Sky Oak Wealth, LLC Reduced Holdings in Q2 2025

Sky Oak Wealth, LLC

  • $494 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-58.2K
- 57.91%
$75.17 - $91.21 $4.37M - $5.31M
42.3K $3.85M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-23.8K
- 4.56%
$50.36 - $50.68 $1.2M - $1.21M
498K $25.2M
LLY
Eli Lilly & CO

Healthcare
-74
- 0.4%
$713.71 - $898.95 $52.8K - $66.5K
18.3K $14.3M
UNH
Unitedhealth Group Inc

Healthcare
-94
- 2.76%
$274.35 - $599.47 $25.8K - $56.4K
3.31K $1.03M
MSFT
Microsoft Corp

Technology
-5.21K
- 32.6%
$354.56 - $497.45 $1.85M - $2.59M
10.8K $5.36M
GLD
Spdr Gold Trust

ETFs
-1.47K
- 32.13%
$273.71 - $316.29 $403K - $466K
3.11K $948K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-111
- 2.01%
$483.48 - $539.8 $53.7K - $59.9K
5.41K $2.63M
PG
Procter & Gamble CO

Consumer Defensive
-1
- -0.0%
$157.66 - $172.39 $158 - $172
26.9K $4.29M
VRT
Vertiv Holdings CO

Industrials
-3K
- 58.08%
N/A
2.17K $187K
XLF
Financial Sector Spdr

ETFs
-3.5K
- 33.72%
$43.92 - $52.37 $154K - $183K
6.88K $360K
VZ
Verizon Communications Inc

Communication Services
-631
- 1.43%
$41.67 - $45.62 $26.3K - $28.8K
43.5K $1.88M
JPIE
J P Morgan Exchange Traded Fd
-3.12K
- 2.05%
$45.12 - $46.32 $141K - $144K
149K $6.89M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.98K
- 21.26%
$72.96 - $90.39 $145K - $179K
7.35K $656K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.02K
- 32.87%
$108.12 - $135.04 $110K - $137K
2.08K $280K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-200
- 33.33%
$468.22 - $566.51 $93.6K - $113K
400 $226K
AWR
American States Water CO

Utilities
-125
- 0.33%
$75.1 - $81.3 $9.39K - $10.2K
37.6K $2.88M
JNJ
Johnson & Johnson

Healthcare
-104
- 2.95%
$146.36 - $159.82 $15.2K - $16.6K
3.43K $523K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-584
- 1.39%
$100.04 - $100.54 $58.4K - $58.7K
41.5K $4.17M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.9K
- 12.7%
$29.0 - $30.68 $55.1K - $58.3K
13.1K $400K
HYG
Ishares Tr

ETFs
-750
- 20.05%
$75.75 - $80.65 $56.8K - $60.5K
2.99K $241K
ACLS
Axcelis Technologies Inc

Technology
-2.5K
- 35.24%
$42.42 - $70.92 $106K - $177K
4.59K $320K
VEA
Vanguard Ftse Developed Market

ETFs
-1.58K
- 16.42%
$45.65 - $57.01 $72.2K - $90.2K
8.05K $459K
AMD
Advanced Micro Devices Inc

Technology
-1.89K
- 30.79%
$78.21 - $143.81 $147K - $271K
4.24K $601K
WM
Waste Management Inc

Industrials
-82
- 4.28%
$216.47 - $242.1 $17.8K - $19.9K
1.84K $420K
ASR
Southeast Airport Group

Industrials
-207
- 22.43%
$253.25 - $347.82 $52.4K - $72K
716 $228K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-416
- 4.4%
$28.28 - $35.22 $11.8K - $14.7K
9.04K $310K
ABM
Abm Industries Inc

Industrials
-379
- 6.73%
$42.24 - $52.72 $16K - $20K
5.25K $247K
CEG
Constellation Energy Corp

Utilities
-500
- 39.65%
$170.96 - $322.76 $85.5K - $161K
761 $245K
OEF
Ishares S&P 100 ETF

ETFs
-2
- 0.11%
N/A
1.83K $486K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-9
- 0.09%
$77.94 - $79.5 $701 - $716
10.4K $827K
RDVY
First Trust Rising Dividend Ac

ETFs
-38
- 1.01%
$51.6 - $62.74 $1.96K - $2.38K
3.74K $234K
CSCO
Cisco Systems, Inc.

Technology
-1.69K
- 8.95%
$53.19 - $69.38 $89.7K - $117K
17.2K $1.19M
ACHR
Archer Aviation Inc.

Industrials
-3K
- 18.75%
$6.2 - $13.3 $18.6K - $39.9K
13K $141K
F
Ford Motor CO

Consumer Cyclical
-218
- 0.52%
$8.69 - $10.85 $1.89K - $2.37K
41.5K $450K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
-38
- 0.33%
$32.51 - $38.81 $1.24K - $1.47K
11.5K $447K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-41
- 1.74%
$224.16 - $285.86 $9.19K - $11.7K
2.31K $661K
IWN
Ishares Russell2000 Val ETF

ETFs
-114
- 0.96%
$131.84 - $157.76 $15K - $18K
11.8K $1.85M
UL
Unilever PLC

Consumer Defensive
-26
- 0.06%
$57.9 - $65.43 $1.51K - $1.7K
41.1K $2.51M
IWV
Ishares Russell 3000 ETF

ETFs
-13
- 0.46%
$281.67 - $351.0 $3.66K - $4.56K
2.8K $982K
IVW
Ishares S&P 500 Growth ETF

ETFs
-163
- 2.53%
$82.96 - $110.1 $13.5K - $17.9K
6.27K $690K
PLTR
Palantir Technologies Inc.

Technology
-1.13K
- 23.0%
$74.01 - $144.25 $83.6K - $163K
3.78K $515K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.96K
- 3.58%
$32.66 - $40.75 $96.7K - $121K
79.7K $3.23M
VUG
Vanguard Growth ETF

ETFs
-123
- 3.02%
$329.49 - $438.4 $40.5K - $53.9K
3.95K $1.73M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-406
- 0.61%
$90.56 - $109.49 $36.8K - $44.5K
66K $7.22M
AVGO
Broadcom Inc.

Technology
-678
- 12.87%
$146.29 - $275.65 $99.2K - $187K
4.59K $1.27M
IBM
International Business Machines Corp

Technology
-1K
- 6.59%
$221.03 - $294.78 $221K - $295K
14.2K $4.18M
TSLA
Tesla, Inc.

Consumer Cyclical
-42
- 0.57%
$221.86 - $362.89 $9.32K - $15.2K
7.27K $2.31M
FV
First Trust Dorsey Wright Focu

ETFs
-17
- 0.02%
$48.43 - $59.26 $823 - $1.01K
112K $6.65M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-72
- 0.04%
$36.23 - $44.97 $2.61K - $3.24K
160K $7.2M
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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