SK Wealth Management, LLC Portfolio Holdings
Q3 2025•80 long positions•$262.2M portfolio value
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Holding83 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $32.1M 12.24% | +$3.8M Bought | — 987.7K shares | 871.2K → 987.7K +$3.8M | +13.37% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $27.3M 10.43% | +$1.3M Bought | — 308.3K shares | 293.4K → 308.3K +$1.3M | +5.08% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $24.0M 9.16% | +$9.6M Bought | — 460.0K shares | 276.5K → 460.0K +$9.6M | +66.36% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $20.8M 7.94% | -$696.9K Sold | — 366.6K shares | 378.9K → 366.6K −$696.9K | -3.24% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $15.6M 5.96% | +$601.5K Bought | — 443.6K shares | 426.5K → 443.6K +$601.5K | +4.0% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $14.3M 5.45% | -$4.6M Sold | — 142.4K shares | 187.8K → 142.4K −$4.6M | -24.2% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $11.6M 4.43% | -$4.0M Sold | — 178.5K shares | 239.6K → 178.5K −$4.0M | -25.51% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $9.4M 3.58% | -$354.1K Sold | — 47.0K shares | 48.8K → 47.0K −$354.1K | -3.64% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $6.9M 2.63% | +$6.0M Bought | — 165.1K shares | 21.9K → 165.1K +$6.0M | +655.09% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.5M 2.48% | +$1.3M Bought | — 9.6K shares | 7.7K → 9.6K +$1.3M | +24.57% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $6.2M 2.38% | +$1.1M Bought | — 52.8K shares | 43.7K → 52.8K +$1.1M | +20.74% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.6M 2.14% | +$5.6M New | — 132.2K shares | 0 → 132.2K +$5.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.0M 1.89% | +$215.9K Bought | — 174.3K shares | 166.7K → 174.3K +$215.9K | +4.56% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.6M 1.76% | +$175.6K Bought | — 159.2K shares | 153.1K → 159.2K +$175.6K | +3.95% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.6M 1.74% | -$1.3M Sold | — 95.3K shares | 121.8K → 95.3K −$1.3M | -21.74% | — — | Q3 2024 Held for 1y 2m | |
Consumer Electronics Technology | $4.5M 1.7% | +$887.6K Bought | 0.0% 17.5K shares | 14.0K → 17.5K +$887.6K | +24.9% | $3.78T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.8M 1.46% | +$1.4M Bought | — 48.4K shares | 30.7K → 48.4K +$1.4M | +57.62% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.7M 1.42% | -$128.6K Sold | — 64.5K shares | 66.8K → 64.5K −$128.6K | -3.34% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $3.4M 1.31% | +$592.0K Bought | — 134.0K shares | 110.9K → 134.0K +$592.0K | +20.87% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.4M 1.3% | -$127.0K Sold | — 88.5K shares | 91.8K → 88.5K −$127.0K | -3.6% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.8M 1.06% | -$28.3K Sold | — 68.9K shares | 69.6K → 68.9K −$28.3K | -1.0% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $2.5M 0.968% | -$4.7K Sold | 0.0% 4.9K shares | 4.9K → 4.9K −$4.7K | -0.18% | $3.85T Mega Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $2.5M 0.942% | -$8.7K Sold | 0.0% 12.8K shares | 12.9K → 12.8K −$8.7K | -0.35% | $4.54T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.3M 0.86% | +$6.7K Bought | — 3.4K shares | 3.3K → 3.4K +$6.7K | +0.3% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.9M 0.737% | -$4.9K Sold | — 4.0K shares | 4.0K → 4.0K −$4.9K | -0.25% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.8M 0.694% | -$453.0K Sold | — 43.0K shares | 53.8K → 43.0K −$453.0K | -19.94% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.6M 0.619% | +$5.3K Bought | — 2.7K shares | 2.7K → 2.7K +$5.3K | +0.33% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.6M 0.615% | -$170.9K Sold | — 36.4K shares | 40.3K → 36.4K −$170.9K | -9.59% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.4M 0.547% | -$22.6K Sold | — 11.8K shares | 11.9K → 11.8K −$22.6K | -1.55% | — — | Q3 2024 Held for 1y 2m | |
Specialty Retail Consumer Cyclical | $1.4M 0.542% | — | 0.0% 6.2K shares | — | — | $2.34T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.4M 0.533% | +$152.3K Bought | — 50.4K shares | 44.9K → 50.4K +$152.3K | +12.23% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.3M 0.512% | +$666.5K Bought | — 49.2K shares | 24.8K → 49.2K +$666.5K | +98.52% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.3M 0.503% | -$199.3K Sold | — 41.6K shares | 47.8K → 41.6K −$199.3K | -13.13% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.437% | +$1.1M New | — 21.7K shares | 0 → 21.7K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 0.426% | +$16.9K Bought | — 25.7K shares | 25.3K → 25.7K +$16.9K | +1.54% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.1M 0.422% | -$168.2K Sold | — 21.9K shares | 25.2K → 21.9K −$168.2K | -13.19% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $1.1M 0.41% | — | — 45.5K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.1M 0.408% | +$11.0K Bought | — 23.3K shares | 23.0K → 23.3K +$11.0K | +1.04% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $1.1M 0.404% | +$1.1M New | — 33.2K shares | 0 → 33.2K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $959.1K 0.366% | +$1.8K Bought | — 7.0K shares | 7.0K → 7.0K +$1.8K | +0.19% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $931.9K 0.355% | -$30.6K Sold | — 10.1K shares | 10.4K → 10.1K −$30.6K | -3.18% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $909.7K 0.347% | +$909.7K New | — 29.4K shares | 0 → 29.4K +$909.7K | New | — — | Q3 2025 Held for 2 months | |
Travel Lodging Consumer Cyclical | $898.7K 0.343% | +$2.4K Bought | 0.001% 3.4K shares | 3.4K → 3.4K +$2.4K | +0.27% | $70.7B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $803.4K 0.306% | +$803.4K New | — 1.3K shares | 0 → 1.3K +$803.4K | New | — — | Q3 2025 Held for 2 months | |
Railroads Industrials | $793.3K 0.303% | +$3.1K Bought | 0.001% 22.0K shares | 21.9K → 22.0K +$3.1K | +0.4% | $66.2B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $770.7K 0.294% | -$76.3K Sold | — 15.8K shares | 17.4K → 15.8K −$76.3K | -9.01% | — — | Q3 2024 Held for 1y 2m | |
Auto - Manufacturers Consumer Cyclical | $713.0K 0.272% | +$4.4K Bought | 0.0% 1.6K shares | 1.6K → 1.6K +$4.4K | +0.61% | $1.48T Mega Cap | Q3 2024 Held for 1y 2m | |
Aerospace & Defense Industrials | $632.5K 0.241% | +$2.8K Bought | 0.0% 3.9K shares | 3.9K → 3.9K +$2.8K | +0.44% | $223.98B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $608.5K 0.232% | +$66.5K Bought | — 4.8K shares | 4.3K → 4.8K +$66.5K | +12.27% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $582.7K 0.222% | -$25.7K Sold | — 23.5K shares | 24.6K → 23.5K −$25.7K | -4.22% | — — | Q3 2024 Held for 1y 2m |
