Sky Oak Wealth, LLC Purchases and Sells in Q1 2025

Sky Oak Wealth, LLC

$454 Million
Q1 2025

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	31.5K + 6.42%	$50.39 - $50.66 $1.59M - $1.6M	522K $26.4M
IEFA	10.9K + 6.89%	$69.57 - $78.65 $761K - $860K	170K $12.8M
JPIE	32.5K + 27.27%	$45.46 - $46.18 $1.48M - $1.5M	152K $7M
IEF	13.4K + 14.7%	$91.17 - $95.39 $1.22M - $1.28M	105K $9.98M
AVUV	25.7K + 34.42%	$84.95 - $100.62 $2.18M - $2.59M	100K $8.76M
JSCP	20.5K + 10.55%	$46.45 - $47.26 $953K - $970K	215K $10.2M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	2 New	$663000.0 - $801950.0 $1.33M - $1.6M	2 $1.6M
HOOD	30.1K New	$35.63 - $65.28 $1.07M - $1.96M	30.1K $1.25M
PHM	3.68K New	$101.09 - $118.51 $372K - $436K	3.68K $378K
WEC	3.24K New	$92.12 - $108.98 $299K - $354K	3.24K $353K
MSTR	1.2K New	$239.27 - $396.5 $287K - $476K	1.2K $345K
QFIN	6.9K New	$36.09 - $48.12 $249K - $332K	6.9K $309K

Top Sells

Reduced Positions

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-2.41K - 2.6%	$209.68 - $247.1 $505K - $596K	90.2K $20M
SCHG	-7.92K - 1.13%	$24.91 - $29.02 $197K - $230K	691K $17.3M
IJR	-8.78K - 11.67%	$102.49 - $119.96 $899K - $1.05M	66.4K $6.95M
AVGO	-5.6K - 51.52%	$167.43 - $244.7 $938K - $1.37M	5.27K $882K
XLK	-602 - 1.65%	$206.38 - $242.18 $124K - $146K	35.8K $7.4M
NVDA	-1.76K - 5.24%	$106.98 - $149.43 $188K - $263K	31.8K $3.44M

Activity Summary All Purchases 95 New Holdings 25 Increased Positions 70 All Sells 92 Reductions 92 Sold out 0 Calls 0 Puts 0

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