The Analysis of SK Wealth Management, LLC's Holdings
Currently, SK Wealth Management, LLC holds 79 types of securities in its portfolio with a total value $358.7M. In the most recent quarter, they have increased their positions in DDWM (+825.4K shares, valued at $37.4M), CGDV (+749.4K shares, valued at $33.8M), GPIX (+411.7K shares, valued at $22.0M); decreased their positions in MOAT (-131.2K shares, valued at $13.8M), HELO (-125.4K shares, valued at $8.4M), RWJ (-77.7K shares, valued at $4.0M); initiated new positions in SHYM (+88.4K shares, valued at $2.0M), N/A (+22.9K shares, valued at $1.2M), HGER (+30.3K shares, valued at $852.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GPIX GOLDMAN SACHS ETF TR871.7K shares89.50%2025-12-312026-01-30
DDWM WISDOMTREE TR990.5K shares500.06%2025-12-312026-01-30 CGDV CAPITAL GROUP DIVIDEND VALUE881.6K shares567.00%2025-12-312026-01-30 SCHG SCHWAB STRATEGIC TR1.2M shares22.58%2025-12-312026-01-30 DGRW WISDOMTREE TR272.4K shares-11.62%2025-12-312026-01-30 SPIN SSGA ACTIVE TR602.3K shares1712.75%2025-12-312026-01-30 LVHI LEGG MASON ETF INVT407.7K shares-8.09%2025-12-312026-01-30 CGIC CAPITAL GROUP INTERNATIONAL416.1K shares1314.33%2025-12-312026-01-30 ESGG FLEXSHARES TR35.5K shares-24.44%2025-12-312026-01-30 SPYM SPDR SERIES TRUST89.3K shares84.70%2025-12-312026-01-30 FEMR FIDELITY COVINGTON TRUST193.5K shares74.41%2025-12-312026-01-30 CSRE COHEN & STEERS ETF TRUST260.6K shares94.44%2025-12-312026-01-30 IVV ISHARES TR9.7K shares0.26%2025-12-312026-01-30 SUSL ISHARES TR51.1K shares-3.14%2025-12-312026-01-30 FFSM FIDELITY COVINGTON TRUST172.3K shares8.23%2025-12-312026-01-30 AAPL APPLE INC15.2K shares-13.10%2025-12-312026-01-30 HYBL SSGA ACTIVE TR136.1K shares-21.91%2025-12-312026-01-30 HELO J P MORGAN EXCHANGE TRADED F53.1K shares-70.26%2025-12-312026-01-30 XSOE WISDOMTREE TR79.9K shares-9.76%2025-12-312026-01-30 IWM ISHARES TR10.2K shares734.32%2025-12-312026-01-30 CGMS CAPITAL GRP FIXED INCM ETF T89.8K shares78.02%2025-12-312026-01-30 CSPF COHEN & STEERS ETF TRUST90.0K shares35.94%2025-12-312026-01-30 NVDA NVIDIA CORPORATION12.2K shares-5.11%2025-12-312026-01-30 EVIM MORGAN STANLEY ETF TRUST40.1K shares84.40%2025-12-312026-01-30 MSFT MICROSOFT CORP4.8K shares-0.86%2025-12-312026-01-30 SHYM BLACKROCK ETF TRUST II88.4K sharesnew addition2025-12-312026-01-30 SPY SPDR S&P 500 ETF TR2.9K shares-15.07%2025-12-312026-01-30 VUG VANGUARD INDEX FDS3.6K shares-9.73%2025-12-312026-01-30 MDY SPDR S&P MIDCAP 400 ETF TR2.7K shares-1.14%2025-12-312026-01-30 AMZN AMAZON COM INC6.5K shares3.46%2025-12-312026-01-30 TOTL SSGA ACTIVE ETF TR37.1K shares-46.17%2025-12-312026-01-30 CGMU CAPITAL GRP FIXED INCM ETF T54.0K shares9.81%2025-12-312026-01-30 IVW ISHARES TR11.4K shares-2.73%2025-12-312026-01-30 FLEXSHARES TR FLEXSHARES TR19.5K shares-69.81%2025-12-312026-01-30 SUSA ISHARES TR8.4K shares19.78%2025-12-312026-01-30 VANECK FDS VANECK FDS22.9K sharesnew addition2025-12-312026-01-30 MOAT VANECK ETF TRUST11.2K shares-92.16%2025-12-312026-01-30 MAR MARRIOTT INTL INC NEW3.4K shares0.21%2025-12-312026-01-30 CWB SPDR SERIES TRUST9.8K shares-2.41%2025-12-312026-01-30 RWJ INVESCO EXCH TRADED FD TR II17.6K shares-81.51%2025-12-312026-01-30 HGER HARBOR ETF TRUST30.3K sharesnew addition2025-12-312026-01-30 CSX CSX CORP22.1K shares0.35%2025-12-312026-01-30 RTX RTX CORPORATION3.9K shares0.38%2025-12-312026-01-30 ALPHABET INC ALPHABET INC2.3K shares0.04%2025-12-312026-01-30 NUSC NUSHARES ETF TR15.6K shares-57.11%2025-12-312026-01-30 TSPA T ROWE PRICE ETF INC15.8K shares-63.33%2025-12-312026-01-30 TSLA TESLA INC1.6K shares-2.87%2025-12-312026-01-30 NUMG NUSHARES ETF TR13.0K shares-17.81%2025-12-312026-01-30 DSI ISHARES TR4.3K shares-10.74%2025-12-312026-01-30 ILCG ISHARES TR4.9K shares0.14%2025-12-312026-01-30 QUS SPDR SERIES TRUST2.8K shares-17.24%2025-12-312026-01-30 ALPHABET INC ALPHABET INC1.4K shares0.07%2025-12-312026-01-30 SIHY HARBOR ETF TRUST9.9K shares-57.28%2025-12-312026-01-30 VRTX VERTEX PHARMACEUTICALS INC927 shares0.00%2025-12-312026-01-30 ORLY OREILLY AUTOMOTIVE INC4.3K shares0.00%2025-12-312026-01-30 VV VANGUARD INDEX FDS1.1K shares0.26%2025-12-312026-01-30 PEP PEPSICO INC2.4K shares1.00%2025-12-312026-01-30 IWF ISHARES TR760 shares-10.06%2025-12-312026-01-30 SCHD SCHWAB STRATEGIC TR11.6K shares-1.55%2025-12-312026-01-30 VTV VANGUARD INDEX FDS1.7K shares-8.78%2025-12-312026-01-30 JNJ JOHNSON & JOHNSON1.5K shares0.62%2025-12-312026-01-30 LLY ELI LILLY & CO308 shares-6.95%2025-12-312026-01-30 XLK SELECT SECTOR SPDR TR2.1K shares56.98%2025-12-312026-01-30 XOM EXXON MOBIL CORP2.2K shares0.87%2025-12-312026-01-30 IXN ISHARES TR2.5K shares0.64%2025-12-312026-01-30 ESGE ISHARES INC5.5K shares-33.15%2025-12-312026-01-30 DCRE DOUBLELINE ETF TRUST4.8K shares1.17%2025-12-312026-01-30 IWD ISHARES TR1.1K shares-14.07%2025-12-312026-01-30 TSM TAIWAN SEMICONDUCTOR MFG LTD679 shares0.00%2025-12-312026-01-30 DWMF WISDOMTREE TR6.5K shares-84.26%2025-12-312026-01-30 HD HOME DEPOT INC593 shares-0.67%2025-12-312026-01-30 HON HONEYWELL INTL INC964 sharesnew addition2025-12-312026-01-30 BROADCOM INC BROADCOM INC659 shares0.00%2025-12-312026-01-30 BIDD BLACKROCK ETF TRUST7.1K sharesnew addition2025-12-312026-01-30 MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2025-12-312026-01-30 JPM JPMORGAN CHASE & CO.681 shares-4.22%2025-12-312026-01-30 V VISA INC605 shares0.17%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available