Sk Wealth Management, LLC Purchases and Sells in Q1 2025

Sk Wealth Management, LLC

$186 Billion
Q1 2025

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOLDMAN SACHS ETF TR	183K + 998.11%	N/A	201K $8.61B
FSMO	41.4K + 49.04%	N/A	126K $2.89B
HYBL	21.3K + 25.97%	$28.04 - $28.63 $598K - $610K	103K $2.84B
LVHI	8.72K + 2.14%	$30.53 - $32.85 $266K - $286K	415K $12.7B
CGMS	7.02K + 21.87%	N/A	39.1K $1.04B
JNJ	263 + 18.25%	$142.06 - $167.7 $37.4K - $44.1K	1.7K $267M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
T ROWE PRICE ETF INC	94.1K New	N/A	94.1K $2.28B
TSPA	50.6K New	$34.58 - $38.65 $1.75M - $1.96M	50.6K $1.64B
SPLG	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
DWMF	11.6K New	$26.76 - $29.39 $311K - $341K	11.6K $344M
VV	1.13K New	$253.32 - $282.66 $286K - $319K	1.13K $267M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOAT	-28.1K - 11.83%	N/A	209K $16.8B
JEPI	-28.1K - 7.1%	$56.17 - $59.71 $1.58M - $1.68M	368K $19.4B
J P MORGAN EXCHANGE TRADED F	-28.4K - 10.23%	N/A	249K $14.4B
RWJ	-29K - 15.6%	$40.15 - $47.73 $1.16M - $1.38M	157K $5.72B
DGRW	-118 - 0.04%	$78.0 - $84.37 $9.2K - $9.96K	289K $21.3B
AAPL	-312 - 2.41%	$209.68 - $247.1 $65.4K - $77.1K	12.6K $2.44B

Activity Summary All Purchases 49 New Holdings 7 Increased Positions 42 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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