Sky Oak Wealth, LLC Incresed Positions 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
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
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
IWN
Ishares Russell2000 Val ETF

ETFs
323
+ 2.75%
$157.1 - $178.94 $50.7K - $57.8K
12.1K $2.14M
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
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 0.3%
$617.65 - $666.84 $8.03K - $8.67K
4.35K $2.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.15%
$567.77 - $614.76 $3.97K - $4.3K
4.63K $2.83M
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
ACHR
Archer Aviation Inc.

Industrials
7.5K
+ 57.69%
$8.25 - $13.4 $61.9K - $101K
20.5K $196K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
464
+ 1.12%
$100.16 - $100.7 $46.5K - $46.7K
42K $4.23M
FBP
First Bancorp

Financial Services
971
+ 7.7%
$20.32 - $22.49 $19.7K - $21.8K
13.6K $299K
NVR
Nvr Inc

Consumer Cyclical
2
+ 6.9%
$7301.0 - $8543.0 $14.6K - $17.1K
31 $249K
CSX
Csx Corp

Industrials
3
+ 0.03%
$32.05 - $36.52 $96.1 - $110
10.7K $378K
DTE
Dte Energy CO

Utilities
1
+ 0.04%
$130.26 - $141.49 $130 - $141
2.53K $357K
PCTY
Paylocity Holding Corp

Technology
256
+ 19.83%
$159.27 - $190.36 $40.8K - $48.7K
1.55K $246K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
221
+ 5.14%
N/A
4.52K $252K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
90
+ 0.76%
$26.38 - $27.95 $2.37K - $2.52K
12K $326K
MMM
3 M CO

Industrials
3
+ 0.14%
$144.41 - $160.2 $433 - $481
2.09K $324K
DBL
Double Line Opportunistic Credit Fund

Financial Services
174
+ 1.6%
$15.1 - $15.88 $2.63K - $2.76K
11.1K $171K
Ishares Tr
225
+ 2.61%
N/A
8.84K $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
347
+ 31.04%
$159.87 - $247.68 $55.5K - $85.9K
1.47K $260K
TGLS
Tecnoglass Inc.

Basic Materials
299
+ 8.77%
$65.7 - $83.06 $19.6K - $24.8K
3.71K $248K
KNSL
Kinsale Capital Group, Inc.

Financial Services
31
+ 4.98%
$415.15 - $489.89 $12.9K - $15.2K
654 $278K
DIS
Walt Disney CO

Communication Services
6
+ 0.21%
$112.25 - $124.0 $674 - $744
2.84K $325K
CRM
Salesforce, Inc.

Technology
6
+ 0.68%
$231.66 - $273.65 $1.39K - $1.64K
892 $211K
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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