Sky Oak Wealth, LLC Purchases and Sells in Q4 2024

Sky Oak Wealth, LLC

$465 Million
Q4 2024

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JSCP	63.7K + 48.67%	$46.63 - $47.41 $2.97M - $3.02M	195K $9.07M
AVUV	24K + 47.17%	$94.37 - $106.41 $2.26M - $2.55M	74.7K $7.21M
AAPL	1.24K + 1.36%	$221.69 - $259.02 $275K - $321K	92.6K $23.2M
AMZN	1.29K + 4.03%	$180.88 - $232.93 $234K - $301K	33.4K $7.32M
JPM	1.28K + 4.81%	$205.18 - $250.29 $263K - $321K	28K $6.71M
JPIE	23.9K + 25.11%	$45.59 - $46.25 $1.09M - $1.11M	119K $5.44M

New Holdings

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	9.77K New	$481.22 - $538.17 $4.7M - $5.26M	9.77K $5M
XLF	10.4K New	$44.89 - $51.34 $467K - $534K	10.4K $502K
VTWO	5.52K New	$87.42 - $98.06 $483K - $541K	5.52K $493K
CEG	1.62K New	$224.28 - $285.52 $362K - $461K	1.62K $363K
IOO	3.49K New	$97.46 - $103.45 $340K - $361K	3.49K $351K
MDY	600 New	$563.99 - $620.12 $338K - $372K	600 $341K

Top Sells

Reduced Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-499 - 2.56%	$727.2 - $932.06 $363K - $465K	19K $14.6M
VZ	-14.1K - 18.95%	$39.6 - $45.21 $558K - $637K	60.2K $2.41M
IJR	-6.75K - 8.23%	$113.92 - $127.38 $769K - $859K	75.2K $8.67M
ULTA	-1.67K - 62.49%	$338.38 - $446.21 $564K - $743K	1K $434K
LDUR	-5.61K - 13.07%	$94.79 - $95.69 $532K - $537K	37.3K $3.54M
MSFT	-748 - 4.63%	$406.35 - $454.46 $304K - $340K	15.4K $6.49M

Activity Summary All Purchases 124 New Holdings 41 Increased Positions 83 All Sells 80 Reductions 80 Sold out 0 Calls 0 Puts 0

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