Skyoak Wealth, LLC Top Holdings and 13F Report (2025) About Skyoak Wealth, LLCInvestment ActivitySkyoak Wealth, LLC has $467.48 million in total holdings as of December 31, 2024.Skyoak Wealth, LLC owns shares of 255 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 10.48% of the portfolio was purchased this quarter.About 4.59% of the portfolio was sold this quarter.This quarter, Skyoak Wealth, LLC has purchased 242 new stocks and bought additional shares in 83 stocks.Skyoak Wealth, LLC sold shares of 80 stocks and completely divested from 28 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $24,688,016Apple $23,183,159SPDR Portfolio S&P 500 Value ETF $20,536,511Schwab U.S. Large-Cap Growth ETF $19,483,787iShares Core S&P U.S. Value ETF $18,456,664 Largest New Holdings this Quarter Invesco QQQ $4,996,805 HoldingWORLD FDS TR $784,710 HoldingFinancial Select Sector SPDR Fund $502,680 HoldingVanguard Russell 2000 ETF $493,244 HoldingConstellation Energy $361,292 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 519,105 shares (about $14.47M)Invesco QQQ 9,774 shares (about $5.00M)JPMorgan Short Duration Core Plus ETF 63,692 shares (about $2.97M)Avantis U.S. Small Cap Value ETF 23,951 shares (about $2.31M)JPMorgan Income ETF 23,949 shares (about $1.09M) Largest Sales this Quarter Tesla 3,515 shares (about $1.42M)iShares Core S&P Small-Cap ETF 6,747 shares (about $777.39K)Ulta Beauty 1,666 shares (about $724.59K)Verizon Communications 14,083 shares (about $563.18K)PIMCO Low Duration Exchange-Traded Fund 5,611 shares (about $532.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSkyoak Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPSTJPMorgan Ultra-Short Income ETF$24,688,016$18,234 ▲0.1%490,1335.3%ETFAAPLApple$23,183,159$310,271 ▲1.4%92,5775.0%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$20,536,511$507,718 ▲2.5%401,5744.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$19,483,787$14,467,463 ▲288.4%699,0954.2%ETFIUSViShares Core S&P U.S. Value ETF$18,456,664$183,791 ▲1.0%199,3383.9%ManufacturingLLYEli Lilly and Company$14,641,058$385,230 ▼-2.6%18,9653.1%MedicalSPLGSPDR Portfolio S&P 500 ETF$13,830,477$41,088 ▲0.3%200,6163.0%ETFIEFAiShares Core MSCI EAFE ETF$11,159,409$645,170 ▲6.1%158,7852.4%ETFJSCPJPMorgan Short Duration Core Plus ETF$9,072,613$2,969,958 ▲48.7%194,5661.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$8,705,171$278,134 ▼-3.1%169,8571.9%ETFIJRiShares Core S&P Small-Cap ETF$8,665,581$777,389 ▼-8.2%75,2091.9%ETFMETAMeta Platforms$8,478,185$225,421 ▼-2.6%14,4801.8%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$8,469,657$140,211 ▼-1.6%36,4251.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$8,438,189$638,367 ▲8.2%91,2731.8%ETFAMZNAmazon.com$7,322,580$283,452 ▲4.0%33,3771.6%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$7,213,204$2,311,990 ▲47.2%74,7251.5%ETFSSUSDay Hagan/Ned Davis Research Smart Sector ETF$6,919,295$193,228 ▼-2.7%164,4711.5%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$6,787,530$148,300 ▼-2.1%114,9261.5%ManufacturingJPMJPMorgan Chase & Co.$6,707,637$307,551 ▲4.8%27,9821.4%FinanceMSFTMicrosoft$6,490,581$315,277 ▼-4.6%15,3991.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$6,435,177$200,922 ▲3.2%32,8611.4%ETFVBKVanguard Small-Cap Growth ETF$6,431,765$18,484 ▼-0.3%22,9661.4%ETFARKKARK Innovation ETF$5,582,648$324,384 ▼-5.5%98,3381.2%ETFMSMorgan Stanley$5,500,225$104,221 ▼-1.9%43,7501.2%FinanceJPIEJPMorgan Income ETF$5,443,242$1,092,553 ▲25.1%119,3171.2%ETFGOOGAlphabet$5,145,117$23,424 ▼-0.5%27,0171.1%Computer and TechnologyQQQInvesco QQQ$4,996,805$4,996,805 ▲New Holding9,7741.1%FinanceVWOVanguard FTSE Emerging Markets ETF$4,527,826$364,430 ▲8.8%102,8121.0%ETFNVDANVIDIA$4,500,937$412,936 ▼-8.4%33,5171.0%Computer and TechnologyGOOGLAlphabet$4,332,131$296,822 ▲7.4%22,8850.9%Computer and TechnologyPGProcter & Gamble$4,310,650$106,794 ▼-2.4%25,7120.9%Consumer StaplesLNTHLantheus$4,011,744$447,300 ▲12.5%44,8440.9%MedicalGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,955,012$6,335 ▼-0.2%34,3380.8%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,637,532$239,311 ▼-6.2%36,2520.8%ETFLDURPIMCO Low Duration Exchange-Traded Fund$3,544,509$532,982 ▼-13.1%37,3150.8%ETFJMSTJPMorgan Ultra-Short Municipal ETF$3,494,274$736,715 ▲26.7%68,9070.7%ETFSTWDStarwood Property Trust$3,459,379$449,551 ▲14.9%182,5530.7%FinanceIBMInternational Business Machines$3,292,136$272,366 ▲9.0%14,9760.7%Computer and TechnologyEMREmerson Electric$3,120,000$34,948 ▼-1.1%25,1760.7%Industrial ProductsAWRAmerican States Water$2,988,126$51,607 ▼-1.7%38,4470.6%UtilitiesSPYGSPDR Portfolio S&P 500 Growth ETF$2,939,728$109,436 ▼-3.6%33,4440.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,925,869$71,878 ▲2.5%85,7270.6%ETFNEENextEra Energy$2,902,370$85,598 ▲3.0%40,4850.6%UtilitiesNOWServiceNow$2,871,865$3,180 ▼-0.1%2,7090.6%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$2,863,613$498,843 ▲21.1%49,7760.6%ETFFLVAmerican CenturyFocused Large Cap Value ETF$2,756,041$16,287 ▼-0.6%41,2890.6%ETFVBVanguard Small-Cap ETF$2,728,378$32,918 ▲1.2%11,3550.6%ETFVVisa$2,694,8730.0%8,5270.6%Business ServicesSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,690,693$53,005 ▼-1.9%59,9000.6%ETFTSLATesla$2,664,132$1,419,497 ▼-34.8%6,5970.6%Auto/Tires/TrucksAVGOBroadcom$2,520,1010.0%10,8700.5%Computer and TechnologyVOOVanguard S&P 500 ETF$2,483,914$29,096 ▲1.2%4,6100.5%ETFBRK.BBerkshire Hathaway$2,478,082$93,829 ▲3.9%5,4670.5%FinanceVTIVanguard Total Stock Market ETF$2,465,414$61,150 ▲2.5%8,5070.5%ETFVZVerizon Communications$2,408,893$563,183 ▼-18.9%60,2370.5%Computer and TechnologyUPSUnited Parcel Service$2,407,123$250,939 ▲11.6%19,0890.5%TransportationULUnilever$2,361,018$129,218 ▲5.8%41,6410.5%Consumer StaplesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,068,421$20,937 ▲1.0%22,6230.4%ETFIWNiShares Russell 2000 Value ETF$2,049,334$20,521 ▼-1.0%12,4830.4%ETFMCDMcDonald's$1,934,133$2,319 ▼-0.1%6,6720.4%Retail/WholesaleTMUST-Mobile US$1,896,2910.0%8,5910.4%Computer and TechnologyVUGVanguard Growth ETF$1,679,520$65,260 ▼-3.7%4,0920.4%ETFCWBSPDR Bloomberg Convertible Securities ETF$1,661,472$72,048 ▲4.5%21,3310.4%ETFBACBank of America$1,609,010$154,924 ▼-8.8%36,6100.3%FinanceUNHUnitedHealth Group$1,563,107$70,315 ▲4.7%3,0900.3%MedicalGVIPGoldman Sachs Hedge Industry VIP ETF$1,551,4960.0%12,5050.3%ETFSPYSPDR S&P 500 ETF Trust$1,485,019$268,991 ▲22.1%2,5340.3%FinanceIVViShares Core S&P 500 ETF$1,449,596$57,112 ▲4.1%2,4620.3%ETFABBVAbbVie$1,155,583$15,282 ▲1.3%6,5030.2%MedicalPRUPrudential Financial$1,127,766$49,188 ▼-4.2%9,5150.2%FinanceGLDSPDR Gold Shares$1,122,2730.0%4,6350.2%FinanceCSCOCisco Systems$1,116,334$219,040 ▲24.4%18,8570.2%Computer and TechnologyQCOMQUALCOMM$1,062,743$38,405 ▲3.7%6,9180.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,039,465$278,725 ▲36.6%18,1060.2%ETFIWViShares Russell 3000 ETF$955,204$89,571 ▼-8.6%2,8580.2%ETFSSOProShares Ultra S&P500$953,131$9,714 ▼-1.0%10,3030.2%ETFTAT&T$935,574$236,967 ▲33.9%41,0880.2%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$913,558$167,388 ▲22.4%15,7510.2%ETFMAMastercard$895,169$157,971 ▲21.4%1,7000.2%Business ServicesPEPPepsiCo$883,012$456 ▼-0.1%5,8070.2%Consumer StaplesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$863,752$24,971 ▲3.0%16,7070.2%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$826,347$1,170 ▲0.1%10,5930.2%ETFVEEVVeeva Systems$803,155$53,614 ▼-6.3%3,8200.2%MedicalKOCoca-Cola$802,383$6,101 ▼-0.8%12,8880.2%Consumer StaplesCVXChevron$793,434$37,514 ▲5.0%5,4780.2%Oils/EnergyWORLD FDS TR$784,710$784,710 ▲New Holding16,1360.2%T REX TARGET ETFCIENCiena$770,668$127,215 ▲19.8%9,0870.2%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$746,625$39,024 ▼-5.0%7,5000.2%ETFIWOiShares Russell 2000 Growth ETF$723,292$37,704 ▼-5.0%2,5130.2%ETFIDXXIDEXX Laboratories$717,7320.0%1,7360.2%MedicalEFAiShares MSCI EAFE ETF$705,593$67,293 ▲10.5%9,3320.2%FinanceMARMarriott International$702,9290.0%2,5200.2%Consumer DiscretionaryCMAComerica$684,386$55,790 ▼-7.5%11,0650.1%FinanceCOSTCostco Wholesale$664,2960.0%7250.1%Retail/WholesaleTRVTravelers Companies$655,462$1,445 ▲0.2%2,7210.1%FinanceIVWiShares S&P 500 Growth ETF$654,158$15,433 ▼-2.3%6,4430.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$653,739$851 ▲0.1%1,5360.1%FinanceFIFiserv$649,7430.0%3,1630.1%Business ServicesCMICummins$627,4800.0%1,8000.1%Auto/Tires/TrucksSHYiShares 1-3 Year Treasury Bond ETF$617,309$23,610 ▼-3.7%7,5300.1%ManufacturingShowing 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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