Sky Oak Wealth, LLC Incresed Positions in Q2 2025

Sky Oak Wealth, LLC

  • $494 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
63.4K
+ 9.18%
$22.27 - $29.21 $1.41M - $1.85M
755K $22M
NVDA
Nvidia Corp

Technology
13.8K
+ 43.57%
$94.31 - $157.99 $1.31M - $2.19M
45.6K $7.2M
XLK
Technology Sector Spdr

ETFs
2.34K
+ 6.53%
$179.73 - $253.23 $420K - $592K
38.2K $9.66M
IEFA
Ishares Tr

ETFs
9.73K
+ 5.73%
$67.83 - $84.09 $660K - $818K
179K $15M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
27.3K
+ 6.48%
$45.11 - $52.34 $1.23M - $1.43M
448K $23.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
29K
+ 49.08%
$50.52 - $50.92 $1.46M - $1.48M
88K $4.48M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
475
+ 0.24%
$58.41 - $72.69 $27.7K - $34.5K
200K $14.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.71K
+ 64.89%
$496.48 - $617.85 $848K - $1.06M
4.34K $2.68M
AMZN
Amazon Com Inc

Consumer Cyclical
581
+ 1.69%
$167.32 - $223.3 $97.2K - $130K
35K $7.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
597
+ 6.21%
$416.06 - $551.64 $248K - $329K
10.2K $5.63M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.45K
+ 2.2%
$81.46 - $94.63 $362K - $421K
207K $19.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.61K
+ 64.39%
$91.43 - $91.74 $879K - $882K
24.5K $2.25M
GOOG
Alphabet Inc.

Communication Services
652
+ 2.49%
$146.58 - $180.01 $95.6K - $117K
26.9K $4.76M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.54K
+ 3.17%
$39.89 - $49.46 $141K - $175K
115K $5.71M
SPYG
Spdr Portfolio

ETFs
1.95K
+ 6.37%
$71.83 - $95.32 $140K - $186K
32.6K $3.11M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
11.6K
+ 5.38%
$46.46 - $47.44 $537K - $549K
227K $10.8M
GOOGL
Alphabet Inc.

Communication Services
478
+ 2.13%
$144.7 - $178.6 $69.2K - $85.4K
22.9K $4.04M
IEF
Ishares Barclays

ETFs
4.9K
+ 4.68%
$93.15 - $96.56 $457K - $473K
110K $10.5M
LMT
Lockheed Martin Corp

Industrials
1K
+ 70.32%
$430.82 - $486.45 $431K - $486K
2.42K $1.12M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
99
+ 0.3%
$97.68 - $121.38 $9.67K - $12K
33.6K $4.08M
SSO
Proshares Ultra S&P 500

ETFs
2.01K
+ 19.52%
$64.8 - $97.72 $130K - $197K
12.3K $1.2M
MU
Micron Technology Inc

Technology
1.2K
+ 23.07%
$64.72 - $127.91 $77.9K - $154K
6.42K $791K
VTI
Vanguard Total Stock Market Et

ETFs
141
+ 1.63%
$243.75 - $303.93 $34.4K - $42.9K
8.79K $2.67M
AXON
Axon Enterprise, Inc.

Industrials
180
+ 40.54%
$497.13 - $827.94 $89.5K - $149K
624 $516K
IYY
Ishares Tr

ETFs
1.58K
+ 68.03%
$120.9 - $150.87 $190K - $238K
3.89K $586K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23
+ 0.5%
$456.74 - $568.03 $10.5K - $13.1K
4.62K $2.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.37K
+ 4.06%
$35.35 - $42.68 $83.6K - $101K
60.6K $2.58M
VB
Vanguard Small Cap ETF

ETFs
35
+ 0.31%
$193.73 - $237.37 $6.78K - $8.31K
11.2K $2.64M
UPS
United Parcel Service Inc

Industrials
3.42K
+ 17.1%
$91.92 - $110.2 $314K - $377K
23.4K $2.36M
STWD
Starwood Property Trust, Inc.

Real Estate
4.98K
+ 2.46%
$17.28 - $20.41 $86.1K - $102K
207K $4.16M
VEU
Vanguard Ftse All World Ex Us

ETFs
185
+ 1.01%
$54.19 - $67.22 $10K - $12.4K
18.6K $1.25M
PANW
Palo Alto Networks Inc

Technology
200
+ 7.52%
$152.44 - $204.64 $30.5K - $40.9K
2.86K $585K
CMA
Comerica Inc

Financial Services
2.09K
+ 18.73%
$50.42 - $59.65 $105K - $125K
13.2K $789K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.98K
+ 3.53%
$51.14 - $57.0 $101K - $113K
57.9K $3.29M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
497
+ 18.82%
$121.58 - $136.74 $60.4K - $68K
3.14K $425K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
76
+ 5.68%
$376.48 - $440.65 $28.6K - $33.5K
1.42K $623K
CSX
Csx Corp

Industrials
847
+ 8.64%
$26.69 - $32.91 $22.6K - $27.9K
10.6K $347K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
554
+ 6.1%
$34.72 - $42.74 $19.2K - $23.7K
9.64K $412K
T
At&T Inc.

Communication Services
883
+ 2.07%
$26.33 - $28.94 $23.2K - $25.6K
43.5K $1.26M
VONG
Vanguard Russell 1000 Growth E

ETFs
39
+ 1.35%
$82.51 - $109.2 $3.22K - $4.26K
2.92K $319K
AIT
Applied Industrial Technologies Inc

Industrials
160
+ 16.9%
$206.03 - $243.28 $33K - $38.9K
1.11K $257K
IOO
Ishares Tr Global 100 ETF

ETFs
24
+ 0.69%
$84.95 - $107.81 $2.04K - $2.59K
3.51K $378K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
416
+ 0.98%
$94.78 - $95.97 $39.4K - $39.9K
42.9K $4.11M
PHM
Pultegroup Inc

Consumer Cyclical
216
+ 5.87%
$92.02 - $106.54 $19.9K - $23K
3.9K $410K
LOGI
Logitech International S.A.

Technology
63
+ 2.28%
$65.57 - $90.16 $4.13K - $5.68K
2.82K $254K
MHO
M/I Homes, Inc.

Consumer Cyclical
219
+ 10.25%
$103.9 - $115.72 $22.8K - $25.3K
2.36K $264K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
275
+ 3.9%
$90.85 - $102.31 $25K - $28.1K
7.32K $737K
CRM
Salesforce, Inc.

Technology
50
+ 5.98%
$236.26 - $291.15 $11.8K - $14.6K
886 $241K
MLI
Mueller Industries Inc

Industrials
74
+ 2.07%
$68.45 - $79.6 $5.07K - $5.89K
3.65K $289K
Activity Summary
Buys All Purchases 91 New Holdings 23 Increased Positions 68 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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