Sky Oak Wealth, LLC Purchases in Q4 2024

Sky Oak Wealth, LLC

  • $465 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APO
Apollo Global Management, Inc.

Financial Services
1.31K
New
$131.36 - $178.61 $172K - $234K
1.31K $216K
GS
Goldman Sachs Group Inc

Financial Services
378
New
$486.1 - $608.57 $184K - $230K
378 $216K
XPO
Xpo Logistics, Inc.

Industrials
1.63K
New
$105.35 - $158.2 $171K - $257K
1.63K $213K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.75K
New
$53.94 - $58.15 $202K - $218K
3.75K $211K
GD
General Dynamics Corp

Industrials
800
New
$260.28 - $314.03 $208K - $251K
800 $210K
WDAY
Workday, Inc.

Technology
800
New
$233.85 - $279.91 $187K - $224K
800 $206K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.86K
+ 36.64%
$57.29 - $63.1 $278K - $306K
18.1K $1.04M
MA
Mastercard Inc

Financial Services
300
+ 21.43%
$491.3 - $536.15 $147K - $161K
1.7K $895K
VIG
Vanguard Dividend Appreciation

ETFs
1.03K
+ 3.22%
N/A
32.9K $5.99M
RGTI
Rigetti Computing, Inc.

Technology
10.5K
New
$0.74 - $17.08 $7.75K - $179K
10.5K $161K
F
Ford Motor CO

Consumer Cyclical
16.8K
+ 66.74%
$9.69 - $11.4 $163K - $191K
41.9K $415K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.89K
+ 22.43%
$57.78 - $60.4 $167K - $174K
15.8K $913K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1K
+ 47.89%
$124.26 - $134.12 $124K - $134K
3.09K $397K
VTI
Vanguard Total Stock Market Et

ETFs
211
+ 2.54%
$280.04 - $302.45 $59.1K - $63.8K
8.51K $2.47M
AMD
Advanced Micro Devices Inc

Technology
1.99K
+ 67.64%
$118.88 - $172.8 $237K - $344K
4.93K $595K
CWB
Spdr Bloomberg Convertible Sec

ETFs
925
+ 4.53%
$76.21 - $82.24 $70.5K - $76.1K
21.3K $1.66M
VV
Vanguard Large Cap ETF

ETFs
325
+ 37.62%
$260.27 - $280.65 $84.6K - $91.2K
1.19K $320K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
9K
+ 45.51%
$11.42 - $12.5 $103K - $113K
28.8K $331K
VRT
Vertiv Holdings CO

Industrials
1K
+ 31.6%
N/A
4.17K $360K
IVV
Ishares Core S&P 500 ETF

ETFs
97
+ 4.1%
$570.51 - $610.59 $55.3K - $59.2K
2.46K $1.45M
AMGN
Amgen Inc

Healthcare
500
+ 64.43%
$258.78 - $328.31 $129K - $164K
1.28K $332K
IWM
Ishares Russell 2000 ETF

ETFs
358
+ 15.08%
$216.13 - $242.4 $77.4K - $86.8K
2.73K $603K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
54
+ 1.19%
$521.84 - $558.82 $28.2K - $30.2K
4.61K $2.48M
UPS
United Parcel Service Inc

Industrials
1.99K
+ 11.64%
$122.65 - $138.35 $244K - $275K
19.1K $2.41M
VB
Vanguard Small Cap ETF

ETFs
137
+ 1.22%
$233.76 - $261.58 $32K - $35.8K
11.4K $2.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
207
+ 3.94%
$442.29 - $483.08 $91.6K - $100K
5.47K $2.48M
IJS
Ishares S&P Smallcap 600 Value

ETFs
386
+ 8.53%
$104.59 - $118.05 $40.4K - $45.6K
4.91K $533K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
625
+ 11.74%
$61.68 - $67.87 $38.6K - $42.4K
5.95K $370K
SCCO
Southern Copper Corp

Basic Materials
1.02K
+ 40.6%
$91.13 - $117.95 $92.5K - $120K
3.52K $320K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.7K
+ 12.85%
$31.23 - $33.51 $53.2K - $57.1K
15K $470K
CVX
Chevron Corp

Energy
259
+ 4.96%
$141.15 - $162.53 $36.6K - $42.1K
5.48K $793K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.25K
+ 15.38%
$38.37 - $42.82 $47.9K - $53.4K
9.36K $359K
RTX
Raytheon Technologies Corp

Industrials
374
+ 9.79%
$114.45 - $127.21 $42.8K - $47.6K
4.2K $485K
XOM
Exxon Mobil Corp

Energy
500
+ 14.06%
$105.51 - $125.37 $52.8K - $62.7K
4.06K $436K
TRV
Travelers Companies, Inc.

Financial Services
6
+ 0.22%
$225.97 - $266.66 $1.36K - $1.6K
2.72K $655K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
263
+ 10.29%
$80.18 - $88.79 $21.1K - $23.4K
2.82K $227K
TGT
Target Corp

Consumer Defensive
342
+ 22.54%
$121.59 - $160.69 $41.6K - $55K
1.86K $251K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
229
+ 1.02%
$91.29 - $91.8 $20.9K - $21K
22.6K $2.07M
MMM
3 M CO

Industrials
204
+ 10.85%
$124.74 - $137.12 $25.4K - $28K
2.08K $269K
PANW
Palo Alto Networks Inc

Technology
712
+ 95.19%
$181.96 - $405.9 $130K - $289K
1.46K $265K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
483
+ 2.98%
$51.54 - $52.55 $24.9K - $25.4K
16.7K $863K
AEE
Ameren Corp

Utilities
20
+ 0.49%
$85.81 - $94.98 $1.72K - $1.9K
4.12K $367K
RDVY
First Trust Rising Dividend Ac

ETFs
125
+ 3.35%
$58.65 - $64.37 $7.33K - $8.05K
3.86K $228K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.13%
$417.69 - $450.94 $835 - $902
1.54K $653K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.28K
+ 8.75%
$44.04 - $49.49 $364K - $410K
103K $4.53M
Neumora Therapeutics Inc.
5K
+ 33.33%
N/A
20K $0
Flutter Entmt PLC
841
New
N/A
841 $0
Nkgen Biotech Inc
13.2K
New
N/A
13.2K $0
World Fds Tr
16.1K
New
N/A
16.1K $0
Activity Summary
Buys All Purchases 124 New Holdings 41 Increased Positions 83 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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