Sky Oak Wealth, LLC Incresed Positions 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
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
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
STWD
Starwood Property Trust, Inc.

Real Estate
19.6K
+ 10.75%
$18.41 - $20.53 $361K - $403K
202K $4M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
5.2K
+ 13.92%
$94.87 - $96.11 $493K - $499K
42.5K $4.08M
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.19K
+ 12.44%
$56.17 - $59.71 $348K - $370K
56K $3.2M
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
UNH
Unitedhealth Group Inc

Healthcare
311
+ 10.06%
$461.52 - $548.18 $144K - $170K
3.4K $1.78M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.97K
+ 1.49%
$90.0 - $96.32 $268K - $286K
202K $18.7M
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
XOM
Exxon Mobil Corp

Energy
809
+ 19.95%
$105.44 - $118.93 $85.3K - $96.2K
4.87K $578K
JNJ
Johnson & Johnson

Healthcare
467
+ 15.24%
$142.06 - $167.7 $66.3K - $78.3K
3.53K $585K
CVX
Chevron Corp

Energy
93
+ 1.7%
$146.71 - $167.97 $13.6K - $15.6K
5.57K $931K
MU
Micron Technology Inc

Technology
1.3K
+ 33.25%
$86.89 - $109.38 $113K - $142K
5.22K $453K
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
PEP
Pepsico Inc

Consumer Defensive
300
+ 5.17%
$142.64 - $156.42 $42.8K - $46.9K
6.11K $915K
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
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.12%
$185.78 - $198.58 $557 - $596
2.46K $468K
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
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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