Sky Oak Wealth, LLC Purchases and Sells in Q3 2025

Sky Oak Wealth, LLC

$525 Million
Q3 2025

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	8.4K + 59.3%	$234.77 - $292.47 $1.97M - $2.46M	22.6K $6.37M
SPYV	5.52K + 1.23%	$52.12 - $55.33 $288K - $305K	454K $25.1M
IEF	16K + 14.55%	$93.91 - $97.26 $1.5M - $1.55M	126K $12.1M
AVUV	12K + 28.4%	$90.37 - $102.12 $1.09M - $1.23M	54.3K $5.4M
STWD	74.6K + 36.0%	$19.37 - $20.97 $1.44M - $1.56M	282K $5.46M
COST	1.41K + 193.79%	$915.95 - $994.57 $1.29M - $1.4M	2.13K $1.97M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CHKP	2.3K New	$180.73 - $231.23 $416K - $532K	2.3K $475K
DAL	7.61K New	$49.0 - $61.97 $373K - $472K	7.61K $431K
PAG	2.41K New	$164.12 - $188.32 $395K - $453K	2.41K $418K
NSSC	9.39K New	$29.42 - $43.66 $276K - $410K	9.39K $403K
ALNY	847 New	$311.12 - $482.13 $264K - $408K	847 $386K
STRL	1.07K New	$222.54 - $371.84 $238K - $397K	1.07K $363K

Top Sells

Reduced Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPS	-19.2K - 81.86%	$82.58 - $105.54 $1.58M - $2.02M	4.25K $354K
UBER	-12.6K - 80.02%	$86.91 - $99.57 $1.09M - $1.25M	3.14K $307K
UNH	-2.67K - 80.59%	$237.77 - $353.61 $634K - $942K	642 $221K
META	-800 - 6.24%	$695.21 - $791.73 $556K - $633K	12K $8.83M
LLY	-428 - 2.34%	$625.65 - $812.69 $268K - $348K	17.9K $13.6M
LMT	-887 - 36.62%	$410.74 - $499.21 $364K - $443K	1.54K $766K

Activity Summary All Purchases 72 New Holdings 20 Increased Positions 52 All Sells 89 Reductions 89 Sold out 0 Calls 0 Puts 0

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