Sky Oak Wealth, LLC Purchases in Q3 2025

Sky Oak Wealth, LLC

  • $525 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UWMC
Uwm Holdings Corp

Financial Services
10.1K
New
$3.99 - $6.91 $40.4K - $70K
10.1K $61K
ACHR
Archer Aviation Inc.

Industrials
7.5K
+ 57.69%
$8.25 - $13.4 $61.9K - $101K
20.5K $196K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
464
+ 1.12%
$100.16 - $100.7 $46.5K - $46.7K
42K $4.23M
FBP
First Bancorp

Financial Services
971
+ 7.7%
$20.32 - $22.49 $19.7K - $21.8K
13.6K $299K
NVR
Nvr Inc

Consumer Cyclical
2
+ 6.9%
$7301.0 - $8543.0 $14.6K - $17.1K
31 $249K
CSX
Csx Corp

Industrials
3
+ 0.03%
$32.05 - $36.52 $96.1 - $110
10.7K $378K
DTE
Dte Energy CO

Utilities
1
+ 0.04%
$130.26 - $141.49 $130 - $141
2.53K $357K
PCTY
Paylocity Holding Corp

Technology
256
+ 19.83%
$159.27 - $190.36 $40.8K - $48.7K
1.55K $246K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
221
+ 5.14%
N/A
4.52K $252K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
90
+ 0.76%
$26.38 - $27.95 $2.37K - $2.52K
12K $326K
DBL
Double Line Opportunistic Credit Fund

Financial Services
174
+ 1.6%
$15.1 - $15.88 $2.63K - $2.76K
11.1K $171K
Coreweave Inc
2.02K
New
N/A
2.02K $0
Ishares Tr
225
+ 2.61%
N/A
8.84K $0
Lam Research Corp
6.45K
New
N/A
6.45K $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
347
+ 31.04%
$159.87 - $247.68 $55.5K - $85.9K
1.47K $260K
TGLS
Tecnoglass Inc.

Basic Materials
299
+ 8.77%
$65.7 - $83.06 $19.6K - $24.8K
3.71K $248K
KNSL
Kinsale Capital Group, Inc.

Financial Services
31
+ 4.98%
$415.15 - $489.89 $12.9K - $15.2K
654 $278K
DIS
Walt Disney CO

Communication Services
6
+ 0.21%
$112.25 - $124.0 $674 - $744
2.84K $325K
CRM
Salesforce, Inc.

Technology
6
+ 0.68%
$231.66 - $273.65 $1.39K - $1.64K
892 $211K
QFIN
360 Digi Tech, Inc.

Financial Services
1.46K
+ 21.09%
$28.11 - $44.4 $40.9K - $64.6K
8.35K $240K
LNTH
Lantheus Holdings, Inc.

Healthcare
13K
+ 28.81%
$50.11 - $83.83 $653K - $1.09M
58.2K $2.99M
Activity Summary
Buys All Purchases 72 New Holdings 20 Increased Positions 52 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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