Sky Oak Wealth, LLC New Holdings in Q3 2025

Sky Oak Wealth, LLC

  • $525 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CHKP
Check Point Software Technologies LTD

Technology
2.3K
New
$180.73 - $231.23 $416K - $532K
2.3K $475K
DAL
Delta Air Lines, Inc.

Industrials
7.61K
New
$49.0 - $61.97 $373K - $472K
7.61K $431K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
2.41K
New
$164.12 - $188.32 $395K - $453K
2.41K $418K
NSSC
Napco Security Technologies, Inc

Industrials
9.39K
New
$29.42 - $43.66 $276K - $410K
9.39K $403K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
847
New
$311.12 - $482.13 $264K - $408K
847 $386K
STRL
Sterling Construction CO Inc

Industrials
1.07K
New
$222.54 - $371.84 $238K - $397K
1.07K $363K
CASY
Caseys General Stores Inc

Consumer Cyclical
551
New
$494.52 - $565.32 $272K - $311K
551 $311K
RLI
Rli Corp

Financial Services
4.46K
New
$64.17 - $71.7 $286K - $319K
4.46K $290K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.75K
New
$95.32 - $123.91 $262K - $341K
2.75K $278K
CPRT
Copart Inc

Consumer Cyclical
6.02K
New
$44.6 - $49.97 $268K - $301K
6.02K $270K
BMO
Bank Of Montreal

Financial Services
1.7K
New
$110.44 - $130.66 $188K - $222K
1.7K $221K
SONY
Sony Group Corp

Technology
7.5K
New
$23.92 - $30.07 $179K - $226K
7.5K $215K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.46K
New
$132.9 - $142.03 $193K - $207K
1.46K $205K
DUK
Duke Energy Corp

Utilities
1.65K
New
$116.31 - $125.93 $192K - $208K
1.65K $204K
VGLT
Vanguard Long Term Treasury Et

ETFs
3.6K
New
$54.21 - $57.41 $195K - $207K
3.6K $204K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.14K
New
$103.83 - $179.9 $118K - $204K
1.14K $202K
UWMC
Uwm Holdings Corp

Financial Services
10.1K
New
$3.99 - $6.91 $40.4K - $70K
10.1K $61K
Coreweave Inc
2.02K
New
N/A
2.02K $0
Lam Research Corp
6.45K
New
N/A
6.45K $0
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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