Sky Oak Wealth, LLC Purchases in Q2 2025

Sky Oak Wealth, LLC

  • $494 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
31.2K
New
$162.76 - $195.77 $5.07M - $6.1M
31.2K $6.08M
SCHG
Schwab Strategic Tr Us Large C

ETFs
63.4K
+ 9.18%
$22.27 - $29.21 $1.41M - $1.85M
755K $22M
NVDA
Nvidia Corp

Technology
13.8K
+ 43.57%
$94.31 - $157.99 $1.31M - $2.19M
45.6K $7.2M
XLK
Technology Sector Spdr

ETFs
2.34K
+ 6.53%
$179.73 - $253.23 $420K - $592K
38.2K $9.66M
IEFA
Ishares Tr

ETFs
9.73K
+ 5.73%
$67.83 - $84.09 $660K - $818K
179K $15M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
27.3K
+ 6.48%
$45.11 - $52.34 $1.23M - $1.43M
448K $23.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
29K
+ 49.08%
$50.52 - $50.92 $1.46M - $1.48M
88K $4.48M
UBER
Uber Technologies, Inc

Technology
15.7K
New
$64.62 - $93.3 $1.02M - $1.47M
15.7K $1.47M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
475
+ 0.24%
$58.41 - $72.69 $27.7K - $34.5K
200K $14.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.71K
+ 64.89%
$496.48 - $617.85 $848K - $1.06M
4.34K $2.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
597
+ 6.21%
$416.06 - $551.64 $248K - $329K
10.2K $5.63M
MS
Morgan Stanley

Financial Services
6
+ 0.01%
$99.83 - $140.86 $599 - $845
42.6K $6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.45K
+ 2.2%
$81.46 - $94.63 $362K - $421K
207K $19.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.61K
+ 64.39%
$91.43 - $91.74 $879K - $882K
24.5K $2.25M
GE
General Electric CO

Industrials
3.09K
New
$166.81 - $257.39 $515K - $795K
3.09K $794K
GOOG
Alphabet Inc.

Communication Services
652
+ 2.49%
$146.58 - $180.01 $95.6K - $117K
26.9K $4.76M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.54K
+ 3.17%
$39.89 - $49.46 $141K - $175K
115K $5.71M
SPYG
Spdr Portfolio

ETFs
1.95K
+ 6.37%
$71.83 - $95.32 $140K - $186K
32.6K $3.11M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
11.6K
+ 5.38%
$46.46 - $47.44 $537K - $549K
227K $10.8M
GOOGL
Alphabet Inc.

Communication Services
478
+ 2.13%
$144.7 - $178.6 $69.2K - $85.4K
22.9K $4.04M
IEF
Ishares Barclays

ETFs
4.9K
+ 4.68%
$93.15 - $96.56 $457K - $473K
110K $10.5M
LMT
Lockheed Martin Corp

Industrials
1K
+ 70.32%
$430.82 - $486.45 $431K - $486K
2.42K $1.12M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
99
+ 0.3%
$97.68 - $121.38 $9.67K - $12K
33.6K $4.08M
SSO
Proshares Ultra S&P 500

ETFs
2.01K
+ 19.52%
$64.8 - $97.72 $130K - $197K
12.3K $1.2M
MU
Micron Technology Inc

Technology
1.2K
+ 23.07%
$64.72 - $127.91 $77.9K - $154K
6.42K $791K
OKTA
Okta, Inc.

Technology
3.15K
New
$91.24 - $127.3 $287K - $401K
3.15K $314K
NVMI
Nova Ltd.

Technology
1.07K
New
$162.03 - $275.2 $174K - $296K
1.07K $295K
VTI
Vanguard Total Stock Market Et

ETFs
141
+ 1.63%
$243.75 - $303.93 $34.4K - $42.9K
8.79K $2.67M
AXON
Axon Enterprise, Inc.

Industrials
180
+ 40.54%
$497.13 - $827.94 $89.5K - $149K
624 $516K
IYY
Ishares Tr

ETFs
1.58K
+ 68.03%
$120.9 - $150.87 $190K - $238K
3.89K $586K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23
+ 0.5%
$456.74 - $568.03 $10.5K - $13.1K
4.62K $2.62M
FBP
First Bancorp

Financial Services
12.6K
New
$16.84 - $21.1 $212K - $266K
12.6K $262K
ASML
Asml Holding Nv

Technology
317
New
$595.37 - $815.24 $189K - $258K
317 $254K
TBBK
Bancorp, Inc.

Financial Services
4.37K
New
$40.93 - $57.59 $179K - $252K
4.37K $248K
CRWD
Crowd Strike Holdings, Inc.

Technology
479
New
$321.63 - $509.31 $154K - $244K
479 $243K
USLM
United States Lime & Minerals Inc

Basic Materials
2.43K
New
$85.25 - $107.02 $207K - $260K
2.43K $242K
OFG
Ofg Bancorp

Financial Services
5.62K
New
$34.78 - $43.28 $195K - $243K
5.62K $240K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
4.3K
New
N/A
4.3K $239K
VOT
Vanguard Mid Cap Growth Index

ETFs
817
New
$216.28 - $284.39 $177K - $232K
817 $232K
SNOW
Snowflake Inc.

Technology
983
New
$130.53 - $223.77 $128K - $220K
983 $219K
QLYS
Qualys, Inc.

Technology
1.52K
New
$115.21 - $142.87 $175K - $216K
1.52K $216K
NVR
Nvr Inc

Consumer Cyclical
29
New
$6700.0 - $7410.93 $194K - $215K
29 $214K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.1K
New
$162.37 - $200.76 $179K - $221K
1.1K $208K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.37K
+ 4.06%
$35.35 - $42.68 $83.6K - $101K
60.6K $2.58M
HON
Honeywell International Inc

Industrials
896
New
$182.86 - $232.88 $164K - $209K
896 $208K
XPO
Xpo Logistics, Inc.

Industrials
1.63K
New
$91.46 - $128.1 $149K - $208K
1.63K $205K
GD
General Dynamics Corp

Industrials
700
New
$247.68 - $291.66 $173K - $204K
700 $204K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.75K
New
$45.88 - $54.4 $172K - $204K
3.75K $204K
VB
Vanguard Small Cap ETF

ETFs
35
+ 0.31%
$193.73 - $237.37 $6.78K - $8.31K
11.2K $2.64M
Activity Summary
Buys All Purchases 91 New Holdings 23 Increased Positions 68 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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