Sky Oak Wealth, LLC Reduced Holdings in Q3 2024

Sky Oak Wealth, LLC

  • $445 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-513
- 2.57%
$772.14 - $960.02 $396K - $492K
19.5K $17.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2.02K
- 72.3%
$233.4 - $302.36 $471K - $611K
774 $210K
F
Ford Motor CO

Consumer Cyclical
-45.3K
- 64.32%
$9.71 - $14.55 $440K - $659K
25.1K $265K
GOOG
Alphabet Inc.

Communication Services
-175
- 0.64%
$149.54 - $192.66 $26.2K - $33.7K
27.1K $4.54M
CSX
Csx Corp

Industrials
-13.7K
- 51.03%
$32.48 - $35.45 $443K - $484K
13.1K $452K
HON
Honeywell International Inc

Industrials
-2K
- 67.05%
$196.73 - $220.21 $393K - $440K
983 $203K
GOOGL
Alphabet Inc.

Communication Services
-221
- 1.03%
$148.65 - $191.18 $32.9K - $42.3K
21.3K $3.54M
NVDA
Nvidia Corp

Technology
-1.91K
- 4.95%
$98.91 - $134.91 $188K - $257K
36.6K $4.44M
AMZN
Amazon Com Inc

Consumer Cyclical
-156
- 0.48%
$161.02 - $200.0 $25.1K - $31.2K
32.1K $5.98M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-4.27K
- 11.04%
$101.72 - $112.94 $434K - $482K
34.4K $3.88M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4.15K
- 7.09%
$50.61 - $50.96 $210K - $211K
54.4K $2.77M
QLYS
Qualys, Inc.

Technology
-924
- 18.33%
$120.88 - $149.14 $112K - $138K
4.12K $528K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-2.55K
- 5.6%
$94.39 - $96.15 $240K - $245K
42.9K $4.12M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.83K
- 4.52%
$100.09 - $100.69 $183K - $184K
38.6K $3.89M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.19K
- 32.64%
$95.81 - $109.03 $210K - $239K
4.53K $487K
INTC
Intel Corp

Technology
-2.08K
- 14.08%
$18.9 - $34.87 $39.3K - $72.4K
12.7K $297K
DIS
Walt Disney CO

Communication Services
-1.5K
- 31.66%
$85.6 - $98.61 $128K - $147K
3.23K $310K
CMA
Comerica Inc

Financial Services
-4.7K
- 28.21%
$49.93 - $61.49 $235K - $289K
12K $716K
KRG
Kite Realty Group Trust

Real Estate
-7.16K
- 47.25%
$21.76 - $26.86 $156K - $192K
7.99K $212K
GPC
Genuine Parts CO

Consumer Cyclical
-904
- 38.31%
$131.04 - $147.11 $118K - $133K
1.46K $203K
UNH
Unitedhealth Group Inc

Healthcare
-632
- 17.64%
$488.01 - $604.18 $308K - $382K
2.95K $1.73M
CVX
Chevron Corp

Energy
-289
- 5.25%
$137.88 - $161.97 $39.8K - $46.8K
5.22K $768K
VZ
Verizon Communications Inc

Communication Services
-8.33K
- 10.08%
$38.89 - $45.0 $324K - $375K
74.3K $3.34M
GM
General Motors CO

Consumer Cyclical
-1.08K
- 12.42%
$39.95 - $49.9 $43.3K - $54.1K
7.64K $342K
PFE
Pfizer Inc

Healthcare
-2.37K
- 20.27%
$27.7 - $31.39 $65.7K - $74.5K
9.34K $270K
NFLX
Netflix Inc

Communication Services
-80
- 16.7%
$598.55 - $722.26 $47.9K - $57.8K
399 $282K
LOGI
Logitech International S.A.

Technology
-143
- 4.43%
$83.7 - $96.51 $12K - $13.8K
3.09K $276K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
-925
- 18.35%
$58.21 - $69.9 $53.8K - $64.7K
4.12K $270K
AMD
Advanced Micro Devices Inc

Technology
-195
- 6.22%
$128.67 - $183.96 $25.1K - $35.9K
2.94K $482K
XLC
Select Sector Spdr Tr Communic

ETFs
-484
- 12.89%
$82.16 - $90.4 $39.8K - $43.8K
3.27K $295K
EMR
Emerson Electric CO

Industrials
-20
- 0.08%
$98.19 - $118.87 $1.96K - $2.38K
25.5K $2.78M
BAC
Bank Of America Corp

Financial Services
-444
- 1.09%
$36.65 - $44.13 $16.3K - $19.6K
40.1K $1.59M
TEX
Terex Corp

Industrials
-201
- 4.0%
$49.81 - $66.76 $10K - $13.4K
4.83K $255K
RELY
Remitly Global, Inc.

Technology
-2.61K
- 15.73%
$12.07 - $14.58 $31.5K - $38K
14K $186K
SUI
Sun Communities Inc

Real Estate
-704
- 12.46%
$117.46 - $147.6 $82.7K - $104K
4.95K $668K
PRU
Prudential Financial Inc

Financial Services
-415
- 4.01%
$105.53 - $127.32 $43.8K - $52.8K
9.93K $1.2M
XLV
Select Sector Spdr Fund Health

ETFs
-265
- 7.17%
$143.3 - $157.24 $38K - $41.7K
3.43K $528K
AVY
Avery Dennison Corp

Industrials
-61
- 4.36%
$202.27 - $224.18 $12.3K - $13.7K
1.34K $295K
PANW
Palo Alto Networks Inc

Technology
-25
- 3.23%
$294.18 - $368.01 $7.35K - $9.2K
748 $255K
FISV
Fiserv Inc

Technology
-61
- 1.89%
N/A
3.16K $396K
IWV
Ishares Russell 3000 ETF

ETFs
-201
- 6.04%
$294.75 - $326.73 $59.2K - $65.7K
3.13K $1.02M
XLY
Select Sector Spdr Consumer Di

ETFs
-191
- 10.02%
$170.05 - $200.86 $32.5K - $38.4K
1.72K $343K
Cava Group Inc
-993
- 27.59%
N/A
2.61K $0
TGT
Target Corp

Consumer Defensive
-73
- 4.59%
$133.47 - $159.25 $9.74K - $11.6K
1.52K $236K
DCI
Donaldson CO Inc

Industrials
-96
- 2.36%
$69.34 - $74.86 $6.66K - $7.19K
3.97K $292K
KBH
Kb Home

Consumer Cyclical
-821
- 17.45%
$65.35 - $89.63 $53.7K - $73.6K
3.88K $332K
RTX
Raytheon Technologies Corp

Industrials
-749
- 16.39%
$99.55 - $123.34 $74.6K - $92.4K
3.82K $462K
VOT
Vanguard Mid Cap Growth Index

ETFs
-28
- 3.17%
$218.05 - $243.47 $6.11K - $6.82K
854 $207K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-85
- 1.08%
$81.31 - $83.29 $6.91K - $7.08K
7.82K $650K
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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