Sky Oak Wealth, LLC New Holdings in Q1 2025

Sky Oak Wealth, LLC

  • $454 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
HOOD
Robinhood Markets, Inc.

Technology
30.1K
New
$35.63 - $65.28 $1.07M - $1.96M
30.1K $1.25M
PHM
Pultegroup Inc

Consumer Cyclical
3.68K
New
$101.09 - $118.51 $372K - $436K
3.68K $378K
WEC
Wec Energy Group, Inc.

Utilities
3.24K
New
$92.12 - $108.98 $299K - $354K
3.24K $353K
MSTR
Microstrategy Inc

Technology
1.2K
New
$239.27 - $396.5 $287K - $476K
1.2K $345K
QFIN
360 Digi Tech, Inc.

Financial Services
6.9K
New
$36.09 - $48.12 $249K - $332K
6.9K $309K
SO
Southern CO

Utilities
3.27K
New
$80.96 - $92.96 $264K - $304K
3.27K $300K
ASR
Southeast Airport Group

Industrials
923
New
$255.27 - $294.28 $236K - $272K
923 $252K
CVCO
Cavco Industries Inc.

Consumer Cyclical
473
New
$431.31 - $539.1 $204K - $255K
473 $245K
TGLS
Tecnoglass Inc.

Basic Materials
3.41K
New
$64.71 - $86.26 $221K - $294K
3.41K $243K
DCI
Donaldson CO Inc

Industrials
3.63K
New
$66.51 - $72.28 $241K - $262K
3.63K $243K
RMD
Resmed Inc

Healthcare
1.08K
New
$219.7 - $257.65 $238K - $279K
1.08K $242K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.85K
New
$119.87 - $145.05 $221K - $268K
1.85K $230K
DFS
Discover Financial Services

Financial Services
1.33K
New
$152.99 - $203.25 $203K - $270K
1.33K $226K
CMS
Cms Energy Corp

Utilities
3K
New
$64.99 - $75.11 $195K - $225K
3K $225K
WMT
Walmart Inc.

Consumer Defensive
2.46K
New
$84.5 - $105.05 $208K - $258K
2.46K $215K
AIT
Applied Industrial Technologies Inc

Industrials
947
New
$218.93 - $269.18 $207K - $255K
947 $213K
SPTS
Spdr Portfolio Short Term Trea

ETFs
7.07K
New
$28.92 - $29.24 $204K - $207K
7.07K $206K
EEM
Ishares Msci Emerging Markets

ETFs
4.68K
New
$40.81 - $45.34 $191K - $212K
4.68K $204K
SYK
Stryker Corp

Healthcare
546
New
$355.18 - $399.9 $194K - $218K
546 $203K
DUK
Duke Energy Corp

Utilities
1.65K
New
$105.87 - $121.97 $175K - $201K
1.65K $201K
NEGG
Newegg Commerce, Inc.

Consumer Cyclical
20K
New
$0.27 - $5.15 $5.4K - $103K
20K $103K
Arista Networks Inc
2.7K
New
N/A
2.7K $0
Ishares Tr
8.61K
New
N/A
8.61K $0
Activity Summary
Buys All Purchases 95 New Holdings 25 Increased Positions 70 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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