Skyline Advisors, Inc. Portfolio Holdings

Skyline Advisors, Inc.

  • $254 Billion
  • Q1 2025

Skyline Advisors, Inc. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $254 Billion distributed in 88 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 $28.3B, Ishares Tr with a value of $24.7B, Ishares Core Total Usd Bond Ma with a value of $20.8B, Ishares Msci Usa Quality Facto with a value of $17.9B, and Microsoft Corp with a value of $17.7B.

Examining the 13F form we can see an decrease of $3.72B in the current position value, from $258B to 254B.

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 $254 Billion
ETFs: $176 Billion
Technology: $24.5 Billion
Financial Services: $7.36 Billion
Consumer Defensive: $3.8 Billion
Industrials: $2.89 Billion
Consumer Cyclical: $2.28 Billion
Utilities: $1.25 Billion
Healthcare: $545 Million
Other: $293 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$501 Million 0.2% of portfolio
3,973
Q1 2025 Added 0.28%
$0
$474 Million 0.19% of portfolio
873
Q1 2025 Reduced 7.13%
Tidal Trust Iii
-
$486 Million 0.19% of portfolio
-
Q1 2025 Added 17.67%
$0
$447 Million 0.18% of portfolio
3,809
Q1 2025 Added 0.05%
$94.9B
$448 Million 0.18% of portfolio
2,627
Q1 2025 Reduced 3.1%
$276B
$470 Million 0.18% of portfolio
4,333
Q1 2025 Added 0.32%
$0
$436 Million 0.17% of portfolio
4,652
Q1 2025 Added 0.06%
J P Morgan Exchange Traded F
-
$433 Million 0.17% of portfolio
-
Q1 2025 Added 1.4%
$0
$391 Million 0.15% of portfolio
1,082
Q1 2025 Reduced 0.09%
$0
$351 Million 0.14% of portfolio
1,883
Q1 2024 Added 8.66%
$214B
$347 Million 0.14% of portfolio
1,396
Q4 2024 Added 0.07%
$0
$358 Million 0.14% of portfolio
1,323
Q3 2024 New
$81.3B
$353 Million 0.14% of portfolio
1,002
Q1 2025 Added 0.3%
$404B
$336 Million 0.13% of portfolio
2,026
Q1 2025 Reduced 1.55%
$0
$324 Million 0.13% of portfolio
13,830
Q1 2025 Added 6.11%
$0
$343 Million 0.13% of portfolio
3,571
Q1 2025 Reduced 0.14%
$139B
$308 Million 0.12% of portfolio
1,321
Q1 2025 Added 0.23%
$414B
$293 Million 0.12% of portfolio
314
Q1 2025 Reduced 7.37%
$0
$301 Million 0.12% of portfolio
6,756
Q1 2025 Reduced 11.69%
$133B
$305 Million 0.12% of portfolio
4,308
Q1 2025 Added 0.35%
$0
$304 Million 0.12% of portfolio
2,012
Q1 2025 Added 0.35%
$4.47B
$268 Million 0.11% of portfolio
9,000
Q3 2024 New
$688B
$273 Million 0.11% of portfolio
1,114
Q1 2025 Reduced 21.16%
$548B
$283 Million 0.11% of portfolio
808
Q1 2025 Reduced 3.12%
$236B
$284 Million 0.11% of portfolio
4,598
Q1 2025 Reduced 0.95%
$366B
$249 Million 0.1% of portfolio
680
Q1 2025 Reduced 2.16%
$15.9B
$256 Million 0.1% of portfolio
6,381
Q1 2025 Added 0.13%
$202B
$248 Million 0.1% of portfolio
1,655
Q1 2025 Added 0.06%
$40.2B
$255 Million 0.1% of portfolio
2,935
Q1 2025 Reduced 0.34%
$489B
$222 Million 0.09% of portfolio
405
Q1 2025 Reduced 0.98%
$0
$231 Million 0.09% of portfolio
10,736
Q4 2023 New
$0
$234 Million 0.09% of portfolio
418
Q1 2025 Reduced 19.46%
$201B
$209 Million 0.08% of portfolio
2,325
Q1 2025 Reduced 1.77%
$0
$213 Million 0.08% of portfolio
3,036
Q1 2025 New
$15.4B
$204 Million 0.08% of portfolio
2,500
Q1 2025 New
$103B
$201 Million 0.08% of portfolio
103
Q1 2025 New
$27.9B
$126 Million 0.05% of portfolio
23,839
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $254 Billion
  • Prior Value $258 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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