Sky Oak Wealth, LLC Purchases in Q1 2025

Sky Oak Wealth, LLC

  • $454 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
31.5K
+ 6.42%
$50.39 - $50.66 $1.59M - $1.6M
522K $26.4M
IEFA
Ishares Tr

ETFs
10.9K
+ 6.89%
$69.57 - $78.65 $761K - $860K
170K $12.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
JPIE
J P Morgan Exchange Traded Fd
32.5K
+ 27.27%
$45.46 - $46.18 $1.48M - $1.5M
152K $7M
IEF
Ishares Barclays

ETFs
13.4K
+ 14.7%
$91.17 - $95.39 $1.22M - $1.28M
105K $9.98M
AVUV
American Centy ETF Tr Avantis

ETFs
25.7K
+ 34.42%
$84.95 - $100.62 $2.18M - $2.59M
100K $8.76M
HOOD
Robinhood Markets, Inc.

Technology
30.1K
New
$35.63 - $65.28 $1.07M - $1.96M
30.1K $1.25M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
20.5K
+ 10.55%
$46.45 - $47.26 $953K - $970K
215K $10.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
19.2K
+ 4.79%
$49.78 - $53.19 $957K - $1.02M
421K $21.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.83K
+ 16.09%
$100.32 - $100.76 $585K - $588K
42.1K $4.23M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
5.2K
+ 13.92%
$94.87 - $96.11 $493K - $499K
42.5K $4.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.05K
+ 8.8%
$42.5 - $46.71 $385K - $423K
112K $5.06M
IBM
International Business Machines Corp

Technology
190
+ 1.27%
$217.4 - $264.74 $41.3K - $50.3K
15.2K $3.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
53
+ 0.97%
$442.66 - $534.52 $23.5K - $28.3K
5.52K $2.94M
LMT
Lockheed Martin Corp

Industrials
943
+ 196.87%
$423.19 - $506.29 $399K - $477K
1.42K $635K
PHM
Pultegroup Inc

Consumer Cyclical
3.68K
New
$101.09 - $118.51 $372K - $436K
3.68K $378K
WEC
Wec Energy Group, Inc.

Utilities
3.24K
New
$92.12 - $108.98 $299K - $354K
3.24K $353K
MSTR
Microstrategy Inc

Technology
1.2K
New
$239.27 - $396.5 $287K - $476K
1.2K $345K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.19K
+ 12.44%
$56.17 - $59.71 $348K - $370K
56K $3.2M
QFIN
360 Digi Tech, Inc.

Financial Services
6.9K
New
$36.09 - $48.12 $249K - $332K
6.9K $309K
SO
Southern CO

Utilities
3.27K
New
$80.96 - $92.96 $264K - $304K
3.27K $300K
PG
Procter & Gamble CO

Consumer Defensive
1.2K
+ 4.65%
$158.56 - $176.26 $189K - $211K
26.9K $4.59M
T
At&T Inc.

Communication Services
1.52K
+ 3.69%
$21.56 - $28.28 $32.7K - $42.8K
42.6K $1.2M
ASR
Southeast Airport Group

Industrials
923
New
$255.27 - $294.28 $236K - $272K
923 $252K
CVCO
Cavco Industries Inc.

Consumer Cyclical
473
New
$431.31 - $539.1 $204K - $255K
473 $245K
DCI
Donaldson CO Inc

Industrials
3.63K
New
$66.51 - $72.28 $241K - $262K
3.63K $243K
KMB
Kimberly Clark Corp

Consumer Defensive
1.71K
New
$124.46 - $147.4 $213K - $253K
1.71K $243K
TGLS
Tecnoglass Inc.

Basic Materials
3.41K
New
$64.71 - $86.26 $221K - $294K
3.41K $243K
RMD
Resmed Inc

Healthcare
1.08K
New
$219.7 - $257.65 $238K - $279K
1.08K $242K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.85K
New
$119.87 - $145.05 $221K - $268K
1.85K $230K
DFS
Discover Financial Services

Financial Services
1.33K
New
$152.99 - $203.25 $203K - $270K
1.33K $226K
CMS
Cms Energy Corp

Utilities
3K
New
$64.99 - $75.11 $195K - $225K
3K $225K
UNH
Unitedhealth Group Inc

Healthcare
311
+ 10.06%
$461.52 - $548.18 $144K - $170K
3.4K $1.78M
WMT
Walmart Inc.

Consumer Defensive
2.46K
New
$84.5 - $105.05 $208K - $258K
2.46K $215K
AIT
Applied Industrial Technologies Inc

Industrials
947
New
$218.93 - $269.18 $207K - $255K
947 $213K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.97K
+ 1.49%
$90.0 - $96.32 $268K - $286K
202K $18.7M
SPTS
Spdr Portfolio Short Term Trea

ETFs
7.07K
New
$28.92 - $29.24 $204K - $207K
7.07K $206K
EEM
Ishares Msci Emerging Markets

ETFs
4.68K
New
$40.81 - $45.34 $191K - $212K
4.68K $204K
SYK
Stryker Corp

Healthcare
546
New
$355.18 - $399.9 $194K - $218K
546 $203K
DUK
Duke Energy Corp

Utilities
1.65K
New
$105.87 - $121.97 $175K - $201K
1.65K $201K
PANW
Palo Alto Networks Inc

Technology
1.2K
+ 82.19%
$167.82 - $208.28 $201K - $250K
2.66K $453K
FLV
American Centy ETF Tr Focused

ETFs
729
+ 1.77%
$65.71 - $70.81 $47.9K - $51.6K
42K $2.94M
VIG
Vanguard Dividend Appreciation

ETFs
982
+ 2.99%
N/A
33.8K $6.16M
MCD
Mcdonalds Corp

Consumer Cyclical
56
+ 0.84%
$279.74 - $321.29 $15.7K - $18K
6.73K $2.1M
ED
Consolidated Edison Inc

Utilities
700
+ 18.65%
$88.0 - $110.59 $61.6K - $77.4K
4.45K $492K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.02%
$225.19 - $279.95 $1.13K - $1.4K
28K $6.87M
JNJ
Johnson & Johnson

Healthcare
467
+ 15.24%
$142.06 - $167.7 $66.3K - $78.3K
3.53K $585K
XOM
Exxon Mobil Corp

Energy
809
+ 19.95%
$105.44 - $118.93 $85.3K - $96.2K
4.87K $578K
CVX
Chevron Corp

Energy
93
+ 1.7%
$146.71 - $167.97 $13.6K - $15.6K
5.57K $931K
Activity Summary
Buys All Purchases 95 New Holdings 25 Increased Positions 70 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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