Sk Wealth Management, LLC Purchases and Sells in Q3 2025

Sk Wealth Management, LLC

$268 Billion
Q3 2025

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOLDMAN SACHS ETF TR	183K + 66.36%	N/A	460K $24B
SCHG	117K + 13.37%	$28.92 - $32.19 $3.37M - $3.75M	988K $32.1B
DDWM	143K + 655.09%	$39.39 - $42.09 $5.64M - $6.03M	165K $6.89B
DGRW	14.9K + 5.08%	$84.28 - $89.46 $1.26M - $1.33M	308K $27.3B
FIDELITY COVINGTON TRUST	70.3K + 173.2%	N/A	111K $3.48B
IVV	1.9K + 24.57%	$620.67 - $670.08 $1.18M - $1.28M	9.65K $6.51B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	132K New	$39.59 - $42.21 $5.23M - $5.58M	132K $5.6B
MORGAN STANLEY ETF TRUST	21.7K New	N/A	21.7K $1.14B
SSGA ACTIVE TR	33.2K New	N/A	33.2K $1.06B
CAPITAL GROUP INTERNATIONAL	29.4K New	N/A	29.4K $910M
QQQ	1.32K New	$546.99 - $602.2 $720K - $792K	1.32K $803M
AVGO	659 New	$264.74 - $369.57 $174K - $244K	659 $227M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOAT	-45.4K - 24.2%	N/A	142K $14.3B
J P MORGAN EXCHANGE TRADED F	-61.1K - 25.51%	N/A	179K $11.6B
T ROWE PRICE ETF INC	-67.5K - 66.73%	N/A	33.6K $822M
RWJ	-26.5K - 21.74%	$42.88 - $49.1 $1.14M - $1.3M	95.3K $4.56B
JEPI	-12.3K - 3.24%	$55.61 - $57.37 $683K - $705K	367K $20.8B
TSPA	-10.7K - 19.94%	$38.85 - $41.97 $416K - $450K	43K $1.82B

Activity Summary All Purchases 48 New Holdings 7 Increased Positions 41 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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