Blue Sky Wealth Advisors, LLC Reduced Holdings in Q3 2024

Blue Sky Wealth Advisors, LLC

  • $642 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-165
- 0.64%
$161.02 - $200.0 $26.6K - $33K
25.6K $4.77M
CAT
Caterpillar Inc

Industrials
-852
- 30.49%
$316.8 - $391.12 $270K - $333K
1.94K $759K
GOOGL
Alphabet Inc.

Communication Services
-134
- 1.65%
$148.65 - $191.18 $19.9K - $25.6K
7.99K $1.32M
JPM
Jpmorgan Chase & CO

Financial Services
-568
- 13.1%
$194.9 - $224.8 $111K - $128K
3.77K $794K
MSFT
Microsoft Corp

Technology
-11
- 0.47%
$395.15 - $467.56 $4.35K - $5.14K
2.33K $1M
IEMG
Ishares Inc

ETFs
-441
- 1.21%
$53.64 - $53.64 $23.7K - $23.7K
36K $1.93M
DLB
Dolby Laboratories, Inc.

Industrials
-76
- 1.83%
$66.75 - $81.27 $5.07K - $6.18K
4.09K $312K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-81
- 4.87%
$332.02 - $382.76 $26.9K - $31K
1.58K $594K
V
Visa Inc.

Financial Services
-76
- 7.48%
$253.74 - $291.56 $19.3K - $22.2K
940 $258K
IVV
Ishares Core S&P 500 ETF

ETFs
-404
- 5.29%
$520.18 - $576.82 $210K - $233K
7.24K $4.17M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-289
- 2.89%
$75.32 - $84.37 $21.8K - $24.4K
9.73K $813K
VTI
Vanguard Total Stock Market Et

ETFs
-171
- 2.91%
$255.18 - $283.2 $43.6K - $48.4K
5.7K $1.61M
VTV
Vanguard Value ETF

ETFs
-49
- 1.15%
$159.75 - $174.57 $7.83K - $8.55K
4.2K $733K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-430
- 1.39%
$93.65 - $97.81 $40.3K - $42.1K
30.6K $2.99M
IEFA
Ishares Tr

ETFs
-513
- 2.55%
$70.09 - $78.74 $36K - $40.4K
19.6K $1.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-389
- 2.12%
$105.53 - $118.34 $41.1K - $46K
18K $2.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-140
- 1.63%
$517.38 - $573.86 $72.4K - $80.3K
8.45K $4.85M
EMB
Ishares Tr

ETFs
-994
- 1.89%
$87.75 - $93.74 $87.2K - $93.2K
51.5K $4.82M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.23K
- 2.51%
$71.45 - $75.64 $303K - $320K
164K $12.3M
IYR
Ishares Tr

ETFs
-105
- 0.7%
$86.93 - $103.61 $9.13K - $10.9K
14.9K $1.52M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.32K
- 0.94%
$51.02 - $52.74 $118K - $122K
245K $12.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.3K
- 1.22%
$105.92 - $110.83 $138K - $145K
105K $11.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.39K
- 1.35%
$96.25 - $101.98 $134K - $142K
102K $10.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-38
- 0.02%
$31.05 - $34.29 $1.18K - $1.3K
163K $5.6M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.88K
- 3.3%
$82.97 - $98.97 $156K - $186K
55.2K $5.37M
VB
Vanguard Small Cap ETF

ETFs
-337
- 0.87%
$214.77 - $237.72 $72.4K - $80.1K
38.5K $9.13M
VV
Vanguard Large Cap ETF

ETFs
-1.21K
- 1.47%
$236.92 - $263.4 $286K - $318K
81K $21.3M
Activity Summary
Buys All Purchases 19 New Holdings 1 Increased Positions 18 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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