Skyline Advisors, Inc. Portfolio Holdings

Skyline Advisors, Inc.

  • $243 Billion
  • Q3 2024

Skyline Advisors, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $243 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $29.3B, Microsoft Corp with a value of $20.9B, Ishares Tr with a value of $19.9B, Ishares Msci Usa Quality Facto with a value of $17.6B, and Ishares Core U.S. Aggregate Bo with a value of $16.8B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $230B to 243B.

Skyline Advisors, Inc. is based out at Bellingham, WA

Below you can find more details about Skyline Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $243 Billion
ETFs: $188 Billion
Technology: $29.3 Billion
Financial Services: $7.07 Billion
Consumer Defensive: $3.58 Billion
Consumer Cyclical: $2.81 Billion
Industrials: $2.73 Billion
N/A: $1.54 Billion
Healthcare: $1.5 Billion
Other: $2.53 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.3 Billion 12.06% of portfolio
103,448
Q3 2024 Reduced 0.19%
$3.12T
$20.9 Billion 8.61% of portfolio
48,615
Q3 2024 Reduced 0.74%
$0
$19.9 Billion 8.17% of portfolio
273,315
Q3 2024 Reduced 0.08%
$0
$17.6 Billion 7.23% of portfolio
97,927
Q3 2024 Reduced 1.0%
$0
$16.8 Billion 6.91% of portfolio
165,680
Q3 2024 Added 0.03%
$0
$16.5 Billion 6.78% of portfolio
194,769
Q3 2024 Added 1.29%
$0
$12.3 Billion 5.05% of portfolio
120,677
Q3 2024 Reduced 1.7%
$0
$11.2 Billion 4.61% of portfolio
107,461
Q3 2024 Reduced 1.23%
$0
$10.6 Billion 4.38% of portfolio
97,830
Q3 2024 Added 0.88%
$0
$8.57 Billion 3.53% of portfolio
167,224
Q3 2024 Added 1.43%
$0
$8.19 Billion 3.37% of portfolio
349,423
Q3 2024 Reduced 0.89%
$0
$8.02 Billion 3.3% of portfolio
130,365
Q3 2024 Reduced 1.41%
$3.74T
$4.8 Billion 1.98% of portfolio
20,619
Q3 2024 Reduced 10.79%
$620B
$4.34 Billion 1.79% of portfolio
9,432
Q3 2024 Reduced 0.67%
$0
$2.82 Billion 1.16% of portfolio
52,595
Q3 2024 Reduced 2.19%
$0
$2.81 Billion 1.16% of portfolio
55,239
Q3 2024 Reduced 1.41%
$0
$2.33 Billion 0.96% of portfolio
46,328
Q3 2024 Reduced 2.5%
$0
$2.23 Billion 0.92% of portfolio
33,490
Q3 2024 Added 0.02%
$0
$2.04 Billion 0.84% of portfolio
20,818
Q3 2024 Reduced 0.95%
$0
$1.94 Billion 0.8% of portfolio
38,428
Q3 2024 Reduced 0.07%
$140B
$1.85 Billion 0.76% of portfolio
4,426
Q2 2024 Reduced 1.18%
$0
$1.54 Billion 0.63% of portfolio
80,136
Q3 2024 Reduced 7.86%
$0
$1.43 Billion 0.59% of portfolio
29,185
Q3 2024 Reduced 0.07%
$241B
$1.4 Billion 0.58% of portfolio
2,698
Q3 2024 Reduced 0.18%
$425B
$1.41 Billion 0.58% of portfolio
1,594
Q3 2024 Added 0.13%
$0
$1.35 Billion 0.56% of portfolio
2,339
Q3 2024 New
$2.05T
$996 Million 0.41% of portfolio
5,347
Q3 2024 Reduced 0.89%
$115B
$931 Million 0.38% of portfolio
9,555
Q3 2024 Reduced 8.99%
$381B
$917 Million 0.38% of portfolio
23,117
Q3 2024 Reduced 0.22%
$339B
$915 Million 0.38% of portfolio
7,537
Q3 2024 Reduced 5.08%
$0
$884 Million 0.36% of portfolio
12,274
Q3 2024 Added 1.78%
$0
$844 Million 0.35% of portfolio
8,524
Q3 2024 Added 8.08%
$0
$781 Million 0.32% of portfolio
2,293
Q3 2024 Added 0.17%
$0
$764 Million 0.31% of portfolio
23,124
Q3 2024 Added 1.43%
-
$759 Million 0.31% of portfolio
-
Q3 2024 Added 0.55%
$0
$737 Million 0.3% of portfolio
11,699
Q3 2024 Added 2.57%
$96.3B
$677 Million 0.28% of portfolio
7,507
Q4 2023 New
$0
$656 Million 0.27% of portfolio
12,416
Q2 2024 Added 0.02%
$5.95B
$613 Million 0.25% of portfolio
6,575
Q1 2024 Reduced 13.2%
$203B
$598 Million 0.25% of portfolio
4,930
Q3 2024 Added 1.67%
$420B
$588 Million 0.24% of portfolio
3,393
Q3 2024 Added 1.34%
$0
$577 Million 0.24% of portfolio
3,040
Q3 2024 Added 0.5%
$0
$570 Million 0.23% of portfolio
972
Q3 2024 Added 0.41%
$78.5B
$547 Million 0.23% of portfolio
5,000
Q4 2023 New
$0
$522 Million 0.21% of portfolio
3,944
Q3 2024 Added 0.38%
$0
$491 Million 0.2% of portfolio
10,789
Q3 2024 Reduced 0.3%
$102B
$467 Million 0.19% of portfolio
9,141
Q3 2024 Added 0.95%
$407B
$425 Million 0.18% of portfolio
2,623
Q3 2024 Added 1.27%
$0
$446 Million 0.18% of portfolio
3,803
Q3 2024 Reduced 4.45%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $243 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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