Sky Oak Wealth, LLC Reduced Holdings in Q1 2025

Sky Oak Wealth, LLC

  • $454 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.41K
- 2.6%
$209.68 - $247.1 $505K - $596K
90.2K $20M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.92K
- 1.13%
$24.91 - $29.02 $197K - $230K
691K $17.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.78K
- 11.67%
$102.49 - $119.96 $899K - $1.05M
66.4K $6.95M
AVGO
Broadcom Inc.

Technology
-5.6K
- 51.52%
$167.43 - $244.7 $938K - $1.37M
5.27K $882K
XLK
Technology Sector Spdr

ETFs
-602
- 1.65%
$206.38 - $242.18 $124K - $146K
35.8K $7.4M
NVDA
Nvidia Corp

Technology
-1.76K
- 5.24%
$106.98 - $149.43 $188K - $263K
31.8K $3.44M
GOOG
Alphabet Inc.

Communication Services
-811
- 3.0%
$156.06 - $207.71 $127K - $168K
26.2K $4.09M
META
Meta Platforms, Inc.

Communication Services
-1.24K
- 8.58%
$576.36 - $736.67 $716K - $916K
13.2K $7.63M
GOOGL
Alphabet Inc.

Communication Services
-448
- 1.96%
$154.33 - $206.19 $69.1K - $92.4K
22.4K $3.47M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.57K
- 0.78%
$64.88 - $72.1 $102K - $113K
199K $13.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-7.69K
- 34.01%
$91.45 - $91.75 $704K - $706K
14.9K $1.37M
FV
First Trust Dorsey Wright Focu

ETFs
-2.67K
- 2.33%
$53.91 - $63.03 $144K - $169K
112K $6.16M
MS
Morgan Stanley

Financial Services
-1.13K
- 2.58%
$111.68 - $141.08 $126K - $159K
42.6K $4.97M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-9.89K
- 14.35%
$50.72 - $50.92 $501K - $503K
59K $3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-159
- 1.63%
$468.34 - $539.52 $74.5K - $85.8K
9.62K $4.51M
SPYG
Spdr Portfolio

ETFs
-2.81K
- 8.41%
$80.05 - $92.39 $225K - $260K
30.6K $2.46M
VZ
Verizon Communications Inc

Communication Services
-16.1K
- 26.78%
$37.81 - $46.49 $610K - $750K
44.1K $2M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-4.4K
- 2.67%
$39.91 - $43.97 $176K - $193K
160K $6.52M
EMR
Emerson Electric CO

Industrials
-113
- 0.45%
$108.64 - $131.17 $12.3K - $14.8K
25.1K $2.75M
CIEN
Ciena Corp

Technology
-1.69K
- 18.56%
$60.43 - $98.18 $102K - $166K
7.4K $447K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-601
- 39.41%
$283.06 - $421.16 $170K - $253K
924 $261K
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.52K
- 53.02%
$158.1 - $217.71 $240K - $330K
1.35K $212K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.63K
- 2.72%
$40.03 - $46.81 $65.1K - $76.2K
58.3K $2.38M
VB
Vanguard Small Cap ETF

ETFs
-236
- 2.08%
$217.89 - $252.64 $51.4K - $59.6K
11.1K $2.47M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-790
- 2.3%
$108.02 - $120.45 $85.3K - $95.2K
33.5K $3.69M
IWN
Ishares Russell2000 Val ETF

ETFs
-612
- 4.9%
$149.27 - $169.4 $91.4K - $104K
11.9K $1.79M
AXON
Axon Enterprise, Inc.

Industrials
-332
- 42.78%
$496.65 - $710.01 $165K - $236K
444 $233K
FIX
Comfort Systems Usa Inc

Industrials
-319
- 27.03%
$313.26 - $550.27 $99.9K - $176K
861 $277K
VUG
Vanguard Growth ETF

ETFs
-23
- 0.56%
$369.1 - $427.61 $8.49K - $9.84K
4.07K $1.51M
PRU
Prudential Financial Inc

Financial Services
-769
- 8.08%
$105.04 - $122.33 $80.8K - $94.1K
8.75K $976K
IVV
Ishares Core S&P 500 ETF

ETFs
-138
- 5.61%
$554.06 - $615.85 $76.5K - $85K
2.32K $1.31M
CSX
Csx Corp

Industrials
-3.3K
- 25.19%
$29.11 - $33.67 $96.1K - $111K
9.8K $288K
STRL
Sterling Construction CO Inc

Industrials
-172
- 8.8%
$108.65 - $200.56 $18.7K - $34.5K
1.78K $201K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-158
- 6.29%
$254.58 - $302.92 $40.2K - $47.9K
2.36K $601K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-12
- 0.26%
$507.05 - $563.67 $6.08K - $6.76K
4.6K $2.36M
MLI
Mueller Industries Inc

Industrials
-1.31K
- 26.76%
$76.14 - $82.67 $99.4K - $108K
3.58K $272K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
-297
- 2.38%
$115.13 - $136.09 $34.2K - $40.4K
12.2K $1.44M
CEG
Constellation Energy Corp

Utilities
-354
- 21.92%
$201.63 - $347.44 $71.4K - $123K
1.26K $254K
PCTY
Paylocity Holding Corp

Technology
-452
- 26.37%
$183.21 - $217.86 $82.8K - $98.5K
1.26K $236K
EME
Emcor Group, Inc.

Industrials
-106
- 13.84%
$361.16 - $535.99 $38.3K - $56.8K
660 $243K
BAC
Bank Of America Corp

Financial Services
-290
- 0.79%
$39.61 - $47.74 $11.5K - $13.8K
36.3K $1.52M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-197
- 12.83%
$408.78 - $448.82 $80.5K - $88.4K
1.34K $562K
TWLO
Twilio Inc

Communication Services
-600
- 20.46%
$94.9 - $148.35 $56.9K - $89K
2.33K $228K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.62K
- 9.7%
$51.52 - $52.37 $83.5K - $84.9K
15.1K $790K
NEE
Nextera Energy Inc

Utilities
-532
- 1.31%
$66.96 - $76.16 $35.6K - $40.5K
40K $2.83M
AX
Axos Financial, Inc.

Financial Services
-616
- 13.12%
$61.63 - $73.1 $38K - $45K
4.08K $263K
IWV
Ishares Russell 3000 ETF

ETFs
-45
- 1.57%
$313.1 - $349.83 $14.1K - $15.7K
2.81K $893K
GM
General Motors CO

Consumer Cyclical
-299
- 3.91%
$45.22 - $54.92 $13.5K - $16.4K
7.34K $345K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-625
- 10.5%
$57.21 - $65.8 $35.8K - $41.1K
5.33K $310K
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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