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:

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87283Q503

Shares:50.6K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$186.3M)

67092P607

Shares:46.7K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$186.3M)

78464A854

SPLG|78464A854

Shares:26.2K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$186.3M)

922908736

VUG|922908736

Shares:4.0K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$186.3M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:2.7K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$186.3M)

NVIDIA CORP

NVDA|67066G104

Shares:13.2K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$186.3M)

92189H409

Shares:25.0K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$186.3M)

78464A292

Shares:37.4K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$186.3M)

19249U104

Shares:47.7K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$186.3M)

78470P309

Shares:25.3K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$186.3M)

Li Auto Inc.

LI|50202M102

Shares:45.5K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$186.3M)

14020Y300

Shares:39.1K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$186.3M)

AMAZON COM INC

AMZN|023135106

Shares:6.2K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$186.3M)

464287309

IVW|464287309

Shares:12.0K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$186.3M)

41151J109

Shares:22.2K

Value:$981.0K

% of Portfolio:0.5% ($981.0K/$186.3M)

78464A359

Shares:11.6K

Value:$855.9K

% of Portfolio:0.5% ($855.9K/$186.3M)

67092P409

Shares:19.9K

Value:$780.0K

% of Portfolio:0.4% ($780.0K/$186.3M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:3.4K

Value:$724.7K

% of Portfolio:0.4% ($724.7K/$186.3M)

464288802

Shares:6.6K

Value:$699.3K

% of Portfolio:0.4% ($699.3K/$186.3M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.5K

Value:$695.7K

% of Portfolio:0.4% ($695.7K/$186.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip87283Q503)✕	50.6K	QoQ NEW(+50.6K) YoY-	All Managers (Combined)	$1.6M	0.9% ($1.6M/$186.3M)	QoQ NEW(+$1.6M) YoY-
(cusip67092P607)✕	46.7K	QoQ -7.07% (-3.6K) YoY-	All Managers (Combined)	$1.6M	0.9% ($1.6M/$186.3M)	QoQ -22.34% (-$470.4K) YoY-
(SPLGcusip78464A854)	26.2K	QoQ NEW(+26.2K) YoY-	All Managers (Combined)	$1.6M	0.8% ($1.6M/$186.3M)	QoQ NEW(+$1.6M) YoY-
(VUGcusip922908736)	4.0K	QoQ +7.91% (-297) YoY-	All Managers (Combined)	$1.4M	0.7% ($1.4M/$186.3M)	QoQ -9.95% (-$153.3K) YoY-
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	2.7K	QoQ +0.33% (-9) YoY-	All Managers (Combined)	$1.3M	0.7% ($1.3M/$186.3M)	QoQ -13.62% (-$209.8K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	13.2K	QoQ +5.04% (-633) YoY-	All Managers (Combined)	$1.3M	0.7% ($1.3M/$186.3M)	QoQ -24.18% (-$407.2K) YoY-
(cusip92189H409)✕	25.0K	QoQ -6.73% (-1.8K) YoY-	All Managers (Combined)	$1.2M	0.7% ($1.2M/$186.3M)	QoQ -11.15% (-$155.1K) YoY-
(cusip78464A292)✕	37.4K	QoQ +0.53% (-199) YoY-	All Managers (Combined)	$1.2M	0.6% ($1.2M/$186.3M)	QoQ -4.88% (-$60.0K) YoY-
(cusip19249U104)✕	47.7K	QoQ NEW(+47.7K) YoY-	All Managers (Combined)	$1.2M	0.6% ($1.2M/$186.3M)	QoQ NEW(+$1.2M) YoY-
(cusip78470P309)✕	25.3K	QoQ -5.16% (-1.4K) YoY-	All Managers (Combined)	$1.1M	0.6% ($1.1M/$186.3M)	QoQ -5.09% (-$57.3K) YoY-
Li Auto Inc.(LIcusip50202M102)	45.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.1M	0.6% ($1.1M/$186.3M)	QoQ -3.25% (-$35.5K) YoY-
(cusip14020Y300)✕	39.1K	QoQ +21.87% (+7.0K) YoY-	All Managers (Combined)	$1.0M	0.6% ($1.0M/$186.3M)	QoQ +19.14% (+$167.7K) YoY-
AMAZON COM INC(AMZNcusip023135106)	6.2K	QoQ +1.37% (-84) YoY-	All Managers (Combined)	$1.0M	0.6% ($1.0M/$186.3M)	QoQ -22.68% (-$305.2K) YoY-
(IVWcusip464287309)	12.0K	QoQ +1.78% (-211) YoY-	All Managers (Combined)	$1.0M	0.6% ($1.0M/$186.3M)	QoQ -13.89% (-$166.8K) YoY-
(cusip41151J109)✕	22.2K	QoQ +4.80% (+1.0K) YoY-	All Managers (Combined)	$981.0K	0.5% ($981.0K/$186.3M)	QoQ +1.59% (+$15.4K) YoY-
(cusip78464A359)✕	11.6K	QoQ -0.58% (-68) YoY-	All Managers (Combined)	$855.9K	0.5% ($855.9K/$186.3M)	QoQ -5.65% (-$51.3K) YoY-
(cusip67092P409)✕	19.9K	QoQ -10.55% (-2.3K) YoY-	All Managers (Combined)	$780.0K	0.4% ($780.0K/$186.3M)	QoQ -25.88% (-$272.3K) YoY-
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	3.4K	QoQ +0.26% (-9) YoY-	All Managers (Combined)	$724.7K	0.4% ($724.7K/$186.3M)	QoQ -22.46% (-$210.0K) YoY-
(cusip464288802)✕	6.6K	QoQ +0.25% (-17) YoY-	All Managers (Combined)	$699.3K	0.4% ($699.3K/$186.3M)	QoQ -12.59% (-$100.8K) YoY-
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$695.7K	0.4% ($695.7K/$186.3M)	QoQ +18.57% (+$109.0K) YoY-