Blue Sky Wealth Advisors, LLC Portfolio Holdings

Blue Sky Wealth Advisors, LLC

  • $639 Million
  • Q4 2024

Blue Sky Wealth Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $639 Million distributed in 74 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 $139M, Vanguard Sht Term Corp Bd ETF with a value of $56.5M, Schwab Us Aggregate Bond ETF with a value of $46.3M, Schwab Strategic Us Tips ETF with a value of $34.2M, and Dimensional ETF Tr with a value of $31.2M.

Examining the 13F form we can see an decrease of $2.56M in the current position value, from $642M to 639M.

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

Portfolio value $639 Million
ETFs: $572 Million
Technology: $12.7 Million
Communication Services: $8.4 Million
Consumer Cyclical: $6.13 Million
Financial Services: $4.34 Million
Industrials: $2.04 Million
Consumer Defensive: $1.63 Million
Healthcare: $1.05 Million
Other: $317,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$343B
$7.16 Million 1.12% of portfolio
53,287
Q4 2024 Added 0.34%
$1.2T
$5.92 Million 0.93% of portfolio
31,063
Q4 2024 Added 2.39%
$2.3T
$5.62 Million 0.88% of portfolio
25,620
Q3 2024 Reduced 0.64%
$3.7T
$2.13 Million 0.33% of portfolio
8,504
Q4 2024 Reduced 0.85%
$1.17T
$1.48 Million 0.23% of portfolio
7,835
Q4 2024 Reduced 1.88%
$609B
$1.16 Million 0.18% of portfolio
2,553
Q2 2024 Added 407.55%
$3.2T
$1.01 Million 0.16% of portfolio
2,393
Q4 2024 Added 2.62%
$1.38T
$1 Million 0.16% of portfolio
1,699
Q2 2024 New
$761B
$903,000 0.14% of portfolio
3,768
Q3 2024 Reduced 13.1%
$201B
$700,000 0.11% of portfolio
3,186
Q2 2024 Added 22.73%
$204B
$704,000 0.11% of portfolio
1,942
Q3 2024 Reduced 30.49%
$434B
$726,000 0.11% of portfolio
4,360
Q2 2024 New
$477B
$368,000 0.06% of portfolio
728
Q2 2024 New
$468B
$317,000 0.05% of portfolio
2,951
Q4 2023 Reduced 10.74%
$250B
$298,000 0.05% of portfolio
3,300
Q2 2024 New
$419B
$263,000 0.04% of portfolio
677
Q3 2023 Reduced 12.53%
$500B
$200,000 0.03% of portfolio
380
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $639 Million
  • Prior Value $642 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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