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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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