Sky Oak Wealth, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $465 Million distributed in 255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $24.7M, Apple Inc. with a value of $23.2M, Spdr Portfolio S&P 500 Value E with a value of $20.5M, Schwab Strategic Tr Us Large C with a value of $19.5M, and Ishares Core S&P U.S. Value Et with a value of $18.5M.
Examining the 13F form we can see an increase of $19.9M in the current position value, from $445M to 465M.
Below you can find more details about Sky Oak Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$465 Million
ETFs: $275 Million
Technology: $52.6 Million
Financial Services: $25.8 Million
Communication Services: $24.9 Million
Healthcare: $24.9 Million
Consumer Cyclical: $16.5 Million
Industrials: $14.1 Million
Consumer Defensive: $9.49 Million
Other: $15.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
