Sky Oak Wealth, LLC New Holdings in Q2 2025

Sky Oak Wealth, LLC

  • $494 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
31.2K
New
$162.76 - $195.77 $5.07M - $6.1M
31.2K $6.08M
UBER
Uber Technologies, Inc

Technology
15.7K
New
$64.62 - $93.3 $1.02M - $1.47M
15.7K $1.47M
GE
General Electric CO

Industrials
3.09K
New
$166.81 - $257.39 $515K - $795K
3.09K $794K
OKTA
Okta, Inc.

Technology
3.15K
New
$91.24 - $127.3 $287K - $401K
3.15K $314K
NVMI
Nova Ltd.

Technology
1.07K
New
$162.03 - $275.2 $174K - $296K
1.07K $295K
FBP
First Bancorp

Financial Services
12.6K
New
$16.84 - $21.1 $212K - $266K
12.6K $262K
ASML
Asml Holding Nv

Technology
317
New
$595.37 - $815.24 $189K - $258K
317 $254K
TBBK
Bancorp, Inc.

Financial Services
4.37K
New
$40.93 - $57.59 $179K - $252K
4.37K $248K
CRWD
Crowd Strike Holdings, Inc.

Technology
479
New
$321.63 - $509.31 $154K - $244K
479 $243K
USLM
United States Lime & Minerals Inc

Basic Materials
2.43K
New
$85.25 - $107.02 $207K - $260K
2.43K $242K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
4.3K
New
N/A
4.3K $239K
VOT
Vanguard Mid Cap Growth Index

ETFs
817
New
$216.28 - $284.39 $177K - $232K
817 $232K
SNOW
Snowflake Inc.

Technology
983
New
$130.53 - $223.77 $128K - $220K
983 $219K
QLYS
Qualys, Inc.

Technology
1.52K
New
$115.21 - $142.87 $175K - $216K
1.52K $216K
NVR
Nvr Inc

Consumer Cyclical
29
New
$6700.0 - $7410.93 $194K - $215K
29 $214K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.1K
New
$162.37 - $200.76 $179K - $221K
1.1K $208K
HON
Honeywell International Inc

Industrials
896
New
$182.86 - $232.88 $164K - $209K
896 $208K
XPO
Xpo Logistics, Inc.

Industrials
1.63K
New
$91.46 - $128.1 $149K - $208K
1.63K $205K
GD
General Dynamics Corp

Industrials
700
New
$247.68 - $291.66 $173K - $204K
700 $204K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.75K
New
$45.88 - $54.4 $172K - $204K
3.75K $204K
Rubrik Inc.
6.75K
New
N/A
6.75K $0
Neumora Therapeutics Inc.
100K
New
N/A
100K $0
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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