.4K Bought | — 64.3K shares | 56.1K → 64.3K +$787.4K | +14.75% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.0M 0.796% | +$3.9M Bought | — 210.4K shares | 75.5K → 210.4K +$3.9M | +178.6% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.6M 0.74% | +$2.8M Bought | — 121.0K shares | 61.3K → 121.0K +$2.8M | +97.44% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.5M 0.73% | — | — 146.5K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $5.0M 0.66% | +$5.0M Bought | — 23.9K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.8M 0.634% | -$11.9M Sold | — 42.2K shares | 146.9K → 42.2K −$11.9M | -71.3% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $4.7M 0.616% | -$2.3M Sold | — 7.6K shares | 11.3K → 7.6K −$2.3M | -32.95% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $4.5M 0.6% | +$24.8K Bought | — 62.6K shares | 62.2K → 62.6K +$24.8K | +0.55% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.4M 0.584% | -$262.4K Sold | — 79.9K shares | 84.7K → 79.9K −$262.4K | -5.6% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $4.3M 0.57% | +$804.8 Bought | — 10.7K shares | 10.7K → 10.7K +$804.8 | +0.02% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $4.2M 0.55% | -$1.8M Sold | — 88.9K shares | 127.0K → 88.9K −$1.8M | -29.99% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.1M 0.544% | +$377.7K Bought | — 174.9K shares | 158.9K → 174.9K +$377.7K | +10.09% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.0M 0.522% | -$61.2K Sold | — 150.1K shares | 152.5K → 150.1K −$61.2K | -1.52% | — — | Q1 2015 Held for 10y 8m | |
ETF ETF | $3.6M 0.475% | +$1.4K Bought | — 7.7K shares | 7.7K → 7.7K +$1.4K | +0.04% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $3.5M 0.46% | -$310.9K Sold | — 25.3K shares | 27.5K → 25.3K −$310.9K | -8.19% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.5M 0.46% | -$30.6K Sold | — 72.5K shares | 73.2K → 72.5K −$30.6K | -0.87% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.4M 0.455% | -$633.4K Sold | — 60.2K shares | 71.3K → 60.2K −$633.4K | -15.53% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.3M 0.436% | -$5.5M Sold | — 70.7K shares | 189.6K → 70.7K −$5.5M | -62.71% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $3.3M 0.432% | -$19.7K Sold | 0.0% 6.3K shares | 6.4K → 6.3K −$19.7K | -0.6% | $3.85T Mega Cap | Q1 2015 Held for 10y 8m | |
ETF ETF | $3.1M 0.409% | +$5.9K Bought | — 24.6K shares | 24.6K → 24.6K +$5.9K | +0.19% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $3.0M 0.401% | -$2.0M Sold | — 8.5K shares | 14.1K → 8.5K −$2.0M | -39.48% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.9M 0.39% | -$148.1K Sold | — 21.3K shares | 22.4K → 21.3K −$148.1K | -4.78% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.9M 0.388% | -$187.1K Sold | — 127.0K shares | 135.1K → 127.0K −$187.1K | -5.99% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.9M 0.381% | +$515.6K Bought | — 27.9K shares | 22.9K → 27.9K +$515.6K | +21.76% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.8M 0.366% | +$4.0K Bought | — 119.9K shares | 119.8K → 119.9K +$4.0K | +0.14% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $2.5M 0.324% | -$945.4K Sold | — 8.7K shares | 12.1K → 8.7K −$945.4K | -27.82% | — — | Q3 2019 Held for 6y 2m |
