Sky Oak Wealth, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $427 Million distributed in 246 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 $23.3M, Apple Inc. with a value of $19.7M, Spdr Portfolio S&P 500 Value E with a value of $18.8M, Eli Lilly & CO with a value of $18.1M, and Schwab Strategic Tr Us Large C with a value of $17.9M.
Examining the 13F form we can see an increase of $10.1M in the current position value, from $417M to 427M.
Below you can find more details about Sky Oak Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$427 Million
ETFs: $241 Million
Technology: $49.8 Million
Healthcare: $28.1 Million
Communication Services: $24 Million
Financial Services: $22 Million
Consumer Cyclical: $17.6 Million
Consumer Defensive: $13.2 Million
Industrials: $12.4 Million
Other: $15.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more