0001867958-24-000002.txt : 20241230 0001867958-24-000002.hdr.sgml : 20241230 20241230140736 ACCESSION NUMBER: 0001867958-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241230 DATE AS OF CHANGE: 20241230 EFFECTIVENESS DATE: 20241230 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SK Wealth Management, LLC CENTRAL INDEX KEY: 0001867958 ORGANIZATION NAME: IRS NUMBER: 050501487 STATE OF INCORPORATION: RI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24530 FILM NUMBER: 241589095 BUSINESS ADDRESS: STREET 1: 50 HOLDEN STREET CITY: PROVIDENCE STATE: RI ZIP: 02908 BUSINESS PHONE: 401-331-1575 MAIL ADDRESS: STREET 1: 50 HOLDEN STREET CITY: PROVIDENCE STATE: RI ZIP: 02908 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001867958 XXXXXXXX 09-30-2024 09-30-2024 SK Wealth Management, LLC

50 HOLDEN STREET PROVIDENCE RI 02908

13F HOLDINGS REPORT 028-24530 000109114 N Jason E Archambault 401-331-1575 Jason E Archambault Providence RI 12-30-2024 0 71 195473849 false INFORMATION TABLE 2 SKWealthMgmt_13f.xml ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 00326L100 104649 12140 SH SOLE 0 0 0 12140 ALPHABET INC CAP STK CL A 02079K305 384879 1997 SH SOLE 0 0 0 1997 ALPHABET INC CAP STK CL C 02079K107 266521 1374 SH SOLE 0 0 0 1374 AMAZON COM INC COM 023135106 1371811 6131 SH SOLE 0 0 0 6131 APPLE INC COM 037833100 3304002 12927 SH SOLE 0 0 0 12927 CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300 871050 32047 SH SOLE 0 0 0 32047 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 666953 24821 SH SOLE 0 0 0 24821 CSX CORP COM 126408103 700689 21586 SH SOLE 0 0 0 21586 DOUBLELINE ETF TRUST COMMERCIAL REAL 25861R303 235845 4592 SH SOLE 0 0 0 4592 EATON VANCE TAX-MANAGED GLOB COM 27829F108 97541 11838 SH SOLE 0 0 0 11838 ELI LILLY & CO COM 532457108 233538 298 SH SOLE 0 0 0 298 EXXON MOBIL CORP COM 30231G102 223224 2096 SH SOLE 0 0 0 2096 FIDELITY COVINGTON TRUST FUNDAMENTAL SMAL 316092295 2254232 83521 SH SOLE 0 0 0 83521 FLEXSHARES TR ESG & CLM DEVELP 33939L597 3328155 68935 SH SOLE 0 0 0 68935 FLEXSHARES TR STOX GBL ESG SLT 33939L688 8897944 52263 SH SOLE 0 0 0 52263 GOLDMAN SACHS ETF TR S&P 500 CORE PRE 38149W622 616058 12294 SH SOLE 0 0 0 12294 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 218049 1865 SH SOLE 0 0 0 1865 HARBOR ETF TRUST SCIENTIFIC HIGH 41151J109 966330 21182 SH SOLE 0 0 0 21182 HOME DEPOT INC COM 437076102 234807 598 SH SOLE 0 0 0 598 HONEYWELL INTL INC COM 438516106 235383 1026 SH SOLE 0 0 0 1026 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 633072 26149 SH SOLE 0 0 0 26149 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 8518485 185953 SH SOLE 0 0 0 185953 ISHARES TR MSCI KLD400 SOC 464288570 476384 4251 SH SOLE 0 0 0 4251 ISHARES TR CORE INTL AGGR 46435G672 286088 5737 SH SOLE 0 0 0 5737 ISHARES TR ESG MSCI LEADR 46435U218 3596769 34373 SH SOLE 0 0 0 34373 ISHARES TR CORE S&P500 ETF 464287200 2224597 3723 SH SOLE 0 0 0 3723 ISHARES TR S&P 500 GRWT ETF 464287309 1224922 11826 SH SOLE 0 0 0 11826 ISHARES TR RUS 1000 VAL ETF 464287598 228885 1227 SH SOLE 0 0 0 1227 ISHARES TR RUS 1000 GRW ETF 464287614 345631 843 SH SOLE 0 0 0 843 ISHARES TR RUSSELL 2000 ETF 464287655 684866 3080 SH SOLE 0 0 0 3080 ISHARES TR RUS 2000 GRW ETF 464287648 519985 1787 SH SOLE 0 0 0 1787 ISHARES TR RUS MID CAP ETF 464287499 206864 2318 SH SOLE 0 0 0 2318 ISHARES TR GLOBAL TECH ETF 464287291 214520 2479 SH SOLE 0 0 0 2479 ISHARES TR MORNINGSTAR GRWT 464287119 442253 4835 SH SOLE 0 0 0 4835 ISHARES TR MSCI USA ESG SLC 464288802 660074 5351 SH SOLE 0 0 0 5351 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 22837924 390659 SH SOLE 0 0 0 390659 J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 16731568 267064 SH SOLE 0 0 0 267064 JOHNSON & JOHNSON COM 478160104 209034 1441 SH SOLE 0 0 0 1441 LEGG MASON ETF INVT FRANKLIN INTL LW 52468L505 12302960 405369 SH SOLE 0 0 0 405369 LI AUTO INC SPONSORED ADS 50202M102 1159795 45500 SH SOLE 0 0 0 45500 MARRIOTT INTL INC NEW CL A 571903202 948361 3343 SH SOLE 0 0 0 3343 MICROSOFT CORP COM 594918104 2024069 4701 SH SOLE 0 0 0 4701 NUSHARES ETF TR NUVEEN SHRT TERM 67092P706 777609 24526 SH SOLE 0 0 0 24526 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 2119782 50268 SH SOLE 0 0 0 50268 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 1070812 22210 SH SOLE 0 0 0 22210 NVIDIA CORPORATION COM 67066G104 1717419 12535 SH SOLE 0 0 0 12535 OREILLY AUTOMOTIVE INC COM 67103H107 341245 285 SH SOLE 0 0 0 285 PEPSICO INC COM 713448108 345370 2259 SH SOLE 0 0 0 2259 RTX CORPORATION COM 75513E101 446387 3825 SH SOLE 0 0 0 3825 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 20012361 702681 SH SOLE 0 0 0 702681 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 441485 16072 SH SOLE 0 0 0 16072 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 329976 1389 SH SOLE 0 0 0 1389 SPDR S&P 500 ETF TR TR UNIT 78462F103 1979568 3327 SH SOLE 0 0 0 3327 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1547178 2704 SH SOLE 0 0 0 2704 SPDR SER TR BBG CONV SEC ETF 78464A359 916966 11647 SH SOLE 0 0 0 11647 SPDR SER TR ICE PFD SEC ETF 78464A292 1216621 37149 SH SOLE 0 0 0 37149 SPDR SER TR MSCI USA STRTGIC 78468R812 526478 3362 SH SOLE 0 0 0 3362 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 2661476 67722 SH SOLE 0 0 0 67722 SSGA ACTIVE TR SPDR BLACKSTONE 78470P846 1906388 67221 SH SOLE 0 0 0 67221 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 1120977 26620 SH SOLE 0 0 0 26620 TESLA INC COM 88160R101 831377 1926 SH SOLE 0 0 0 1926 UNITEDHEALTH GROUP INC COM 91324P102 306340 601 SH SOLE 0 0 0 601 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 1378192 26699 SH SOLE 0 0 0 26699 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 22253421 237496 SH SOLE 0 0 0 237496 VANGUARD INDEX FDS VALUE ETF 922908744 275378 1614 SH SOLE 0 0 0 1614 VANGUARD INDEX FDS GROWTH ETF 922908736 1573480 3751 SH SOLE 0 0 0 3751 VANGUARD INDEX FDS TOTAL STK MKT 922908769 203064 691 SH SOLE 0 0 0 691 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 232322 1172 SH SOLE 0 0 0 1172 VERTEX PHARMACEUTICALS INC COM 92532F100 595563 1457 SH SOLE 0 0 0 1457 WISDOMTREE TR US QTLY DIV GRT 97717X669 23593776 288221 SH SOLE 0 0 0 288221 WISDOMTREE TR EM EX ST-OWNED 97717X578 3064072 99418 SH SOLE 0 0 0 99418