Sky Oak Wealth, LLC Purchases in Q3 2024

Sky Oak Wealth, LLC

  • $445 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
50.8K
New
$88.24 - $99.7 $4.48M - $5.06M
50.8K $4.87M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.62K
+ 4.02%
$87.56 - $95.49 $667K - $728K
197K $18.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.54K
+ 1.43%
$48.51 - $52.86 $269K - $293K
392K $20.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
27.8K
+ 6.03%
$50.25 - $50.74 $1.4M - $1.41M
490K $24.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.5K
+ 281.37%
$91.42 - $91.82 $1.51M - $1.52M
22.4K $2.06M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
25.8K
+ 24.55%
$46.16 - $47.63 $1.19M - $1.23M
131K $6.22M
IEFA
Ishares Tr

ETFs
6.16K
+ 4.29%
$70.09 - $78.74 $432K - $485K
150K $11.7M
IEF
Ishares Barclays

ETFs
6.72K
+ 8.66%
$92.67 - $99.14 $623K - $666K
84.4K $8.28M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.85K
+ 1.61%
$92.63 - $105.69 $264K - $301K
180K $18.8M
JPIE
J P Morgan Exchange Traded Fd
13.7K
+ 16.71%
$45.17 - $46.39 $617K - $633K
95.4K $4.42M
TSLA
Tesla, Inc.

Consumer Cyclical
8
+ 0.08%
$191.76 - $263.26 $1.53K - $2.11K
10.1K $2.65M
STWD
Starwood Property Trust, Inc.

Real Estate
16K
+ 11.24%
$18.75 - $21.11 $301K - $339K
159K $3.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.05K
+ 20.71%
$54.98 - $59.51 $388K - $420K
41.1K $2.45M
AXON
Axon Enterprise, Inc.

Industrials
971
New
$286.16 - $399.6 $278K - $388K
971 $388K
KWEB
Kraneshares Tr Csi China Inter

ETFs
10.4K
New
$24.73 - $34.02 $258K - $355K
10.4K $354K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.53K
+ 4.31%
$41.02 - $46.01 $104K - $116K
61.1K $2.78M
MU
Micron Technology Inc

Technology
4.1K
+ 145.7%
$86.27 - $136.82 $354K - $561K
6.91K $717K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.78K
+ 4.73%
$33.74 - $37.96 $127K - $143K
83.6K $3.14M
MS
Morgan Stanley

Financial Services
8
+ 0.02%
$92.07 - $106.96 $737 - $856
44.6K $4.65M
ANET
Arista Networks, Inc.

Technology
819
New
$311.42 - $388.21 $255K - $318K
819 $314K
XPEL
Xpel, Inc.

Consumer Cyclical
7.23K
New
$31.75 - $46.89 $230K - $339K
7.23K $313K
INFY
Infosys LTD

Technology
14K
New
$18.76 - $23.28 $263K - $326K
14K $312K
UFPI
Ufp Industries Inc

Basic Materials
2.34K
New
$107.65 - $135.34 $252K - $317K
2.34K $306K
LEN
Lennar Corp

Consumer Cyclical
1.6K
New
$142.5 - $192.45 $228K - $308K
1.6K $300K
FN
Fabrinet

Technology
1.23K
New
$193.84 - $273.5 $237K - $335K
1.23K $289K
SCCO
Southern Copper Corp

Basic Materials
2.5K
New
$94.1 - $120.43 $235K - $301K
2.5K $288K
TGLS
Tecnoglass Inc.

Basic Materials
4.17K
New
$47.6 - $68.94 $198K - $287K
4.17K $286K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
716
+ 36.72%
$320.55 - $412.94 $230K - $296K
2.67K $1.04M
APP
App Lovin Corp

Technology
2.17K
New
$67.14 - $130.65 $145K - $283K
2.17K $282K
VRT
Vertiv Holdings CO

Industrials
3.17K
New
$86.66 - $86.66 $274K - $274K
3.17K $274K
FIZZ
National Beverage Corp

Consumer Defensive
5.79K
New
$44.32 - $52.84 $257K - $306K
5.79K $271K
MMM
3 M CO

Industrials
1.88K
New
$99.69 - $139.42 $187K - $262K
1.88K $256K
VB
Vanguard Small Cap ETF

ETFs
132
+ 1.19%
$214.77 - $237.72 $28.3K - $31.4K
11.2K $2.66M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.2K
New
$22.38 - $23.66 $227K - $240K
10.2K $238K
PLTR
Palantir Technologies Inc.

Technology
6.18K
New
$24.09 - $37.95 $149K - $234K
6.18K $229K
CMS
Cms Energy Corp

Utilities
3K
New
$58.7 - $70.62 $176K - $212K
3K $211K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.86K
New
$64.35 - $75.71 $184K - $216K
2.86K $210K
VTI
Vanguard Total Stock Market Et

ETFs
299
+ 3.74%
$255.18 - $283.2 $76.3K - $84.7K
8.3K $2.35M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.56K
New
$72.52 - $82.35 $185K - $210K
2.56K $209K
FOUR
Shift4 Payments, Inc.

Technology
2.33K
New
$61.26 - $88.65 $143K - $207K
2.33K $206K
AXP
American Express CO

Financial Services
755
New
$225.92 - $271.17 $171K - $205K
755 $204K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
106
+ 2.38%
$475.2 - $527.7 $50.4K - $55.9K
4.56K $2.4M
DVY
Ishares Tr

ETFs
634
+ 16.37%
$119.99 - $135.74 $76.1K - $86.1K
4.51K $608K
AVGO
Broadcom Inc.

Technology
9.78K
+ 900.0%
$136.27 - $1745.86 $1.33M - $17.1M
10.9K $1.88M
ACLS
Axcelis Technologies Inc

Technology
1.65K
+ 70.03%
$96.98 - $155.02 $160K - $256K
4.01K $419K
VGIT
Vanguard Intermediate Term Tre

ETFs
951
+ 7.98%
$57.8 - $60.8 $55K - $57.8K
12.9K $777K
VUG
Vanguard Growth ETF

ETFs
73
+ 1.75%
$341.08 - $391.94 $24.9K - $28.6K
4.25K $1.63M
VEU
Vanguard Ftse All World Ex Us

ETFs
216
+ 1.66%
$56.47 - $63.69 $12.2K - $13.8K
13.3K $834K
OHI
Omega Healthcare Investors Inc

Real Estate
55
+ 0.52%
$33.55 - $41.29 $1.85K - $2.27K
10.6K $432K
Activity Summary
Buys All Purchases 69 New Holdings 25 Increased Positions 44 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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