Sky Oak Wealth, LLC New Holdings in Q4 2024

Sky Oak Wealth, LLC

  • $465 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.77K
New
$481.22 - $538.17 $4.7M - $5.26M
9.77K $5M
XLF
Financial Sector Spdr

ETFs
10.4K
New
$44.89 - $51.34 $467K - $534K
10.4K $502K
VTWO
Vanguard Russell 2000 ETF

ETFs
5.52K
New
$87.42 - $98.06 $483K - $541K
5.52K $493K
CEG
Constellation Energy Corp

Utilities
1.62K
New
$224.28 - $285.52 $362K - $461K
1.62K $363K
IOO
Ishares Tr Global 100 ETF

ETFs
3.49K
New
$97.46 - $103.45 $340K - $361K
3.49K $351K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
600
New
$563.99 - $620.12 $338K - $372K
600 $341K
IYY
Ishares Tr

ETFs
2.32K
New
$138.14 - $149.13 $320K - $345K
2.32K $331K
STRL
Sterling Construction CO Inc

Industrials
1.95K
New
$142.94 - $199.03 $279K - $389K
1.95K $329K
AX
Axos Financial, Inc.

Financial Services
4.69K
New
$59.93 - $86.6 $281K - $407K
4.69K $327K
NVMI
Nova Ltd.

Technology
1.66K
New
$172.39 - $221.56 $286K - $367K
1.66K $326K
TWLO
Twilio Inc

Communication Services
2.93K
New
$63.73 - $114.96 $187K - $337K
2.93K $316K
HYG
Ishares Tr

ETFs
3.74K
New
$78.09 - $80.04 $292K - $299K
3.74K $294K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.84K
New
$95.27 - $107.82 $270K - $306K
2.84K $292K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
3.65K
New
$73.63 - $87.56 $269K - $319K
3.65K $287K
TBBK
Bancorp, Inc.

Financial Services
5.47K
New
$47.01 - $60.36 $257K - $330K
5.47K $287K
NOC
Northrop Grumman Corp

Industrials
600
New
$466.52 - $543.88 $280K - $326K
600 $281K
HWKN
Hawkins Inc

Basic Materials
2.29K
New
$106.23 - $137.61 $243K - $315K
2.29K $280K
PFBC
Preferred Bank

Financial Services
3.25K
New
$78.18 - $96.73 $254K - $314K
3.25K $280K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.59K
New
$174.22 - $187.62 $277K - $298K
1.59K $278K
DE
Deere & CO

Industrials
657
New
$389.45 - $466.0 $256K - $306K
657 $278K
AVAV
Aero Vironment Inc

Industrials
1.8K
New
$153.72 - $235.17 $277K - $423K
1.8K $277K
MEDP
Medpace Holdings, Inc.

Healthcare
833
New
$308.93 - $363.58 $257K - $303K
833 $276K
NSSC
Napco Security Technologies, Inc

Industrials
7.69K
New
$34.51 - $42.2 $265K - $324K
7.69K $273K
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.21K
New
$61.52 - $66.5 $259K - $280K
4.21K $268K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.04K
New
$87.1 - $98.49 $265K - $299K
3.04K $265K
CCJ
Cameco Corp

Energy
5K
New
$48.64 - $61.14 $243K - $306K
5K $256K
MHO
M/I Homes, Inc.

Consumer Cyclical
1.83K
New
$132.44 - $174.81 $242K - $320K
1.83K $243K
BCC
Boise Cascade CO

Basic Materials
2.04K
New
$118.79 - $152.5 $242K - $311K
2.04K $242K
BMY
Bristol Myers Squibb CO

Healthcare
4.17K
New
$51.92 - $59.94 $217K - $250K
4.17K $235K
XLU
Utilities Sector Spdr

ETFs
3.07K
New
$74.89 - $82.93 $230K - $255K
3.07K $232K
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
RGTI
Rigetti Computing, Inc.

Technology
10.5K
New
$0.74 - $17.08 $7.75K - $179K
10.5K $161K
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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