Sky Oak Wealth, LLC Incresed Positions in Q3 2024

Sky Oak Wealth, LLC

  • $445 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.98K
+ 7.97%
$41.9 - $48.26 $293K - $337K
94.5K $4.52M
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
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
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
716
+ 36.72%
$320.55 - $412.94 $230K - $296K
2.67K $1.04M
VB
Vanguard Small Cap ETF

ETFs
132
+ 1.19%
$214.77 - $237.72 $28.3K - $31.4K
11.2K $2.66M
VTI
Vanguard Total Stock Market Et

ETFs
299
+ 3.74%
$255.18 - $283.2 $76.3K - $84.7K
8.3K $2.35M
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
OHI
Omega Healthcare Investors Inc

Real Estate
55
+ 0.52%
$33.55 - $41.29 $1.85K - $2.27K
10.6K $432K
VEU
Vanguard Ftse All World Ex Us

ETFs
216
+ 1.66%
$56.47 - $63.69 $12.2K - $13.8K
13.3K $834K
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 0.44%
$517.38 - $573.86 $4.66K - $5.16K
2.08K $1.19M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
612
+ 8.16%
$36.02 - $41.68 $22K - $25.5K
8.12K $334K
VIG
Vanguard Dividend Appreciation

ETFs
345
+ 1.1%
$182.15 - $182.15 $62.8K - $62.8K
31.8K $5.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.07%
$386.81 - $423.12 $387 - $423
1.53K $649K
PFF
Ishares Trust Ishares Pfd And

ETFs
370
+ 2.87%
$31.18 - $33.5 $11.5K - $12.4K
13.3K $440K
ET
Energy Transfer LP

Energy
1.5K
+ 9.62%
$15.43 - $16.44 $23.1K - $24.7K
17.1K $274K
SNOW
Snowflake Inc.

Technology
900
+ 21.15%
$108.56 - $143.02 $97.7K - $129K
5.16K $592K
OEF
Ishares S&P 100 ETF

ETFs
26
+ 1.39%
$266.03 - $266.03 $6.92K - $6.92K
1.89K $503K
DBL
Double Line Opportunistic Credit Fund

Financial Services
156
+ 1.52%
$15.32 - $16.13 $2.39K - $2.52K
10.4K $164K
UPS
United Parcel Service Inc

Industrials
113
+ 0.67%
$123.32 - $147.38 $13.9K - $16.7K
17.1K $2.33M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.4K
+ 83.9%
$128.47 - $280.94 $180K - $394K
3.07K $476K
QCOM
Qualcomm Inc

Technology
1K
+ 17.64%
$156.12 - $209.64 $156K - $210K
6.67K $1.13M
ACHR
Archer Aviation Inc.

Industrials
2K
+ 9.09%
$2.91 - $5.39 $5.82K - $10.8K
24K $72K
XLK
Technology Sector Spdr

ETFs
49
+ 0.13%
$197.34 - $237.68 $9.67K - $11.6K
37K $8.36M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.33K
+ 480.43%
$150.73 - $974.56 $200K - $1.29M
1.6K $255K
MSFT
Microsoft Corp

Technology
486
+ 3.1%
$395.15 - $467.56 $192K - $227K
16.1K $6.95M
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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