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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.12T
$20.9 Billion 8.61% of portfolio
48,615
Q3 2024 Reduced 0.74%
$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%
$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%
$2.05T
$996 Million 0.41% of portfolio
5,347
Q3 2024 Reduced 0.89%
$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%
$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%
$407B
$425 Million 0.18% of portfolio
2,623
Q3 2024 Added 1.27%
$512B
$401 Million 0.17% of portfolio
1,460
Q3 2024 Added 7.51%
$734B
$387 Million 0.16% of portfolio
1,834
Q3 2024 Added 1.55%
$1.29T
$374 Million 0.15% of portfolio
653
Q3 2024 Reduced 16.71%
$385B
$333 Million 0.14% of portfolio
469
Q3 2024 Reduced 1.05%
$567B
$326 Million 0.13% of portfolio
557
Q3 2024 Added 9.0%
$439B
$310 Million 0.13% of portfolio
766
Q3 2024 Added 2.13%
$203B
$308 Million 0.13% of portfolio
1,395
Q3 2024 Added 1.53%
$225B
$281 Million 0.12% of portfolio
1,654
Q2 2024 Added 0.06%
$313B
$266 Million 0.11% of portfolio
1,346
Q3 2024 Reduced 7.43%
$299B
$279 Million 0.11% of portfolio
1,351
Q3 2024 Reduced 0.52%
$241B
$253 Million 0.1% of portfolio
4,756
Q3 2024 Added 3.46%
$502B
$204 Million 0.08% of portfolio
413
Q3 2024 New

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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