Sky Oak Wealth, LLC Incresed Positions in Q4 2024

Sky Oak Wealth, LLC

  • $465 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
63.7K
+ 48.67%
$46.63 - $47.41 $2.97M - $3.02M
195K $9.07M
AVUV
American Centy ETF Tr Avantis

ETFs
24K
+ 47.17%
$94.37 - $106.41 $2.26M - $2.55M
74.7K $7.21M
AAPL
Apple Inc.

Technology
1.24K
+ 1.36%
$221.69 - $259.02 $275K - $321K
92.6K $23.2M
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
+ 4.03%
$180.88 - $232.93 $234K - $301K
33.4K $7.32M
JPM
Jpmorgan Chase & CO

Financial Services
1.28K
+ 4.81%
$205.18 - $250.29 $263K - $321K
28K $6.71M
JPIE
J P Morgan Exchange Traded Fd
23.9K
+ 25.11%
$45.59 - $46.25 $1.09M - $1.11M
119K $5.44M
GOOGL
Alphabet Inc.

Communication Services
1.57K
+ 7.36%
$161.86 - $196.66 $254K - $308K
22.9K $4.33M
SCHG
Schwab Strategic Tr Us Large C

ETFs
519K
+ 288.41%
$25.93 - $105.3 $13.5M - $54.7M
699K $19.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14.5K
+ 26.72%
$50.67 - $50.9 $736K - $739K
68.9K $3.49M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.67K
+ 21.09%
$57.53 - $60.83 $499K - $527K
49.8K $2.86M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
596
+ 0.3%
$66.77 - $71.52 $39.8K - $42.6K
201K $13.8M
CSCO
Cisco Systems, Inc.

Technology
3.7K
+ 24.41%
$52.45 - $60.02 $194K - $222K
18.9K $1.12M
CIEN
Ciena Corp

Technology
1.5K
+ 19.77%
$61.45 - $91.14 $92.2K - $137K
9.09K $770K
SPY
Spdr S&P 500 ETF Trust

ETFs
459
+ 22.12%
$567.81 - $607.81 $261K - $279K
2.53K $1.49M
T
At&T Inc.

Communication Services
10.4K
+ 33.92%
$21.22 - $23.88 $221K - $249K
41.1K $935K
IBM
International Business Machines Corp

Technology
1.24K
+ 9.02%
$204.9 - $238.04 $254K - $295K
15K $3.29M
VEA
Vanguard Ftse Developed Market

ETFs
5.55K
+ 123.9%
$47.57 - $52.44 $264K - $291K
10K $479K
STWD
Starwood Property Trust, Inc.

Real Estate
23.7K
+ 14.94%
$18.95 - $20.37 $450K - $483K
183K $3.46M
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
IEF
Ishares Barclays

ETFs
6.91K
+ 8.18%
$92.08 - $98.18 $636K - $678K
91.3K $8.44M
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
54
+ 1.19%
$521.84 - $558.82 $28.2K - $30.2K
4.61K $2.48M
IWM
Ishares Russell 2000 ETF

ETFs
358
+ 15.08%
$216.13 - $242.4 $77.4K - $86.8K
2.73K $603K
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
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.25K
+ 15.38%
$38.37 - $42.82 $47.9K - $53.4K
9.36K $359K
CVX
Chevron Corp

Energy
259
+ 4.96%
$141.15 - $162.53 $36.6K - $42.1K
5.48K $793K
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
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
Track This Portfolio

Track Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email