SK Wealth Management

SK Wealth Management as of March 31, 2025

Portfolio Holdings for SK Wealth Management

SK Wealth Management holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 11.4 $21M 289k 73.67
J P Morgan Exchange Traded F Equity Premium (JEPI) 10.4 $19M 368k 52.71
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.4 $18M 764k 23.02
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 9.0 $17M 210k 80.13
J P Morgan Exchange Traded F Hedged Equity La (HELO) 7.7 $14M 249k 57.68
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 6.8 $13M 415k 30.48
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) 4.6 $8.6M 201k 42.73
Flexshares Tr Stox Gbl Esg Slt (ESGG) 4.4 $8.2M 51k 159.38
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 3.1 $5.7M 157k 36.48
Ishares Tr Esg Msci Leadr (SUSL) 2.0 $3.8M 43k 88.81
Flexshares Tr Esg & Clm Develp (FEDM) 1.8 $3.4M 67k 50.37
Fidelity Covington Trust Fundamental Smal (FFSM) 1.6 $2.9M 126k 22.99
Ssga Active Tr Spdr Blackstone (HYBL) 1.5 $2.8M 103k 27.48
Wisdomtree Tr Em Ex St-owned (XSOE) 1.5 $2.7M 92k 29.81
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.4 $2.7M 68k 39.60
Apple (AAPL) 1.3 $2.4M 13k 193.16
T Rowe Price Etf Capital Apprecia (TCAL) 1.2 $2.3M 94k 24.24
Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.2M 4.3k 516.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.7M 3.3k 513.83
Microsoft Corporation (MSFT) 0.9 $1.7M 4.7k 359.09
T Rowe Price Etf Us Equity Resear (TSPA) 0.9 $1.6M 51k 32.38
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.9 $1.6M 47k 35.00
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $1.6M 26k 60.46
Vanguard Index Fds Growth Etf (VUG) 0.7 $1.4M 4.0k 342.48
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $1.3M 2.7k 490.33
NVIDIA Corporation (NVDA) 0.7 $1.3M 13k 96.91
Vaneck Etf Trust High Yld Munietf (HYD) 0.7 $1.2M 25k 49.45
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.6 $1.2M 37k 31.21
Cohen & Steers Etf Trust Real Estate Acti (CSRE) 0.6 $1.2M 48k 24.23
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 0.6 $1.1M 25k 42.14
Li Auto Sponsored Ads (LI) 0.6 $1.1M 46k 23.21
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.6 $1.0M 39k 26.67
Amazon (AMZN) 0.6 $1.0M 6.2k 167.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.0M 12k 85.89
Harbor Etf Trust Scientific High (SIHY) 0.5 $981k 22k 44.19
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.5 $856k 12k 73.92
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.4 $780k 20k 39.26
Marriott Intl Cl A (MAR) 0.4 $725k 3.4k 215.68
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $699k 6.6k 106.01
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $696k 1.5k 477.52
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.4 $671k 26k 26.31
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.3 $614k 26k 23.80
CSX Corporation (CSX) 0.3 $595k 22k 27.46
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.3 $489k 3.4k 145.52
Raytheon Technologies Corp (RTX) 0.3 $485k 3.8k 126.11
Ishares Tr Russell 2000 Etf (IWM) 0.2 $438k 2.4k 182.72
Tesla Motors (TSLA) 0.2 $413k 1.8k 227.50
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $402k 4.3k 94.26
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $391k 1.7k 234.82
O'reilly Automotive (ORLY) 0.2 $390k 285.00 1368.50
Ishares Tr Morningstar Grwt (ILCG) 0.2 $362k 4.8k 74.80
Wisdomtree Tr Intk Mltifactr (DWMF) 0.2 $344k 12k 29.57
Alphabet Cap Stk Cl A (GOOGL) 0.2 $337k 2.3k 147.68
Pepsi (PEP) 0.2 $326k 2.3k 141.73
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $298k 12k 25.03
Vanguard Index Fds Value Etf (VTV) 0.2 $288k 1.8k 158.76
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $281k 844.00 332.35
Johnson & Johnson (JNJ) 0.1 $267k 1.7k 156.95
Vanguard Index Fds Large Cap Etf (VV) 0.1 $267k 1.1k 236.42
Select Sector Spdr Tr Technology (XLK) 0.1 $262k 1.4k 187.86
UnitedHealth (UNH) 0.1 $257k 603.00 425.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $244k 968.00 252.49
Eli Lilly & Co. (LLY) 0.1 $244k 299.00 817.26
Doubleline Etf Trust Commercial Real (DCRE) 0.1 $241k 4.7k 51.68
Exxon Mobil Corporation (XOM) 0.1 $233k 2.2k 105.35
Ishares Esg Awr Msci Em (ESGE) 0.1 $225k 6.7k 33.51
Ishares Tr Core Intl Aggr (IAGG) 0.1 $224k 4.4k 50.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $213k 1.2k 172.96
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $212k 1.2k 180.24
Home Depot (HD) 0.1 $209k 601.00 347.17
Alphabet Cap Stk Cl C (GOOG) 0.1 $206k 1.4k 149.88
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.1 $99k 13k 7.81
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $91k 12k 7.45