Filer Name: SK WEALTH MANAGEMENT, LLC
CIK: 1867958
Period: 2024-12-31
Filed At: 2025-03-03
Number of Holdings: 71
Portfolio Value: $0.20B

Sk Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DGRW US WISDOMTREE U.S. QUALITY DIVI 289,022 $23M 11.91% - -
JEPI US JPMORGAN EQUITY PREMIUM INCO 396,113 $23M 11.60% - -
MOAT US VANECK MORNINGSTAR WIDE MOAT 237,596 $22M 11.22% - -
SCHG US SCHWAB US LARGE-CAP GROWTH 704,048 $20M 9.99% - -
HELO US JPMORGAN HEDGED EQUITY ETF 277,694 $17M 8.77% - -
LVHI US FRANKLIN INTERNATIONAL LOW V 406,616 $12M 6.32% - -
ESGG US FLEXSHARES STOXX GLOBAL ESG 52,309 $9M 4.48% - -
RWJ US INVESCO S&P SMALLCAP 600 185,904 $9M 4.33% - -
SUSL US ISHARES ESG MSCI USA LEADERS 42,109 $4M 2.21% - -
FEDM US FLEXSHARES ESG & CLIMATE US 68,900 $3M 1.69% - -
AAPL US APPLE INC 12,927 $3M 1.65% - -
XSOE US WISDMTREE EMERG MKT EX-ST OW 99,805 $3M 1.55% - -
TOTL US SPDR DOUBLELINE TR TACT ETF 67,722 $3M 1.36% - -
IVV US ISHARES CORE S&P 500 ETF 4,201 $2M 1.26% - -
HYBL US SPDR BLACKSTONE HIGH INCOME 82,105 $2M 1.19% - -
FFSM US FIDELITY FUND SM MID CAP ETF 84,441 $2M 1.16% - -
NUSC US NUVEEN ESG SMALL-CAP ETF 50,268 $2M 1.07% - -
MSFT US MICROSOFT CORP 4,701 $2M 1.01% - -
SPY US SPDR S&P 500 ETF TRUST 3,327 $2M 0.99% - -
NVDA US NVIDIA CORP 12,535 $2M 0.86% - -
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