Skyline Advisors, Inc. Portfolio Holdings

Skyline Advisors, Inc.

  • $223 Billion
  • Q1 2024

Skyline Advisors, Inc. has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $223 Billion distributed in 80 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 $26.5B, Microsoft Corp with a value of $20.8B, Ishares Tr with a value of $18B, Ishares Msci Usa Quality Facto with a value of $16.2B, and Ishares Core U.S. Aggregate Bo with a value of $15.6B.

Examining the 13F form we can see an increase of $13.9B in the current position value, from $210B to 223B.

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 $223 Billion
ETFs: $173 Billion
Technology: $28.1 Billion
Financial Services: $6.67 Billion
Consumer Defensive: $3.02 Billion
Industrials: $2.8 Billion
Consumer Cyclical: $2.53 Billion
N/A: $1.67 Billion
Healthcare: $1.31 Billion
Other: $1.94 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.5 Billion 11.85% of portfolio
101,912
Q1 2024 Added 0.52%
$3.48T
$20.8 Billion 9.3% of portfolio
49,393
Q1 2024 Reduced 0.34%
$0
$18 Billion 8.04% of portfolio
264,625
Q1 2024 Added 1.14%
$0
$16.2 Billion 7.25% of portfolio
98,626
Q1 2024 Reduced 0.59%
$0
$15.6 Billion 6.97% of portfolio
159,063
Q1 2024 Added 0.86%
$0
$15.3 Billion 6.84% of portfolio
189,578
Q1 2024 Added 1.84%
$0
$11.4 Billion 5.1% of portfolio
122,338
Q1 2024 Reduced 0.62%
$0
$10.6 Billion 4.73% of portfolio
98,318
Q1 2024 Added 5.14%
$0
$10.1 Billion 4.53% of portfolio
109,274
Q1 2024 Reduced 1.2%
$0
$9.42 Billion 4.22% of portfolio
185,661
Q1 2024 Added 10.22%
$0
$7.7 Billion 3.45% of portfolio
338,138
Q1 2024 Added 0.8%
$0
$7.44 Billion 3.33% of portfolio
129,396
Q1 2024 Added 0.86%
$3.66T
$4.31 Billion 1.93% of portfolio
25,144
Q1 2024 Reduced 3.37%
$532B
$4.11 Billion 1.84% of portfolio
9,783
Q1 2024 Reduced 1.8%
$0
$2.78 Billion 1.24% of portfolio
53,241
Q1 2024 Added 2.63%
$0
$2.52 Billion 1.13% of portfolio
51,267
Q1 2024 Added 0.41%
$0
$2.04 Billion 0.91% of portfolio
33,483
Q1 2024 Added 0.01%
$0
$1.92 Billion 0.86% of portfolio
20,240
Q1 2024 Added 0.55%
$0
$1.91 Billion 0.85% of portfolio
38,261
Q1 2024 Added 10.97%
$107B
$1.84 Billion 0.82% of portfolio
4,479
Q4 2023 New
$0
$1.83 Billion 0.82% of portfolio
35,990
Q1 2024 Reduced 3.87%
$0
$1.67 Billion 0.75% of portfolio
86,203
Q1 2024 Added 1.23%
$0
$1.31 Billion 0.59% of portfolio
29,090
Q1 2024 Reduced 1.83%
$268B
$1.26 Billion 0.57% of portfolio
2,503
Q4 2023 New
$390B
$1.14 Billion 0.51% of portfolio
1,561
Q1 2024 Added 0.13%
$85.6B
$984 Million 0.44% of portfolio
10,765
Q1 2024 Reduced 0.99%
$2.03T
$930 Million 0.42% of portfolio
5,157
Q1 2024 Reduced 3.39%
$0
$804 Million 0.36% of portfolio
11,794
Q1 2024 Added 2.74%
$326B
$812 Million 0.36% of portfolio
21,411
Q4 2023 New
$0
$740 Million 0.33% of portfolio
7,506
Q1 2024 Added 1.06%
$319B
$733 Million 0.33% of portfolio
812
Q1 2024 Reduced 3.22%
$0
$727 Million 0.33% of portfolio
2,289
Q1 2024 Added 0.22%
$5.52B
$718 Million 0.32% of portfolio
6,575
Q1 2024 Reduced 13.2%
$0
$669 Million 0.3% of portfolio
11,406
Q4 2023 New
$0
$680 Million 0.3% of portfolio
23,088
Q1 2024 Reduced 0.42%
$0
$623 Million 0.28% of portfolio
12,413
Q1 2024 Added 0.46%
$65B
$567 Million 0.25% of portfolio
5,000
Q4 2023 New
$0
$540 Million 0.24% of portfolio
3,013
Q1 2024 Added 0.4%
$395B
$542 Million 0.24% of portfolio
3,341
Q1 2024 Reduced 1.47%
$84.7B
$539 Million 0.24% of portfolio
7,507
Q4 2023 New
$0
$492 Million 0.22% of portfolio
3,922
Q1 2024 Added 3.05%
$0
$455 Million 0.2% of portfolio
3,987
Q1 2024 Added 0.05%
$0
$457 Million 0.2% of portfolio
10,832
Q1 2024 Added 0.86%
$159B
$444 Million 0.2% of portfolio
4,843
Q1 2024 Added 0.12%
$0
$445 Million 0.2% of portfolio
849
Q1 2024 Added 0.83%
$83.9B
$416 Million 0.19% of portfolio
1,298
Q1 2024 Reduced 1.89%
$82.5B
$399 Million 0.18% of portfolio
9,136
Q1 2024 Added 0.02%
$111B
$396 Million 0.18% of portfolio
2,053
Q1 2024 Reduced 4.69%
$380B
$392 Million 0.18% of portfolio
2,478
Q1 2024 Added 3.47%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $223 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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