Blue Sky Wealth Advisors, LLC Portfolio Holdings

Blue Sky Wealth Advisors, LLC

  • $644 Million
  • Q1 2025

Blue Sky Wealth Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $644 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $137M, Vanguard Sht Term Corp Bd ETF with a value of $57.5M, Schwab Us Aggregate Bond ETF with a value of $48.4M, Schwab Strategic Us Tips ETF with a value of $35.9M, and Dimensional ETF Tr with a value of $34.4M.

Examining the 13F form we can see an increase of $5.07M in the current position value, from $639M to 644M.

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

Portfolio value $644 Million
ETFs: $578 Million
Technology: $10.6 Million
Communication Services: $7.04 Million
Consumer Cyclical: $5.36 Million
Financial Services: $4.63 Million
Industrials: $1.92 Million
Consumer Defensive: $1.58 Million
Healthcare: $1.02 Million
Other: $350,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$137 Million 21.21% of portfolio
6,192,256
Q1 2025 Added 3.36%
$0
$57.5 Million 8.92% of portfolio
728,627
Q1 2025 Added 0.55%
$0
$48.4 Million 7.5% of portfolio
2,088,164
Q1 2025 Added 2.28%
$0
$35.9 Million 5.57% of portfolio
1,334,872
Q1 2025 Added 0.8%
$0
$34.4 Million 5.34% of portfolio
1,312,871
Q1 2025 Added 4.64%
$0
$31.3 Million 4.86% of portfolio
1,135,797
Q1 2025 Added 1.18%
$0
$26.5 Million 4.11% of portfolio
1,339,904
Q1 2025 Added 7.66%
$0
$23.2 Million 3.6% of portfolio
372,346
Q1 2025 Added 1.85%
$0
$22.2 Million 3.45% of portfolio
949,083
Q1 2025 Added 3.6%
$0
$20.4 Million 3.17% of portfolio
79,455
Q1 2025 Reduced 4.89%
$0
$18.8 Million 2.92% of portfolio
874,246
Q1 2025 Added 2.77%
$0
$15.9 Million 2.46% of portfolio
201,010
Q1 2025 Added 2.42%
$0
$14.6 Million 2.26% of portfolio
283,068
Q1 2025 Added 1.66%
$0
$14 Million 2.17% of portfolio
190,579
Q1 2025 Added 0.32%
$0
$12.7 Million 1.97% of portfolio
242,537
Q1 2025 Added 0.04%
$0
$12.6 Million 1.95% of portfolio
348,511
Q1 2025 Added 0.79%
$0
$9.24 Million 1.43% of portfolio
204,113
Q1 2025 Added 12.03%
$0
$8.44 Million 1.31% of portfolio
38,080
Q1 2025 Added 1.17%
$0
$8.12 Million 1.26% of portfolio
82,056
Q1 2025 Reduced 5.8%
$0
$6.55 Million 1.02% of portfolio
128,765
Q1 2025 Reduced 13.31%
$0
$5.97 Million 0.93% of portfolio
65,961
Q1 2025 Added 10.57%
$265B
$5.8 Million 0.9% of portfolio
53,539
Q1 2025 Added 0.47%
$0
$5.38 Million 0.84% of portfolio
163,179
Q3 2024 Reduced 0.02%
$1.9T
$4.87 Million 0.76% of portfolio
25,620
Q3 2024 Reduced 0.64%
$983B
$4.85 Million 0.75% of portfolio
31,063
Q4 2024 Added 2.39%
$0
$4.75 Million 0.74% of portfolio
52,394
Q1 2025 Reduced 0.39%
$0
$4.65 Million 0.72% of portfolio
8,306
Q1 2025 Reduced 0.72%
$0
$2.88 Million 0.45% of portfolio
5,134
Q1 2025 Reduced 3.89%
$0
$2.82 Million 0.44% of portfolio
29,608
Q1 2025 Reduced 3.51%
$0
$2.8 Million 0.43% of portfolio
15,027
Q1 2025 Added 10.1%
$21.5B
$2.14 Million 0.33% of portfolio
14,464
Q4 2021 Reduced 85.71%
$3.35T
$1.91 Million 0.3% of portfolio
8,584
Q1 2025 Added 0.94%
$0
$1.62 Million 0.25% of portfolio
30,233
Q1 2025 Reduced 3.25%
$0
$1.61 Million 0.25% of portfolio
15,425
Q1 2025 Reduced 2.94%
$0
$1.61 Million 0.25% of portfolio
5,868
Q1 2025 Added 2.95%
$685B
$1.36 Million 0.21% of portfolio
2,553
Q2 2024 Added 407.55%
$24.3B
$1.29 Million 0.2% of portfolio
11,740
Q1 2025 Reduced 7.85%
$0
$1.21 Million 0.19% of portfolio
15,944
Q1 2025 Reduced 3.94%
$905B
$1.21 Million 0.19% of portfolio
7,835
Q4 2024 Reduced 1.88%
$0
$1.04 Million 0.16% of portfolio
10,905
Q1 2025 Reduced 11.28%
$1.23T
$979,000 0.15% of portfolio
1,699
Q2 2024 New
$718B
$924,000 0.14% of portfolio
3,768
Q3 2024 Reduced 13.1%
$2.89T
$898,000 0.14% of portfolio
2,393
Q4 2024 Added 2.62%
$0
$779,000 0.12% of portfolio
9,543
Q1 2025 Reduced 2.29%
$51.5B
$750,000 0.12% of portfolio
760
Q2 2024 Added 6.0%
$0
$725,000 0.11% of portfolio
4,199
Q3 2024 Reduced 1.15%
$206B
$711,000 0.11% of portfolio
2,863
Q1 2025 Reduced 10.14%
$0
$636,000 0.1% of portfolio
7,481
Q3 2023 Reduced 10.26%
$106B
$618,000 0.1% of portfolio
2,148
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $644 Million
  • Prior Value $639 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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