SK Wealth Management

SK Wealth Management as of June 30, 2025

Portfolio Holdings for SK Wealth Management

SK Wealth Management holds 79 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.1 $26M 871k 29.44
Wisdomtree Tr Us Qtly Div Grt (DGRW) 10.8 $25M 293k 85.19
J P Morgan Exchange Traded F Equity Premium (JEPI) 9.3 $22M 379k 56.85
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 7.9 $18M 188k 96.63
J P Morgan Exchange Traded F Hedged Equity La (HELO) 6.5 $15M 240k 62.97
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 6.1 $14M 427k 33.24
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 6.0 $14M 277k 49.89
Flexshares Tr Stox Gbl Esg Slt (ESGG) 4.0 $9.2M 49k 189.03
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 2.4 $5.5M 122k 45.28
Ishares Tr Core S&p500 Etf (IVV) 2.1 $4.9M 7.7k 627.03
Ishares Tr Esg Msci Leadr (SUSL) 2.1 $4.8M 44k 109.22
Ssga Active Tr Spdr Blackstone (HYBL) 2.1 $4.7M 167k 28.48
Fidelity Covington Trust Fundamental Smal (FFSM) 1.8 $4.3M 153k 27.82
Flexshares Tr Esg & Clm Develp (FEDM) 1.6 $3.7M 67k 55.55
Wisdomtree Tr Em Ex St-owned (XSOE) 1.4 $3.2M 92k 34.50
Apple (AAPL) 1.3 $3.0M 14k 211.14
Cohen & Steers Etf Trust Real Estate Acti (CSRE) 1.2 $2.9M 111k 25.83
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.2 $2.8M 70k 39.80
T Rowe Price Etf Capital Apprecia (TCAL) 1.1 $2.5M 101k 24.71
Microsoft Corporation (MSFT) 1.1 $2.5M 4.9k 503.53
Spdr Series Trust Portfolio S&p500 (SPLG) 1.0 $2.3M 31k 73.41
T Rowe Price Etf Us Equity Resear (TSPA) 0.9 $2.1M 54k 39.27
NVIDIA Corporation (NVDA) 0.9 $2.1M 13k 162.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.1M 3.3k 624.08
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.8M 4.0k 442.51
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.7 $1.7M 40k 41.98
Cohen & Steers Etf Trust Preferred And In (CSPF) 0.7 $1.6M 62k 25.60
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $1.6M 2.7k 581.69
Wisdomtree Tr Intk Mltifactr (DWMF) 0.7 $1.5M 48k 31.51
Amazon (AMZN) 0.6 $1.4M 6.2k 222.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.3M 12k 110.88
Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $1.3M 25k 50.01
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.5 $1.2M 45k 27.59
Li Auto Sponsored Ads (LI) 0.5 $1.2M 46k 27.18
Fidelity Covington Trust Enhanced Emrngs (FEMR) 0.5 $1.1M 41k 28.19
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 0.5 $1.1M 25k 43.00
Harbor Etf Trust Scientific High (SIHY) 0.5 $1.1M 23k 45.67
Marriott Intl Cl A (MAR) 0.4 $940k 3.4k 279.19
Ishares Tr Esg Optimized (SUSA) 0.4 $896k 7.0k 127.64
Wisdomtree Tr Dynamic Intl Eqt (DDWM) 0.4 $876k 22k 40.08
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.4 $867k 10k 83.46
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.4 $846k 17k 48.69
CSX Corporation (CSX) 0.3 $731k 22k 33.33
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.3 $663k 25k 26.75
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.3 $603k 25k 24.54
Raytheon Technologies Corp (RTX) 0.2 $568k 3.9k 146.19
Spdr Series Trust Msci Usa Strtgic (QUS) 0.2 $554k 3.4k 163.94
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $502k 4.3k 117.44
Tesla Motors (TSLA) 0.2 $481k 1.6k 295.88
Ishares Tr Morningstar Grwt (ILCG) 0.2 $473k 4.8k 97.66
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $444k 927.00 478.97
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $432k 1.5k 292.91
Alphabet Cap Stk Cl A (GOOGL) 0.2 $398k 2.3k 176.59
O'reilly Automotive (ORLY) 0.2 $396k 4.3k 92.58
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $362k 844.00 428.91
Select Sector Spdr Tr Technology (XLK) 0.2 $351k 1.4k 257.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $329k 12k 27.29
Vanguard Index Fds Large Cap Etf (VV) 0.1 $326k 1.1k 287.98
Vanguard Index Fds Value Etf (VTV) 0.1 $325k 1.8k 178.24
Ishares Esg Awr Msci Em (ESGE) 0.1 $320k 8.2k 39.24
Pepsi (PEP) 0.1 $319k 2.4k 134.47
Ishares Tr Russell 2000 Etf (IWM) 0.1 $298k 1.3k 223.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $268k 871.00 307.57
Alphabet Cap Stk Cl C (GOOG) 0.1 $255k 1.4k 177.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $248k 1.3k 196.25
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $247k 2.0k 122.58
Exxon Mobil Corporation (XOM) 0.1 $246k 2.2k 113.82
Doubleline Etf Trust Commercial Real (DCRE) 0.1 $245k 4.7k 51.79
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $245k 1.2k 206.86
Eli Lilly & Co. (LLY) 0.1 $240k 305.00 787.63
Honeywell International (HON) 0.1 $240k 1.0k 238.73
Johnson & Johnson (JNJ) 0.1 $236k 1.5k 156.25
Ishares Tr Global Tech Etf (IXN) 0.1 $233k 2.5k 93.68
Home Depot (HD) 0.1 $229k 616.00 371.21
JPMorgan Chase & Co. (JPM) 0.1 $216k 764.00 283.29
Visa Com Cl A (V) 0.1 $216k 603.00 357.85
Vaneck Etf Trust Green Bond Etf (GRNB) 0.1 $204k 8.5k 24.10
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.1 $118k 13k 8.96
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $111k 13k 8.88