Sk Wealth Management, LLC Portfolio Holdings

Sk Wealth Management, LLC

  • $196 Billion
  • Q4 2024

Sk Wealth Management, LLC has filed its 13F form on March 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $196 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 $23.4B, J P Morgan Exchange Traded Fd with a value of $22.8B, Vaneck Morningstar Wide Moat E with a value of $22B, Schwab Strategic Tr Us Large C with a value of $19.6B, and J P Morgan Exchange Traded F with a value of $17.2B.

Examining the 13F form we can see an increase of $934M in the current position value, from $195B to 196B.

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 $196 Billion
ETFs: $160 Billion
Technology: $6.9 Billion
Consumer Cyclical: $4.72 Billion
Industrials: $1.37 Billion
Healthcare: $1.33 Billion
Communication Services: $640 Million
Consumer Defensive: $343 Million
Energy: $226 Million
Other: $200 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.7B
$1.09 Billion 0.56% of portfolio
45,500
Q3 2024 New
$90.1B
$935 Million 0.48% of portfolio
3,351
Q4 2024 Added 0.24%
$67.1B
$697 Million 0.35% of portfolio
21,586
Q3 2024 New
$124B
$587 Million 0.3% of portfolio
1,457
Q3 2024 New
$197B
$443 Million 0.23% of portfolio
3,825
Q3 2024 New
$86.4B
$338 Million 0.17% of portfolio
285
Q3 2024 New
$143B
$232 Million 0.12% of portfolio
1,026
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $196 Billion
  • Prior Value $195 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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