SK Wealth Management

SK Wealth Management as of Sept. 30, 2024

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