SW
| |
SK Wealth Management, LLC13F | |
| SK Wealth Management, LLC | |
| Last update 2025-07-10 | 79 Stocks (9 new) |
| Value $231.00 Mil | Turnover 10 % |
SK Wealth Management, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 871,180 | 25,647.5 | +13.96% | 11.120 | +1.36% | 0.060 | +20.31% | +5.95% | 44,894.6 | ||
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 293,373 | 24,992.4 | +1.55% | 10.830 | +0.16% | 0.160 | +11.10% | +5.17% | 15,909.5 | ||
JEPI | JPMorgan Equity Premium Income ETF | 378,881 | 21,539.4 | +2.96% | 9.340 | +0.27% | 0.050 | +6.26% | +2.53% | 40,670.3 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 187,805 | 18,147.6 | -10.35% | 7.870 | -0.93% | 0.140 | +15.80% | +2.46% | 12,650.6 | ||
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 239,643 | 15,090.3 | -3.87% | 6.540 | -0.30% | 0.460 | +7.78% | +1.81% | 3,293.3 | ||
LVHI |
Franklin International Low Volatility High Dividend Index ETF
Franklin International Low Volatility High Dividend Index ETF
| 426,518 | 14,179.6 | +2.69% | 6.150 | +0.16% | 0.500 | +9.49% | +10.00% | 2,891.5 | ||
GPIX |
Goldman Sachs S&P 500 Premium Income ETF
Goldman Sachs S&P 500 Premium Income ETF
| 276,514 | 13,795.3 | +37.29% | 5.980 | +1.62% | 6.840 | +13.93% | +5.80% | 201.2 | ||
ESGG |
FlexShares STOXX Global ESG Select Index Fund
FlexShares STOXX Global ESG Select Index Fund
| 48,793 | 9,223.4 | -4.97% | 4.000 | -0.22% | 10.170 | +15.23% | +12.29% | 93.6 | ||
RWJ |
Invesco S&P SmallCap 600 Revenue ETF
Invesco S&P SmallCap 600 Revenue ETF
| 121,756 | 5,513.1 | -22.40% | 2.390 | -0.69% | 0.350 | +21.24% | -2.75% | 1,521.0 | ||
IVV | iShares Core S&P 500 ETF | 7,745 | 4,856.4 | +79.99% | 2.110 | +0.94% | 0.000 | +16.06% | +6.83% | 628,804.2 |
SK Wealth Management, LLC's Historical Top Holdings Breakdowns
SK Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GPIX |
Goldman Sachs S&P 500 Premium Income ETF
Goldman Sachs S&P 500 Premium Income ETF
| 2025-06-30 | Add Add | +1.62% | 41.31 ($46.8) 49.82 | $49.79 | 6.39% | Add 37.29% | 276,514 | 75,109 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-06-30 | Add Add | +1.36% | 22.27 ($26.42) 29.21 | $29.47 | 11.54% | Add 13.96% | 871,180 | 106,739 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.94% | 498.8 ($573.99) 620.9 | $624.99 | 8.89% | Add 79.99% | 7,745 | 3,442 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-06-30 | Reduce Reduce | -0.93% | 76.53 ($87.73) 93.79 | $95.01 | 8.30% | Reduce -10.35% | 187,805 | -21,680 | |
HYBL | SPDR Blackstone High Income ETF | 2025-06-30 | Add Add | +0.78% | 27.01 ($28.02) 28.59 | $28.46 | 1.59% | Add 61.22% | 166,742 | 63,315 | |
CSRE |
Cohen & Steers Real Estate Active ETF
Cohen & Steers Real Estate Active ETF
| 2025-06-30 | Add Add | +0.71% | 22.69 ($25.3) 26.36 | $25.90 | 2.37% | Add 132.58% | 110,882 | 63,207 | |
CSPF |
Cohen & Steers Preferred and Income Opportunities Active ETF
Cohen & Steers Preferred and Income Opportunities Active ETF
| 2025-06-30 | New Buy New Buy | +0.69% | 24.38 ($25.02) 25.48 | $25.55 | 2.10% | New holding | 62,075 | 62,075 | |
RWJ |
Invesco S&P SmallCap 600 Revenue ETF
Invesco S&P SmallCap 600 Revenue ETF
| 2025-06-30 | Reduce Reduce | -0.69% | 34.78 ($40.29) 43.42 | $44.24 | 9.80% | Reduce -22.4% | 121,756 | -35,154 | |
PSK | SPDR ICE Preferred Securities ETF | 2025-06-30 | Sold Out Sold Out | -0.63% | 31.07 ($31.63) 32.39 | $31.79 | 0.51% | Sold Out | 0 | -37,393 | |
FEMR |
Fidelity Enhanced Emerging Markets ETF
Fidelity Enhanced Emerging Markets ETF
| 2025-06-30 | New Buy New Buy | +0.50% | 22.47 ($26.38) 28.32 | $28.42 | 7.73% | New holding | 40,607 | 40,607 |
SK Wealth Management, LLC Total Holding History ($B)
SK Wealth Management, LLC's Asset Allocation
SK Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SK Wealth Management, LLC's Hypothetical Growth since 2025-06-30
SK Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SK Wealth Management, LLC's Holdings Heat Map
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SK Wealth Management, LLC's Holdings Bubble Chart
SK Wealth Management, LLC News
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