The Analysis of SK Wealth Management, LLC's Holdings

Currently, SK Wealth Management, LLC holds 83 types of securities in its portfolio with a total value $268.2M. In the most recent quarter, they have increased their positions in GPIX (+183.5K shares, valued at $9.6M), DDWM (+143.2K shares, valued at $6.0M), CGDV (+132.2K shares, valued at $5.6M); decreased their positions in MOAT (-45.4K shares, valued at $4.6M), HELO (-61.1K shares, valued at $4.0M), TCAL (-67.5K shares, valued at $1.6M); initiated new positions in CGDV (+132.2K shares, valued at $5.6M), EVIM (+21.7K shares, valued at $1.1M), SPIN (+33.2K shares, valued at $1.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR987.7K shares13.37%2025-09-302025-10-10

DGRW WISDOMTREE TR308.3K shares5.08%2025-09-302025-10-10

GPIX GOLDMAN SACHS ETF TR460.0K shares66.36%2025-09-302025-10-10

JEPI J P MORGAN EXCHANGE TRADED F366.6K shares-3.24%2025-09-302025-10-10

LVHI LEGG MASON ETF INVT443.6K shares4.00%2025-09-302025-10-10

MOAT VANECK ETF TRUST142.4K shares-24.20%2025-09-302025-10-10

HELO J P MORGAN EXCHANGE TRADED F178.5K shares-25.51%2025-09-302025-10-10

ESGG FLEXSHARES TR47.0K shares-3.64%2025-09-302025-10-10

Sponsored

DDWM WISDOMTREE TR165.1K shares655.09%2025-09-302025-10-10

IVV ISHARES TR9.6K shares24.57%2025-09-302025-10-10

SUSL ISHARES TR52.8K shares20.74%2025-09-302025-10-10

CGDV CAPITAL GROUP DIVIDEND VALUE132.2K sharesnew addition2025-09-302025-10-10

HYBL SSGA ACTIVE TR174.3K shares4.56%2025-09-302025-10-10

FFSM FIDELITY COVINGTON TRUST159.2K shares3.95%2025-09-302025-10-10

RWJ INVESCO EXCH TRADED FD TR II95.3K shares-21.74%2025-09-302025-10-10

AAPL APPLE INC17.5K shares24.90%2025-09-302025-10-10

Sponsored

SPYM SPDR SERIES TRUST48.4K shares57.62%2025-09-302025-10-10

FLEXSHARES TR FLEXSHARES TR64.5K shares-3.34%2025-09-302025-10-10

FEMR FIDELITY COVINGTON TRUST110.9K shares173.20%2025-09-302025-10-10

CSRE COHEN & STEERS ETF TRUST134.0K shares20.87%2025-09-302025-10-10

XSOE WISDOMTREE TR88.5K shares-3.60%2025-09-302025-10-10

TOTL SSGA ACTIVE ETF TR68.9K shares-1.00%2025-09-302025-10-10

MSFT MICROSOFT CORP4.9K shares-0.18%2025-09-302025-10-10

NVDA NVIDIA CORPORATION12.8K shares-0.35%2025-09-302025-10-10

Sponsored

SPY SPDR S&P 500 ETF TR3.4K shares0.30%2025-09-302025-10-10

VUG VANGUARD INDEX FDS4.0K shares-0.25%2025-09-302025-10-10

TSPA T ROWE PRICE ETF INC43.0K shares-19.94%2025-09-302025-10-10

CSPF COHEN & STEERS ETF TRUST66.2K shares6.65%2025-09-302025-10-10

MDY SPDR S&P MIDCAP 400 ETF TR2.7K shares0.33%2025-09-302025-10-10

NUSC NUSHARES ETF TR36.4K shares-9.59%2025-09-302025-10-10

IVW ISHARES TR11.8K shares-1.55%2025-09-302025-10-10

AMZN AMAZON COM INC6.2K shares0.00%2025-09-302025-10-10

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T50.4K shares12.23%2025-09-302025-10-10

CGMU CAPITAL GRP FIXED INCM ETF T49.2K shares98.52%2025-09-302025-10-10

DWMF WISDOMTREE TR41.6K shares-13.13%2025-09-302025-10-10

EVIM MORGAN STANLEY ETF TRUST21.7K sharesnew addition2025-09-302025-10-10

EMTL SSGA ACTIVE TR25.7K shares1.54%2025-09-302025-10-10

HYD VANECK ETF TRUST21.9K shares-13.19%2025-09-302025-10-10

LI LI AUTO INC45.5K shares0.00%2025-09-302025-10-10

SIHY HARBOR ETF TRUST23.3K shares1.04%2025-09-302025-10-10

Sponsored

SPIN SSGA ACTIVE TR33.2K sharesnew addition2025-09-302025-10-10

SUSA ISHARES TR7.0K shares0.19%2025-09-302025-10-10

CWB SPDR SERIES TRUST10.1K shares-3.18%2025-09-302025-10-10

CGIC CAPITAL GROUP INTERNATIONAL29.4K sharesnew addition2025-09-302025-10-10

MAR MARRIOTT INTL INC NEW3.4K shares0.27%2025-09-302025-10-10

TCAL T ROWE PRICE ETF INC33.6K shares-66.73%2025-09-302025-10-10

QQQ INVESCO QQQ TR1.3K sharesnew addition2025-09-302025-10-10

CSX CSX CORP22.0K shares0.40%2025-09-302025-10-10

Sponsored

NUMG NUSHARES ETF TR15.8K shares-9.01%2025-09-302025-10-10

TSLA TESLA INC1.6K shares0.61%2025-09-302025-10-10

RTX RTX CORPORATION3.9K shares0.44%2025-09-302025-10-10

DSI ISHARES TR4.8K shares12.27%2025-09-302025-10-10

VRP INVESCO EXCH TRADED FD TR II23.5K shares-4.22%2025-09-302025-10-10

QUS SPDR SERIES TRUST3.4K shares0.00%2025-09-302025-10-10

GOOGL ALPHABET INC2.3K shares0.09%2025-09-302025-10-10

ILCG ISHARES TR4.9K shares0.12%2025-09-302025-10-10

Sponsored

ORLY OREILLY AUTOMOTIVE INC4.3K shares0.00%2025-09-302025-10-10

IWO ISHARES TR1.3K shares-12.54%2025-09-302025-10-10

IWF ISHARES TR845 shares0.12%2025-09-302025-10-10

XLK SELECT SECTOR SPDR TR1.4K shares0.15%2025-09-302025-10-10

VRTX VERTEX PHARMACEUTICALS INC927 shares0.00%2025-09-302025-10-10

ESGE ISHARES INC8.2K shares0.00%2025-09-302025-10-10

VV VANGUARD INDEX FDS1.1K shares0.27%2025-09-302025-10-10

PEP PEPSICO INC2.4K shares0.97%2025-09-302025-10-10

Sponsored

VTV VANGUARD INDEX FDS1.8K shares0.49%2025-09-302025-10-10

GOOG ALPHABET INC1.4K shares-2.72%2025-09-302025-10-10

SCHD SCHWAB STRATEGIC TR11.8K shares-2.26%2025-09-302025-10-10

IWM ISHARES TR1.2K shares-8.33%2025-09-302025-10-10

VTI VANGUARD INDEX FDS874 shares0.34%2025-09-302025-10-10

LLY ELI LILLY & CO331 shares8.52%2025-09-302025-10-10

JNJ JOHNSON & JOHNSON1.4K shares-3.97%2025-09-302025-10-10

IXN ISHARES TR2.5K shares0.00%2025-09-302025-10-10

Sponsored

GSLC GOLDMAN SACHS ETF TR2.0K shares0.20%2025-09-302025-10-10

IWD ISHARES TR1.3K shares0.24%2025-09-302025-10-10

VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.42%2025-09-302025-10-10

DCRE DOUBLELINE ETF TRUST4.8K shares1.25%2025-09-302025-10-10

XOM EXXON MOBIL CORP2.2K shares0.88%2025-09-302025-10-10

AVGO BROADCOM INC659 sharesnew addition2025-09-302025-10-10

HD HOME DEPOT INC597 shares-3.08%2025-09-302025-10-10

JPM JPMORGAN CHASE & CO.711 shares-6.94%2025-09-302025-10-10

Sponsored

V VISA INC604 shares0.17%2025-09-302025-10-10

TSM TAIWAN SEMICONDUCTOR MFG LTD679 sharesnew addition2025-09-302025-10-10

GRNB VANECK ETF TRUST8.3K shares-1.89%2025-09-302025-10-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available