Sky Oak Wealth, LLC Reduced Holdings in Q3 2025

Sky Oak Wealth, LLC

  • $525 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-19.2K
- 81.86%
$82.58 - $105.54 $1.58M - $2.02M
4.25K $354K
UBER
Uber Technologies, Inc

Technology
-12.6K
- 80.02%
$86.91 - $99.57 $1.09M - $1.25M
3.14K $307K
UNH
Unitedhealth Group Inc

Healthcare
-2.67K
- 80.59%
$237.77 - $353.61 $634K - $942K
642 $221K
META
Meta Platforms, Inc.

Communication Services
-800
- 6.24%
$695.21 - $791.73 $556K - $633K
12K $8.83M
LLY
Eli Lilly & CO

Healthcare
-428
- 2.34%
$625.65 - $812.69 $268K - $348K
17.9K $13.6M
LMT
Lockheed Martin Corp

Industrials
-887
- 36.62%
$410.74 - $499.21 $364K - $443K
1.54K $766K
AXON
Axon Enterprise, Inc.

Industrials
-251
- 40.22%
$698.02 - $870.97 $175K - $219K
373 $267K
PG
Procter & Gamble CO

Consumer Defensive
-419
- 1.56%
$150.47 - $161.22 $63K - $67.6K
26.5K $4.07M
AWR
American States Water CO

Utilities
-374
- 0.99%
$71.48 - $77.99 $26.7K - $29.2K
37.2K $2.73M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-1.7K
- 3.95%
$95.22 - $96.21 $161K - $163K
41.2K $3.96M
AMZN
Amazon Com Inc

Consumer Cyclical
-588
- 1.68%
$211.65 - $238.24 $124K - $140K
34.4K $7.55M
EMR
Emerson Electric CO

Industrials
-462
- 1.84%
$128.6 - $149.63 $59.4K - $69.1K
24.6K $3.23M
UL
Unilever PLC

Consumer Defensive
-325
- 0.79%
$58.43 - $65.01 $19K - $21.1K
40.8K $2.42M
PRU
Prudential Financial Inc

Financial Services
-616
- 7.96%
$100.68 - $109.89 $62K - $67.7K
7.13K $739K
VIG
Vanguard Dividend Appreciation

ETFs
-466
- 1.38%
N/A
33.4K $6.08M
PLTR
Palantir Technologies Inc.

Technology
-1.41K
- 37.26%
$130.68 - $186.97 $184K - $264K
2.37K $433K
SPYG
Spdr Portfolio

ETFs
-3.57K
- 10.97%
$94.33 - $105.31 $337K - $376K
29K $3.03M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.92K
- 7.42%
$39.8 - $42.86 $235K - $254K
73.8K $3.16M
AMD
Advanced Micro Devices Inc

Technology
-949
- 22.4%
$134.8 - $184.42 $128K - $175K
3.29K $531K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.69K
- 12.36%
$27.61 - $29.15 $74.4K - $78.5K
19.1K $556K
ET
Energy Transfer LP

Energy
-1.5K
- 7.47%
$17.11 - $18.16 $25.7K - $27.2K
18.6K $319K
FIX
Comfort Systems Usa Inc

Industrials
-354
- 41.11%
$521.66 - $825.18 $185K - $292K
507 $418K
EME
Emcor Group, Inc.

Industrials
-180
- 27.27%
$530.88 - $655.83 $95.6K - $118K
480 $311K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-800
- 16.29%
$98.99 - $112.2 $79.2K - $89.8K
4.11K $454K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-669
- 9.1%
$87.29 - $93.61 $58.4K - $62.6K
6.68K $623K
VGIT
Vanguard Intermediate Term Tre

ETFs
-455
- 2.81%
$58.97 - $60.36 $26.8K - $27.5K
15.7K $944K
AX
Axos Financial, Inc.

Financial Services
-645
- 15.82%
$78.32 - $92.31 $50.5K - $59.5K
3.43K $290K
KMB
Kimberly Clark Corp

Consumer Defensive
-50
- 2.92%
$121.72 - $136.77 $6.09K - $6.84K
1.66K $206K
OEF
Ishares S&P 100 ETF

ETFs
-53
- 2.9%
N/A
1.78K $472K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-218
- 2.1%
$78.96 - $80.04 $17.2K - $17.4K
10.2K $814K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-99
- 7.0%
$435.72 - $463.74 $43.1K - $45.9K
1.32K $610K
VO
Vanguard Mid Cap ETF

ETFs
-90
- 7.87%
$279.83 - $293.74 $25.2K - $26.4K
1.05K $309K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-392
- 0.45%
$50.81 - $51.07 $19.9K - $20K
87.6K $4.47M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-11.2K
- 7.01%
$44.92 - $48.31 $504K - $542K
149K $7.19M
VV
Vanguard Large Cap ETF

ETFs
-114
- 8.66%
$285.05 - $309.14 $32.5K - $35.2K
1.2K $370K
TMUS
T Mobile Us, Inc.

Communication Services
-46
- 0.59%
$226.02 - $259.01 $10.4K - $11.9K
7.8K $1.87M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-143
- 0.95%
$52.39 - $53.11 $7.49K - $7.59K
14.9K $792K
Arista Networks Inc
-216
- 7.88%
N/A
2.52K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
-827
- 8.1%
$546.99 - $602.2 $452K - $498K
9.39K $5.63M
IOO
Ishares Tr Global 100 ETF

ETFs
-340
- 9.68%
$107.55 - $120.01 $36.6K - $40.8K
3.17K $380K
RMD
Resmed Inc

Healthcare
-40
- 3.69%
$252.01 - $293.73 $10.1K - $11.7K
1.04K $285K
PFF
Ishares Trust Ishares Pfd And

ETFs
-210
- 1.61%
$30.67 - $32.13 $6.44K - $6.75K
12.9K $406K
VZ
Verizon Communications Inc

Communication Services
-495
- 1.14%
$40.84 - $45.06 $20.2K - $22.3K
43K $1.89M
IWS
Ishares Russell Midcap Value E

ETFs
-51
- 2.48%
$132.83 - $140.61 $6.77K - $7.17K
2.01K $280K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-57
- 0.78%
$101.12 - $106.18 $5.76K - $6.05K
7.27K $749K
XLV
Select Sector Spdr Fund Health

ETFs
-10
- 0.32%
$129.01 - $139.72 $1.29K - $1.4K
3.11K $432K
VEA
Vanguard Ftse Developed Market

ETFs
-4
- 0.05%
$56.02 - $60.3 $224 - $241
8.05K $482K
XLC
Select Sector Spdr Tr Communic

ETFs
-25
- 0.77%
$105.99 - $119.41 $2.65K - $2.99K
3.22K $381K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1
- 0.09%
$339.37 - $366.46 $339 - $366
1.15K $421K
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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