Sky Oak Wealth, LLC Purchases and Sells in Q2 2025

Sky Oak Wealth, LLC

$494 Million
Q2 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	63.4K + 9.18%	$22.27 - $29.21 $1.41M - $1.85M	755K $22M
NVDA	13.8K + 43.57%	$94.31 - $157.99 $1.31M - $2.19M	45.6K $7.2M
XLK	2.34K + 6.53%	$179.73 - $253.23 $420K - $592K	38.2K $9.66M
IEFA	9.73K + 5.73%	$67.83 - $84.09 $660K - $818K	179K $15M
SPYV	27.3K + 6.48%	$45.11 - $52.34 $1.23M - $1.43M	448K $23.5M
JMST	29K + 49.08%	$50.52 - $50.92 $1.46M - $1.48M	88K $4.48M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VBR	31.2K New	$162.76 - $195.77 $5.07M - $6.1M	31.2K $6.08M
UBER	15.7K New	$64.62 - $93.3 $1.02M - $1.47M	15.7K $1.47M
GE	3.09K New	$166.81 - $257.39 $515K - $795K	3.09K $794K
OKTA	3.15K New	$91.24 - $127.3 $287K - $401K	3.15K $314K
NVMI	1.07K New	$162.03 - $275.2 $174K - $296K	1.07K $295K
FBP	12.6K New	$16.84 - $21.1 $212K - $266K	12.6K $262K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	-58.2K - 57.91%	$75.17 - $91.21 $4.37M - $5.31M	42.3K $3.85M
JPST	-23.8K - 4.56%	$50.36 - $50.68 $1.2M - $1.21M	498K $25.2M
LLY	-74 - 0.4%	$713.71 - $898.95 $52.8K - $66.5K	18.3K $14.3M
UNH	-94 - 2.76%	$274.35 - $599.47 $25.8K - $56.4K	3.31K $1.03M
MSFT	-5.21K - 32.6%	$354.56 - $497.45 $1.85M - $2.59M	10.8K $5.36M
GLD	-1.47K - 32.13%	$273.71 - $316.29 $403K - $466K	3.11K $948K

Activity Summary All Purchases 91 New Holdings 23 Increased Positions 68 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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