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Disclosery

13F-HR filed by SK Wealth Management, LLC

SK Wealth Management, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-03-03, with 71 holding rows worth $196,407,471.

Accession
0001867958-25-000002
Filer
CIK 1867958
Filed
2025-03-03
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 71 entries on the cover page, a total value of $196,407,471 stated on the cover page (in dollars after the unit check, H1), rows summing to $196,407,471 with VALUE read as dollars as filed, 13F file number 028-24530. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
WISDOMTREE TR97717X669US QTLY DIV GRT289,022$23,390,548dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF396,113$22,788,379dollars as filed
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT237,596$22,031,134dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS704,048$19,621,824dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q724HEDGED EQUITY LA277,694$17,228,144dollars as filed
LEGG MASON ETF INVT52468L505FRANKLIN INTL LW406,616$12,409,932dollars as filed
FLEXSHARES TR33939L688STOX GBL ESG SLT52,309$8,790,135dollars as filed
INVESCO EXCH TRADED FD TR II46138G664S&P SMALLCAP 600185,904$8,506,945dollars as filed
ISHARES TR46435U218ESG MSCI LEADR42,109$4,338,890dollars as filed
FLEXSHARES TR33939L597ESG & CLM DEVELP68,900$3,311,293dollars as filed
Apple Inc037833100COM12,927$3,237,170dollars as filed
WISDOMTREE TR97717X578EM EX ST-OWNED99,805$3,042,072dollars as filed
SSGA ACTIVE ETF TR78467V848ST STR TOTAL ETF67,722$2,667,571dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS4,201$2,473,037dollars as filed
SSGA ACTIVE TR78470P846SPDR BLACKSTONE82,105$2,328,910dollars as filed
FIDELITY COVINGTON TRUST316092295FUN SMA MID ETF84,441$2,269,774dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP50,268$2,105,305dollars as filed
Microsoft Corp594918104COM4,701$1,981,616dollars as filed
SPY78462F103SHS3,327$1,949,858dollars as filed
NVIDIA Corp67066G104COM12,535$1,683,324dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS2,704$1,540,013dollars as filed
Vanguard Growth922908736COM3,751$1,539,644dollars as filed
VanEck High Yield Muni ETF92189H409SHS26,792$1,390,771dollars as filed
Amazon.com, Inc023135106COM6,131$1,345,080dollars as filed
SPDR SER TR78464A292WELLS FG PFD ETF37,194$1,227,021dollars as filed
iShares S&P 500 Growth ETF464287309SHS11,826$1,200,679dollars as filed
SSGA ACTIVE TR78470P309ST STR MARKE ETF26,709$1,124,591dollars as filed
LI AUTO INC SPONSORED ADS50202M102ADR45,500$1,091,545dollars as filed
NUSHARES ETF TR67092P409NUVEEN ESG MIDCP22,210$1,052,287dollars as filed
HARBOR ETF TRUST41151J109ARES SYSTEMATIC21,182$965,623dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock3,351$934,673dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF11,647$907,182dollars as filed
GOLDMAN SACHS ETF TR38149W622S&P 500 PREMIUM18,341$906,968dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y300US MULTI-SECTOR32,098$875,646dollars as filed
ISHARES TR464288802ESG OPTIMIZED6,580$800,090dollars as filed
NUSHARES ETF TR67092P706CMN24,796$788,523dollars as filed
Tesla Motors, Inc88160R101COM1,926$777,796dollars as filed
CSX Corporation126408103COM21,586$696,588dollars as filed
iShares Russell 2000 ETF464287655SHS3,080$680,462dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y201MUN INM ETF25,036$673,982dollars as filed
INVESCO EXCH TRADED FD TR II46138G870VAR RATE PFD26,149$632,549dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM1,457$586,734dollars as filed
SPDR SER TR78468R812MSCI USA STRTGIC3,362$520,550dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF1,787$514,409dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS4,251$468,648dollars as filed
Raytheon Technologies Corporation75513E101COM3,825$442,601dollars as filed
SCHD808524797COM15,927$435,113dollars as filed
ISHARES MORNINGSTAR GROWTH ETF464287119ETF4,835$433,259dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,997$377,970dollars as filed
PepsiCo,Inc.713448108COM2,259$343,495dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK843$338,459dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock285$337,953dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,389$323,070dollars as filed
UnitedHealth Group Inc91324P102COM601$303,859dollars as filed
ISHARES TR46435G672CORE INTL AGGR5,737$286,374dollars as filed
Vanguard Value ETF922908744SHS1,614$273,168dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,374$261,576dollars as filed
DOUBLELINE ETF TRUST25861R303COMMERCIAL REAL4,614$237,456dollars as filed
Home Depot, Inc437076102COM598$232,494dollars as filed
Honeywell Technologies438516106COM1,026$231,670dollars as filed
Eli Lilly and Company532457108COM298$230,207dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,172$229,463dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,227$227,192dollars as filed
EXXON MOBIL CORP30231G102COM2,096$225,509dollars as filed
GOLDMAN SACHS ETF TR381430503ACTIVEBETA US LG1,871$215,501dollars as filed
iShares Global Tech ETF464287291SHS2,479$210,131dollars as filed
Johnson & Johnson478160104COM1,441$208,415dollars as filed
iShares Russell Midcap ETF464287499SHS2,318$204,917dollars as filed
VTI922908769COM691$200,123dollars as filed
ABRDN TOTAL DYNAMIC DIVIDEND00326L100COM SH BEN INT12,140$102,099dollars as filed
EATON VANCE TAX-MANAGED GLOB27829F108COM11,932$97,482dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001867958-25-000002this filing2025-03-03acceptance time not in the bulk data set