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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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