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SkyOak Wealth, LLC Buys iShares Russell 2000 Growth ETF, Vanguard S&P 500 ETF, Vanguard ...

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·7 min read
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Investment company SkyOak Wealth, LLC (Current Portfolio) buys iShares Russell 2000 Growth ETF, Vanguard S&P 500 ETF, Vanguard Communication Services ETF, Broadcom Inc, Ambarella Inc, sells Cabot Growth ETF, Rafael Holdings Inc, , Tesla Inc, NVIDIA Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, SkyOak Wealth, LLC. As of 2021Q4, SkyOak Wealth, LLC owns 245 stocks with a total value of $393 million. These are the details of the buys and sells.

  • New Purchases: IWO, VOO, VOX, AVGO, AMBA, BIP, KRG, OKE, FIX, MLI, ODFL, CPRT, CHE, INFY, LCID, DDOG, LC, MBUU, WDAY, CCI, CHKP, TROW, SNPS, MU, MPC, BCC, NRC, MNST, ENSG, MDLZ, TLRY, TLRY, OWLT, VYNE,

  • Added Positions: SPYV, GOOG, SPLG, JPST, IEFA, JMST, ABBV, SCHG, DVN, IEF, XLK, IJR, CVX, VOE, ARKK, SSO, LDUR, ROKU, ANET, VWO, QQQ, VOT, MKSI, DXCM, LULU, MINT, GRMN, IBM, SPDW, VIG, OHI, SPSM, VB, XLV, BA, PAYC, DIS, VZ, PFE, ARKG, PHM, NLY, KO, VTI, GNTX, MS, SPY, WNS, XPEL, IAC, TRV, TGT, VEU, VGLT, ET, FDX, DKS, VTIP, FND,

  • Reduced Positions: CBTG, XLC, TSLA, NVDA, BABA, VCSH, ULTA, SUI, LLY, AKTS, OKTA, AMD, SNOW, VEEV, V, MDC, ILMN, BIDU, GDDY, FLDM, VNQ, ALGN, SPSB, CIEN, T, NOBL, DIA, IGSB, AHT, LYFT, BNGO, KR, NOW, INTC, COST, UNH, CMCSA, WM, DAL, MAR, VGIT, RMTI, MA, AMRN, HON, FISV, HLI, CNFR, BRK.B, INTU,

  • Sold Out: RFL, STMP, NNOX, RPAI, DT, NET, GLSI, KFRC, HZNP, ASAN, SQ, TAK, WIT, WSM, GS, PYPL, ACN, ZIOP, NXTP,


For the details of SkyOak Wealth, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/skyoak+wealth%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of SkyOak Wealth, LLC

  1. Apple Inc (AAPL) - 116,616 shares, 5.26% of the total portfolio. Shares reduced by 0.35%

  2. JPMorgan Ultra-Short Income ETF (JPST) - 280,717 shares, 3.60% of the total portfolio. Shares added by 4.65%

  3. ISHARES TRUST (IUSV) - 130,273 shares, 2.53% of the total portfolio. Shares added by 0.81%

  4. PIMCO Enhanced Low Duration Active Exchange-Traded (LDUR) - 97,090 shares, 2.48% of the total portfolio. Shares added by 3.24%

  5. Technology Select Sector SPDR ETF (XLK) - 55,732 shares, 2.46% of the total portfolio. Shares added by 4.21%

New Purchase: iShares Russell 2000 Growth ETF (IWO)

SkyOak Wealth, LLC initiated holding in iShares Russell 2000 Growth ETF. The purchase prices were between $280.02 and $327.03, with an estimated average price of $301.2. The stock is now traded at around $242.120000. The impact to a portfolio due to this purchase was 2.04%. The holding were 27,408 shares as of 2021-12-31.

New Purchase: Vanguard S&P 500 ETF (VOO)

SkyOak Wealth, LLC initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $392.77 and $439.01, with an estimated average price of $421.15. The stock is now traded at around $391.330000. The impact to a portfolio due to this purchase was 0.87%. The holding were 7,869 shares as of 2021-12-31.

New Purchase: Broadcom Inc (AVGO)

SkyOak Wealth, LLC initiated holding in Broadcom Inc. The purchase prices were between $475.95 and $674.28, with an estimated average price of $564.76. The stock is now traded at around $523.645900. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,445 shares as of 2021-12-31.

New Purchase: Vanguard Communication Services ETF (VOX)

SkyOak Wealth, LLC initiated holding in Vanguard Communication Services ETF. The purchase prices were between $128.91 and $144.56, with an estimated average price of $138.65. The stock is now traded at around $120.260300. The impact to a portfolio due to this purchase was 0.24%. The holding were 6,850 shares as of 2021-12-31.

New Purchase: Ambarella Inc (AMBA)

SkyOak Wealth, LLC initiated holding in Ambarella Inc. The purchase prices were between $148.83 and $216.84, with an estimated average price of $186.03. The stock is now traded at around $129.870000. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,080 shares as of 2021-12-31.

New Purchase: Brookfield Infrastructure Partners LP (BIP)

SkyOak Wealth, LLC initiated holding in Brookfield Infrastructure Partners LP. The purchase prices were between $55.88 and $61.08, with an estimated average price of $57.95. The stock is now traded at around $58.790000. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,000 shares as of 2021-12-31.

Added: AbbVie Inc (ABBV)

SkyOak Wealth, LLC added to a holding in AbbVie Inc by 76.24%. The purchase prices were between $107.43 and $135.93, with an estimated average price of $118.5. The stock is now traded at around $129.479900. The impact to a portfolio due to this purchase was 0.14%. The holding were 9,644 shares as of 2021-12-31.

Added: Devon Energy Corp (DVN)

SkyOak Wealth, LLC added to a holding in Devon Energy Corp by 43.40%. The purchase prices were between $38.26 and $45.12, with an estimated average price of $41.72. The stock is now traded at around $45.200000. The impact to a portfolio due to this purchase was 0.12%. The holding were 36,565 shares as of 2021-12-31.

Added: Chevron Corp (CVX)

SkyOak Wealth, LLC added to a holding in Chevron Corp by 58.98%. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $123.960000. The impact to a portfolio due to this purchase was 0.1%. The holding were 9,127 shares as of 2021-12-31.

Added: Arista Networks Inc (ANET)

SkyOak Wealth, LLC added to a holding in Arista Networks Inc by 69.35%. The purchase prices were between $85.93 and $146.84, with an estimated average price of $120.32. The stock is now traded at around $116.580000. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,410 shares as of 2021-12-31.

Added: Roku Inc (ROKU)

SkyOak Wealth, LLC added to a holding in Roku Inc by 108.01%. The purchase prices were between $203.94 and $344.46, with an estimated average price of $267.9. The stock is now traded at around $145.063700. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,311 shares as of 2021-12-31.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

SkyOak Wealth, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 64.20%. The purchase prices were between $352.17 and $403.48, with an estimated average price of $386.05. The stock is now traded at around $339.840000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,445 shares as of 2021-12-31.

Sold Out: Rafael Holdings Inc (RFL)

SkyOak Wealth, LLC sold out a holding in Rafael Holdings Inc. The sale prices were between $4.91 and $34.12, with an estimated average price of $13.11.

Sold Out: (STMP)

SkyOak Wealth, LLC sold out a holding in . The sale prices were between $329.61 and $329.61, with an estimated average price of $329.61.

Sold Out: Nano X Imaging Ltd (NNOX)

SkyOak Wealth, LLC sold out a holding in Nano X Imaging Ltd. The sale prices were between $14.54 and $26.96, with an estimated average price of $20.64.

Sold Out: (RPAI)

SkyOak Wealth, LLC sold out a holding in . The sale prices were between $13.15 and $13.78, with an estimated average price of $13.6.

Sold Out: Dynatrace Inc (DT)

SkyOak Wealth, LLC sold out a holding in Dynatrace Inc. The sale prices were between $56.46 and $78.76, with an estimated average price of $67.89.

Sold Out: Cloudflare Inc (NET)

SkyOak Wealth, LLC sold out a holding in Cloudflare Inc. The sale prices were between $115.73 and $217.25, with an estimated average price of $168.37.



Here is the complete portfolio of SkyOak Wealth, LLC. Also check out:

1. SkyOak Wealth, LLC's Undervalued Stocks

2. SkyOak Wealth, LLC's Top Growth Companies, and

3. SkyOak Wealth, LLC's High Yield stocks

4. Stocks that SkyOak Wealth, LLC keeps buyingThis article first appeared on GuruFocus.