SK Wealth Management

SK Wealth Management as of Dec. 31, 2024

Portfolio Holdings for SK Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 11.9 $23M 289k 80.93
J P Morgan Exchange Traded F Equity Premium (JEPI) 11.6 $23M 396k 57.53
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 11.2 $22M 238k 92.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.0 $20M 704k 27.87
J P Morgan Exchange Traded F Hedged Equity La (HELO) 8.8 $17M 278k 62.04
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 6.3 $12M 407k 30.52
Flexshares Tr Stox Gbl Esg Slt (ESGG) 4.5 $8.8M 52k 168.04
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 4.3 $8.5M 186k 45.76
Ishares Tr Esg Msci Leadr (SUSL) 2.2 $4.3M 42k 103.04
Flexshares Tr Esg & Clm Develp (FEDM) 1.7 $3.3M 69k 48.06
Apple (AAPL) 1.6 $3.2M 13k 250.42
Wisdomtree Tr Em Ex St-owned (XSOE) 1.5 $3.0M 100k 30.48
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.4 $2.7M 68k 39.39
Ishares Tr Core S&p500 Etf (IVV) 1.3 $2.5M 4.2k 588.68
Ssga Active Tr Spdr Blackstone (HYBL) 1.2 $2.3M 82k 28.36
Fidelity Covington Trust Fundamental Smal (FFSM) 1.2 $2.3M 84k 26.88
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 1.1 $2.1M 50k 41.88
Microsoft Corporation (MSFT) 1.0 $2.0M 4.7k 421.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.9M 3.3k 586.07
NVIDIA Corporation (NVDA) 0.9 $1.7M 13k 134.29
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $1.5M 2.7k 569.53
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.5M 3.8k 410.46
Vaneck Etf Trust High Yld Munietf (HYD) 0.7 $1.4M 27k 51.91
Amazon (AMZN) 0.7 $1.3M 6.1k 219.39
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.6 $1.2M 37k 32.99
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.2M 12k 101.53
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 0.6 $1.1M 27k 42.11
Li Auto Sponsored Ads (LI) 0.6 $1.1M 46k 23.99
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.5 $1.1M 22k 47.38
Harbor Etf Trust Scientific High (SIHY) 0.5 $966k 21k 45.59
Marriott Intl Cl A (MAR) 0.5 $935k 3.4k 278.92
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.5 $907k 12k 77.89
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) 0.5 $907k 18k 49.45
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.4 $876k 32k 27.28
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $800k 6.6k 121.59
Nushares Etf Tr Nuveen Shrt Term (NURE) 0.4 $789k 25k 31.80
Tesla Motors (TSLA) 0.4 $778k 1.9k 403.84
CSX Corporation (CSX) 0.4 $697k 22k 32.27
Ishares Tr Russell 2000 Etf (IWM) 0.3 $681k 3.1k 220.93
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.3 $674k 25k 26.92
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.3 $633k 26k 24.19
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $587k 1.5k 402.70
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.3 $521k 3.4k 154.83
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $514k 1.8k 287.86
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $469k 4.3k 110.24
Raytheon Technologies Corp (RTX) 0.2 $443k 3.8k 115.71
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $435k 16k 27.32
Ishares Tr Morningstar Grwt (ILCG) 0.2 $433k 4.8k 89.61
Alphabet Cap Stk Cl A (GOOGL) 0.2 $378k 2.0k 189.27
Pepsi (PEP) 0.2 $344k 2.3k 152.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $339k 843.00 401.49
O'reilly Automotive (ORLY) 0.2 $338k 285.00 1185.80
Select Sector Spdr Tr Technology (XLK) 0.2 $323k 1.4k 232.59
UnitedHealth (UNH) 0.2 $304k 601.00 505.59
Ishares Tr Core Intl Aggr (IAGG) 0.1 $286k 5.7k 49.92
Vanguard Index Fds Value Etf (VTV) 0.1 $273k 1.6k 169.25
Alphabet Cap Stk Cl C (GOOG) 0.1 $262k 1.4k 190.38
Doubleline Etf Trust Commercial Real (DCRE) 0.1 $238k 4.6k 51.46
Home Depot (HD) 0.1 $233k 598.00 388.79
Honeywell International (HON) 0.1 $232k 1.0k 225.80
Eli Lilly & Co. (LLY) 0.1 $230k 298.00 772.51
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $230k 1.2k 195.79
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $227k 1.2k 185.16
Exxon Mobil Corporation (XOM) 0.1 $226k 2.1k 107.59
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $216k 1.9k 115.18
Ishares Tr Global Tech Etf (IXN) 0.1 $210k 2.5k 84.76
Johnson & Johnson (JNJ) 0.1 $208k 1.4k 144.63
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $205k 2.3k 88.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $200k 691.00 289.61
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.1 $102k 12k 8.41
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $98k 12k 8.17