Blue Sky Wealth Advisors, LLC Portfolio Holdings by Sector
Blue Sky Wealth Advisors, LLC
- $594 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHX VCSH SCHZ SCHP SCHE SCHF VWOB VV 42 stocks |
$527,366
93.48% of portfolio
|
  32  
|
  7  
|
  27  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$7,716
1.37% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$6,560
1.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4,982
0.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$2,884
0.51% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL SNPS PANW 4 stocks |
$2,114
0.37% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,793
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
CINF 1 stocks |
$1,708
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
CHD 1 stocks |
$1,320
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,038
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$930
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$876
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GWW 1 stocks |
$685
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$551
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$503
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$375
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$370
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
BLDR 1 stocks |
$367
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$339
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
DLB 1 stocks |
$329
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
NTRA ME 2 stocks |
$310
0.05% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$266
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$247
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$233
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$223
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diversified Communication Services | Technology
EGHT 1 stocks |
$41
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|