Skyline Advisors, Inc. Portfolio Holdings by Sector
Skyline Advisors, Inc.
- $243 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IXUS QUAL AGG SCHD ESGV SCHG MUB JMUB 44 stocks |
$159 Million
66.46% of portfolio
|
26
|
15
|
6
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$29.3 Million
12.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE CRWD 3 stocks |
$22.7 Million
9.47% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.8 Million
2.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4.34 Million
1.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$1.85 Million
0.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
N/A | N/A
BSTZ 1 stocks |
$1.54 Million
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1.41 Million
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$1.3 Million
0.54% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$1.21 Million
0.5% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.16 Million
0.48% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.07 Million
0.44% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE 2 stocks |
$1.05 Million
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK ABBV 3 stocks |
$998,612
0.42% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$931,476
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$666,113
0.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
SIGI 1 stocks |
$613,448
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$605,010
0.25% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$587,662
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$546,850
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP CCEP 2 stocks |
$512,470
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$373,803
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO NOK 2 stocks |
$357,268
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$332,730
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$331,902
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$325,740
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$308,479
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS 1 stocks |
$278,731
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
INT 1 stocks |
$278,173
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$220,837
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$211,099
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
SHCR 1 stocks |
$170,897
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|