Sky Oak Wealth, LLC Closed Holding Positions

Sky Oak Wealth, LLC

  • $454 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MGV
Vanguard Mega Cap Value

ETFs
Q1 2020 Filed on May 04, 2020
6,634
$56.94 - $88.16 $378K - $585K
VDC
Vanguard Consumer Staples ETF

ETFs
Q1 2020 Filed on May 04, 2020
2,726
$122.65 - $164.89 $334K - $449K
WGO
Winnebago Industries Inc

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
10,264
$20.57 - $62.57 $211K - $642K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on May 04, 2020
6,505
$29.04 - $46.68 $189K - $304K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q1 2020 Filed on May 04, 2020
12,299
$20.08 - $30.89 $247K - $380K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q1 2020 Filed on May 04, 2020
9,941
$19.73 - $38.37 $196K - $381K
VMW
Vmware, Inc.

Technology
Q1 2020 Filed on May 04, 2020
2,109
$93.01 - $162.33 $196K - $342K
Yandex N V
Q1 2020 Filed on May 04, 2020
10,612
N/A
VIPS
Vipshop Holdings LTD

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
23,042
$12.25 - $17.13 $282K - $395K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q1 2020 Filed on May 04, 2020
1,537
$199.77 - $247.81 $307K - $381K
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
26,490
$8.06 - $21.85 $214K - $579K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
24,800
$7.14 - $19.27 $177K - $478K
TTE
Total Energies Se

Energy
Q1 2020 Filed on May 04, 2020
5,153
$24.76 - $56.51 $128K - $291K
RCII
Rent A Center Inc De

Industrials
Q1 2020 Filed on May 04, 2020
7,026
$12.07 - $31.1 $84.8K - $219K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q1 2020 Filed on May 04, 2020
965
$336.18 - $494.43 $324K - $477K
Raytheon CO
Q1 2020 Filed on May 04, 2020
1,036
N/A
PACW
Pacwest Bancorp

Financial Services
Q1 2020 Filed on May 04, 2020
8,348
$14.14 - $38.24 $118K - $319K
OXLC
Oxford Lane Capital Corp.

Financial Services
Q1 2020 Filed on May 04, 2020
23,245
$2.41 - $9.56 $56K - $222K
NRZ
New Residential Investment Corp.

Real Estate
Q1 2020 Filed on May 04, 2020
10,967
$4.57 - $17.63 $50.1K - $193K
NPTN
Neophotonics Corp

Technology
Q1 2020 Filed on May 04, 2020
67,547
$4.68 - $9.24 $316K - $624K
ROK
Rockwell Automation, Inc

Industrials
Q1 2020 Filed on May 04, 2020
3,101
$120.68 - $209.37 $374K - $649K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 04, 2020
4,757
$20.14 - $55.75 $95.8K - $265K
TKR
Timken CO

Industrials
Q1 2020 Filed on May 04, 2020
8,775
$24.27 - $58.46 $213K - $513K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2020 Filed on May 04, 2020
1,378
$255.3 - $340.05 $352K - $469K
SYY
Sysco Corp

Consumer Defensive
Q1 2020 Filed on May 04, 2020
2,544
$31.24 - $84.92 $79.5K - $216K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on May 04, 2020
122,973
$35.74 - $66.24 $4.4M - $8.15M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q1 2020 Filed on May 04, 2020
15,622
$27.12 - $41.81 $424K - $653K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2020 Filed on May 04, 2020
4,786
$65.95 - $98.35 $316K - $471K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q1 2020 Filed on May 04, 2020
5,200
$21.02 - $39.9 $109K - $207K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q1 2020 Filed on May 04, 2020
10,702
$19.98 - $32.48 $214K - $348K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q1 2020 Filed on May 04, 2020
11,064
$14.1 - $45.65 $156K - $505K
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