Sky Oak Wealth, LLC Reduced Holdings in Q4 2024

Sky Oak Wealth, LLC

  • $465 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
-5
- 0.59%
$241.48 - $274.89 $1.21K - $1.37K
849 $215K
HON
Honeywell International Inc

Industrials
-35
- 3.56%
$202.84 - $236.0 $7.1K - $8.26K
948 $214K
SSO
Proshares Ultra S&P 500

ETFs
-105
- 1.01%
$87.92 - $99.73 $9.23K - $10.5K
10.3K $953K
APP
App Lovin Corp

Technology
-1.25K
- 57.57%
$130.67 - $401.5 $163K - $501K
919 $297K
BAC
Bank Of America Corp

Financial Services
-3.53K
- 8.78%
$39.22 - $47.77 $138K - $168K
36.6K $1.61M
RELY
Remitly Global, Inc.

Technology
-4.87K
- 34.9%
$12.69 - $23.07 $61.8K - $112K
9.09K $205K
TSLA
Tesla, Inc.

Consumer Cyclical
-3.52K
- 34.76%
$213.65 - $479.86 $751K - $1.69M
6.6K $2.66M
IVW
Ishares S&P 500 Growth ETF

ETFs
-152
- 2.3%
$94.43 - $105.47 $14.4K - $16K
6.44K $654K
ACHR
Archer Aviation Inc.

Industrials
-14K
- 58.33%
$2.94 - $11.33 $41.2K - $159K
10K $97K
IWP
Ishares Russell Mid Cap Growth

ETFs
-17
- 0.52%
$116.4 - $138.52 $1.98K - $2.35K
3.25K $411K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-5.43K
- 3.1%
$49.03 - $53.35 $266K - $290K
170K $8.71M
XLY
Select Sector Spdr Consumer Di

ETFs
-17
- 0.99%
$194.8 - $239.43 $3.31K - $4.07K
1.7K $381K
VUG
Vanguard Growth ETF

ETFs
-159
- 3.74%
$378.79 - $428.11 $60.2K - $68.1K
4.09K $1.68M
PCTY
Paylocity Holding Corp

Technology
-54
- 3.05%
$162.14 - $213.79 $8.76K - $11.5K
1.71K $341K
WSM
Williams Sonoma Inc

Consumer Cyclical
-210
- 6.83%
$129.13 - $198.21 $27.1K - $41.6K
2.86K $530K
NFLX
Netflix Inc

Communication Services
-22
- 5.51%
$687.65 - $936.56 $15.1K - $20.6K
377 $336K
NVDA
Nvidia Corp

Technology
-3.08K
- 8.4%
$117.0 - $148.88 $360K - $458K
33.5K $4.5M
SPYG
Spdr Portfolio

ETFs
-1.25K
- 3.59%
$81.74 - $91.38 $102K - $114K
33.4K $2.94M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-55
- 0.16%
$111.85 - $120.71 $6.15K - $6.64K
34.3K $3.96M
AXON
Axon Enterprise, Inc.

Industrials
-195
- 20.08%
$399.22 - $689.78 $77.8K - $135K
776 $461K
GRMN
Garmin LTD

Technology
-15
- 0.57%
$161.91 - $220.77 $2.43K - $3.31K
2.6K $536K
XLK
Technology Sector Spdr

ETFs
-603
- 1.63%
$220.26 - $241.44 $133K - $146K
36.4K $8.47M
PLTR
Palantir Technologies Inc.

Technology
-889
- 14.39%
$36.46 - $82.38 $32.4K - $73.2K
5.29K $399K
VBK
Vanguard Small Cap Growth ETF

ETFs
-66
- 0.29%
$264.18 - $304.19 $17.4K - $20.1K
23K $6.43M
EMR
Emerson Electric CO

Industrials
-282
- 1.11%
$108.13 - $134.33 $30.5K - $37.9K
25.2K $3.12M
NOW
Service Now, Inc.

Technology
-3
- 0.11%
$867.18 - $1148.42 $2.6K - $3.45K
2.71K $2.87M
GOOG
Alphabet Inc.

Communication Services
-123
- 0.45%
$163.08 - $198.16 $20.1K - $24.4K
27K $5.15M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-5.71K
- 5.49%
$45.39 - $62.98 $259K - $360K
98.3K $5.58M
MS
Morgan Stanley

Financial Services
-829
- 1.86%
$104.42 - $134.99 $86.6K - $112K
43.8K $5.5M
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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