Sponsored

The Analysis of SK Wealth Management, LLC's Holdings & P&L

Currently, SK Wealth Management, LLC holds 77 types of securities in its portfolio with a total value $360.5M. In the most recent quarter, they have increased their positions in EVIM (+128.2K shares, valued at $6.8M), CSPF (+262.5K shares, valued at $6.8M), CGIC (+104.6K shares, valued at $3.5M); decreased their positions in DDWM (-58.6K shares, valued at $2.6M), DGRW (-14.1K shares, valued at $1.2M), SCHG (-29.9K shares, valued at $883.3K); initiated new positions in CVX (+1.8K shares, valued at $349.0K).

1M P&L

+12.0M+3.20%

3M P&L

+5.4M+1.41%

HY P&L

+24.4M+6.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A340.0M

95.5%

2Consumer Electronics4.1M

1.2%

3Semiconductors2.4M

0.7%

Top Industries by Stock Count

1N/A52 stocks

75.4%

2Oil & Gas Integrated2 stocks

2.9%

3Drug Manufacturers - General2 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GPIX GOLDMAN SACHS ETF TR909.8K shares4.37%2026-03-312026-05-06

DDWM WISDOMTREE TR931.9K shares-5.91%2026-03-312026-05-06

CGDV CAPITAL GROUP DIVIDEND VALUE944.3K shares7.11%2026-03-312026-05-06

SCHG SCHWAB STRATEGIC TR1.2M shares-2.47%2026-03-312026-05-06

DGRW WISDOMTREE TR258.3K shares-5.19%2026-03-312026-05-06

SPIN SSGA ACTIVE TR577.5K shares-4.12%2026-03-312026-05-06

CGIC CAPITAL GROUP INTERNATIONAL520.7K shares25.15%2026-03-312026-05-06

LVHI LEGG MASON ETF INVT408.3K shares0.15%2026-03-312026-05-06

Sponsored

CSPF COHEN & STEERS ETF TRUST352.5K shares291.65%2026-03-312026-05-06

EVIM MORGAN STANLEY ETF TRUST168.3K shares319.74%2026-03-312026-05-06

SPYM SPDR SERIES TRUST97.0K shares8.53%2026-03-312026-05-06

CSRE COHEN & STEERS ETF TRUST268.8K shares3.16%2026-03-312026-05-06

FEMR FIDELITY COVINGTON TRUST203.1K shares4.97%2026-03-312026-05-06

ESGG FLEXSHARES TR33.5K shares-5.69%2026-03-312026-05-06

IVV ISHARES TR10.0K shares2.97%2026-03-312026-05-06

SUSL ISHARES TR50.8K shares-0.64%2026-03-312026-05-06

Sponsored

FFSM FIDELITY COVINGTON TRUST174.1K shares1.06%2026-03-312026-05-06

AAPL APPLE INC16.0K shares5.01%2026-03-312026-05-06

HYBL SSGA ACTIVE TR140.3K shares3.08%2026-03-312026-05-06

XSOE WISDOMTREE TR79.1K shares-1.00%2026-03-312026-05-06

HELO J P MORGAN EXCHANGE TRADED F47.4K shares-10.81%2026-03-312026-05-06

IWM ISHARES TR10.8K shares5.57%2026-03-312026-05-06

CGMS CAPITAL GRP FIXED INCM ETF T88.5K shares-1.45%2026-03-312026-05-06

NVDA NVIDIA CORPORATION12.2K shares0.00%2026-03-312026-05-06

Sponsored

SHYM BLACKROCK ETF TRUST II86.2K shares-2.42%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T2.9K shares0.00%2026-03-312026-05-06

MSFT MICROSOFT CORP4.7K shares-1.68%2026-03-312026-05-06

MDY STATE STR SPDR S&P MIDCAP 402.7K shares0.37%2026-03-312026-05-06

VUG VANGUARD INDEX FDS3.6K shares1.84%2026-03-312026-05-06

TOTL SSGA ACTIVE ETF TR36.7K shares-0.90%2026-03-312026-05-06

CGMU CAPITAL GRP FIXED INCM ETF T51.7K shares-4.27%2026-03-312026-05-06

AMZN AMAZON COM INC6.6K shares2.29%2026-03-312026-05-06

Sponsored

IVW ISHARES TR11.3K shares-1.49%2026-03-312026-05-06

SUSA ISHARES TR8.7K shares2.84%2026-03-312026-05-06

VANECK FDS VANECK FDS23.1K shares0.63%2026-03-312026-05-06

MAR MARRIOTT INTL INC NEW3.4K shares0.98%2026-03-312026-05-06

FLEXSHARES TR FLEXSHARES TR18.8K shares-3.25%2026-03-312026-05-06

HGER HARBOR ETF TRUST32.2K shares6.39%2026-03-312026-05-06

MOAT VANECK ETF TRUST9.8K shares-12.33%2026-03-312026-05-06

CSX CSX CORP22.2K shares0.36%2026-03-312026-05-06

Sponsored

CWB SPDR SERIES TRUST9.5K shares-3.19%2026-03-312026-05-06

RWJ INVESCO EXCH TRADED FD TR II16.2K shares-8.21%2026-03-312026-05-06

RTX RTX CORPORATION3.9K shares0.33%2026-03-312026-05-06

NUSC NUSHARES ETF TR14.7K shares-5.89%2026-03-312026-05-06

ALPHABET INC ALPHABET INC2.2K shares-1.24%2026-03-312026-05-06

TSLA TESLA INC1.6K shares-1.64%2026-03-312026-05-06

ALPHABET INC ALPHABET INC1.8K shares29.69%2026-03-312026-05-06

DSI ISHARES TR4.3K shares0.05%2026-03-312026-05-06

Sponsored

QUS SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-05-06

ILCG ISHARES TR4.9K shares0.10%2026-03-312026-05-06

SIHY HARBOR ETF TRUST9.9K shares-0.13%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR736 shares0.14%2026-03-312026-05-06

NUMG NUSHARES ETF TR10.1K shares-22.31%2026-03-312026-05-06

VRTX VERTEX PHARMACEUTICALS INC927 shares0.00%2026-03-312026-05-06

TSPA T ROWE PRICE ETF INC9.5K shares-39.55%2026-03-312026-05-06

ORLY OREILLY AUTOMOTIVE INC4.3K shares0.00%2026-03-312026-05-06

Sponsored

VTV VANGUARD INDEX FDS1.9K shares15.55%2026-03-312026-05-06

XOM EXXON MOBIL CORP2.3K shares6.10%2026-03-312026-05-06

PEP PEPSICO INC2.4K shares-1.16%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR11.7K shares0.84%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON1.5K shares0.96%2026-03-312026-05-06

CVX CHEVRON CORPORATION1.8K sharesnew addition2026-03-312026-05-06

VV VANGUARD INDEX FDS1.1K shares-4.05%2026-03-312026-05-06

IWF ISHARES TR760 shares0.00%2026-03-312026-05-06

Sponsored

LLY ELI LILLY & CO311 shares0.97%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR1.9K shares-10.29%2026-03-312026-05-06

IXN ISHARES TR2.5K shares0.00%2026-03-312026-05-06

DCRE DOUBLELINE ETF TRUST4.9K shares0.78%2026-03-312026-05-06

IWD ISHARES TR1.1K shares0.18%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC1.9K shares-2.24%2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC669 shares-1.47%2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP1.0K shares0.00%2026-03-312026-05-06

Sponsored

DWMF WISDOMTREE TR6.5K shares-0.26%2026-03-312026-05-06

HON HONEYWELL INTL INC919 shares-4.67%2026-03-312026-05-06

BIDD BLACKROCK ETF TRUST7.1K shares0.07%2026-03-312026-05-06

BROADCOM INC BROADCOM INC647 shares-1.82%2026-03-312026-05-06

ESGE ISHARES INC4.4K shares-18.66%2026-03-312026-05-06

GPIX

GOLDMAN SACHS ETF TR

4.37%

Shares909.8K

Event2026-03-31

Filed2026-05-06

DDWM

WISDOMTREE TR

-5.91%

Shares931.9K

Event2026-03-31

Filed2026-05-06

CGDV

CAPITAL GROUP DIVIDEND VALUE

7.11%

Shares944.3K

Event2026-03-31

Filed2026-05-06

SCHG

SCHWAB STRATEGIC TR

-2.47%

Shares1.2M

Event2026-03-31

Filed2026-05-06

DGRW

WISDOMTREE TR

-5.19%

Shares258.3K

Event2026-03-31

Filed2026-05-06

SPIN

SSGA ACTIVE TR

-4.12%

Shares577.5K

Event2026-03-31

Filed2026-05-06

CGIC

CAPITAL GROUP INTERNATIONAL

25.15%

Shares520.7K

Event2026-03-31

Filed2026-05-06

LVHI

LEGG MASON ETF INVT

0.15%

Shares408.3K

Event2026-03-31

Filed2026-05-06

CSPF

COHEN & STEERS ETF TRUST

291.65%

Shares352.5K

Event2026-03-31

Filed2026-05-06

EVIM

MORGAN STANLEY ETF TRUST

319.74%

Shares168.3K

Event2026-03-31

Filed2026-05-06

SPYM

SPDR SERIES TRUST

8.53%

Shares97.0K

Event2026-03-31

Filed2026-05-06

CSRE

COHEN & STEERS ETF TRUST

3.16%

Shares268.8K

Event2026-03-31

Filed2026-05-06

FEMR

FIDELITY COVINGTON TRUST

4.97%

Shares203.1K

Event2026-03-31

Filed2026-05-06

ESGG

FLEXSHARES TR

-5.69%

Shares33.5K

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

2.97%

Shares10.0K

Event2026-03-31

Filed2026-05-06

SUSL

ISHARES TR

-0.64%

Shares50.8K

Event2026-03-31

Filed2026-05-06

FFSM

FIDELITY COVINGTON TRUST

1.06%

Shares174.1K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

5.01%

Shares16.0K

Event2026-03-31

Filed2026-05-06

HYBL

SSGA ACTIVE TR

3.08%

Shares140.3K

Event2026-03-31

Filed2026-05-06

XSOE

WISDOMTREE TR

-1.00%

Shares79.1K

Event2026-03-31

Filed2026-05-06

HELO

J P MORGAN EXCHANGE TRADED F

-10.81%

Shares47.4K

Event2026-03-31

Filed2026-05-06

IWM

ISHARES TR

5.57%

Shares10.8K

Event2026-03-31

Filed2026-05-06

CGMS

CAPITAL GRP FIXED INCM ETF T

-1.45%

Shares88.5K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-06

SHYM

BLACKROCK ETF TRUST II

-2.42%

Shares86.2K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

-1.68%

Shares4.7K

Event2026-03-31

Filed2026-05-06

MDY

STATE STR SPDR S&P MIDCAP 40

0.37%

Shares2.7K

Event2026-03-31

Filed2026-05-06

VUG

VANGUARD INDEX FDS

1.84%

Shares3.6K

Event2026-03-31

Filed2026-05-06

TOTL

SSGA ACTIVE ETF TR

-0.90%

Shares36.7K

Event2026-03-31

Filed2026-05-06

CGMU

CAPITAL GRP FIXED INCM ETF T

-4.27%

Shares51.7K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

2.29%

Shares6.6K

Event2026-03-31

Filed2026-05-06

IVW

ISHARES TR

-1.49%

Shares11.3K

Event2026-03-31

Filed2026-05-06

SUSA

ISHARES TR

2.84%

Shares8.7K

Event2026-03-31

Filed2026-05-06

VANECK FDS

0.63%

Shares23.1K

Event2026-03-31

Filed2026-05-06

MAR

MARRIOTT INTL INC NEW

0.98%

Shares3.4K

Event2026-03-31

Filed2026-05-06

FLEXSHARES TR

-3.25%

Shares18.8K

Event2026-03-31

Filed2026-05-06

HGER

HARBOR ETF TRUST

6.39%

Shares32.2K

Event2026-03-31

Filed2026-05-06

MOAT

VANECK ETF TRUST

-12.33%

Shares9.8K

Event2026-03-31

Filed2026-05-06

CSX

CSX CORP

0.36%

Shares22.2K

Event2026-03-31

Filed2026-05-06

CWB

SPDR SERIES TRUST

-3.19%

Shares9.5K

Event2026-03-31

Filed2026-05-06

RWJ

INVESCO EXCH TRADED FD TR II

-8.21%

Shares16.2K

Event2026-03-31

Filed2026-05-06

RTX

RTX CORPORATION

0.33%

Shares3.9K

Event2026-03-31

Filed2026-05-06

NUSC

NUSHARES ETF TR

-5.89%

Shares14.7K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-1.24%

Shares2.2K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

-1.64%

Shares1.6K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

29.69%

Shares1.8K

Event2026-03-31

Filed2026-05-06

DSI

ISHARES TR

0.05%

Shares4.3K

Event2026-03-31

Filed2026-05-06

QUS

SPDR SERIES TRUST

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-06

ILCG

ISHARES TR

0.10%

Shares4.9K

Event2026-03-31

Filed2026-05-06

SIHY

HARBOR ETF TRUST

-0.13%

Shares9.9K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

0.14%

Shares736

Event2026-03-31

Filed2026-05-06

NUMG

NUSHARES ETF TR

-22.31%

Shares10.1K

Event2026-03-31

Filed2026-05-06

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares927

Event2026-03-31

Filed2026-05-06

TSPA

T ROWE PRICE ETF INC

-39.55%

Shares9.5K

Event2026-03-31

Filed2026-05-06

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-06

VTV

VANGUARD INDEX FDS

15.55%

Shares1.9K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

6.10%

Shares2.3K

Event2026-03-31

Filed2026-05-06

PEP

PEPSICO INC

-1.16%

Shares2.4K

Event2026-03-31

Filed2026-05-06

SCHD

SCHWAB STRATEGIC TR

0.84%

Shares11.7K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

0.96%

Shares1.5K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

New

Shares1.8K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

-4.05%

Shares1.1K

Event2026-03-31

Filed2026-05-06

IWF

ISHARES TR

0.00%

Shares760

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO

0.97%

Shares311

Event2026-03-31

Filed2026-05-06

XLK

SELECT SECTOR SPDR TR

-10.29%

Shares1.9K

Event2026-03-31

Filed2026-05-06

IXN

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-06

DCRE

DOUBLELINE ETF TRUST

0.78%

Shares4.9K

Event2026-03-31

Filed2026-05-06

IWD

ISHARES TR

0.18%

Shares1.1K

Event2026-03-31

Filed2026-05-06

MERCK & CO INC

-2.24%

Shares1.9K

Event2026-03-31

Filed2026-05-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.47%

Shares669

Event2026-03-31

Filed2026-05-06

LAM RESEARCH CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-06

DWMF

WISDOMTREE TR

-0.26%

Shares6.5K

Event2026-03-31

Filed2026-05-06

HON

HONEYWELL INTL INC

-4.67%

Shares919

Event2026-03-31

Filed2026-05-06

BIDD

BLACKROCK ETF TRUST

0.07%

Shares7.1K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

-1.82%

Shares647

Event2026-03-31

Filed2026-05-06

ESGE

ISHARES INC

-18.66%

Shares4.4K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available