SK Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Providence, RI
CIK
0001867958
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 71 196,407 DGRW, JEPI, MOAT, SCHG 13F-HR 3/3/2025 000186795825000002
Q3 2024 71 195,473 DGRW, JEPI, MOAT, SCHG 13F-HR 12/30/2024 000186795824000002