Sk Wealth Management, LLC Portfolio Holdings

Sk Wealth Management, LLC

  • $195 Billion
  • Q3 2024

Sk Wealth Management, LLC has filed its 13F form on December 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $195 Billion distributed in 71 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 $23.6B, J P Morgan Exchange Traded Fd with a value of $22.8B, Vaneck Morningstar Wide Moat E with a value of $22.3B, Schwab Strategic Tr Us Large C with a value of $20B, and J P Morgan Exchange Traded F with a value of $16.7B.

Examining the 13F form we can see an increase of $195B in the current position value.

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 $195 Billion
ETFs: $160 Billion
Technology: $7.05 Billion
Consumer Cyclical: $4.89 Billion
Industrials: $1.38 Billion
Healthcare: $1.34 Billion
Communication Services: $651 Million
Consumer Defensive: $345 Million
Energy: $223 Million
Other: $202 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.6 Billion 12.07% of portfolio
288,221
Q3 2024 New
$0
$22.8 Billion 11.68% of portfolio
390,659
Q3 2024 New
$0
$22.3 Billion 11.38% of portfolio
237,496
Q3 2024 New
$0
$20 Billion 10.24% of portfolio
702,681
Q3 2024 New
J P Morgan Exchange Traded F
-
$16.7 Billion 8.56% of portfolio
-
Q3 2024 New
$0
$12.3 Billion 6.29% of portfolio
405,369
Q3 2024 New
$0
$8.9 Billion 4.55% of portfolio
52,263
Q3 2024 New
$0
$8.52 Billion 4.36% of portfolio
185,953
Q3 2024 New
$0
$3.6 Billion 1.84% of portfolio
34,373
Q3 2024 New
$0
$3.33 Billion 1.7% of portfolio
68,935
Q3 2024 New
$4.02T
$3.3 Billion 1.69% of portfolio
12,927
Q3 2024 New
$0
$3.06 Billion 1.57% of portfolio
99,418
Q3 2024 New
$0
$2.66 Billion 1.36% of portfolio
67,722
Q3 2024 New
$0
$2.25 Billion 1.15% of portfolio
83,521
Q3 2024 New
$0
$2.22 Billion 1.14% of portfolio
3,723
Q3 2024 New
$0
$2.12 Billion 1.08% of portfolio
50,268
Q3 2024 New
$0
$1.98 Billion 1.01% of portfolio
3,327
Q3 2024 New
$0
$1.91 Billion 0.98% of portfolio
67,221
Q3 2024 New
$335B
$1.72 Billion 0.88% of portfolio
12,535
Q3 2024 New
$0
$1.57 Billion 0.8% of portfolio
3,751
Q3 2024 New
$0
$1.55 Billion 0.79% of portfolio
2,704
Q3 2024 New
$0
$1.38 Billion 0.71% of portfolio
26,699
Q3 2024 New
$2.24T
$1.37 Billion 0.7% of portfolio
6,131
Q3 2024 New
$0
$1.22 Billion 0.63% of portfolio
11,826
Q3 2024 New
$0
$1.22 Billion 0.62% of portfolio
37,149
Q3 2024 New
$23.4B
$1.16 Billion 0.59% of portfolio
45,500
Q3 2024 New
$0
$1.12 Billion 0.57% of portfolio
26,620
Q3 2024 New
$0
$1.07 Billion 0.55% of portfolio
22,210
Q3 2024 New
$0
$966 Million 0.49% of portfolio
21,182
Q3 2024 New
$90.5B
$948 Million 0.49% of portfolio
3,343
Q3 2024 New
$0
$917 Million 0.47% of portfolio
11,647
Q3 2024 New
-
$871 Million 0.45% of portfolio
-
Q3 2024 New
$1.28T
$831 Million 0.43% of portfolio
1,926
Q3 2024 New
$0
$778 Million 0.4% of portfolio
24,526
Q3 2024 New
$67.8B
$701 Million 0.36% of portfolio
21,586
Q3 2024 New
$0
$685 Million 0.35% of portfolio
3,080
Q3 2024 New
$0
$660 Million 0.34% of portfolio
5,351
Q3 2024 New
-
$667 Million 0.34% of portfolio
-
Q3 2024 New
Goldman Sachs ETF Tr
-
$616 Million 0.32% of portfolio
-
Q3 2024 New
$0
$633 Million 0.32% of portfolio
26,149
Q3 2024 New
$103B
$596 Million 0.3% of portfolio
1,457
Q3 2024 New
$0
$520 Million 0.27% of portfolio
1,787
Q3 2024 New
$0
$526 Million 0.27% of portfolio
3,362
Q3 2024 New
$0
$476 Million 0.24% of portfolio
4,251
Q3 2024 New
-
$442 Million 0.23% of portfolio
-
Q3 2024 New
$0
$441 Million 0.23% of portfolio
16,072
Q3 2024 New
$170B
$446 Million 0.23% of portfolio
3,825
Q3 2024 New
$1.13T
$385 Million 0.2% of portfolio
1,997
Q3 2024 New
$209B
$345 Million 0.18% of portfolio
2,259
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $195 Billion
  • Filing
  • Period Q3 2024
  • Filing Date December 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 71 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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