Sky Oak Wealth, LLC Purchases in Q4 2024

Sky Oak Wealth, LLC

  • $465 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.77K
New
$481.22 - $538.17 $4.7M - $5.26M
9.77K $5M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
63.7K
+ 48.67%
$46.63 - $47.41 $2.97M - $3.02M
195K $9.07M
AVUV
American Centy ETF Tr Avantis

ETFs
24K
+ 47.17%
$94.37 - $106.41 $2.26M - $2.55M
74.7K $7.21M
AAPL
Apple Inc.

Technology
1.24K
+ 1.36%
$221.69 - $259.02 $275K - $321K
92.6K $23.2M
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
+ 4.03%
$180.88 - $232.93 $234K - $301K
33.4K $7.32M
JPM
Jpmorgan Chase & CO

Financial Services
1.28K
+ 4.81%
$205.18 - $250.29 $263K - $321K
28K $6.71M
JPIE
J P Morgan Exchange Traded Fd
23.9K
+ 25.11%
$45.59 - $46.25 $1.09M - $1.11M
119K $5.44M
GOOGL
Alphabet Inc.

Communication Services
1.57K
+ 7.36%
$161.86 - $196.66 $254K - $308K
22.9K $4.33M
SCHG
Schwab Strategic Tr Us Large C

ETFs
519K
+ 288.41%
$25.93 - $105.3 $13.5M - $54.7M
699K $19.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14.5K
+ 26.72%
$50.67 - $50.9 $736K - $739K
68.9K $3.49M
VTWO
Vanguard Russell 2000 ETF

ETFs
5.52K
New
$87.42 - $98.06 $483K - $541K
5.52K $493K
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.67K
+ 21.09%
$57.53 - $60.83 $499K - $527K
49.8K $2.86M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
751
+ 97.03%
$260.53 - $404.79 $196K - $304K
1.53K $583K
CEG
Constellation Energy Corp

Utilities
1.62K
New
$224.28 - $285.52 $362K - $461K
1.62K $363K
IOO
Ishares Tr Global 100 ETF

ETFs
3.49K
New
$97.46 - $103.45 $340K - $361K
3.49K $351K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
600
New
$563.99 - $620.12 $338K - $372K
600 $341K
IYY
Ishares Tr

ETFs
2.32K
New
$138.14 - $149.13 $320K - $345K
2.32K $331K
STRL
Sterling Construction CO Inc

Industrials
1.95K
New
$142.94 - $199.03 $279K - $389K
1.95K $329K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
596
+ 0.3%
$66.77 - $71.52 $39.8K - $42.6K
201K $13.8M
AX
Axos Financial, Inc.

Financial Services
4.69K
New
$59.93 - $86.6 $281K - $407K
4.69K $327K
NVMI
Nova Ltd.

Technology
1.66K
New
$172.39 - $221.56 $286K - $367K
1.66K $326K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.8K
New
$26.93 - $84.95 $317K - $999K
11.8K $321K
TWLO
Twilio Inc

Communication Services
2.93K
New
$63.73 - $114.96 $187K - $337K
2.93K $316K
CSCO
Cisco Systems, Inc.

Technology
3.7K
+ 24.41%
$52.45 - $60.02 $194K - $222K
18.9K $1.12M
CIEN
Ciena Corp

Technology
1.5K
+ 19.77%
$61.45 - $91.14 $92.2K - $137K
9.09K $770K
SPY
Spdr S&P 500 ETF Trust

ETFs
459
+ 22.12%
$567.81 - $607.81 $261K - $279K
2.53K $1.49M
HYG
Ishares Tr

ETFs
3.74K
New
$78.09 - $80.04 $292K - $299K
3.74K $294K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.84K
New
$95.27 - $107.82 $270K - $306K
2.84K $292K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
3.65K
New
$73.63 - $87.56 $269K - $319K
3.65K $287K
TBBK
Bancorp, Inc.

Financial Services
5.47K
New
$47.01 - $60.36 $257K - $330K
5.47K $287K
NOC
Northrop Grumman Corp

Industrials
600
New
$466.52 - $543.88 $280K - $326K
600 $281K
PFBC
Preferred Bank

Financial Services
3.25K
New
$78.18 - $96.73 $254K - $314K
3.25K $280K
HWKN
Hawkins Inc

Basic Materials
2.29K
New
$106.23 - $137.61 $243K - $315K
2.29K $280K
DE
Deere & CO

Industrials
657
New
$389.45 - $466.0 $256K - $306K
657 $278K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.59K
New
$174.22 - $187.62 $277K - $298K
1.59K $278K
AVAV
Aero Vironment Inc

Industrials
1.8K
New
$153.72 - $235.17 $277K - $423K
1.8K $277K
MEDP
Medpace Holdings, Inc.

Healthcare
833
New
$308.93 - $363.58 $257K - $303K
833 $276K
NSSC
Napco Security Technologies, Inc

Industrials
7.69K
New
$34.51 - $42.2 $265K - $324K
7.69K $273K
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.21K
New
$61.52 - $66.5 $259K - $280K
4.21K $268K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.04K
New
$87.1 - $98.49 $265K - $299K
3.04K $265K
T
At&T Inc.

Communication Services
10.4K
+ 33.92%
$21.22 - $23.88 $221K - $249K
41.1K $935K
CCJ
Cameco Corp

Energy
5K
New
$48.64 - $61.14 $243K - $306K
5K $256K
IBM
International Business Machines Corp

Technology
1.24K
+ 9.02%
$204.9 - $238.04 $254K - $295K
15K $3.29M
MHO
M/I Homes, Inc.

Consumer Cyclical
1.83K
New
$132.44 - $174.81 $242K - $320K
1.83K $243K
VEA
Vanguard Ftse Developed Market

ETFs
5.55K
+ 123.9%
$47.57 - $52.44 $264K - $291K
10K $479K
BCC
Boise Cascade CO

Basic Materials
2.04K
New
$118.79 - $152.5 $242K - $311K
2.04K $242K
BMY
Bristol Myers Squibb CO

Healthcare
4.17K
New
$51.92 - $59.94 $217K - $250K
4.17K $235K
XLU
Utilities Sector Spdr

ETFs
3.07K
New
$74.89 - $82.93 $230K - $255K
3.07K $232K
STWD
Starwood Property Trust, Inc.

Real Estate
23.7K
+ 14.94%
$18.95 - $20.37 $450K - $483K
183K $3.46M
Activity Summary
Buys All Purchases 124 New Holdings 41 Increased Positions 83 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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