HoldingsChannel.com
SkyOak Wealth LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
APPLE INC 53,563 +5,167 $19,540
     AAPL53,563+5,167$19,540
SELECT SECTOR SPDR TR (XLK) 81,963 +2,971 $8,564
     XLK81,963+2,971$8,564
ISHARES TR (IUSV) 154,020 +154,020 $8,044
     IUSV154,020+154,020$8,044
SELECT SECTOR SPDR TR (XLV) 68,455 +4,794 $6,850
     XLV68,455+4,794$6,850
SELECT SECTOR SPDR TR (XLC) 111,262 +111,262 $6,013
     XLC111,262+111,262$6,013
SPDR SER TR (SPLG) 165,437 +6,326 $5,997
     SPLG165,437+6,326$5,997
LILLY ELI & CO 35,781 -51 $5,874
     LLY35,781-51$5,874
VERIZON COMMUNICATIONS INC 95,737 +13,688 $5,278
     VZ95,737+13,688$5,278
FACEBOOK INC 22,821 +8,798 $5,182
     FB22,821+8,798$5,182
ARK ETF TR (ARKK) 71,554 +2,152 $5,103
     ARKK71,554+2,152$5,103
AMAZON COM INC 1,701 +343 $4,693
     AMZN1,701+343$4,693
MICROSOFT CORP 20,991 +10,693 $4,272
     MSFT20,991+10,693$4,272
J P MORGAN EXCHANGE TRADED F (JPST) 82,736 +25,308 $4,197
     JPST82,736+25,308$4,197
AMER STATES WTR CO 47,164 -215 $3,709
     AWR47,164-215$3,709
PIMCO ETF TR (MINT) 35,142 -46,877 $3,574
     MINT35,142-46,877$3,574
VANGUARD SPECIALIZED FUNDS (VIG) 30,460 +23,906 $3,569
     VIG30,460+23,906$3,569
PROCTER AND GAMBLE CO 29,397 +1,590 $3,515
     PG29,397+1,590$3,515
GOLDMAN SACHS ETF TR (GSLC) 55,415 -2,130 $3,469
     GSLC55,415-2,130$3,469
PROSHARES TR (NOBL) 47,067 -1,188 $3,170
     NOBL47,067-1,188$3,170
JPMORGAN CHASE & CO 32,345 +18,747 $3,042
     JPM32,345+18,747$3,042
VISA INC 15,601 -498 $3,014
     V15,601-498$3,014
NEXTERA ENERGY INC 12,010 -20 $2,884
     NEE12,010-20$2,884
SPDR INDEX SHS FDS (SPDW) 102,754 -6,642 $2,838
     SPDW102,754-6,642$2,838
TWILIO INC 12,849 +5,363 $2,819
     TWLO12,849+5,363$2,819
ALPHABET INC 1,874 -127 $2,649
     GOOG1,874-127$2,649
ALPHABET INC 1,756 +1,335 $2,490
     GOOGL1,756+1,335$2,490
ISHARES TR (IWS) 32,423 -398 $2,481
     IWS32,423-398$2,481
CIENA CORP 44,733 -1,498 $2,423
     CIEN44,733-1,498$2,423
ALIBABA GROUP HLDG LTD 10,578 -351 $2,282
     BABA10,578-351$2,282
UNILEVER PLC 41,589 +584 $2,282
     UL41,589+584$2,282
VANGUARD SCOTTSDALE FDS (VCSH) 26,648 -907 $2,203
     VCSH26,648-907$2,203
SERVICENOW INC 5,380 +400 $2,179
     NOW5,380+400$2,179
BANK MONTREAL QUE 40,574 +850 $2,152
     BMO40,574+850$2,152
SPDR SER TR (CWB) 34,910 +85 $2,112
     CWB34,910+85$2,112
PROSHARES TR (SSO) 16,782 -1,187 $2,099
     SSO16,782-1,187$2,099
SHOPIFY INC 2,207 +256 $2,095
     SHOP2,207+256$2,095
EMERSON ELEC CO 30,594 -105 $1,898
     EMR30,594-105$1,898
ISHARES TR (IGSB) 34,627 +2,378 $1,894
     IGSB34,627+2,378$1,894
SPDR SER TR (SPYV) 64,666 +35,357 $1,874
     SPYV64,666+35,357$1,874
VEEVA SYS INC 7,824 -405 $1,834
     VEEV7,824-405$1,834
STARWOOD PPTY TR INC 119,008 -15,185 $1,780
     STWD119,008-15,185$1,780
UNITED PARCEL SERVICE INC 15,930 +15,930 $1,771
     UPS15,930+15,930$1,771
BK OF AMERICA CORP 72,392 +55,843 $1,719
     BAC72,392+55,843$1,719
SUN CMNTYS INC 12,325 UNCH $1,672
     SUI12,325UNCH$1,672
GOLDMAN SACHS ETF TR (GVIP) 25,250 -450 $1,660
     GVIP25,250-450$1,660
VANGUARD INDEX FDS (VB) 11,327 +4,143 $1,651
     VB11,327+4,143$1,651
T MOBILE US INC 15,652 -1,522 $1,630
     TMUS15,652-1,522$1,630
ISHARES TR (IJR) 23,420 +11,031 $1,599
     IJR23,420+11,031$1,599
INTUITIVE SURGICAL INC 2,720 +209 $1,550
     ISRG2,720+209$1,550
PFIZER INC 47,346 +38,522 $1,548
     PFE47,346+38,522$1,548

See Full List: All Stocks Held By SkyOak Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By SkyOak Wealth LLC

Size ($ in 1000's)
At 06/30/2020: $270,881
At 03/31/2020: $195,641

SkyOak Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SkyOak Wealth LLC 13F filings. Link to 13F filings: SEC filings

SkyOak Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.