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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14020Y201

Shares:25.5K

Value:$671.2K

% of Portfolio:0.4% ($671.2K/$186.3M)

46138G870

Shares:25.8K

Value:$614.4K

% of Portfolio:0.3% ($614.4K/$186.3M)

CSX CORP

CSX|126408103

Shares:21.7K

Value:$595.4K

% of Portfolio:0.3% ($595.4K/$186.3M)

78468R812

Shares:3.4K

Value:$489.3K

% of Portfolio:0.3% ($489.3K/$186.3M)

RTX Corp

RTX|75513E101

Shares:3.8K

Value:$484.6K

% of Portfolio:0.3% ($484.6K/$186.3M)

464287655

IWM|464287655

Shares:2.4K

Value:$438.0K

% of Portfolio:0.2% ($438.0K/$186.3M)

Tesla, Inc.

TSLA|88160R101

Shares:1.8K

Value:$413.4K

% of Portfolio:0.2% ($413.4K/$186.3M)

464288570

Shares:4.3K

Value:$401.6K

% of Portfolio:0.2% ($401.6K/$186.3M)

464287648

IWO|464287648

Shares:1.7K

Value:$391.2K

% of Portfolio:0.2% ($391.2K/$186.3M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:285

Value:$390.0K

% of Portfolio:0.2% ($390.0K/$186.3M)

464287119

Shares:4.8K

Value:$362.1K

% of Portfolio:0.2% ($362.1K/$186.3M)

97717Y774

Shares:11.6K

Value:$343.6K

% of Portfolio:0.2% ($343.6K/$186.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.3K

Value:$337.3K

% of Portfolio:0.2% ($337.3K/$186.3M)

PEPSICO INC

PEP|713448108

Shares:2.3K

Value:$326.0K

% of Portfolio:0.2% ($326.0K/$186.3M)

808524797

SCHD|808524797

Shares:11.9K

Value:$298.4K

% of Portfolio:0.2% ($298.4K/$186.3M)

922908744

VTV|922908744

Shares:1.8K

Value:$288.0K

% of Portfolio:0.2% ($288.0K/$186.3M)

464287614

IWF|464287614

Shares:844

Value:$280.5K

% of Portfolio:0.2% ($280.5K/$186.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.7K

Value:$267.4K

% of Portfolio:0.1% ($267.4K/$186.3M)

922908637

VV|922908637

Shares:1.1K

Value:$266.7K

% of Portfolio:0.1% ($266.7K/$186.3M)

81369Y803

XLK|81369Y803

Shares:1.4K

Value:$261.5K

% of Portfolio:0.1% ($261.5K/$186.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip14020Y201)✕	25.5K	QoQ +1.89% (-475) YoY-	All Managers (Combined)	$671.2K	0.4% ($671.2K/$186.3M)	QoQ -0.41% (-$2.8K) YoY-
(cusip46138G870)✕	25.8K	QoQ -1.28% (-335) YoY-	All Managers (Combined)	$614.4K	0.3% ($614.4K/$186.3M)	QoQ -2.87% (-$18.2K) YoY-
CSX CORP(CSXcusip126408103)	21.7K	QoQ +0.44% (-95) YoY-	All Managers (Combined)	$595.4K	0.3% ($595.4K/$186.3M)	QoQ -14.53% (-$101.2K) YoY-
(cusip78468R812)✕	3.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$489.3K	0.3% ($489.3K/$186.3M)	QoQ -6.01% (-$31.3K) YoY-
RTX Corp(RTXcusip75513E101)	3.8K	QoQ +0.47% (+18) YoY-	All Managers (Combined)	$484.6K	0.3% ($484.6K/$186.3M)	QoQ +9.49% (+$42.0K) YoY-
(IWMcusip464287655)	2.4K	QoQ -22.17% (-683) YoY-	All Managers (Combined)	$438.0K	0.2% ($438.0K/$186.3M)	QoQ -35.63% (-$242.5K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.8K	QoQ -5.65% (-109) YoY-	All Managers (Combined)	$413.4K	0.2% ($413.4K/$186.3M)	QoQ -46.85% (-$364.4K) YoY-
(cusip464288570)✕	4.3K	QoQ +0.23% (-10) YoY-	All Managers (Combined)	$401.6K	0.2% ($401.6K/$186.3M)	QoQ -14.29% (-$67.0K) YoY-
(IWOcusip464287648)	1.7K	QoQ -6.77% (-121) YoY-	All Managers (Combined)	$391.2K	0.2% ($391.2K/$186.3M)	QoQ -23.95% (-$123.2K) YoY-
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	285	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$390.0K	0.2% ($390.0K/$186.3M)	QoQ +15.40% (+$52.1K) YoY-
(cusip464287119)✕	4.8K	QoQ +0.12% (-6) YoY-	All Managers (Combined)	$362.1K	0.2% ($362.1K/$186.3M)	QoQ -16.42% (-$71.2K) YoY-
(cusip97717Y774)✕	11.6K	QoQ NEW(+11.6K) YoY-	All Managers (Combined)	$343.6K	0.2% ($343.6K/$186.3M)	QoQ NEW(+$343.6K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	2.3K	QoQ +14.37% (-287) YoY-	All Managers (Combined)	$337.3K	0.2% ($337.3K/$186.3M)	QoQ -10.76% (-$40.7K) YoY-
PEPSICO INC(PEPcusip713448108)	2.3K	QoQ +1.81% (-41) YoY-	All Managers (Combined)	$326.0K	0.2% ($326.0K/$186.3M)	QoQ -5.09% (-$17.5K) YoY-
(SCHDcusip808524797)	11.9K	QoQ -25.15% (-4.0K) YoY-	All Managers (Combined)	$298.4K	0.2% ($298.4K/$186.3M)	QoQ -31.42% (-$136.8K) YoY-
(VTVcusip922908744)	1.8K	QoQ +12.39% (+200) YoY-	All Managers (Combined)	$288.0K	0.2% ($288.0K/$186.3M)	QoQ +5.42% (+$14.8K) YoY-
(IWFcusip464287614)	844	QoQ +0.11% (-1) YoY-	All Managers (Combined)	$280.5K	0.2% ($280.5K/$186.3M)	QoQ -17.12% (-$58.0K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	1.7K	QoQ +18.25% (+263) YoY-	All Managers (Combined)	$267.4K	0.1% ($267.4K/$186.3M)	QoQ +28.32% (+$59.0K) YoY-
(VVcusip922908637)	1.1K	QoQ NEW(+1.1K) YoY-	All Managers (Combined)	$266.7K	0.1% ($266.7K/$186.3M)	QoQ NEW(+$266.7K) YoY-
(XLKcusip81369Y803)	1.4K	QoQ +0.21% (-3) YoY-	All Managers (Combined)	$261.5K	0.1% ($261.5K/$186.3M)	QoQ -19.05% (-$61.6K) YoY-