SK Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
+$3.52M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.82M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$1.98M |
| 4 |
State Street Blackstone High Income ETF
HYBL
|
+$1.77M |
| 5 |
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
|
+$1.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$1.9M |
| 2 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
+$1.42M |
| 3 |
State Street SPDR ICE Preferred Securities ETF
PSK
|
+$1.17M |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$582K |
| 5 |
FlexShares STOXX Global ESG Select Index Fund
ESGG
|
+$445K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.26% |
| 2 | Consumer Discretionary | 2.02% |
| 3 | Industrials | 0.67% |
| 4 | Healthcare | 0.4% |
| 5 | Communication Services | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Visa
V
$677B
| $216K | 0.09% |
+603
| New | +$210K |
|
77
VanEck Green Bond ETF
GRNB
$184M
| $204K | 0.09% |
+8,474
| New | +$203K |
|
|
AOD
78
abrdn Total Dynamic Dividend Fund
AOD
$1.08B
| $118K | 0.05% |
13,129
+410
| +3% | +$3.43K |
|
79
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.93B
| $111K | 0.05% |
12,504
+288
| +2% | +$2.38K |
|
80
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
| – | – |
-4,437
| Closed | -$224K |
|
|
81
State Street SPDR ICE Preferred Securities ETF
PSK
$689M
| – | – |
-37,393
| Closed | -$1.17M |
|
82
UnitedHealth
UNH
$382B
| – | – |
-603
| Closed | -$257K |
|
Similar funds
SK Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, SK Wealth Management held 82 positions worth $231M, up 24% from $186M the previous quarter. Its ten largest holdings account for 66% of the portfolio.
SK Wealth Management deployed $13.8M of net new capital in Q2 2025, opening 9 new positions and adding to 44 existing holdings. Its largest new stake was Cohen & Steers Preferred and Income Opportunities Active ETF: 62,075 shares worth $1.59M.
By sector, the portfolio is most concentrated in Technology at 3.3% of assets, up from 2.9% a quarter earlier, followed by Consumer Discretionary and Industrials.
On the sell side, the largest reduction was VanEck Morningstar Wide Moat ETF, an estimated $1.9M trimmed.
- SK Wealth Management's largest Q2 2025 buy was Cohen & Steers Preferred and Income Opportunities Active ETF: 62,075 shares worth $1.59M.
- SK Wealth Management added most to Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q2 2025, an estimated $3.52M increase.
- SK Wealth Management's biggest Q2 2025 reduction was VanEck Morningstar Wide Moat ETF, cutting an estimated $1.9M.
- SK Wealth Management fully exited State Street SPDR ICE Preferred Securities ETF in Q2 2025, selling an estimated $1.17M.
- SK Wealth Management's ten largest holdings make up 66% of its $231M portfolio in Q2 2025.
- SK Wealth Management opened 9 new positions and closed 3 in Q2 2025.
- SK Wealth Management's portfolio value rose 24% quarter-over-quarter to $231M.
Based on SK Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.