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
MU
Micron Technology Inc

Technology
1.3K
+ 33.25%
$86.89 - $109.38 $113K - $142K
5.22K $453K
NEGG
Newegg Commerce, Inc.

Consumer Cyclical
20K
New
$0.27 - $5.15 $5.4K - $103K
20K $103K
VRT
Vertiv Holdings CO

Industrials
1K
+ 24.01%
N/A
5.17K $447K
DTE
Dte Energy CO

Utilities
350
+ 16.1%
$117.6 - $138.27 $41.2K - $48.4K
2.52K $348K
VEU
Vanguard Ftse All World Ex Us

ETFs
278
+ 1.54%
$56.51 - $62.98 $15.7K - $17.5K
18.4K $1.12M
ACLS
Axcelis Technologies Inc

Technology
3.06K
+ 75.72%
$49.67 - $74.45 $152K - $228K
7.09K $352K
VGIT
Vanguard Intermediate Term Tre

ETFs
441
+ 2.8%
$57.44 - $59.4 $25.3K - $26.2K
16.2K $961K
ET
Energy Transfer LP

Energy
3K
+ 17.55%
$17.26 - $21.08 $51.8K - $63.2K
20.1K $373K
MMM
3 M CO

Industrials
3
+ 0.14%
$129.7 - $155.12 $389 - $465
2.09K $306K
AMD
Advanced Micro Devices Inc

Technology
1.19K
+ 24.13%
$96.63 - $129.55 $115K - $154K
6.12K $628K
AVAV
Aero Vironment Inc

Industrials
700
+ 38.89%
$119.19 - $186.12 $83.4K - $130K
2.5K $297K
VV
Vanguard Large Cap ETF

ETFs
128
+ 10.77%
$253.32 - $282.66 $32.4K - $36.2K
1.32K $338K
ACHR
Archer Aviation Inc.

Industrials
6K
+ 60.0%
$6.8 - $11.51 $40.8K - $69.1K
16K $113K
QCOM
Qualcomm Inc

Technology
97
+ 1.4%
$151.94 - $175.86 $14.7K - $17.1K
7.02K $1.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
98
+ 0.83%
$27.01 - $28.54 $2.65K - $2.8K
11.9K $331K
DHI
Horton D R Inc

Consumer Cyclical
231
+ 13.56%
$125.29 - $147.65 $28.9K - $34.1K
1.94K $245K
OHI
Omega Healthcare Investors Inc

Real Estate
59
+ 0.55%
$35.7 - $38.33 $2.11K - $2.26K
10.7K $409K
DBL
Double Line Opportunistic Credit Fund

Financial Services
163
+ 1.54%
$15.51 - $15.85 $2.53K - $2.58K
10.7K $167K
MHO
M/I Homes, Inc.

Consumer Cyclical
306
+ 16.72%
$113.46 - $138.33 $34.7K - $42.3K
2.14K $243K
Arista Networks Inc
2.7K
New
N/A
2.7K $0
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.12%
$185.78 - $198.58 $557 - $596
2.46K $468K
Ishares Tr
8.61K
New
N/A
8.61K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
4
+ 0.22%
$156.61 - $168.02 $626 - $672
1.79K $286K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.19%
$169.43 - $182.84 $508 - $549
1.59K $275K
CAT
Caterpillar Inc

Industrials
89
+ 8.79%
$326.75 - $407.63 $29.1K - $36.3K
1.1K $363K
SPY
Spdr S&P 500 ETF Trust

ETFs
98
+ 3.87%
$551.42 - $612.93 $54K - $60.1K
2.63K $1.47M
ROKU
Roku, Inc

Communication Services
15
+ 0.43%
$67.36 - $99.07 $1.01K - $1.49K
3.48K $244K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.17%
$302.31 - $337.54 $605 - $675
1.15K $353K
ITOT
Ishares Core S&P Total U.S. St

ETFs
9
+ 0.29%
$120.29 - $134.6 $1.08K - $1.21K
3.1K $377K
VONG
Vanguard Russell 1000 Growth E

ETFs
49
+ 1.73%
$92.71 - $107.38 $4.54K - $5.26K
2.89K $267K
CMA
Comerica Inc

Financial Services
81
+ 0.73%
$56.11 - $68.38 $4.54K - $5.54K
11.1K $658K
HWKN
Hawkins Inc

Basic Materials
88
+ 3.85%
$101.28 - $122.97 $8.91K - $10.8K
2.37K $251K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.03%
$83.01 - $101.02 $83 - $101
3.43K $308K
DIS
Walt Disney CO

Communication Services
7
+ 0.25%
$96.87 - $114.0 $678 - $798
2.83K $279K
VTWO
Vanguard Russell 2000 ETF

ETFs
1
+ 0.02%
$80.08 - $92.93 $80.1 - $92.9
5.52K $445K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2
+ 0.2%
$314.47 - $431.35 $629 - $863
1K $367K
VTI
Vanguard Total Stock Market Et

ETFs
142
+ 1.67%
$271.18 - $303.12 $38.5K - $43K
8.65K $2.38M
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.12%
$237.01 - $304.45 $711 - $913
2.52K $600K
UPS
United Parcel Service Inc

Industrials
895
+ 4.69%
$109.66 - $136.26 $98.1K - $122K
20K $2.2M
MSFT
Microsoft Corp

Technology
577
+ 3.75%
$375.39 - $447.2 $217K - $258K
16K $6M
VBK
Vanguard Small Cap Growth ETF

ETFs
371
+ 1.62%
$247.97 - $296.33 $92K - $110K
23.3K $5.88M
TSLA
Tesla, Inc.

Consumer Cyclical
718
+ 10.88%
$222.15 - $428.22 $160K - $307K
7.32K $1.9M
AMZN
Amazon Com Inc

Consumer Cyclical
1.03K
+ 3.09%
$190.26 - $242.06 $196K - $250K
34.4K $6.55M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
491
+ 0.5%
$47.25 - $67.02 $23.2K - $32.9K
98.8K $4.7M
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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