Sk Wealth Management, LLC Portfolio Holdings

Sk Wealth Management, LLC

  • $186 Billion
  • Q1 2025

Sk Wealth Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $186 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $21.3B, J P Morgan Exchange Traded Fd with a value of $19.4B, Schwab Strategic Tr Us Large C with a value of $17.6B, Vaneck Morningstar Wide Moat E with a value of $16.8B, and J P Morgan Exchange Traded F with a value of $14.4B.

Examining the 13F form we can see an decrease of $10.1B in the current position value, from $196B to 186B.

Sk Wealth Management, LLC is based out at Providence, RI

Below you can find more details about Sk Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $186 Billion
ETFs: $144 Billion
Technology: $5.41 Billion
Consumer Cyclical: $3.83 Billion
Healthcare: $1.46 Billion
Industrials: $1.08 Billion
Communication Services: $543 Million
Consumer Defensive: $326 Million
Energy: $233 Million
Other: $190 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.3 Billion 11.42% of portfolio
288,904
Q1 2025 Reduced 0.04%
$0
$19.4 Billion 10.41% of portfolio
367,985
Q1 2025 Reduced 7.1%
$0
$17.6 Billion 9.44% of portfolio
764,441
Q1 2025 Added 8.58%
$0
$16.8 Billion 9.01% of portfolio
209,485
Q1 2025 Reduced 11.83%
J P Morgan Exchange Traded F
-
$14.4 Billion 7.72% of portfolio
-
Q1 2025 Reduced 10.23%
$0
$12.7 Billion 6.79% of portfolio
415,331
Q1 2025 Added 2.14%
Goldman Sachs ETF Tr
-
$8.61 Billion 4.62% of portfolio
-
Q1 2025 Added 998.11%
$0
$8.18 Billion 4.39% of portfolio
51,345
Q1 2025 Reduced 1.84%
$0
$5.72 Billion 3.07% of portfolio
156,910
Q1 2025 Reduced 15.6%
$0
$3.8 Billion 2.04% of portfolio
42,775
Q1 2025 Added 1.58%
$0
$3.38 Billion 1.82% of portfolio
67,137
Q1 2025 Reduced 2.56%
$0
$2.89 Billion 1.55% of portfolio
125,849
Q1 2025 Added 49.04%
$0
$2.84 Billion 1.53% of portfolio
103,427
Q1 2025 Added 25.97%
$0
$2.74 Billion 1.47% of portfolio
91,755
Q1 2025 Reduced 8.07%
$0
$2.7 Billion 1.45% of portfolio
68,198
Q1 2025 Added 0.7%
$3.35T
$2.44 Billion 1.31% of portfolio
12,615
Q1 2025 Reduced 2.41%
$0
$2.22 Billion 1.19% of portfolio
4,303
Q1 2025 Added 2.43%
$0
$1.72 Billion 0.92% of portfolio
3,338
Q1 2025 Added 0.33%
$2.89T
$1.7 Billion 0.91% of portfolio
4,728
Q1 2025 Added 0.57%
$0
$1.64 Billion 0.88% of portfolio
50,583
Q1 2025 New
$0
$1.63 Billion 0.88% of portfolio
46,710
Q1 2025 Reduced 7.08%
$0
$1.58 Billion 0.85% of portfolio
26,180
Q1 2025 New
$0
$1.39 Billion 0.74% of portfolio
4,048
Q1 2025 Added 7.92%
$0
$1.33 Billion 0.71% of portfolio
2,713
Q1 2025 Added 0.33%
$265B
$1.28 Billion 0.68% of portfolio
13,168
Q1 2025 Added 5.05%
$0
$1.24 Billion 0.66% of portfolio
24,988
Q1 2025 Reduced 6.73%
$0
$1.17 Billion 0.63% of portfolio
37,393
Q1 2025 Added 0.54%
Cohen & Steers ETF Trust
-
$1.16 Billion 0.62% of portfolio
-
Q1 2025 New
$23.2B
$1.06 Billion 0.57% of portfolio
45,500
Q3 2024 New
$0
$1.07 Billion 0.57% of portfolio
25,330
Q1 2025 Reduced 5.16%
$1.9T
$1.04 Billion 0.56% of portfolio
6,215
Q1 2025 Added 1.37%
-
$1.04 Billion 0.56% of portfolio
-
Q1 2025 Added 21.87%
$0
$1.03 Billion 0.55% of portfolio
12,037
Q1 2025 Added 1.78%
$0
$981 Million 0.53% of portfolio
22,200
Q1 2025 Added 4.81%
$0
$856 Million 0.46% of portfolio
11,579
Q1 2025 Reduced 0.58%
$0
$780 Million 0.42% of portfolio
19,866
Q1 2025 Reduced 10.55%
$76.7B
$725 Million 0.39% of portfolio
3,360
Q1 2025 Added 0.27%
$0
$699 Million 0.38% of portfolio
6,597
Q1 2025 Added 0.26%
$126B
$696 Million 0.37% of portfolio
1,457
Q3 2024 New
-
$671 Million 0.36% of portfolio
-
Q1 2025 Added 1.9%
$0
$614 Million 0.33% of portfolio
25,814
Q1 2025 Reduced 1.28%
$59.2B
$595 Million 0.32% of portfolio
21,681
Q1 2025 Added 0.44%
$0
$489 Million 0.26% of portfolio
3,362
Q3 2024 New
$179B
$485 Million 0.26% of portfolio
3,843
Q1 2025 Added 0.47%
$0
$438 Million 0.24% of portfolio
2,397
Q1 2025 Reduced 22.18%
$0
$402 Million 0.22% of portfolio
4,261
Q1 2025 Added 0.24%
$819B
$413 Million 0.22% of portfolio
1,817
Q1 2025 Reduced 5.66%
$84.9B
$390 Million 0.21% of portfolio
285
Q3 2024 New
$0
$391 Million 0.21% of portfolio
1,666
Q1 2025 Reduced 6.77%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $186 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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