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
IVW
Ishares S&P 500 Growth ETF

ETFs
-6
- 0.09%
$92.45 - $106.69 $555 - $640
6.44K $597K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-300
- 1.41%
$75.99 - $81.58 $22.8K - $24.5K
21K $1.61M
MEDP
Medpace Holdings, Inc.

Healthcare
-75
- 9.0%
$304.69 - $360.97 $22.9K - $27.1K
758 $230K
CMCSA
Comcast Corp

Communication Services
-1K
- 9.57%
$33.19 - $38.23 $33.2K - $38.2K
9.45K $348K
IWP
Ishares Russell Mid Cap Growth

ETFs
-111
- 3.42%
$114.9 - $139.6 $12.8K - $15.5K
3.13K $368K
AMGN
Amgen Inc

Healthcare
-343
- 26.88%
$258.59 - $327.36 $88.7K - $112K
933 $290K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.71K
- 7.26%
$25.77 - $27.6 $44K - $47.1K
21.8K $579K
FN
Fabrinet

Technology
-30
- 2.48%
$183.66 - $267.24 $5.51K - $8.02K
1.18K $233K
LOGI
Logitech International S.A.

Technology
-400
- 12.66%
$81.64 - $105.06 $32.7K - $42K
2.76K $232K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-451
- 6.01%
$97.38 - $104.52 $43.9K - $47.1K
7.05K $720K
AWR
American States Water CO

Utilities
-722
- 1.88%
$70.84 - $80.98 $51.1K - $58.5K
37.7K $2.97M
VO
Vanguard Mid Cap ETF

ETFs
-46
- 3.87%
$251.87 - $277.95 $11.6K - $12.8K
1.14K $295K
SUI
Sun Communities Inc

Real Estate
-357
- 7.22%
$120.53 - $136.43 $43K - $48.7K
4.59K $590K
FISV
Fiserv Inc

Technology
-66
- 2.09%
N/A
3.1K $387K
RDVY
First Trust Rising Dividend Ac

ETFs
-83
- 2.15%
$57.22 - $63.39 $4.75K - $5.26K
3.78K $220K
IWS
Ishares Russell Midcap Value E

ETFs
-5
- 0.24%
$122.59 - $135.24 $613 - $676
2.06K $259K
DVY
Ishares Tr

ETFs
-138
- 3.06%
$128.58 - $138.1 $17.7K - $19.1K
4.37K $586K
NFLX
Netflix Inc

Communication Services
-20
- 5.31%
$828.4 - $1058.6 $16.6K - $21.2K
357 $332K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-180
- 1.7%
$77.7 - $78.94 $14K - $14.2K
10.4K $822K
XLC
Select Sector Spdr Tr Communic

ETFs
-24
- 0.73%
$94.84 - $105.31 $2.28K - $2.53K
3.25K $313K
VNQ
Vanguard Specialized Funds Van

ETFs
-82
- 2.0%
$85.55 - $94.34 $7.02K - $7.74K
4.01K $362K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-276
- 2.95%
$37.07 - $40.63 $10.2K - $11.2K
9.09K $357K
OEF
Ishares S&P 100 ETF

ETFs
-5
- 0.27%
N/A
1.83K $486K
Flagstar Financial Inc
-333
- 2.85%
N/A
11.3K $0
F
Ford Motor CO

Consumer Cyclical
-182
- 0.43%
$9.12 - $10.43 $1.66K - $1.9K
41.7K $418K
XLU
Utilities Sector Spdr

ETFs
-47
- 1.53%
$74.7 - $80.27 $3.51K - $3.77K
3.02K $238K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-37
- 1.22%
$85.29 - $92.57 $3.16K - $3.43K
3K $273K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-1.5K
- 13.68%
$27.29 - $38.29 $40.9K - $57.4K
9.45K $330K
VEA
Vanguard Ftse Developed Market

ETFs
-401
- 4.0%
$47.4 - $52.99 $19K - $21.2K
9.63K $489K
XLF
Financial Sector Spdr

ETFs
-20
- 0.19%
$47.32 - $52.19 $946 - $1.04K
10.4K $517K
PLTR
Palantir Technologies Inc.

Technology
-373
- 7.06%
$64.98 - $124.62 $24.2K - $46.5K
4.91K $414K
GRMN
Garmin LTD

Technology
-29
- 1.11%
$204.55 - $241.93 $5.93K - $7.02K
2.57K $558K
XLV
Select Sector Spdr Fund Health

ETFs
-14
- 0.45%
$137.61 - $149.68 $1.93K - $2.1K
3.12K $455K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.06K
- 3.57%
$33.84 - $37.77 $104K - $116K
82.7K $3.01M
UL
Unilever PLC

Consumer Defensive
-527
- 1.27%
$54.72 - $60.29 $28.8K - $31.8K
41.1K $2.45M
KO
Coca Cola CO

Consumer Defensive
-37
- 0.29%
$60.81 - $72.32 $2.25K - $2.68K
12.9K $920K
TMUS
T Mobile Us, Inc.

Communication Services
-750
- 8.73%
$211.3 - $272.83 $158K - $205K
7.84K $2.09M
GLD
Spdr Gold Trust

ETFs
-50
- 1.08%
$243.19 - $288.14 $12.2K - $14.4K
4.59K $1.32M
ABBV
Abb Vie Inc.

Healthcare
-28
- 0.43%
$169.2 - $216.66 $4.74K - $6.07K
6.48K $1.36M
V
Visa Inc.

Financial Services
-100
- 1.17%
$306.92 - $362.71 $30.7K - $36.3K
8.43K $2.95M
LLY
Eli Lilly & CO

Healthcare
-581
- 3.06%
$725.72 - $929.72 $422K - $540K
18.4K $15.2M
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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