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SK Wealth Management

Latest statistics and disclosures from SK Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001867958

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Positions held by SK Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SK Wealth Management

SK Wealth Management holds 71 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW)	12.1	$24M	288k	81.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	11.7	$23M	391k	58.46	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	11.4	$22M	238k	93.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	10.2	$20M	703k	28.48	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	8.6	$17M	267k	62.65	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	6.3	$12M	405k	30.35	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	4.6	$8.9M	52k	170.25	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	4.4	$8.5M	186k	45.81	View chart
Ishares Tr Esg Msci Leadr (SUSL)	1.8	$3.6M	34k	104.64	View chart
Flexshares Tr Esg & Clm Develp (FEDM)	1.7	$3.3M	69k	48.28	View chart
Apple (AAPL)	1.7	$3.3M	13k	255.59	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.6	$3.1M	99k	30.82	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	1.4	$2.7M	68k	39.30	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	1.2	$2.3M	84k	26.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$2.2M	3.7k	597.53	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	1.1	$2.1M	50k	42.17	View chart
Microsoft Corporation (MSFT)	1.0	$2.0M	4.7k	430.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$2.0M	3.3k	595.00	View chart
Ssga Active Tr Spdr Blackstone (HYBL)	1.0	$1.9M	67k	28.36	View chart
NVIDIA Corporation (NVDA)	0.9	$1.7M	13k	137.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$1.6M	3.8k	419.48	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.8	$1.5M	2.7k	572.18	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.7	$1.4M	27k	51.62	View chart
Amazon (AMZN)	0.7	$1.4M	6.1k	223.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.2M	12k	103.58	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.6	$1.2M	37k	32.75	View chart
Li Auto Sponsored Ads (LI)	0.6	$1.2M	46k	25.49	View chart
Ssga Active Tr Spdr Dbleln Emrg (EMTL)	0.6	$1.1M	27k	42.11	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.5	$1.1M	22k	48.21	View chart
Harbor Etf Trust Scientific High (SIHY)	0.5	$966k	21k	45.62	View chart
Marriott Intl Cl A (MAR)	0.5	$948k	3.3k	283.69	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.5	$917k	12k	78.73	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.4	$871k	32k	27.18	View chart
Tesla Motors (TSLA)	0.4	$831k	1.9k	431.66	View chart
Nushares Etf Tr Nuveen Shrt Term (NURE)	0.4	$778k	25k	31.71	View chart
CSX Corporation (CSX)	0.4	$701k	22k	32.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$685k	3.1k	222.36	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$667k	25k	26.87	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.3	$660k	5.4k	123.36	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.3	$633k	26k	24.21	View chart
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX)	0.3	$616k	12k	50.11	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.3	$596k	1.5k	408.76	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.3	$527k	3.4k	156.60	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$520k	1.8k	290.98	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$476k	4.3k	112.06	View chart
Raytheon Technologies Corp (RTX)	0.2	$446k	3.8k	116.70	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$442k	4.8k	91.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$442k	16k	27.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$385k	2.0k	192.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$346k	843.00	410.00	View chart
Pepsi (PEP)	0.2	$345k	2.3k	152.89	View chart
O'reilly Automotive (ORLY)	0.2	$341k	285.00	1197.35	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$330k	1.4k	237.56	View chart
UnitedHealth (UNH)	0.2	$306k	601.00	509.72	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$286k	5.7k	49.87	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$275k	1.6k	170.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$267k	1.4k	193.97	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.1	$236k	4.6k	51.36	View chart
Honeywell International (HON)	0.1	$235k	1.0k	229.42	View chart
Home Depot (HD)	0.1	$235k	598.00	392.65	View chart
Eli Lilly & Co. (LLY)	0.1	$234k	298.00	783.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$232k	1.2k	198.23	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$229k	1.2k	186.54	View chart
Exxon Mobil Corporation (XOM)	0.1	$223k	2.1k	106.50	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$218k	1.9k	116.92	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$215k	2.5k	86.53	View chart
Johnson & Johnson (JNJ)	0.1	$209k	1.4k	145.06	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$207k	2.3k	89.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$203k	691.00	293.87	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.1	$105k	12k	8.62	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$98k	12k	8.24	View chart

Past Filings by SK Wealth Management

SEC 13F filings are viewable for SK Wealth Management going back to 2024

SK Wealth Management 2024 Q3 filed Dec. 30, 2024

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