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CIK: 0001867958
Total reported value
$444.0M
$444.0M
73 檔
20.1%
During the Q1 2025 filing period, SK Wealth Management, LLC (CIK: 0001867958) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $444.0M across 73 reported positions.
In Q1 2025, SK Wealth Management, LLC displayed an active expansion posture, initiating 7 new positions and adding to 42 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 11.42% | -1.25% | -0.04% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 10.41% | — | -7.10% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.44% | -1.05% | +8.58% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 9.01% | -0.06% | -11.83% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 7.72% | -0.41% | -10.23% | |
| 6 | LVHI | Franklin International Low V | ETF-Other | 6.79% | -0.70% | +2.14% | |
| 7 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 4.62% | +0.35% | +998.11% | |
| 8 | ESGG | Flexshares Stoxx Global Esg | ETF-Other | 4.39% | -0.20% | -1.84% | |
| 9 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 3.07% | -0.03% | -15.60% | |
| 10 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 2.04% | -0.09% | +1.58% | |
| 11 | FEDM | Flexshares Esg & Climate US | ETF-Other | 1.82% | -0.08% | -2.56% | |
| 12 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-Other | 1.55% | +0.08% | +49.04% | |
| 13 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 1.53% | -0.63% | +25.97% | |
| 14 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.47% | -0.07% | -8.07% | |
| 15 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.45% | -0.16% | +0.70% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.31% | -0.04% | -2.41% | |
| 17 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | ETF-Other | 1.22% | — | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | +0.35% | +2.43% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | -0.04% | +0.33% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | +0.04% | +0.57% | |
| 21 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 0.88% | -0.01% | — | |
| 22 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.88% | -0.04% | -7.08% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +1.74% | — | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | -0.08% | +7.92% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.71% | -0.05% | +0.33% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | -0.01% | +5.05% | |
| 27 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.66% | — | -6.73% | |
| 28 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.63% | — | +0.54% | |
| 29 | CSRE | C&s Real Estate Active ETF | ETF-Other | 0.62% | — | — | |
| 30 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.57% | — | -5.16% | |
| 31 | LI | Li Auto Inc - Adr | Stock-Other | 0.57% | — | — | |
| 32 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.56% | -0.21% | +21.87% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.01% | +1.37% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | -0.04% | +1.78% | |
| 35 | SIHY | Harbor Ares Systemt Hi Yd-us | ETF-Other | 0.53% | -0.03% | +4.81% | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.46% | -0.05% | -0.58% | |
| 37 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-Other | 0.42% | -0.04% | -10.55% | |
| 38 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.39% | -0.05% | +0.27% | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.38% | +0.02% | +0.26% | |
| 40 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.37% | — | — | |
| 41 | CGMU | Cap Group Municipal Income | ETF-Other | 0.36% | -0.09% | +1.90% | |
| 42 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.33% | — | -1.28% | |
| 43 | CSX | Csx CORP | Stock-Industrials | 0.32% | -0.01% | +0.44% | |
| 44 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.26% | -0.01% | — | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.26% | -0.02% | +0.47% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.24% | -0.08% | -22.18% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.04% | -5.66% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.22% | -0.01% | +0.24% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.21% | — | -6.77% | |
| 50 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.21% | -0.02% | — |
According to official SEC Form 13F filings, SK Wealth Management, LLC reported a total U.S. public equity portfolio value of $444.0M across 73 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRW, JEPI, SCHG) accounted for 20.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
TCAL
市值: $2.3M
Top Position Liquidated / Trimmed
NURE
前期市值: $788.5K
During Q1 2025, SK Wealth Management, LLC's top holdings by market value included DGRW (11.4%)、JEPI (10.4%)、SCHG (9.4%). The largest single position, DGRW, represented 11.4% of total portfolio value.
In Q1 2025, SK Wealth Management, LLC made 74 total portfolio adjustments, initiating 7 new buys, adding to 42 positions, trimming 20 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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