Sk Wealth Management, LLC Top Holdings and 13F Report (2025) About Sk Wealth Management, LLCInvestment ActivitySk Wealth Management, LLC has $196.41 million in total holdings as of December 31, 2024.Sk Wealth Management, LLC owns shares of 71 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.60% of the portfolio was purchased this quarter.About 0.00% of the portfolio was sold this quarter.This quarter, Sk Wealth Management, LLC has purchased 71 new stocks and bought additional shares in 24 stocks.Sk Wealth Management, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $23,390,548JPMorgan Equity Premium Income ETF $22,788,379VanEck Morningstar Wide Moat ETF $22,031,134Schwab U.S. Large-Cap Growth ETF $19,621,824J P MORGAN EXCHANGE TRADED F $17,228,144 Largest Purchases this Quarter iShares ESG MSCI USA Leaders ETF 7,736 shares (about $797.11K)J P MORGAN EXCHANGE TRADED F 10,630 shares (about $659.49K)SPDR Blackstone High Income ETF 14,884 shares (about $422.18K)JPMorgan Equity Premium Income ETF 5,454 shares (about $313.77K)GOLDMAN SACHS ETF TR 6,047 shares (about $299.03K) Largest Sales this Quarter Schwab US Dividend Equity ETF 145 shares (about $3.96K)Invesco S&P SmallCap 600 Revenue ETF 49 shares (about $2.24K)FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 35 shares (about $1.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSk Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGRWWisdomTree U.S. Quality Dividend Growth Fund$23,390,548$64,825 ▲0.3%289,02211.9%ManufacturingJEPIJPMorgan Equity Premium Income ETF$22,788,379$313,769 ▲1.4%396,11311.6%ETFMOATVanEck Morningstar Wide Moat ETF$22,031,134$9,273 ▲0.0%237,59611.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$19,621,824$38,098 ▲0.2%704,04810.0%ETFJ P MORGAN EXCHANGE TRADED F$17,228,144$659,486 ▲4.0%277,6948.8%HEDGED EQUITY LALVHIFranklin International Low Volatility High Dividend Index ETF$12,409,932$38,058 ▲0.3%406,6166.3%ETFESGGFlexShares STOXX Global ESG Select Index Fund$8,790,135$7,730 ▲0.1%52,3094.5%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$8,506,945$2,242 ▼0.0%185,9044.3%ETFSUSLiShares ESG MSCI USA Leaders ETF$4,338,890$797,114 ▲22.5%42,1092.2%ManufacturingFEDMFlexShares ESG & Climate Developed Markets ex-US Core Index Fund$3,311,293$1,682 ▼-0.1%68,9001.7%ETFAAPLApple$3,237,1700.0%12,9271.6%Computer and TechnologyXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$3,042,072$11,796 ▲0.4%99,8051.5%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$2,667,5710.0%67,7221.4%ETFIVViShares Core S&P 500 ETF$2,473,037$281,388 ▲12.8%4,2011.3%ETFHYBLSPDR Blackstone High Income ETF$2,328,910$422,185 ▲22.1%82,1051.2%ETFFSMOFidelity Fundamental Small-Mid Cap ETF$2,269,774$24,730 ▲1.1%84,4411.2%ETFNUSCNuveen ESG Small-Cap ETF$2,105,3050.0%50,2681.1%ETFMSFTMicrosoft$1,981,6160.0%4,7011.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,949,8580.0%3,3271.0%FinanceNVDANVIDIA$1,683,3240.0%12,5350.9%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,540,0130.0%2,7040.8%ETFVUGVanguard Growth ETF$1,539,6440.0%3,7510.8%ETFHYDVanEck High Yield Muni ETF$1,390,771$4,828 ▲0.3%26,7920.7%ETFAMZNAmazon.com$1,345,0800.0%6,1310.7%Retail/WholesalePSKSPDR ICE Preferred Securities ETF$1,227,021$1,485 ▲0.1%37,1940.6%ETFIVWiShares S&P 500 Growth ETF$1,200,6790.0%11,8260.6%ETFEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$1,124,591$3,747 ▲0.3%26,7090.6%ETFLILi Auto$1,091,5450.0%45,5000.6%Auto/Tires/TrucksNUMGNuveen ESG Mid-Cap Growth ETF$1,052,2870.0%22,2100.5%ETFSIHYHarbor Scientific Alpha High-Yield ETF$965,6230.0%21,1820.5%ETFMARMarriott International$934,673$2,231 ▲0.2%3,3510.5%Consumer DiscretionaryCWBSPDR Bloomberg Convertible Securities ETF$907,1820.0%11,6470.5%ETFGOLDMAN SACHS ETF TR$906,968$299,026 ▲49.2%18,3410.5%S&P 500 CORE PRECGMSCapital Group U.S. Multi-Sector Income ETF$875,646$1,391 ▲0.2%32,0980.4%ETFSUSAiShares MSCI USA ESG Select ETF$800,090$149,439 ▲23.0%6,5800.4%ETFNURENuveen Short-Term REIT ETF$788,523$8,586 ▲1.1%24,7960.4%ETFTSLATesla$777,7960.0%1,9260.4%Auto/Tires/TrucksCSXCSX$696,5880.0%21,5860.4%TransportationIWMiShares Russell 2000 ETF$680,4620.0%3,0800.3%FinanceCGMUCapital Group Municipal Income ETF$673,982$5,788 ▲0.9%25,0360.3%ETFVRPInvesco Variable Rate Preferred ETF$632,5490.0%26,1490.3%ETFVRTXVertex Pharmaceuticals$586,7340.0%1,4570.3%MedicalQUSSPDR MSCI USA StrategicFactors ETF$520,5500.0%3,3620.3%ETFIWOiShares Russell 2000 Growth ETF$514,4090.0%1,7870.3%ETFDSIiShares ESG MSCI KLD 400 ETF$468,6480.0%4,2510.2%ETFRTXRTX$442,6010.0%3,8250.2%AerospaceSCHDSchwab US Dividend Equity ETF$435,113$3,961 ▼-0.9%15,9270.2%ETFILCGiShares Morningstar Growth ETF$433,2590.0%4,8350.2%ETFGOOGLAlphabet$377,9700.0%1,9970.2%Computer and TechnologyPEPPepsiCo$343,4950.0%2,2590.2%Consumer StaplesIWFiShares Russell 1000 Growth ETF$338,4590.0%8430.2%ETFORLYO'Reilly Automotive$337,9530.0%2850.2%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$323,0700.0%1,3890.2%ETFUNHUnitedHealth Group$303,8590.0%6010.2%MedicalIAGGiShares Core International Aggregate Bond ETF$286,3740.0%5,7370.1%ETFVTVVanguard Value ETF$273,1680.0%1,6140.1%ETFGOOGAlphabet$261,5760.0%1,3740.1%Computer and TechnologyDCMBDoubleline Commercial Real Estate ETF$237,456$1,132 ▲0.5%4,6140.1%ETFHDHome Depot$232,4940.0%5980.1%Retail/WholesaleHONHoneywell International$231,6700.0%1,0260.1%Multi-Sector ConglomeratesLLYEli Lilly and Company$230,2070.0%2980.1%MedicalVIGVanguard Dividend Appreciation ETF$229,4630.0%1,1720.1%ETFIWDiShares Russell 1000 Value ETF$227,1920.0%1,2270.1%ETFXOMExxon Mobil$225,5090.0%2,0960.1%Oils/EnergyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$215,501$691 ▲0.3%1,8710.1%ETFIXNiShares Global Tech ETF$210,1310.0%2,4790.1%ETFJNJJohnson & Johnson$208,4150.0%1,4410.1%MedicalIWRiShares Russell Mid-Cap ETF$204,9170.0%2,3180.1%ETFVTIVanguard Total Stock Market ETF$200,1230.0%6910.1%ETFAODAberdeen Total Dynamic Dividend Fund$102,0990.0%12,1400.1%MiscellaneousEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$97,482$768 ▲0.8%11,9320.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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