Sk-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GOOGL",
  null,
  null,
  null,
  "AOD",
  "HD",
  null,
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  null,
  "EXG",
  null,
  "MSFT",
  null,
  "ORLY",
  "IWD",
  null,
  "IWF",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  null,
  null,
  "RTX",
  "SPLG",
  "VV",
  null,
  null,
  null,
  "VIG",
  null,
  "IWO",
  "VRTX",
  "AMZN",
  "LI",
  null,
  null,
  null,
  "VUG",
  "VTV",
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  null,
  null,
  "CSX",
  "MAR",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "XLK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 73
Total Value: 186322417
Accession Number: 0001867958-25-000003
Form Type: 13F-HR
CIK: sk-wealth-management
Manager Name: Sk-Wealth-Management

Data Enrichment

52% identified

38 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $186.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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97717X669

Shares:288.9K

Value:$21.3M

% of Portfolio:11.4% ($21.3M/$186.3M)

46641Q332

Shares:368.0K

Value:$19.4M

% of Portfolio:10.4% ($19.4M/$186.3M)

808524300

SCHG|808524300

Shares:764.4K

Value:$17.6M

% of Portfolio:9.4% ($17.6M/$186.3M)

92189F643

Shares:209.5K

Value:$16.8M

% of Portfolio:9.0% ($16.8M/$186.3M)

46654Q724

Shares:249.3K

Value:$14.4M

% of Portfolio:7.7% ($14.4M/$186.3M)

52468L505

Shares:415.3K

Value:$12.7M

% of Portfolio:6.8% ($12.7M/$186.3M)

38149W622

Shares:201.4K

Value:$8.6M

% of Portfolio:4.6% ($8.6M/$186.3M)

33939L688

Shares:51.3K

Value:$8.2M

% of Portfolio:4.4% ($8.2M/$186.3M)

46138G664

Shares:156.9K

Value:$5.7M

% of Portfolio:3.1% ($5.7M/$186.3M)

46435U218

Shares:42.8K

Value:$3.8M

% of Portfolio:2.0% ($3.8M/$186.3M)

33939L597

Shares:67.1K

Value:$3.4M

% of Portfolio:1.8% ($3.4M/$186.3M)

316092295

Shares:125.8K

Value:$2.9M

% of Portfolio:1.6% ($2.9M/$186.3M)

78470P846

Shares:103.4K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$186.3M)

97717X578

Shares:91.8K

Value:$2.7M

% of Portfolio:1.5% ($2.7M/$186.3M)

78467V848

Shares:68.2K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$186.3M)

Apple Inc.

AAPL|037833100

Shares:12.6K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$186.3M)

87283Q784

Shares:94.1K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$186.3M)

464287200

IVV|464287200

Shares:4.3K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$186.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.3K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$186.3M)

MICROSOFT CORP

MSFT|594918104

Shares:4.7K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$186.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717X669)✕	288.9K	QoQ -0.04% (-118) YoY-	All Managers (Combined)	$21.3M	11.4% ($21.3M/$186.3M)	QoQ -9.00% (-$2.1M) YoY-
(cusip46641Q332)✕	368.0K	QoQ -7.10% (-28.1K) YoY-	All Managers (Combined)	$19.4M	10.4% ($19.4M/$186.3M)	QoQ -14.88% (-$3.4M) YoY-
(SCHGcusip808524300)	764.4K	QoQ +8.57% (-60.4K) YoY-	All Managers (Combined)	$17.6M	9.4% ($17.6M/$186.3M)	QoQ -10.31% (-$2.0M) YoY-
(cusip92189F643)✕	209.5K	QoQ -11.83% (-28.1K) YoY-	All Managers (Combined)	$16.8M	9.0% ($16.8M/$186.3M)	QoQ -23.80% (-$5.2M) YoY-
(cusip46654Q724)✕	249.3K	QoQ -10.23% (-28.4K) YoY-	All Managers (Combined)	$14.4M	7.7% ($14.4M/$186.3M)	QoQ -16.53% (-$2.8M) YoY-
(cusip52468L505)✕	415.3K	QoQ +2.14% (+8.7K) YoY-	All Managers (Combined)	$12.7M	6.8% ($12.7M/$186.3M)	QoQ +2.00% (+$249.4K) YoY-
(cusip38149W622)✕	201.4K	QoQ +998.11% (+183.1K) YoY-	All Managers (Combined)	$8.6M	4.6% ($8.6M/$186.3M)	QoQ +848.88% (+$7.7M) YoY-
(cusip33939L688)✕	51.3K	QoQ -1.84% (-964) YoY-	All Managers (Combined)	$8.2M	4.4% ($8.2M/$186.3M)	QoQ -6.90% (-$606.9K) YoY-
(cusip46138G664)✕	156.9K	QoQ -15.59% (-29.0K) YoY-	All Managers (Combined)	$5.7M	3.1% ($5.7M/$186.3M)	QoQ -32.71% (-$2.8M) YoY-
(cusip46435U218)✕	42.8K	QoQ +1.58% (-666) YoY-	All Managers (Combined)	$3.8M	2.0% ($3.8M/$186.3M)	QoQ -12.44% (-$540.0K) YoY-
(cusip33939L597)✕	67.1K	QoQ -2.55% (-1.8K) YoY-	All Managers (Combined)	$3.4M	1.8% ($3.4M/$186.3M)	QoQ +2.13% (-$70.7K) YoY-
(cusip316092295)✕	125.8K	QoQ +49.03% (+41.4K) YoY-	All Managers (Combined)	$2.9M	1.6% ($2.9M/$186.3M)	QoQ +27.46% (+$623.5K) YoY-
(cusip78470P846)✕	103.4K	QoQ +25.96% (+21.3K) YoY-	All Managers (Combined)	$2.8M	1.5% ($2.8M/$186.3M)	QoQ +22.03% (+$513.3K) YoY-
(cusip97717X578)✕	91.8K	QoQ -8.06% (-8.1K) YoY-	All Managers (Combined)	$2.7M	1.5% ($2.7M/$186.3M)	QoQ -10.08% (-$306.9K) YoY-
(cusip78467V848)✕	68.2K	QoQ +0.70% (+476) YoY-	All Managers (Combined)	$2.7M	1.4% ($2.7M/$186.3M)	QoQ +1.23% (+$33.1K) YoY-
Apple Inc.(AAPLcusip037833100)	12.6K	QoQ -2.41% (-312) YoY-	All Managers (Combined)	$2.4M	1.3% ($2.4M/$186.3M)	QoQ -24.72% (-$800.4K) YoY-
(cusip87283Q784)✕	94.1K	QoQ NEW(+94.1K) YoY-	All Managers (Combined)	$2.3M	1.2% ($2.3M/$186.3M)	QoQ NEW(+$2.3M) YoY-
(IVVcusip464287200)	4.3K	QoQ +2.42% (-102) YoY-	All Managers (Combined)	$2.2M	1.2% ($2.2M/$186.3M)	QoQ -10.15% (-$251.1K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.3K	QoQ +0.33% (-11) YoY-	All Managers (Combined)	$1.7M	0.9% ($1.7M/$186.3M)	QoQ -12.03% (-$234.7K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	4.7K	QoQ +0.57% (-27) YoY-	All Managers (Combined)	$1.7M	0.9% ($1.7M/$186.3M)	QoQ -14.32% (-$283.9K) YoY-