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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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:603

Value:$256.6K

% of Portfolio:0.1% ($256.6K/$186.3M)

922908769

VTI|922908769

Shares:968

Value:$244.4K

% of Portfolio:0.1% ($244.4K/$186.3M)

ELI LILLY & Co

LLY|532457108

Shares:299

Value:$244.4K

% of Portfolio:0.1% ($244.4K/$186.3M)

25861R303

Shares:4.7K

Value:$241.4K

% of Portfolio:0.1% ($241.4K/$186.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.2K

Value:$232.5K

% of Portfolio:0.1% ($232.5K/$186.3M)

46434G863

Shares:6.7K

Value:$225.2K

% of Portfolio:0.1% ($225.2K/$186.3M)

46435G672

Shares:4.4K

Value:$224.0K

% of Portfolio:0.1% ($224.0K/$186.3M)

464287598

IWD|464287598

Shares:1.2K

Value:$212.7K

% of Portfolio:0.1% ($212.7K/$186.3M)

921908844

VIG|921908844

Shares:1.2K

Value:$212.1K

% of Portfolio:0.1% ($212.1K/$186.3M)

HOME DEPOT, INC.

HD|437076102

Shares:601

Value:$208.6K

% of Portfolio:0.1% ($208.6K/$186.3M)

Alphabet Inc.

GOOG|02079K107

Shares:1.4K

Value:$206.1K

% of Portfolio:0.1% ($206.1K/$186.3M)

abrdn Total Dynamic Dividend Fund

AOD|00326L100

Shares:12.7K

Value:$99.3K

% of Portfolio:0.1% ($99.3K/$186.3M)

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG|27829F108

Shares:12.2K

Value:$91.0K

% of Portfolio:0.0% ($91.0K/$186.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	603	QoQ +0.33% (-2) YoY-	All Managers (Combined)	$256.6K	0.1% ($256.6K/$186.3M)	QoQ -15.56% (-$47.3K) YoY-
(VTIcusip922908769)	968	QoQ +40.08% (+277) YoY-	All Managers (Combined)	$244.4K	0.1% ($244.4K/$186.3M)	QoQ +22.13% (+$44.3K) YoY-
ELI LILLY & Co(LLYcusip532457108)	299	QoQ +0.33% (+1) YoY-	All Managers (Combined)	$244.4K	0.1% ($244.4K/$186.3M)	QoQ +6.14% (+$14.2K) YoY-
(cusip25861R303)✕	4.7K	QoQ +1.23% (+57) YoY-	All Managers (Combined)	$241.4K	0.1% ($241.4K/$186.3M)	QoQ +1.66% (+$4.0K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.2K	QoQ +5.29% (+111) YoY-	All Managers (Combined)	$232.5K	0.1% ($232.5K/$186.3M)	QoQ +3.10% (+$7.0K) YoY-
(cusip46434G863)✕	6.7K	QoQ NEW(+6.7K) YoY-	All Managers (Combined)	$225.2K	0.1% ($225.2K/$186.3M)	QoQ NEW(+$225.2K) YoY-
(cusip46435G672)✕	4.4K	QoQ -22.65% (-1.3K) YoY-	All Managers (Combined)	$224.0K	0.1% ($224.0K/$186.3M)	QoQ -21.77% (-$62.4K) YoY-
(IWDcusip464287598)	1.2K	QoQ +0.24% (-3) YoY-	All Managers (Combined)	$212.7K	0.1% ($212.7K/$186.3M)	QoQ -6.36% (-$14.5K) YoY-
(VIGcusip921908844)	1.2K	QoQ +0.42% (-5) YoY-	All Managers (Combined)	$212.1K	0.1% ($212.1K/$186.3M)	QoQ -7.54% (-$17.3K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	601	QoQ +0.50% (-3) YoY-	All Managers (Combined)	$208.6K	0.1% ($208.6K/$186.3M)	QoQ -10.25% (-$23.8K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	1.4K	QoQ +0.07% (-1) YoY-	All Managers (Combined)	$206.1K	0.1% ($206.1K/$186.3M)	QoQ -21.21% (-$55.5K) YoY-
abrdn Total Dynamic Dividend Fund(AODcusip00326L100)	12.7K	QoQ +4.76% (-579) YoY-	All Managers (Combined)	$99.3K	0.1% ($99.3K/$186.3M)	QoQ -2.70% (-$2.8K) YoY-
Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXGcusip27829F108)	12.2K	QoQ +2.38% (-284) YoY-	All Managers (Combined)	$91.0K	0.0% ($91.0K/$186.3M)	QoQ -6.64% (-$6.5K) YoY-