The Analysis of SkyOak Wealth, LLC's Holdings
Currently, SkyOak Wealth, LLC holds 250 types of securities in its portfolio with a total value $529.4M. In the most recent quarter, they have increased their positions in IBM (+8.4K shares, valued at $2.4M), IEF (+16.0K shares, valued at $1.5M), STWD (+74.6K shares, valued at $1.4M); decreased their positions in UPS (-19.2K shares, valued at $1.6M), UBER (-12.6K shares, valued at $1.2M), SCHG (-34.3K shares, valued at $1.1M); initiated new positions in LRCX (+6.5K shares, valued at $863.7K), CHKP (+2.3K shares, valued at $475.9K), DAL (+7.6K shares, valued at $432.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JPST J P MORGAN EXCHANGE TRADED F508.6K shares2.16%2025-09-302025-10-23
SPYV SPDR SERIES TRUST453.6K shares1.23%2025-09-302025-10-23 SCHG SCHWAB STRATEGIC TR720.3K shares-4.55%2025-09-302025-10-23 AAPL APPLE INC87.7K shares-3.40%2025-09-302025-10-23 IUSV ISHARES TR203.5K shares-1.56%2025-09-302025-10-23 IEFA ISHARES TR176.5K shares-1.66%2025-09-302025-10-23 SPYM SPDR SERIES TRUST194.6K shares-2.45%2025-09-302025-10-23 LLY ELI LILLY & CO17.9K shares-2.34%2025-09-302025-10-23 IEF ISHARES TR125.5K shares14.55%2025-09-302025-10-23 JSCP J P MORGAN EXCHANGE TRADED F243.2K shares7.28%2025-09-302025-10-23 XLK SELECT SECTOR SPDR TR36.3K shares-4.82%2025-09-302025-10-23 DYNF BLACKROCK ETF TRUST151.9K shares-7.26%2025-09-302025-10-23 META META PLATFORMS INC12.0K shares-6.24%2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.26.6K shares-3.73%2025-09-302025-10-23 ARKK ARK ETF TR95.6K shares-3.14%2025-09-302025-10-23 NVDA NVIDIA CORPORATION42.6K shares-6.61%2025-09-302025-10-23 IJR ISHARES TR65.0K shares-1.55%2025-09-302025-10-23 AMZN AMAZON COM INC34.4K shares-1.68%2025-09-302025-10-23 JPIE J P MORGAN EXCHANGE TRADED F155.7K shares4.69%2025-09-302025-10-23 VIG VANGUARD SPECIALIZED FUNDS33.4K shares-1.38%2025-09-302025-10-23 SSUS STRATEGY SHS148.8K shares-7.01%2025-09-302025-10-23 VBK VANGUARD INDEX FDS22.7K shares-2.73%2025-09-302025-10-23 FV FIRST TR EXCHANGE TRADED FD108.6K shares-3.27%2025-09-302025-10-23 MS MORGAN STANLEY42.2K shares-1.05%2025-09-302025-10-23 VBR VANGUARD INDEX FDS30.9K shares-0.86%2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHS22.6K shares59.30%2025-09-302025-10-23 GOOG ALPHABET INC26.1K shares-2.94%2025-09-302025-10-23 VWO VANGUARD INTL EQUITY INDEX F111.9K shares-3.06%2025-09-302025-10-23 QQQ INVESCO QQQ TR9.4K shares-8.10%2025-09-302025-10-23 MSFT MICROSOFT CORP10.8K shares-0.07%2025-09-302025-10-23 STWD STARWOOD PPTY TR INC281.7K shares36.00%2025-09-302025-10-23 AVUV AMERICAN CENTY ETF TR54.3K shares28.40%2025-09-302025-10-23 GOOGL ALPHABET INC21.6K shares-5.82%2025-09-302025-10-23 JMST J P MORGAN EXCHANGE TRADED F87.6K shares-0.45%2025-09-302025-10-23 GSLC GOLDMAN SACHS ETF TR33.3K shares-1.15%2025-09-302025-10-23 MINT PIMCO ETF TR42.0K shares1.12%2025-09-302025-10-23 PG PROCTER AND GAMBLE CO26.5K shares-1.56%2025-09-302025-10-23 LDUR PIMCO ETF TR41.2K shares-3.95%2025-09-302025-10-23 JEPI J P MORGAN EXCHANGE TRADED F65.7K shares13.45%2025-09-302025-10-23 BIL SPDR SERIES TRUST36.8K shares49.79%2025-09-302025-10-23 EMR EMERSON ELEC CO24.6K shares-1.84%2025-09-302025-10-23 TSLA TESLA INC7.2K shares-0.60%2025-09-302025-10-23 SPDW SPDR INDEX SHS FDS73.8K shares-7.42%2025-09-302025-10-23 FLV AMERICAN CENTY ETF TR42.0K shares-0.16%2025-09-302025-10-23 SPYG SPDR SERIES TRUST29.0K shares-10.97%2025-09-302025-10-23 LNTH LANTHEUS HLDGS INC58.2K shares28.81%2025-09-302025-10-23 NEE NEXTERA ENERGY INC39.5K shares-1.07%2025-09-302025-10-23 VTI VANGUARD INDEX FDS8.9K shares0.82%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR4.4K shares0.30%2025-09-302025-10-23 V VISA INC8.4K shares-0.85%2025-09-302025-10-23 VOO VANGUARD INDEX FDS4.6K shares0.15%2025-09-302025-10-23 VB VANGUARD INDEX FDS11.1K shares-0.54%2025-09-302025-10-23 AWR AMER STATES WTR CO37.2K shares-0.99%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL5.4K shares0.26%2025-09-302025-10-23 SPSM SPDR SERIES TRUST57.9K shares-4.48%2025-09-302025-10-23 NOW SERVICENOW INC2.7K shares0.00%2025-09-302025-10-23 UL UNILEVER PLC40.8K shares-0.79%2025-09-302025-10-23 IWN ISHARES TR12.1K shares2.75%2025-09-302025-10-23 MCD MCDONALDS CORP6.7K shares-0.55%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW2.1K shares193.79%2025-09-302025-10-23 CVX CHEVRON CORP NEW12.6K shares97.39%2025-09-302025-10-23 VZ VERIZON COMMUNICATIONS INC43.0K shares-1.14%2025-09-302025-10-23 CWB SPDR SERIES TRUST20.8K shares-0.95%2025-09-302025-10-23 BAC BANK AMERICA CORP36.3K shares0.00%2025-09-302025-10-23 GVIP GOLDMAN SACHS ETF TR12.2K shares0.00%2025-09-302025-10-23 TMUS T-MOBILE US INC7.8K shares-0.59%2025-09-302025-10-23 VUG VANGUARD INDEX FDS3.8K shares-4.61%2025-09-302025-10-23 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-23 ABBV ABBVIE INC6.7K shares3.86%2025-09-302025-10-23 IVV ISHARES TR2.3K shares0.00%2025-09-302025-10-23 AVGO BROADCOM INC4.6K shares0.37%2025-09-302025-10-23 VEU VANGUARD INTL EQUITY INDEX F18.7K shares0.74%2025-09-302025-10-23 SSO PROSHARES TR11.7K shares-4.91%2025-09-302025-10-23 T AT&T INC43.5K shares0.00%2025-09-302025-10-23 CSCO CISCO SYS INC17.2K shares0.00%2025-09-302025-10-23 QCOM QUALCOMM INC7.0K shares0.00%2025-09-302025-10-23 MU MICRON TECHNOLOGY INC6.9K shares7.83%2025-09-302025-10-23 VEEV VEEVA SYS INC3.8K shares0.00%2025-09-302025-10-23 IDXX IDEXX LABS INC1.7K shares0.00%2025-09-302025-10-23 GLD SPDR GOLD TR3.1K shares-1.51%2025-09-302025-10-23 CIEN CIENA CORP7.4K shares0.00%2025-09-302025-10-23 IWV ISHARES TR2.8K shares-1.43%2025-09-302025-10-23 MA MASTERCARD INCORPORATED1.7K shares0.00%2025-09-302025-10-23 VGIT VANGUARD SCOTTSDALE FDS15.7K shares-2.81%2025-09-302025-10-23 CMA COMERICA INC13.3K shares0.83%2025-09-302025-10-23 BTCL WORLD FDS TR16.1K shares0.00%2025-09-302025-10-23 GE GE AEROSPACE2.9K shares-6.64%2025-09-302025-10-23 LRCX LAM RESEARCH CORP6.5K sharesnew addition2025-09-302025-10-23 KO COCA COLA CO13.0K shares0.00%2025-09-302025-10-23 VCSH VANGUARD SCOTTSDALE FDS10.2K shares-2.10%2025-09-302025-10-23 IGSB ISHARES TR14.9K shares-0.95%2025-09-302025-10-23 LMT LOCKHEED MARTIN CORP1.5K shares-36.62%2025-09-302025-10-23 CMI CUMMINS INC1.8K shares0.00%2025-09-302025-10-23 TRV TRAVELERS COMPANIES INC2.7K shares0.00%2025-09-302025-10-23 IVW ISHARES TR6.3K shares0.00%2025-09-302025-10-23 NOBL PROSHARES TR7.3K shares-0.78%2025-09-302025-10-23 PANW PALO ALTO NETWORKS INC3.6K shares27.62%2025-09-302025-10-23 PRU PRUDENTIAL FINL INC7.1K shares-7.96%2025-09-302025-10-23 IWO ISHARES TR2.3K shares-1.94%2025-09-302025-10-23 RTX RTX CORPORATION4.2K shares0.00%2025-09-302025-10-23 TD TORONTO DOMINION BK ONT8.5K shares0.00%2025-09-302025-10-23 IWM ISHARES TR2.7K shares0.15%2025-09-302025-10-23 MAR MARRIOTT INTL INC NEW2.5K shares0.00%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON3.4K shares0.00%2025-09-302025-10-23 GRMN GARMIN LTD2.6K shares0.00%2025-09-302025-10-23 AFL AFLAC INC5.7K shares0.00%2025-09-302025-10-23 IYY ISHARES TR3.9K shares0.00%2025-09-302025-10-23 SHY ISHARES TR7.5K shares0.00%2025-09-302025-10-23 EFA ISHARES TR6.7K shares-9.10%2025-09-302025-10-23 CRWD CROWDSTRIKE HLDGS INC1.3K shares164.51%2025-09-302025-10-23 DVY ISHARES TR4.4K shares0.00%2025-09-302025-10-23 DIA SPDR DOW JONES INDL AVERAGE1.3K shares-7.00%2025-09-302025-10-23 VTIP VANGUARD MALVERN FDS11.8K shares0.00%2025-09-302025-10-23 SUI SUN CMNTYS INC4.6K shares0.00%2025-09-302025-10-23 OEF ISHARES TR1.8K shares-2.90%2025-09-302025-10-23 TXN TEXAS INSTRS INC3.1K shares0.00%2025-09-302025-10-23 XOM EXXON MOBIL CORP5.0K shares0.00%2025-09-302025-10-23 SCHV SCHWAB STRATEGIC TR19.1K shares-12.36%2025-09-302025-10-23 ULTA ULTA BEAUTY INC1.0K shares0.00%2025-09-302025-10-23 VTWO VANGUARD SCOTTSDALE FDS5.5K shares0.00%2025-09-302025-10-23 AMD ADVANCED MICRO DEVICES INC3.3K shares-22.40%2025-09-302025-10-23 CAT CATERPILLAR INC1.1K shares0.00%2025-09-302025-10-23 PHM PULTE GROUP INC3.9K shares1.21%2025-09-302025-10-23 IVE ISHARES TR2.5K shares0.00%2025-09-302025-10-23 F FORD MTR CO41.5K shares-0.11%2025-09-302025-10-23 FCVT FIRST TR EXCHANGE-TRADED FD11.5K shares0.00%2025-09-302025-10-23 VEA VANGUARD TAX-MANAGED FDS8.0K shares-0.05%2025-09-302025-10-23 CHKP CHECK POINT SOFTWARE TECH LT2.3K sharesnew addition2025-09-302025-10-23 UNP UNION PAC CORP2.0K shares0.00%2025-09-302025-10-23 IJS ISHARES TR4.1K shares-16.29%2025-09-302025-10-23 SPEM SPDR INDEX SHS FDS9.6K shares-0.65%2025-09-302025-10-23 ED CONSOLIDATED EDISON INC4.5K shares0.00%2025-09-302025-10-23 IWP ISHARES TR3.1K shares0.00%2025-09-302025-10-23 SDY SPDR SERIES TRUST3.1K shares0.00%2025-09-302025-10-23 PLTR PALANTIR TECHNOLOGIES INC2.4K shares-37.26%2025-09-302025-10-23 XLV SELECT SECTOR SPDR TR3.1K shares-0.32%2025-09-302025-10-23 DAL DELTA AIR LINES INC DEL7.6K sharesnew addition2025-09-302025-10-23 NFLX NETFLIX INC357 shares0.00%2025-09-302025-10-23 GM GENERAL MTRS CO6.9K shares-5.45%2025-09-302025-10-23 IWB ISHARES TR1.2K shares-0.09%2025-09-302025-10-23 PAG PENSKE AUTOMOTIVE GRP INC2.4K sharesnew addition2025-09-302025-10-23 FIX COMFORT SYS USA INC507 shares-41.11%2025-09-302025-10-23 ACLS AXCELIS TECHNOLOGIES INC4.2K shares-9.08%2025-09-302025-10-23 XLY SELECT SECTOR SPDR TR1.7K shares0.00%2025-09-302025-10-23 PFF ISHARES TR12.8K shares-1.61%2025-09-302025-10-23 WM WASTE MGMT INC DEL1.8K shares0.00%2025-09-302025-10-23 NSSC NAPCO SEC TECHNOLOGIES INC9.4K sharesnew addition2025-09-302025-10-23 FI FISERV INC3.1K shares0.00%2025-09-302025-10-23 HON HONEYWELL INTL INC1.9K shares111.61%2025-09-302025-10-23 ALNY ALNYLAM PHARMACEUTICALS INC847 sharesnew addition2025-09-302025-10-23 XLC SELECT SECTOR SPDR TR3.2K shares-0.77%2025-09-302025-10-23 IOO ISHARES TR3.2K shares-9.68%2025-09-302025-10-23 KWEB KRANESHARES TRUST9.0K shares0.00%2025-09-302025-10-23 FFIV F5 INC1.2K shares0.00%2025-09-302025-10-23 CSX CSX CORP10.7K shares0.03%2025-09-302025-10-23 WEC WEC ENERGY GROUP INC3.2K shares0.00%2025-09-302025-10-23 XLF SELECT SECTOR SPDR TR6.9K shares0.00%2025-09-302025-10-23 VV VANGUARD INDEX FDS1.2K shares-8.66%2025-09-302025-10-23 USLM UNITED STS LIME & MINERALS I2.8K shares15.60%2025-09-302025-10-23 ANET ARISTA NETWORKS INC2.5K shares-7.88%2025-09-302025-10-23 VNQ VANGUARD INDEX FDS4.0K shares0.00%2025-09-302025-10-23 STRL STERLING INFRASTRUCTURE INC1.1K sharesnew addition2025-09-302025-10-23 NVMI NOVA LTD1.1K shares5.21%2025-09-302025-10-23 DTE DTE ENERGY CO2.5K shares0.04%2025-09-302025-10-23 MLI MUELLER INDS INC3.5K shares-3.32%2025-09-302025-10-23 TBBK BANCORP INC DEL4.8K shares8.93%2025-09-302025-10-23 ABT ABBOTT LABS2.7K shares0.00%2025-09-302025-10-23 UPS UNITED PARCEL SERVICE INC4.2K shares-81.86%2025-09-302025-10-23 MHO M/I HOMES INC2.4K shares3.82%2025-09-302025-10-23 VONG VANGUARD SCOTTSDALE FDS2.9K shares-0.07%2025-09-302025-10-23 IJH ISHARES TR5.3K shares0.00%2025-09-302025-10-23 PGX INVESCO EXCH TRADED FD TR II29.8K shares0.00%2025-09-302025-10-23 DHI D R HORTON INC2.0K shares3.01%2025-09-302025-10-23 GRBK GREEN BRICK PARTNERS INC4.5K shares5.14%2025-09-302025-10-23 SCHD SCHWAB STRATEGIC TR12.0K shares0.76%2025-09-302025-10-23 DIS DISNEY WALT CO2.8K shares0.21%2025-09-302025-10-23 MMM 3M CO2.1K shares0.14%2025-09-302025-10-23 PSX PHILLIPS 662.4K shares0.00%2025-09-302025-10-23 ET ENERGY TRANSFER L P18.6K shares-7.47%2025-09-302025-10-23 RGTI RIGETTI COMPUTING INC10.5K shares0.00%2025-09-302025-10-23 VOE VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-10-23 EME EMCOR GROUP INC480 shares-27.27%2025-09-302025-10-23 CASY CASEYS GEN STORES INC551 sharesnew addition2025-09-302025-10-23 SO SOUTHERN CO3.3K shares0.00%2025-09-302025-10-23 VO VANGUARD INDEX FDS1.1K shares-7.87%2025-09-302025-10-23 UBER UBER TECHNOLOGIES INC3.1K shares-80.02%2025-09-302025-10-23 ITOT ISHARES TR2.1K shares0.00%2025-09-302025-10-23 RSP INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2025-09-302025-10-23 GS GOLDMAN SACHS GROUP INC378 shares0.00%2025-09-302025-10-23 FBP FIRST BANCORP P R13.6K shares7.70%2025-09-302025-10-23 WSM WILLIAMS SONOMA INC1.5K shares9.59%2025-09-302025-10-23 RLI RLI CORP4.5K sharesnew addition2025-09-302025-10-23 AX AXOS FINANCIAL INC3.4K shares-15.82%2025-09-302025-10-23 SPSB SPDR SERIES TRUST9.5K shares0.00%2025-09-302025-10-23 RMD RESMED INC1.0K shares-3.69%2025-09-302025-10-23 IWS ISHARES TR2.0K shares-2.48%2025-09-302025-10-23 MPC MARATHON PETE CORP1.4K shares0.00%2025-09-302025-10-23 DECK DECKERS OUTDOOR CORP2.7K sharesnew addition2025-09-302025-10-23 KNSL KINSALE CAP GROUP INC654 shares4.98%2025-09-302025-10-23 CR CRANE COMPANY1.5K shares0.00%2025-09-302025-10-23 CRWV COREWEAVE INC2.0K sharesnew addition2025-09-302025-10-23 CPRT COPART INC6.0K sharesnew addition2025-09-302025-10-23 OKE ONEOK INC NEW3.7K sharesnew addition2025-09-302025-10-23 TOPT ISHARES TR8.8K shares2.61%2025-09-302025-10-23 TLT ISHARES TR3.0K shares0.00%2025-09-302025-10-23 AXON AXON ENTERPRISE INC373 shares-40.22%2025-09-302025-10-23 XLU SELECT SECTOR SPDR TR3.0K shares0.00%2025-09-302025-10-23 AMGN AMGEN INC933 shares0.00%2025-09-302025-10-23 LULU LULULEMON ATHLETICA INC1.5K shares31.04%2025-09-302025-10-23 IVT INVENTRUST PPTYS CORP8.9K shares0.00%2025-09-302025-10-23 WMT WALMART INC2.5K shares0.00%2025-09-302025-10-23 RDVY FIRST TR EXCHANGE TRADED FD3.7K shares0.00%2025-09-302025-10-23 AXP AMERICAN EXPRESS CO755 shares0.00%2025-09-302025-10-23 CEG CONSTELLATION ENERGY CORP761 shares0.00%2025-09-302025-10-23 NVR NVR INC31 shares6.90%2025-09-302025-10-23 TGLS TECNOGLASS INC3.7K shares8.77%2025-09-302025-10-23 KBH KB HOME3.9K shares0.00%2025-09-302025-10-23 PCTY PAYLOCITY HLDG CORP1.5K shares19.83%2025-09-302025-10-23 HYG ISHARES TR3.0K shares0.00%2025-09-302025-10-23 ABM ABM INDS INC5.3K shares0.00%2025-09-302025-10-23 QFIN QFIN HOLDINGS INC8.4K shares21.09%2025-09-302025-10-23 VOT VANGUARD INDEX FDS817 shares0.00%2025-09-302025-10-23 GD GENERAL DYNAMICS CORP700 shares0.00%2025-09-302025-10-23 MDY SPDR S&P MIDCAP 400 ETF TR400 shares0.00%2025-09-302025-10-23 TWLO TWILIO INC2.3K shares0.00%2025-09-302025-10-23 UNH UNITEDHEALTH GROUP INC642 shares-80.59%2025-09-302025-10-23 BMO BANK MONTREAL QUE1.7K sharesnew addition2025-09-302025-10-23 CMS CMS ENERGY CORP3.0K shares0.00%2025-09-302025-10-23 SONY SONY GROUP CORP7.5K sharesnew addition2025-09-302025-10-23 JEPQ J P MORGAN EXCHANGE TRADED F3.8K shares0.00%2025-09-302025-10-23 CRM SALESFORCE INC892 shares0.68%2025-09-302025-10-23 XPO XPO INC1.6K shares0.00%2025-09-302025-10-23 KMB KIMBERLY-CLARK CORP1.7K shares-2.92%2025-09-302025-10-23 VYM VANGUARD WHITEHALL FDS1.5K sharesnew addition2025-09-302025-10-23 VGLT VANGUARD SCOTTSDALE FDS3.6K sharesnew addition2025-09-302025-10-23 DUK DUKE ENERGY CORP NEW1.7K sharesnew addition2025-09-302025-10-23 BABA ALIBABA GROUP HLDG LTD1.1K sharesnew addition2025-09-302025-10-23 SYK STRYKER CORPORATION546 shares0.00%2025-09-302025-10-23 QLYS QUALYS INC1.5K shares0.00%2025-09-302025-10-23 WAYFAIR INC WAYFAIR INC200.0K shares0.00%2025-09-302025-10-23 ACHR ARCHER AVIATION INC20.5K shares57.69%2025-09-302025-10-23 NMRA NEUMORA THERAPEUTICS INC.100.0K shares0.00%2025-09-302025-10-23 DBL DOUBLELINE OPPORTUNISTIC CR11.1K shares1.60%2025-09-302025-10-23 EVLV EVOLV TECHNOLOGIES HLDNGS IN16.3K shares0.00%2025-09-302025-10-23 UWMC UWM HOLDINGS CORPORATION10.1K sharesnew addition2025-09-302025-10-23 CHMI CHERRY HILL MTG INVT CORP11.0K shares0.00%2025-09-302025-10-23 LCTX LINEAGE CELL THERAPEUTICS IN15.0K shares0.00%2025-09-302025-10-23 PRHI PRESURANCE HOLDINGS INC16.5K shares0.00%2025-09-302025-10-23 RMTI ROCKWELL MED INC12.3K shares0.00%2025-09-302025-10-23 PSFE.WS PAYSAFE LIMITED41.8K shares0.00%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available