Sky Oak Wealth, LLC Portfolio Holdings
Sky Oak Wealth, LLC
- $445 Million
- Q3 2024
Sky Oak Wealth, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $445 Million distributed in 242 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $24.9M, Apple Inc. with a value of $21.3M, Spdr Portfolio S&P 500 Value E with a value of $20.7M, Ishares Core S&P U.S. Value Et with a value of $18.8M, and Schwab Strategic Tr Us Large C with a value of $18.8M.
Examining the 13F form we can see an increase of $17.6M in the current position value, from $427M to 445M.
Below you can find more details about Sky Oak Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$445 Million
ETFs: $259 Million
Technology: $50.5 Million
Healthcare: $28.2 Million
Communication Services: $23.6 Million
Financial Services: $22.5 Million
Consumer Cyclical: $16 Million
Industrials: $12.2 Million
Consumer Defensive: $10.9 Million
Other: $17 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 242
- Current Value $445 Million
- Prior Value $427 Million
- Filing
- Period Q3 2024
- Filing Date November 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 25 stocks
- Additional Purchases 44 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks