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
MMM
3 M CO

Industrials
204
+ 10.85%
$124.74 - $137.12 $25.4K - $28K
2.08K $269K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
229
+ 1.02%
$91.29 - $91.8 $20.9K - $21K
22.6K $2.07M
PANW
Palo Alto Networks Inc

Technology
712
+ 95.19%
$181.96 - $405.9 $130K - $289K
1.46K $265K
AEE
Ameren Corp

Utilities
20
+ 0.49%
$85.81 - $94.98 $1.72K - $1.9K
4.12K $367K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
483
+ 2.98%
$51.54 - $52.55 $24.9K - $25.4K
16.7K $863K
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
890
+ 10.54%
$75.1 - $82.99 $66.8K - $73.9K
9.33K $705K
TEX
Terex Corp

Industrials
626
+ 12.96%
$45.07 - $58.61 $28.2K - $36.7K
5.46K $252K
DTE
Dte Energy CO

Utilities
85
+ 4.07%
$117.04 - $129.77 $9.95K - $11K
2.17K $262K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15
+ 0.14%
$77.86 - $79.27 $1.17K - $1.19K
10.6K $826K
LOGI
Logitech International S.A.

Technology
73
+ 2.36%
$77.08 - $91.82 $5.63K - $6.7K
3.16K $260K
SCHV
Schwab Strategic Tr Us Large C

ETFs
15.6K
+ 197.95%
$25.79 - $80.4 $403K - $1.26M
23.5K $612K
OHI
Omega Healthcare Investors Inc

Real Estate
52
+ 0.49%
$37.51 - $42.56 $1.95K - $2.21K
10.7K $404K
KWEB
Kraneshares Tr Csi China Inter

ETFs
519
+ 4.97%
$29.11 - $38.87 $15.1K - $20.2K
11K $320K
MRK
Merck & Co., Inc.

Healthcare
94
+ 2.82%
$96.31 - $114.76 $9.05K - $10.8K
3.43K $341K
AVY
Avery Dennison Corp

Industrials
33
+ 2.47%
$186.26 - $220.48 $6.15K - $7.28K
1.37K $256K
CMCSA
Comcast Corp

Communication Services
72
+ 0.69%
$37.39 - $45.14 $2.69K - $3.25K
10.5K $392K
QCOM
Qualcomm Inc

Technology
250
+ 3.75%
$150.4 - $178.04 $37.6K - $44.5K
6.92K $1.06M
ABBV
Abb Vie Inc.

Healthcare
86
+ 1.34%
$164.99 - $203.87 $14.2K - $17.5K
6.5K $1.16M
ACLS
Axcelis Technologies Inc

Technology
31
+ 0.77%
$69.18 - $105.1 $2.14K - $3.26K
4.04K $282K
UNH
Unitedhealth Group Inc

Healthcare
139
+ 4.71%
$485.52 - $625.25 $67.5K - $86.9K
3.09K $1.56M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
362
+ 0.07%
$50.37 - $50.6 $18.2K - $18.3K
490K $24.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.93K
+ 2.53%
$51.09 - $55.27 $507K - $549K
402K $20.5M
UL
Unilever PLC

Consumer Defensive
2.28K
+ 5.79%
$56.7 - $64.64 $129K - $147K
41.6K $2.36M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.11K
+ 2.52%
$34.13 - $37.35 $71.9K - $78.7K
85.7K $2.93M
LNTH
Lantheus Holdings, Inc.

Healthcare
5K
+ 12.55%
$76.22 - $116.71 $381K - $584K
44.8K $4.01M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.99K
+ 1.01%
$91.94 - $100.02 $183K - $199K
199K $18.5M
NEE
Nextera Energy Inc

Utilities
1.19K
+ 3.04%
$69.77 - $85.43 $83.3K - $102K
40.5K $2.9M
IEFA
Ishares Tr

ETFs
9.18K
+ 6.14%
$70.06 - $77.43 $643K - $711K
159K $11.2M
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