SKYOAK WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TBBK | 5K | $356.33K |
 | AVGO | 5K | $1.52M |
 | SUI | 5K | $591.98K |
 | GRBK | 5K | $334.07K |
 | RLI | 4K | $290.62K |
 | ED | 4K | $447.58K |
 | UPS | 4K | $354.68K |
 | RTX | 4K | $701.95K |
 | ACLS | 4K | $407.84K |
 | PHM | 4K | $520.86K |
 | KBH | 4K | $247.11K |
 | VEEV | 4K | $1.14M |
 | TGLS | 4K | $248.17K |
 | OKE | 4K | $269.99K |
 | PANW | 4K | $743.21K |
 | MLI | 4K | $356.72K |
 | AX | 3K | $290.60K |
 | JNJ | 3K | $635.43K |
 | AMD | 3K | $531.97K |
 | SO | 3K | $309.42K |
The Bancorp, Inc.
TBBK
Shares Held
5K
Value
$356.33K
Broadcom Inc.
AVGO
Shares Held
5K
Value
$1.52M
Sun Communities, Inc.
SUI
Shares Held
5K
Value
$591.98K
Green Brick Partners, Inc.
GRBK
Shares Held
5K
Value
$334.07K
RLI Corp.
RLI
Shares Held
4K
Value
$290.62K
Consolidated Edison, Inc.
ED
Shares Held
4K
Value
$447.58K
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$354.68K
RTX Corporation
RTX
Shares Held
4K
Value
$701.95K
Axcelis Technologies, Inc.
ACLS
Shares Held
4K
Value
$407.84K
PulteGroup, Inc.
PHM
Shares Held
4K
Value
$520.86K
KB Home
KBH
Shares Held
4K
Value
$247.11K
Veeva Systems Inc.
VEEV
Shares Held
4K
Value
$1.14M
Tecnoglass Inc.
TGLS
Shares Held
4K
Value
$248.17K
ONEOK, Inc.
OKE
Shares Held
4K
Value
$269.99K
Palo Alto Networks, Inc.
PANW
Shares Held
4K
Value
$743.21K
Mueller Industries, Inc.
MLI
Shares Held
4K
Value
$356.72K
Axos Financial, Inc.
AX
Shares Held
3K
Value
$290.60K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$635.43K
Advanced Micro Devices, Inc.
AMD
Shares Held
3K
Value
$531.97K
The Southern Company
SO
Shares Held
3K
Value
$309.42K