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


Currently, SkyOak Wealth, LLC holds 255 types of securities in its portfolio with a total value $546.1M. In the most recent quarter, they have increased their positions in FITB (+55.7K shares, valued at $2.6M), IEF (+22.0K shares, valued at $2.1M), IBIT (+41.1K shares, valued at $1.6M); decreased their positions in JMST (-26.4K shares, valued at $1.3M), BIL (-9.3K shares, valued at $851.6K), LMT (-981 shares, valued at $592.9K); initiated new positions in FITB (+55.7K shares, valued at $2.6M), ASTS (+5.3K shares, valued at $441.2K), ESLT (+500 shares, valued at $424.5K).


1M P&L
+22.0M+4.03%
3M P&L
+17.6M+3.20%
HY P&L
+34.5M+6.46%

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/A336.9M
65.4%
2Consumer Electronics21.4M
4.2%
3Drug Manufacturers - General17.7M
3.4%

Top Industries by Stock Count

1N/A102 stocks
43.0%
2Software - Infrastructure9 stocks
3.8%
3Aerospace & Defense7 stocks
3.0%
Stock Holdings
SPYV
SPDR SERIES TRUST
4.44%
Shares519.1K
Event2026-03-31
Filed2026-04-30
JPST
J P MORGAN EXCHANGE TRADED F
0.86%
Shares549.6K
Event2026-03-31
Filed2026-04-30
SCHG
SCHWAB STRATEGIC TR
4.26%
Shares760.5K
Event2026-03-31
Filed2026-04-30
AAPL
APPLE INC
-1.43%
Shares84.5K
Event2026-03-31
Filed2026-04-30
IUSV
ISHARES TR
-0.27%
Shares200.5K
Event2026-03-31
Filed2026-04-30
IEFA
ISHARES TR
2.78%
Shares191.7K
Event2026-03-31
Filed2026-04-30
IEF
ISHARES TR
15.76%
Shares161.8K
Event2026-03-31
Filed2026-04-30
LLY
ELI LILLY & CO
-3.05%
Shares16.2K
Event2026-03-31
Filed2026-04-30
SPYM
SPDR SERIES TRUST
0.88%
Shares191.4K
Event2026-03-31
Filed2026-04-30
JSCP
J P MORGAN EXCHANGE TRADED F
7.47%
Shares291.4K
Event2026-03-31
Filed2026-04-30
XLK
SELECT SECTOR SPDR TR
-3.49%
Shares69.4K
Event2026-03-31
Filed2026-04-30
DYNF
BLACKROCK ETF TRUST
-0.62%
Shares149.6K
Event2026-03-31
Filed2026-04-30
JPIE
J P MORGAN EXCHANGE TRADED F
11.05%
Shares188.2K
Event2026-03-31
Filed2026-04-30
IJR
ISHARES TR
1.93%
Shares68.5K
Event2026-03-31
Filed2026-04-30
JPM
JPMORGAN CHASE & CO
0.33%
Shares26.7K
Event2026-03-31
Filed2026-04-30
AMZN
AMAZON COM INC
4.19%
Shares36.6K
Event2026-03-31
Filed2026-04-30
AVUV
AMERICAN CENTY ETF TR
10.98%
Shares67.1K
Event2026-03-31
Filed2026-04-30
VIG
VANGUARD SPECIALIZED FUNDS
-0.05%
Shares33.3K
Event2026-03-31
Filed2026-04-30
NVDA
NVIDIA CORPORATION
-0.17%
Shares41.0K
Event2026-03-31
Filed2026-04-30
MS
MORGAN STANLEY
-0.36%
Shares41.9K
Event2026-03-31
Filed2026-04-30
SSUS
STRATEGY SHS
0.35%
Shares147.6K
Event2026-03-31
Filed2026-04-30
VBK
VANGUARD INDEX FDS
-0.04%
Shares22.7K
Event2026-03-31
Filed2026-04-30
VBR
VANGUARD INDEX FDS
0.87%
Shares31.5K
Event2026-03-31
Filed2026-04-30
META
META PLATFORMS INC
-1.85%
Shares11.8K
Event2026-03-31
Filed2026-04-30
ALPHABET INC
ALPHABET INC
1.91%
Shares23.5K
Event2026-03-31
Filed2026-04-30
FV
FIRST TR EXCHANGE TRADED FD
0.28%
Shares107.7K
Event2026-03-31
Filed2026-04-30
VWO
VANGUARD INTL EQUITY INDEX F
4.11%
Shares117.0K
Event2026-03-31
Filed2026-04-30
ARKK
ARK ETF TR
0.39%
Shares92.4K
Event2026-03-31
Filed2026-04-30
MSFT
MICROSOFT CORP
17.54%
Shares16.2K
Event2026-03-31
Filed2026-04-30
STWD
STARWOOD PPTY TR INC
10.75%
Shares346.8K
Event2026-03-31
Filed2026-04-30
ALPHABET INC
ALPHABET INC
-1.37%
Shares18.6K
Event2026-03-31
Filed2026-04-30
IBM
INTERNATIONAL BUSINESS MACHS
2.08%
Shares20.9K
Event2026-03-31
Filed2026-04-30
INVESCO QQQ TR
INVESCO QQQ TR
-4.31%
Shares8.8K
Event2026-03-31
Filed2026-04-30
LNTH
LANTHEUS HLDGS INC
1.83%
Shares64.3K
Event2026-03-31
Filed2026-04-30
MINT
PIMCO ETF TR
5.34%
Shares47.4K
Event2026-03-31
Filed2026-04-30
LDUR
PIMCO ETF TR
11.43%
Shares48.0K
Event2026-03-31
Filed2026-04-30
GSLC
GOLDMAN SACHS ETF TR
-3.36%
Shares30.9K
Event2026-03-31
Filed2026-04-30
PG
PROCTER & GAMBLE CO
-0.88%
Shares26.0K
Event2026-03-31
Filed2026-04-30
NEE
NEXTERA ENERGY INC
-0.71%
Shares39.2K
Event2026-03-31
Filed2026-04-30
JMST
J P MORGAN EXCHANGE TRADED F
-28.18%
Shares67.3K
Event2026-03-31
Filed2026-04-30
SPDW
SPDR INDEX SHS FDS
0.71%
Shares74.4K
Event2026-03-31
Filed2026-04-30
JEPI
J P MORGAN EXCHANGE TRADED F
4.58%
Shares58.8K
Event2026-03-31
Filed2026-04-30
FLV
AMERICAN CENTY ETF TR
-0.29%
Shares41.7K
Event2026-03-31
Filed2026-04-30
SPYG
SPDR SERIES TRUST
4.80%
Shares32.6K
Event2026-03-31
Filed2026-04-30
EMR
EMERSON ELEC CO
-1.55%
Shares24.1K
Event2026-03-31
Filed2026-04-30
CVX
CHEVRON CORPORATION
-5.13%
Shares14.4K
Event2026-03-31
Filed2026-04-30
VB
VANGUARD INDEX FDS
0.47%
Shares11.2K
Event2026-03-31
Filed2026-04-30
SPSM
SPDR SERIES TRUST
2.97%
Shares60.4K
Event2026-03-31
Filed2026-04-30
VTI
VANGUARD INDEX FDS
1.05%
Shares9.0K
Event2026-03-31
Filed2026-04-30
SPY
STATE STR SPDR S&P 500 ETF T
0.69%
Shares4.4K
Event2026-03-31
Filed2026-04-30
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.19%
Shares4.7K
Event2026-03-31
Filed2026-04-30
AWR
AMER STATES WTR CO
-1.08%
Shares36.6K
Event2026-03-31
Filed2026-04-30
TSLA
TESLA INC
1.85%
Shares7.3K
Event2026-03-31
Filed2026-04-30
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
3.67%
Shares5.6K
Event2026-03-31
Filed2026-04-30
FITB
FIFTH THIRD BANCORP
New
Shares55.7K
Event2026-03-31
Filed2026-04-30
BROADCOM INC
BROADCOM INC
37.56%
Shares8.3K
Event2026-03-31
Filed2026-04-30
V
VISA INC
0.00%
Shares8.1K
Event2026-03-31
Filed2026-04-30
IWN
ISHARES TR
0.40%
Shares12.1K
Event2026-03-31
Filed2026-04-30
IBIT
ISHARES BITCOIN TRUST ETF
228.91%
Shares59.1K
Event2026-03-31
Filed2026-04-30
CIEN
CIENA CORP
-20.63%
Shares5.7K
Event2026-03-31
Filed2026-04-30
COST
COSTCO WHOLESALE CORPORATION
-1.28%
Shares2.1K
Event2026-03-31
Filed2026-04-30
VZ
VERIZON COMMUNICATIONS INC
-0.33%
Shares41.2K
Event2026-03-31
Filed2026-04-30
MCD
MCDONALDS CORP
-0.17%
Shares6.6K
Event2026-03-31
Filed2026-04-30
UNILEVER PLC
UNILEVER PLC
-2.24%
Shares35.0K
Event2026-03-31
Filed2026-04-30
CWB
SPDR SERIES TRUST
-0.36%
Shares20.8K
Event2026-03-31
Filed2026-04-30
BIL
SPDR SERIES TRUST
-31.39%
Shares20.3K
Event2026-03-31
Filed2026-04-30
VUG
VANGUARD INDEX FDS
8.56%
Shares4.1K
Event2026-03-31
Filed2026-04-30
GVIP
GOLDMAN SACHS ETF TR
0.00%
Shares12.2K
Event2026-03-31
Filed2026-04-30
BAC
BANK AMERICA CORP
0.00%
Shares35.1K
Event2026-03-31
Filed2026-04-30
NOW
SERVICENOW INC
9.08%
Shares14.8K
Event2026-03-31
Filed2026-04-30
IVV
ISHARES TR
-0.22%
Shares2.3K
Event2026-03-31
Filed2026-04-30
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2
Event2026-03-31
Filed2026-04-30
ABBV
ABBVIE INC
0.00%
Shares6.7K
Event2026-03-31
Filed2026-04-30
TMUS
T-MOBILE US INC
-9.20%
Shares6.9K
Event2026-03-31
Filed2026-04-30
VEU
VANGUARD INTL EQUITY INDEX F
1.01%
Shares19.0K
Event2026-03-31
Filed2026-04-30
CSCO
CISCO SYS INC
0.00%
Shares17.2K
Event2026-03-31
Filed2026-04-30
GLD
SPDR GOLD TR
-0.83%
Shares3.0K
Event2026-03-31
Filed2026-04-30
T
AT&T INC
0.00%
Shares43.5K
Event2026-03-31
Filed2026-04-30
VGIT
VANGUARD SCOTTSDALE FDS
-8.94%
Shares18.9K
Event2026-03-31
Filed2026-04-30
PLTR
PALANTIR TECHNOLOGIES INC
16.72%
Shares7.5K
Event2026-03-31
Filed2026-04-30
SSO
PROSHARES TR
-1.96%
Shares20.8K
Event2026-03-31
Filed2026-04-30
CMI
CUMMINS INC
11.11%
Shares2.0K
Event2026-03-31
Filed2026-04-30
MU
MICRON TECHNOLOGY INC
3.76%
Shares3.0K
Event2026-03-31
Filed2026-04-30
IWV
ISHARES TR
-2.05%
Shares2.7K
Event2026-03-31
Filed2026-04-30
KO
COCA COLA CO
-0.10%
Shares12.9K
Event2026-03-31
Filed2026-04-30
IDXX
IDEXX LABS INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-30
QCOM
QUALCOMM INC
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-30
PANW
PALO ALTO NETWORKS INC
4.30%
Shares5.6K
Event2026-03-31
Filed2026-04-30
LAM RESEARCH CORP
LAM RESEARCH CORP
-22.97%
Shares4.0K
Event2026-03-31
Filed2026-04-30
NOBL
PROSHARES TR
7.19%
Shares8.0K
Event2026-03-31
Filed2026-04-30
MA
MASTERCARD INCORPORATED
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-30
IGSB
ISHARES TR
7.97%
Shares15.9K
Event2026-03-31
Filed2026-04-30
RTX
RTX CORPORATION
1.67%
Shares4.3K
Event2026-03-31
Filed2026-04-30
XOM
EXXON MOBIL CORP
-2.90%
Shares4.7K
Event2026-03-31
Filed2026-04-30
JNJ
JOHNSON & JOHNSON
-1.80%
Shares3.3K
Event2026-03-31
Filed2026-04-30
VCSH
VANGUARD SCOTTSDALE FDS
-1.93%
Shares10.0K
Event2026-03-31
Filed2026-04-30
CAT
CATERPILLAR INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-30
CRWD
CROWDSTRIKE HLDGS INC
-7.51%
Shares1.9K
Event2026-03-31
Filed2026-04-30
TRV
TRAVELERS COMPANIES INC
-6.17%
Shares2.6K
Event2026-03-31
Filed2026-04-30
MAR
MARRIOTT INTL INC NEW
-12.68%
Shares2.2K
Event2026-03-31
Filed2026-04-30
GE AEROSPACE
GE AEROSPACE
-9.70%
Shares2.5K
Event2026-03-31
Filed2026-04-30
UBER
UBER TECHNOLOGIES INC
-3.70%
Shares9.8K
Event2026-03-31
Filed2026-04-30
IWO
ISHARES TR
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-30
SHY
ISHARES TR
0.00%
Shares8.4K
Event2026-03-31
Filed2026-04-30
IVW
ISHARES TR
0.00%
Shares6.1K
Event2026-03-31
Filed2026-04-30
TD
TORONTO DOMINION BK ONT
-11.91%
Shares7.4K
Event2026-03-31
Filed2026-04-30
PRU
PRUDENTIAL FINL INC
-0.23%
Shares7.0K
Event2026-03-31
Filed2026-04-30
IWM
ISHARES TR
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-30
VTWO
VANGUARD SCOTTSDALE FDS
19.39%
Shares6.6K
Event2026-03-31
Filed2026-04-30
DVY
ISHARES TR
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-30
LMT
LOCKHEED MARTIN CORP
-47.90%
Shares1.1K
Event2026-03-31
Filed2026-04-30
EFA
ISHARES TR
-0.15%
Shares6.6K
Event2026-03-31
Filed2026-04-30
AFL
AFLAC INC
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-30
TXN
TEXAS INSTRS INC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-30
IYY
ISHARES TR
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-30
VTIP
VANGUARD MALVERN FDS
0.00%
Shares11.8K
Event2026-03-31
Filed2026-04-30
VEEV
VEEVA SYS INC
-13.09%
Shares3.3K
Event2026-03-31
Filed2026-04-30
DIA
STATE STR SPDR DOW JONES IND
0.16%
Shares1.3K
Event2026-03-31
Filed2026-04-30
SUI
SUN CMNTYS INC
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-30
SCHV
SCHWAB STRATEGIC TR
0.00%
Shares18.7K
Event2026-03-31
Filed2026-04-30
AMD
ADVANCED MICRO DEVICES INC
18.66%
Shares2.7K
Event2026-03-31
Filed2026-04-30
OEF
ISHARES TR
-0.69%
Shares1.7K
Event2026-03-31
Filed2026-04-30
AVAV
AEROVIRONMENT INC
87.50%
Shares3.0K
Event2026-03-31
Filed2026-04-30
ORCL
ORACLE CORP
37.04%
Shares3.7K
Event2026-03-31
Filed2026-04-30
SCHD
SCHWAB STRATEGIC TR
48.06%
Shares17.7K
Event2026-03-31
Filed2026-04-30
ULTA
ULTA BEAUTY INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-30
IVE
ISHARES TR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-30
VEA
VANGUARD TAX-MANAGED FDS
0.00%
Shares8.1K
Event2026-03-31
Filed2026-04-30
FCVT
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares11.5K
Event2026-03-31
Filed2026-04-30
ED
CONSOLIDATED EDISON INC
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-30
IJS
ISHARES TR
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-30
CHKP
CHECK POINT SOFTWARE TECH LT
47.83%
Shares3.4K
Event2026-03-31
Filed2026-04-30
UNP
UNION PAC CORP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-30
SDY
SPDR SERIES TRUST
5.42%
Shares3.3K
Event2026-03-31
Filed2026-04-30
F
FORD MTR CO
-0.23%
Shares41.4K
Event2026-03-31
Filed2026-04-30
XLV
SELECT SECTOR SPDR TR
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-30
GRMN
GARMIN LTD
-3.73%
Shares2.0K
Event2026-03-31
Filed2026-04-30
SPEM
SPDR INDEX SHS FDS
-0.42%
Shares9.5K
Event2026-03-31
Filed2026-04-30
UPS
UNITED PARCEL SVCS INC
0.73%
Shares4.5K
Event2026-03-31
Filed2026-04-30
ASTS
AST SPACEMOBILE INC
New
Shares5.3K
Event2026-03-31
Filed2026-04-30
CSX
CSX CORP
0.00%
Shares10.7K
Event2026-03-31
Filed2026-04-30
ESLT
ELBIT SYS LTD
New
Shares500
Event2026-03-31
Filed2026-04-30
WM
WASTE MGMT INC DEL
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-30
ASML
ASML HLDG NV
New
Shares317
Event2026-03-31
Filed2026-04-30
GM
GENERAL MTRS CO
-15.17%
Shares5.6K
Event2026-03-31
Filed2026-04-30
OKTA
OKTA INC
33.77%
Shares5.2K
Event2026-03-31
Filed2026-04-30
IWP
ISHARES TR
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-30
IWB
ISHARES TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-30
ROCKET LAB CORP
ROCKET LAB CORP
New
Shares6.0K
Event2026-03-31
Filed2026-04-30
PGX
INVESCO EXCH TRADED FD TR II
0.00%
Shares34.8K
Event2026-03-31
Filed2026-04-30
IOO
ISHARES TR
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-30
SCHX
SCHWAB STRATEGIC TR
New
Shares14.6K
Event2026-03-31
Filed2026-04-30
NFLX
NETFLIX INC.
-34.12%
Shares3.9K
Event2026-03-31
Filed2026-04-30
XLY
SELECT SECTOR SPDR TR
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-30
VO
VANGUARD INDEX FDS
22.41%
Shares1.3K
Event2026-03-31
Filed2026-04-30
DTE
DTE ENERGY CO
0.04%
Shares2.5K
Event2026-03-31
Filed2026-04-30
IJH
ISHARES TR
0.00%
Shares5.3K
Event2026-03-31
Filed2026-04-30
VV
VANGUARD INDEX FDS
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-30
XLC
SELECT SECTOR SPDR TR
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-30
VNQ
VANGUARD INDEX FDS
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-30
STRL
STERLING INFRASTRUCTURE INC
-14.95%
Shares865
Event2026-03-31
Filed2026-04-30
ARISTA NETWORKS INC
ARISTA NETWORKS INC
56.04%
Shares2.8K
Event2026-03-31
Filed2026-04-30
XLF
SELECT SECTOR SPDR TR
0.00%
Shares6.9K
Event2026-03-31
Filed2026-04-30
CASY
CASEYS GEN STORES INC
-13.26%
Shares458
Event2026-03-31
Filed2026-04-30
PSX
PHILLIPS 66
-16.07%
Shares1.8K
Event2026-03-31
Filed2026-04-30
VOE
VANGUARD INDEX FDS
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-30
PFF
ISHARES TR
0.00%
Shares10.7K
Event2026-03-31
Filed2026-04-30
JEPQ
J P MORGAN EXCHANGE TRADED F
56.00%
Shares5.8K
Event2026-03-31
Filed2026-04-30
GS
GOLDMAN SACHS GROUP INC
1.06%
Shares382
Event2026-03-31
Filed2026-04-30
USLM
UNITED STS LIME & MINERALS I
-8.39%
Shares2.5K
Event2026-03-31
Filed2026-04-30
XPO
XPO INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-30
SO
SOUTHERN CO
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-30
KMB
KIMBERLY-CLARK CORP
45.00%
Shares3.2K
Event2026-03-31
Filed2026-04-30
WMT
WALMART INC
1.02%
Shares2.5K
Event2026-03-31
Filed2026-04-30
SFM
SPROUTS FMRS MKT INC
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-30
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-30
MMM
3M CO
0.19%
Shares2.1K
Event2026-03-31
Filed2026-04-30
CPRX
CATALYST PHARMACEUTICALS INC
New
Shares12.2K
Event2026-03-31
Filed2026-04-30
MLI
MUELLER INDS INC
-19.66%
Shares2.7K
Event2026-03-31
Filed2026-04-30
ET
ENERGY TRANSFER L P
-16.14%
Shares15.6K
Event2026-03-31
Filed2026-04-30
ITOT
ISHARES TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-30
TWLO
TWILIO INC
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-30
NMRA
NEUMORA THERAPEUTICS INC.
50.00%
Shares150.0K
Event2026-03-31
Filed2026-04-30
MEDP
MEDPACE HLDGS INC
New
Shares600
Event2026-03-31
Filed2026-04-30
IWF
ISHARES TR
6.30%
Shares675
Event2026-03-31
Filed2026-04-30
IWS
ISHARES TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-30
SPSB
SPDR SERIES TRUST
0.00%
Shares9.5K
Event2026-03-31
Filed2026-04-30
MPC
MARATHON PETE CORP
-19.27%
Shares1.2K
Event2026-03-31
Filed2026-04-30
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
New
Shares723
Event2026-03-31
Filed2026-04-30
FFIV
F5 INC
-17.04%
Shares974
Event2026-03-31
Filed2026-04-30
RDVY
FIRST TR EXCHANGE TRADED FD
15.67%
Shares4.1K
Event2026-03-31
Filed2026-04-30
XLU
SELECT SECTOR SPDR TR
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-30
NTB
BANK OF N T BUTTERFIELD & SO
New
Shares5.2K
Event2026-03-31
Filed2026-04-30
ABT
ABBOTT LABORATORIES
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-30
VONG
VANGUARD SCOTTSDALE FDS
2.65%
Shares2.5K
Event2026-03-31
Filed2026-04-30
IVT
INVENTRUST PPTYS CORP
0.00%
Shares8.9K
Event2026-03-31
Filed2026-04-30
TOPT
ISHARES TR
6.79%
Shares9.4K
Event2026-03-31
Filed2026-04-30
AMGN
AMGEN INC
-18.11%
Shares764
Event2026-03-31
Filed2026-04-30
TLT
ISHARES TR
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-30
KWEB
KRANESHARES TRUST
0.00%
Shares9.0K
Event2026-03-31
Filed2026-04-30
CR
CRANE COMPANY
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-30
CBT
CABOT CORP
New
Shares3.4K
Event2026-03-31
Filed2026-04-30
FBP
FIRST BANCORP CORPORATION
-8.66%
Shares11.9K
Event2026-03-31
Filed2026-04-30
BMY
BRISTOL-MYERS SQUIBB CO
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-30
ALNY
ALNYLAM PHARMACEUTICALS INC
0.00%
Shares760
Event2026-03-31
Filed2026-04-30
BTCL
WORLD FDS TR
0.00%
Shares16.3K
Event2026-03-31
Filed2026-04-30
IXN
ISHARES TR
New
Shares2.5K
Event2026-03-31
Filed2026-04-30
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares400
Event2026-03-31
Filed2026-04-30
BKE
BUCKLE INC
New
Shares4.9K
Event2026-03-31
Filed2026-04-30
EXLS
EXLSERVICE HLDGS INC
New
Shares8.1K
Event2026-03-31
Filed2026-04-30
GRBK
GREEN BRICK PARTNERS INC
-12.17%
Shares3.8K
Event2026-03-31
Filed2026-04-30
NSSC
NAPCO SEC TECHNOLOGIES INC
-31.24%
Shares6.2K
Event2026-03-31
Filed2026-04-30
DIS
DISNEY WALT CO
2.70%
Shares2.5K
Event2026-03-31
Filed2026-04-30
BA
BOEING CO
New
Shares1.2K
Event2026-03-31
Filed2026-04-30
ACGL
ARCH CAP GROUP LTD
New
Shares2.5K
Event2026-03-31
Filed2026-04-30
HIG
HARTFORD INSURANCE GROUP INC
New
Shares1.8K
Event2026-03-31
Filed2026-04-30
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares2.6K
Event2026-03-31
Filed2026-04-30
PLMR
PALOMAR HLDGS INC
New
Shares2.0K
Event2026-03-31
Filed2026-04-30
HYG
ISHARES TR
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-30
DRD
DRDGOLD LIMITED
-9.23%
Shares8.0K
Event2026-03-31
Filed2026-04-30
CMS
CMS ENERGY CORP
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-30
CRM
SALESFORCE INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-30
NTES
NETEASE COM INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-30
DECK
DECKERS OUTDOOR CORP
-11.94%
Shares2.3K
Event2026-03-31
Filed2026-04-30
BMO
BANK MONTREAL MEDIUM
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-30
AXP
AMERICAN EXPRESS CO
0.00%
Shares755
Event2026-03-31
Filed2026-04-30
WSM
WILLIAMS SONOMA INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-30
COKE
COCA COLA CONS INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-30
SYFI
AB ACTIVE ETFS INC
0.00%
Shares6.4K
Event2026-03-31
Filed2026-04-30
LOPE
GRAND CANYON ED INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-30
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
New
Shares1.7K
Event2026-03-31
Filed2026-04-30
VYM
VANGUARD WHITEHALL FDS
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-30
NOC
NORTHROP GRUMMAN CORP
New
Shares315
Event2026-03-31
Filed2026-04-30
VGLT
VANGUARD SCOTTSDALE FDS
4.38%
Shares3.9K
Event2026-03-31
Filed2026-04-30
VOT
VANGUARD INDEX FDS
0.00%
Shares817
Event2026-03-31
Filed2026-04-30
CVCO
CAVCO INDS INC DEL
New
Shares432
Event2026-03-31
Filed2026-04-30
OHI
OMEGA HEALTHCARE INVS INC
1.00%
Shares4.8K
Event2026-03-31
Filed2026-04-30
RMD
RESMED INC
-8.08%
Shares921
Event2026-03-31
Filed2026-04-30
ANNALY CAPITAL MANAGEMENT IN
ANNALY CAPITAL MANAGEMENT IN
-0.34%
Shares9.8K
Event2026-03-31
Filed2026-04-30
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-60.00%
Shares600
Event2026-03-31
Filed2026-04-30
INTC
INTEL CORP
New
Shares4.6K
Event2026-03-31
Filed2026-04-30
KNSL
KINSALE CAP GROUP INC
-4.78%
Shares597
Event2026-03-31
Filed2026-04-30
HON
HONEYWELL INTL INC
-18.25%
Shares896
Event2026-03-31
Filed2026-04-30
CITIGROUP INC
CITIGROUP INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-30
ABM
ABM INDS INC
0.00%
Shares5.3K
Event2026-03-31
Filed2026-04-30
KBH
KB HOME
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-30
IDCC
INTERDIGITAL INC
New
Shares664
Event2026-03-31
Filed2026-04-30
DBL
DOUBLELINE OPPORTUNISTIC CR
1.68%
Shares11.4K
Event2026-03-31
Filed2026-04-30
DCTH
DELCATH SYS INC
0.00%
Shares15.0K
Event2026-03-31
Filed2026-04-30
ACHR
ARCHER AVIATION INC
0.00%
Shares25.0K
Event2026-03-31
Filed2026-04-30
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
0.00%
Shares16.3K
Event2026-03-31
Filed2026-04-30
UWMC
UWM HOLDINGS CORPORATION
1.30%
Shares15.4K
Event2026-03-31
Filed2026-04-30
CHMI
CHERRY HILL MTG INVT CORP
0.00%
Shares11.0K
Event2026-03-31
Filed2026-04-30
LCTX
LINEAGE CELL THERAPEUTICS IN
0.00%
Shares15.0K
Event2026-03-31
Filed2026-04-30
PRHI
PRESURANCE HOLDINGS INC
0.00%
Shares16.5K
Event2026-03-31
Filed2026-04-30

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
SkyOak Wealth, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo