Sk Wealth Management, LLC Purchases in Q1 2025

Sk Wealth Management, LLC

  • $186 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Goldman Sachs ETF Tr
183K
+ 998.11%
N/A
201K $8.61B
T Rowe Price ETF Inc
94.1K
New
N/A
94.1K $2.28B
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
50.6K
New
$34.58 - $38.65 $1.75M - $1.96M
50.6K $1.64B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.2K
New
$64.88 - $72.1 $1.7M - $1.89M
26.2K $1.58B
Cohen & Steers ETF Trust
47.7K
New
N/A
47.7K $1.16B
FSMO
Fidelity Covington Tr

ETFs
41.4K
+ 49.04%
N/A
126K $2.89B
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
21.3K
+ 25.97%
$28.04 - $28.63 $598K - $610K
103K $2.84B
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
11.6K
New
$26.76 - $29.39 $311K - $341K
11.6K $344M
VV
Vanguard Large Cap ETF

ETFs
1.13K
New
$253.32 - $282.66 $286K - $319K
1.13K $267M
LVHI
Franklin International Low Vol

ETFs
8.72K
+ 2.14%
$30.53 - $32.85 $266K - $286K
415K $12.7B
CGMS
Capital Grp Core Plus Income E
7.02K
+ 21.87%
N/A
39.1K $1.04B
JNJ
Johnson & Johnson

Healthcare
263
+ 18.25%
$142.06 - $167.7 $37.4K - $44.1K
1.7K $267M
VTI
Vanguard Total Stock Market Et

ETFs
277
+ 40.09%
$271.18 - $303.12 $75.1K - $84K
968 $244M
RTX
Raytheon Technologies Corp

Industrials
18
+ 0.47%
$114.1 - $135.66 $2.05K - $2.44K
3.84K $485M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
476
+ 0.7%
$38.99 - $40.37 $18.6K - $19.2K
68.2K $2.7B
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
1.02K
+ 4.81%
$44.65 - $46.38 $45.5K - $47.2K
22.2K $981M
VTV
Vanguard Value ETF

ETFs
200
+ 12.39%
$167.73 - $179.21 $33.5K - $35.8K
1.81K $288M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.34%
$725.72 - $929.72 $726 - $930
299 $244M
XOM
Exxon Mobil Corp

Energy
111
+ 5.3%
$105.44 - $118.93 $11.7K - $13.2K
2.21K $233M
Doubleline ETF Trust
57
+ 1.24%
N/A
4.67K $241M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
579
+ 4.77%
$8.38 - $8.86 $4.85K - $5.13K
12.7K $99.3M
CGMU
Capital Group Core Plus Income
475
+ 1.9%
N/A
25.5K $671M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
284
+ 2.38%
$8.11 - $8.58 $2.3K - $2.44K
12.2K $91M
IWD
Ishares Russell 1000 Val ETF

ETFs
3
+ 0.24%
$182.82 - $196.21 $548 - $589
1.23K $213M
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.43%
N/A
1.18K $212M
PEP
Pepsico Inc

Consumer Defensive
41
+ 1.81%
$142.64 - $156.42 $5.85K - $6.41K
2.3K $326M
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.5%
$347.25 - $424.87 $1.04K - $1.27K
601 $209M
GOOGL
Alphabet Inc.

Communication Services
287
+ 14.37%
$154.33 - $206.19 $44.3K - $59.2K
2.28K $337M
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.33%
$461.52 - $548.18 $923 - $1.1K
603 $257M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.07%
$156.06 - $207.71 $156 - $208
1.38K $206M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.12%
$360.07 - $417.26 $360 - $417
844 $281M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
199
+ 0.54%
$32.39 - $34.01 $6.45K - $6.77K
37.4K $1.17B
XLK
Technology Sector Spdr

ETFs
3
+ 0.22%
$206.38 - $242.18 $619 - $727
1.39K $261M
DSI
Ishares Msci Kld 400 Social Et

ETFs
10
+ 0.24%
$101.98 - $115.66 $1.02K - $1.16K
4.26K $402M
ILCG
Ishares Morningstar Growth ETF
6
+ 0.12%
N/A
4.84K $362M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
17
+ 0.26%
$113.22 - $126.36 $1.92K - $2.15K
6.6K $699M
CSX
Csx Corp

Industrials
95
+ 0.44%
$29.11 - $33.67 $2.77K - $3.2K
21.7K $595M
VUG
Vanguard Growth ETF

ETFs
297
+ 7.92%
$369.1 - $427.61 $110K - $127K
4.05K $1.39B
IVW
Ishares S&P 500 Growth ETF

ETFs
211
+ 1.78%
$92.45 - $106.69 $19.5K - $22.5K
12K $1.03B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
9
+ 0.33%
$522.96 - $601.18 $4.71K - $5.41K
2.71K $1.33B
MAR
Marriott International Inc

Consumer Cyclical
9
+ 0.27%
$237.01 - $304.45 $2.13K - $2.74K
3.36K $725M
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.33%
$551.42 - $612.93 $6.07K - $6.74K
3.34K $1.72B
IVV
Ishares Core S&P 500 ETF

ETFs
102
+ 2.43%
$554.06 - $615.85 $56.5K - $62.8K
4.3K $2.22B
MSFT
Microsoft Corp

Technology
27
+ 0.57%
$375.39 - $447.2 $10.1K - $12.1K
4.73K $1.7B
AMZN
Amazon Com Inc

Consumer Cyclical
84
+ 1.37%
$190.26 - $242.06 $16K - $20.3K
6.22K $1.04B
NVDA
Nvidia Corp

Technology
633
+ 5.05%
$106.98 - $149.43 $67.7K - $94.6K
13.2K $1.28B
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
666
+ 1.58%
$95.35 - $107.82 $63.5K - $71.8K
42.8K $3.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
60.4K
+ 8.58%
$24.91 - $29.02 $1.5M - $1.75M
764K $17.6B
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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