Shareks Stock Portfolios

Overview

Shareks Stock Portfolios is a small, equity-focused advisory firm organized as a limited liability company that manages discretionary portfolios for individuals and families. The firm concentrates on exchange-traded equities—individual stocks and ETFs—as its primary investment vehicle, and couples that core equity exposure with third-party allocations to commodities and oil & gas where appropriate. Its service mix includes portfolio management for individuals, small businesses and institutions, along with publication of client-facing periodicals and educational seminars, suggesting a mix of hands-on portfolio work and investor education. The advisory model appears oriented toward active equity management delivered on a discretionary basis. Fee arrangements combine a traditional percentage of assets under management with subscription fees, which likely cover newsletter or research products. The firm does not identify as an active ESG investor and is structured to serve a relatively small client base with concentrated, transparent equity holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices