Sky View Investment Advisors, LLC Portfolio Holdings

Sky View Investment Advisors, LLC

  • $561 Million
  • Q2 2024

Sky View Investment Advisors, LLC has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $561 Million distributed in 370 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $80M, Ishares Core S&P 500 ETF with a value of $43.2M, Ishares Tr with a value of $40.9M, Wisdomtree Tr Us Quality Divid with a value of $38.2M, and Goldman Sachs ETF Tr Activebet with a value of $29.4M.

Examining the 13F form we can see an increase of $20.1M in the current position value, from $541M to 561M.

Sky View Investment Advisors, LLC is based out at Shrewsbury, NJ

Below you can find more details about Sky View Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $561 Million
ETFs: $308 Million
Financial Services: $54 Million
Technology: $43.5 Million
Industrials: $37.4 Million
Consumer Cyclical: $30.8 Million
Communication Services: $12.8 Million
Healthcare: $11.2 Million
Energy: $5.21 Million
Other: $8.52 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$984M
$3.22 Million 0.57% of portfolio
243,335
Q2 2024 Added 4.62%
$579M
$2.9 Million 0.52% of portfolio
216,282
Q2 2024 Added 5.08%
$1.96B
$2.14 Million 0.38% of portfolio
198,736
Q2 2024 Added 6.62%
$1.48B
$1.6 Million 0.29% of portfolio
325,444
Q2 2024 Added 18.49%
$316M
$1.52 Million 0.27% of portfolio
133,584
Q1 2024 New
$831M
$927,000 0.17% of portfolio
20,690
Q2 2024 Added 6.77%
$646M
$828,000 0.15% of portfolio
68,999
Q2 2024 Reduced 26.01%
$1.13B
$830,000 0.15% of portfolio
8,911
Q2 2024 Added 0.94%
$554M
$782,000 0.14% of portfolio
30,961
Q2 2024 Added 0.91%
$1.32B
$642,000 0.11% of portfolio
60,032
Q2 2024 Added 0.81%
$373M
$627,000 0.11% of portfolio
200,185
Q2 2024 Added 34.84%
$527M
$563,000 0.1% of portfolio
58,322
Q2 2024 Added 75.04%
$927M
$581,000 0.1% of portfolio
17,091
Q2 2024 Added 0.61%
$980M
$551,000 0.1% of portfolio
42,249
Q2 2024 Added 11.14%
$1.58B
$470,000 0.08% of portfolio
56,023
Q2 2024 Added 8.5%
$457M
$446,000 0.08% of portfolio
82,526
Q2 2024 Added 11.59%
$790M
$409,000 0.07% of portfolio
19,604
Q2 2024 Added 1.19%
$409M
$234,000 0.04% of portfolio
15,000
Q2 2024 New
$1.62B
$165,000 0.03% of portfolio
15,000
Q1 2024 New
$635M
$105,000 0.02% of portfolio
12,500
Q2 2024 Added 25.0%
$791M
$112,000 0.02% of portfolio
20,000
Q2 2024 Added 100.0%
$1.05B
$126,000 0.02% of portfolio
10,000
Q2 2024 New
$1.31B
$62,000 0.01% of portfolio
10,000
Q1 2024 New
$1.05B
$69,000 0.01% of portfolio
10,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 370
  • Current Value $561 Million
  • Prior Value $541 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 39 stocks
  • Additional Purchases 178 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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