Sky Oak Wealth, LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $417 Million distributed in 249 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 $21.6M, Spdr Portfolio S&P 500 Value E with a value of $18.9M, Eli Lilly & CO with a value of $17.5M, Apple Inc. with a value of $16.5M, and Ishares Core S&P U.S. Value Et with a value of $16.3M.
Examining the 13F form we can see an increase of $33.5M in the current position value, from $384M to 417M.
Below you can find more details about Sky Oak Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$417 Million
ETFs: $234 Million
Technology: $44.9 Million
Healthcare: $27.6 Million
Communication Services: $23.1 Million
Financial Services: $22.4 Million
Consumer Cyclical: $20.3 Million
Industrials: $14.5 Million
Consumer Defensive: $12.6 Million
Other: $15.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions