Sky Oak Wealth, LLC Purchases in Q3 2025

Sky Oak Wealth, LLC

  • $525 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
8.4K
+ 59.3%
$234.77 - $292.47 $1.97M - $2.46M
22.6K $6.37M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.52K
+ 1.23%
$52.12 - $55.33 $288K - $305K
454K $25.1M
IEF
Ishares Barclays

ETFs
16K
+ 14.55%
$93.91 - $97.26 $1.5M - $1.55M
126K $12.1M
AVUV
American Centy ETF Tr Avantis

ETFs
12K
+ 28.4%
$90.37 - $102.12 $1.09M - $1.23M
54.3K $5.4M
STWD
Starwood Property Trust, Inc.

Real Estate
74.6K
+ 36.0%
$19.37 - $20.97 $1.44M - $1.56M
282K $5.46M
COST
Costco Wholesale Corp

Consumer Defensive
1.41K
+ 193.79%
$915.95 - $994.57 $1.29M - $1.4M
2.13K $1.97M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.2K
+ 49.79%
$91.44 - $91.77 $1.12M - $1.12M
36.8K $3.37M
CVX
Chevron Corp

Energy
6.24K
+ 97.39%
$145.57 - $161.83 $908K - $1.01M
12.6K $1.96M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
16.5K
+ 7.28%
$47.02 - $47.71 $776K - $787K
243K $11.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.7K
+ 2.16%
$50.47 - $50.74 $541K - $544K
509K $25.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.8K
+ 13.45%
$55.61 - $57.37 $434K - $447K
65.7K $3.75M
DAL
Delta Air Lines, Inc.

Industrials
7.61K
New
$49.0 - $61.97 $373K - $472K
7.61K $431K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
2.41K
New
$164.12 - $188.32 $395K - $453K
2.41K $418K
NSSC
Napco Security Technologies, Inc

Industrials
9.39K
New
$29.42 - $43.66 $276K - $410K
9.39K $403K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
847
New
$311.12 - $482.13 $264K - $408K
847 $386K
CRWD
Crowd Strike Holdings, Inc.

Technology
788
+ 164.51%
$412.46 - $514.1 $325K - $405K
1.27K $621K
MU
Micron Technology Inc

Technology
503
+ 7.83%
$104.88 - $168.89 $52.8K - $85K
6.93K $1.16M
STRL
Sterling Construction CO Inc

Industrials
1.07K
New
$222.54 - $371.84 $238K - $397K
1.07K $363K
ABBV
Abb Vie Inc.

Healthcare
250
+ 3.86%
$184.85 - $231.54 $46.2K - $57.9K
6.73K $1.56M
JPIE
J P Morgan Exchange Traded Fd
6.97K
+ 4.69%
$46.01 - $46.55 $321K - $324K
156K $7.23M
CASY
Caseys General Stores Inc

Consumer Cyclical
551
New
$494.52 - $565.32 $272K - $311K
551 $311K
RLI
Rli Corp

Financial Services
4.46K
New
$64.17 - $71.7 $286K - $319K
4.46K $290K
IWN
Ishares Russell2000 Val ETF

ETFs
323
+ 2.75%
$157.1 - $178.94 $50.7K - $57.8K
12.1K $2.14M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.75K
New
$95.32 - $123.91 $262K - $341K
2.75K $278K
CPRT
Copart Inc

Consumer Cyclical
6.02K
New
$44.6 - $49.97 $268K - $301K
6.02K $270K
OKE
Oneok Inc

Energy
3.7K
New
$71.36 - $83.47 $264K - $309K
3.7K $269K
AVGO
Broadcom Inc.

Technology
17
+ 0.37%
$264.74 - $369.57 $4.5K - $6.28K
4.61K $1.52M
VTI
Vanguard Total Stock Market Et

ETFs
72
+ 0.82%
$303.93 - $329.86 $21.9K - $23.7K
8.86K $2.91M
BMO
Bank Of Montreal

Financial Services
1.7K
New
$110.44 - $130.66 $188K - $222K
1.7K $221K
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 0.3%
$617.65 - $666.84 $8.03K - $8.67K
4.35K $2.9M
SONY
Sony Group Corp

Technology
7.5K
New
$23.92 - $30.07 $179K - $226K
7.5K $215K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.15%
$567.77 - $614.76 $3.97K - $4.3K
4.63K $2.83M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.46K
New
$132.9 - $142.03 $193K - $207K
1.46K $205K
VGLT
Vanguard Long Term Treasury Et

ETFs
3.6K
New
$54.21 - $57.41 $195K - $207K
3.6K $204K
DUK
Duke Energy Corp

Utilities
1.65K
New
$116.31 - $125.93 $192K - $208K
1.65K $204K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.14K
New
$103.83 - $179.9 $118K - $204K
1.14K $202K
HON
Honeywell International Inc

Industrials
1K
+ 111.61%
$207.7 - $240.4 $208K - $240K
1.9K $399K
PANW
Palo Alto Networks Inc

Technology
790
+ 27.62%
$167.06 - $208.19 $132K - $164K
3.65K $743K
USLM
United States Lime & Minerals Inc

Basic Materials
379
+ 15.6%
$99.02 - $131.55 $37.5K - $49.9K
2.81K $369K
CMA
Comerica Inc

Financial Services
110
+ 0.83%
$60.93 - $71.05 $6.7K - $7.82K
13.3K $914K
PHM
Pultegroup Inc

Consumer Cyclical
47
+ 1.21%
$108.0 - $141.42 $5.08K - $6.65K
3.94K $520K
TBBK
Bancorp, Inc.

Financial Services
390
+ 8.93%
$58.16 - $79.6 $22.7K - $31K
4.76K $356K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 0.26%
$459.11 - $506.91 $6.43K - $7.1K
5.42K $2.73M
DHI
Horton D R Inc

Consumer Cyclical
59
+ 3.01%
$129.82 - $184.04 $7.66K - $10.9K
2.02K $342K
MHO
M/I Homes, Inc.

Consumer Cyclical
90
+ 3.82%
$111.91 - $157.22 $10.1K - $14.1K
2.45K $353K
VEU
Vanguard Ftse All World Ex Us

ETFs
138
+ 0.74%
$66.38 - $71.68 $9.16K - $9.89K
18.7K $1.34M
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.15%
$214.92 - $244.84 $860 - $979
2.74K $662K
WSM
Williams Sonoma Inc

Consumer Cyclical
133
+ 9.59%
$163.62 - $210.2 $21.8K - $28K
1.52K $297K
NVMI
Nova Ltd.

Technology
56
+ 5.21%
$237.16 - $319.66 $13.3K - $17.9K
1.13K $361K
Activity Summary
Buys All Purchases 72 New Holdings 20 Increased Positions 52 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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