Sky Oak Wealth, LLC Incresed Positions in Q2 2024

Sky Oak Wealth, LLC

  • $427 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.16K
+ 1.82%
$87.04 - $101.61 $275K - $321K
177K $17.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
33.1K
+ 7.71%
$50.22 - $50.48 $1.66M - $1.67M
462K $23.3M
NVDA
Nvidia Corp

Technology
34.7K
+ 926.59%
$118.11 - $1224.4 $4.1M - $42.5M
38.5K $4.76M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
22K
+ 26.51%
$45.82 - $46.47 $1.01M - $1.02M
105K $4.87M
JPIE
J P Morgan Exchange Traded Fd
20.4K
+ 33.27%
$44.81 - $45.47 $914K - $927K
81.7K $3.71M
GOOGL
Alphabet Inc.

Communication Services
533
+ 2.54%
$150.53 - $185.41 $80.2K - $98.8K
21.5K $3.92M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.63K
+ 0.82%
$58.24 - $64.51 $95K - $105K
201K $12.9M
AMZN
Amazon Com Inc

Consumer Cyclical
5
+ 0.02%
$173.67 - $197.85 $868 - $989
32.2K $6.23M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.11K
+ 5.04%
$85.39 - $90.42 $778K - $824K
190K $16.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
133
+ 1.45%
$414.65 - $485.21 $55.1K - $64.5K
9.29K $4.45M
SPYG
Spdr Portfolio

ETFs
1.4K
+ 4.18%
$68.71 - $80.95 $96.2K - $113K
34.9K $2.8M
AVGO
Broadcom Inc.

Technology
19
+ 1.78%
$1204.71 - $1828.87 $22.9K - $34.7K
1.09K $1.75M
VUG
Vanguard Growth ETF

ETFs
523
+ 14.31%
$322.46 - $377.11 $169K - $197K
4.18K $1.56M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.79K
+ 3.29%
$40.83 - $44.89 $114K - $125K
87.6K $3.83M
QLYS
Qualys, Inc.

Technology
2.29K
+ 83.11%
$132.78 - $172.11 $304K - $394K
5.04K $718K
DUOL
Duolingo, Inc.

Technology
1K
+ 50.0%
$175.78 - $248.84 $176K - $249K
3K $626K
UNH
Unitedhealth Group Inc

Healthcare
246
+ 7.37%
$439.2 - $524.63 $108K - $129K
3.58K $1.82M
AMD
Advanced Micro Devices Inc

Technology
1.28K
+ 68.93%
$144.27 - $183.34 $185K - $235K
3.14K $508K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.55K
+ 3.97%
$100.13 - $100.67 $155K - $156K
40.5K $4.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
134
+ 3.1%
$455.1 - $504.28 $61K - $67.6K
4.45K $2.23M
STWD
Starwood Property Trust, Inc.

Real Estate
17K
+ 13.54%
$18.61 - $20.82 $317K - $354K
143K $2.7M
IEF
Ishares Barclays

ETFs
2.39K
+ 3.17%
$91.24 - $94.6 $218K - $226K
77.6K $7.27M
IEFA
Ishares Tr

ETFs
4.74K
+ 3.42%
$70.77 - $76.19 $336K - $361K
143K $10.4M
IWN
Ishares Russell2000 Val ETF

ETFs
1.27K
+ 11.15%
$146.03 - $158.93 $185K - $201K
12.6K $1.92M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.64K
+ 24.07%
$76.09 - $82.16 $125K - $135K
8.44K $661K
VIG
Vanguard Dividend Appreciation

ETFs
647
+ 2.1%
$173.33 - $185.29 $112K - $120K
31.5K $5.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.05K
+ 4.95%
$102.13 - $110.88 $414K - $449K
85.8K $9.15M
VTI
Vanguard Total Stock Market Et

ETFs
92
+ 1.16%
$245.23 - $269.4 $22.6K - $24.8K
8K $2.14M
IWM
Ishares Russell 2000 ETF

ETFs
483
+ 25.54%
$192.84 - $209.44 $93.1K - $101K
2.37K $481K
MU
Micron Technology Inc

Technology
374
+ 15.33%
$106.77 - $153.45 $39.9K - $57.4K
2.81K $370K
ZS
Zscaler, Inc.

Technology
400
+ 16.0%
$156.65 - $192.19 $62.7K - $76.9K
2.9K $557K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
6.8K
+ 52.37%
$11.3 - $11.9 $76.8K - $80.9K
19.8K $228K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
588
+ 26.76%
$124.6 - $132.46 $73.3K - $77.9K
2.79K $354K
INTC
Intel Corp

Technology
5.85K
+ 65.69%
$29.85 - $44.52 $175K - $260K
14.8K $456K
CMI
Cummins Inc

Industrials
300
+ 20.0%
$266.48 - $302.86 $79.9K - $90.9K
1.8K $498K
IWV
Ishares Russell 3000 ETF

ETFs
91
+ 2.81%
$283.16 - $309.9 $25.8K - $28.2K
3.33K $1.03M
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 0.61%
$282.64 - $390.43 $1.41K - $1.95K
828 $317K
SNOW
Snowflake Inc.

Technology
1K
+ 30.72%
$124.21 - $165.04 $124K - $165K
4.26K $574K
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.34%
$495.16 - $548.49 $3.47K - $3.84K
2.07K $1.12M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
402
+ 7.35%
$91.42 - $91.82 $36.8K - $36.9K
5.87K $538K
CVX
Chevron Corp

Energy
243
+ 4.62%
$152.57 - $166.33 $37.1K - $40.4K
5.51K $861K
OHI
Omega Healthcare Investors Inc

Real Estate
65
+ 0.62%
$29.96 - $34.25 $1.95K - $2.23K
10.6K $362K
FLV
American Centy ETF Tr Focused

ETFs
1.98K
+ 5.01%
$61.78 - $65.81 $122K - $130K
41.5K $2.6M
AMGN
Amgen Inc

Healthcare
8
+ 1.03%
$262.75 - $319.31 $2.1K - $2.55K
784 $244K
JEPI
J P Morgan Exchange Traded Fd

ETFs
996
+ 3.01%
$55.45 - $57.39 $55.2K - $57.2K
34.1K $1.93M
VEU
Vanguard Ftse All World Ex Us

ETFs
170
+ 1.32%
$56.22 - $60.47 $9.56K - $10.3K
13K $764K
DBL
Double Line Opportunistic Credit Fund

Financial Services
159
+ 1.58%
$14.64 - $15.36 $2.33K - $2.44K
10.2K $157K
XOM
Exxon Mobil Corp

Energy
39
+ 1.11%
$108.36 - $122.2 $4.23K - $4.77K
3.56K $409K
VEA
Vanguard Ftse Developed Market

ETFs
76
+ 1.72%
$47.83 - $51.21 $3.64K - $3.89K
4.48K $221K
Activity Summary
Buys All Purchases 93 New Holdings 19 Increased Positions 74 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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