Sky Oak Wealth, LLC Sells in Q2 2024

Sky Oak Wealth, LLC

  • $427 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.07K
- 0.98%
$42.0 - $49.24 $44.7K - $52.4K
108K $4.75M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-300
- 13.33%
$376.14 - $529.01 $113K - $159K
1.95K $752K
PHM
Pultegroup Inc

Consumer Cyclical
-3.15K
- 43.39%
$105.43 - $122.07 $332K - $385K
4.11K $452K
LMT
Lockheed Martin Corp

Industrials
-900
- 65.22%
$447.57 - $471.51 $403K - $424K
480 $224K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-307
- 9.9%
$295.25 - $385.2 $90.6K - $118K
2.79K $834K
CIEN
Ciena Corp

Technology
-5.32K
- 38.1%
$43.56 - $49.56 $232K - $264K
8.65K $416K
ACLS
Axcelis Technologies Inc

Technology
-2.7K
- 53.37%
$94.79 - $142.19 $256K - $383K
2.36K $334K
NFLX
Netflix Inc

Communication Services
-400
- 45.51%
$550.64 - $686.12 $220K - $274K
479 $323K
DIS
Walt Disney CO

Communication Services
-805
- 14.56%
$99.29 - $122.82 $79.9K - $98.9K
4.72K $468K
CSX
Csx Corp

Industrials
-2.85K
- 9.62%
$32.18 - $36.78 $91.6K - $105K
26.8K $894K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
-1.6K
- 10.95%
$102.39 - $111.95 $164K - $179K
13K $1.44M
RTX
Raytheon Technologies Corp

Industrials
-1.73K
- 27.49%
$97.55 - $108.44 $169K - $188K
4.57K $458K
UBER
Uber Technologies, Inc

Technology
-1.19K
- 7.28%
$63.52 - $77.16 $75.3K - $91.4K
15.1K $1.1M
RELY
Remitly Global, Inc.

Technology
-214
- 1.28%
$11.61 - $21.16 $2.48K - $4.53K
16.6K $200K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-555
- 30.31%
$272.21 - $298.72 $151K - $166K
1.28K $379K
PANW
Palo Alto Networks Inc

Technology
-671
- 46.47%
$265.2 - $340.82 $178K - $229K
773 $262K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-416
- 20.56%
$160.17 - $201.35 $66.6K - $83.8K
1.61K $270K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-67
- 8.06%
$358.0 - $512.65 $24K - $34.3K
764 $294K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.56K
- 13.41%
$50.64 - $51.3 $129K - $131K
16.5K $845K
WSM
Williams Sonoma Inc

Consumer Cyclical
-223
- 11.77%
$279.2 - $321.33 $62.3K - $71.7K
1.67K $471K
EMR
Emerson Electric CO

Industrials
-373
- 1.44%
$105.97 - $115.59 $39.5K - $43.1K
25.5K $2.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-110
- 2.03%
$396.73 - $420.24 $43.6K - $46.2K
5.31K $2.16M
JPM
Jpmorgan Chase & CO

Financial Services
-844
- 3.03%
$180.08 - $204.79 $152K - $173K
27.1K $5.47M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-495
- 0.84%
$39.75 - $43.15 $19.7K - $21.4K
58.6K $2.43M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.31K
- 10.93%
$76.35 - $77.35 $100K - $101K
10.7K $825K
FV
First Trust Dorsey Wright Focu

ETFs
-1.78K
- 1.49%
$52.41 - $57.79 $93.4K - $103K
118K $6.74M
CSCO
Cisco Systems, Inc.

Technology
-1.2K
- 7.34%
$45.52 - $50.04 $54.7K - $60.1K
15.2K $720K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.5K
- 16.25%
$30.65 - $32.13 $76.6K - $80.3K
12.9K $406K
BYD
Boyd Gaming Corp

Consumer Cyclical
-315
- 5.6%
$50.36 - $67.67 $15.9K - $21.3K
5.32K $292K
CVS
Cvs Health Corp

Healthcare
-167
- 4.52%
$53.63 - $79.56 $8.96K - $13.3K
3.53K $208K
FIX
Comfort Systems Usa Inc

Industrials
-203
- 12.25%
$290.73 - $347.21 $59K - $70.5K
1.45K $442K
TEX
Terex Corp

Industrials
-508
- 9.17%
$52.89 - $65.42 $26.9K - $33.2K
5.03K $275K
F
Ford Motor CO

Consumer Cyclical
-1.61K
- 2.23%
$11.56 - $13.65 $18.6K - $22K
70.5K $883K
DHI
Horton D R Inc

Consumer Cyclical
-170
- 8.05%
$139.4 - $161.88 $23.7K - $27.5K
1.94K $273K
GRTS
Gritstone Bio, Inc.

Healthcare
-16.8K
- 53.67%
$0.62 - $2.35 $10.4K - $39.5K
14.5K $9K
NVR
Nvr Inc

Consumer Cyclical
-6
- 12.77%
$7335.26 - $8026.27 $44K - $48.2K
41 $311K
VZ
Verizon Communications Inc

Communication Services
-201
- 0.24%
$38.6 - $42.84 $7.76K - $8.61K
82.6K $3.41M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-795
- 9.14%
$81.05 - $81.66 $64.4K - $64.9K
7.9K $645K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-605
- 2.88%
$69.6 - $72.8 $42.1K - $44K
20.4K $1.47M
IWS
Ishares Russell Midcap Value E

ETFs
-412
- 16.61%
$117.31 - $125.13 $48.3K - $51.6K
2.07K $249K
COST
Costco Wholesale Corp

Consumer Defensive
-200
- 21.62%
$704.88 - $870.75 $141K - $174K
725 $616K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-175
- 6.58%
$144.77 - $161.63 $25.3K - $28.3K
2.49K $370K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-144
- 5.14%
$245.29 - $268.7 $35.3K - $38.7K
2.66K $697K
T
At&T Inc.

Communication Services
-5.96K
- 16.26%
$16.09 - $19.11 $95.9K - $114K
30.7K $586K
CAT
Caterpillar Inc

Industrials
-67
- 6.21%
$321.47 - $379.3 $21.5K - $25.4K
1.01K $337K
PRU
Prudential Financial Inc

Financial Services
-456
- 4.22%
$107.35 - $121.31 $49K - $55.3K
10.3K $1.21M
IWP
Ishares Russell Mid Cap Growth

ETFs
-371
- 10.21%
$105.7 - $113.43 $39.2K - $42.1K
3.26K $359K
FELE
Franklin Electric CO Inc

Industrials
-250
- 8.53%
$95.73 - $105.5 $23.9K - $26.4K
2.68K $258K
DCI
Donaldson CO Inc

Industrials
-493
- 10.81%
$71.09 - $75.56 $35K - $37.3K
4.07K $291K
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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