Portfolio (Quarterly)
Guide ↗
SK Wealth Management, LLC
· CIK 0001867958| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IALT | BLACKROCK ETF TRUST | — | 1,170,248.0 | $33.9M | 7.63% | NEW | — | $28.94 | -0.0% |
| 2 | BLDX | IMPAX FUNDS SERIES TRUST I | — | 164,637.0 | $4.3M | 0.98% | NEW | — | $26.36 | +0.1% |
| 3 | — | BERKSHIRE HATHAWAY INC DEL | — | 397.0 | $210K | 0.05% | NEW | — | $529.42 | — |
| 4 | HD | HOME DEPOT INC | Consumer Cyclical | 592.0 | $208K | 0.05% | NEW | — | $350.96 | -3.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
43.7%
Financial Services
18.3%
Consumer Cyclical
16.6%
Industrials
8.1%
Healthcare
6.0%
Communication Services
3.2%
Energy
2.8%
Consumer Defensive
1.2%