Skyline Advisors, Inc. Purchases in Q1 2025

Skyline Advisors, Inc.

  • $254 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
7.28K
+ 2.1%
$65.06 - $72.31 $474K - $526K
353K $24.7B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.4K
+ 2.59%
$44.72 - $46.25 $510K - $528K
452K $20.8B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.7K
+ 2.1%
$27.01 - $28.54 $342K - $362K
616K $17.2B
CGMS
Capital Grp Core Plus Income E
11.4K
+ 2.48%
N/A
473K $12.9B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.41K
+ 6.21%
$50.39 - $50.66 $272K - $274K
92.5K $4.68B
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.55K
+ 4.02%
$25.69 - $26.78 $117K - $122K
118K $3.17B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.04K
New
$63.07 - $73.5 $191K - $223K
3.04K $213M
UNM
Unum Group

Financial Services
2.5K
New
$71.8 - $83.34 $180K - $208K
2.5K $204M
MELI
Mercadolibre Inc

Consumer Cyclical
103
New
$1739.0 - $2260.0 $179K - $233K
103 $201M
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.1%
$117.15 - $158.79 $586 - $794
4.86K $772M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.72K
+ 52.48%
$77.67 - $90.15 $211K - $245K
7.9K $618M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.04K
+ 26.76%
$56.17 - $59.71 $171K - $181K
14.4K $823M
CGMU
Capital Group Core Plus Income
6.45K
+ 4.69%
N/A
144K $3.86B
VGLT
Vanguard Long Term Treasury Et

ETFs
949
+ 2.51%
$53.99 - $58.43 $51.2K - $55.5K
38.8K $2.23B
DFSB
Dimensional ETF Tr Dimensional
2.45K
+ 15.32%
N/A
18.5K $951M
Morgan Stanley ETF Trust
2.35K
+ 15.03%
N/A
17.9K $1.24B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.63K
+ 27.0%
$51.45 - $58.51 $135K - $154K
12.4K $640M
MO
Altria Group, Inc.

Consumer Defensive
200
+ 2.21%
$50.81 - $60.02 $10.2K - $12K
9.26K $555M
Tidal Trust Iii
4.25K
+ 17.67%
N/A
28.3K $486M
USXF
Ishares Esg Advanced Msci Usa

Technology
3.44K
+ 11.04%
$46.38 - $52.65 $160K - $181K
34.6K $1.62B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
222
+ 1.13%
$95.85 - $99.25 $21.3K - $22K
19.8K $1.96B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.36K
+ 4.53%
$29.72 - $31.94 $40.4K - $43.5K
31.4K $970M
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.01%
$47.4 - $52.99 $47.4 - $53
12.4K $631M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3
+ 0.06%
$87.68 - $94.52 $263 - $284
4.65K $436M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
37
+ 0.43%
$32.66 - $36.43 $1.21K - $1.35K
8.66K $303M
NI
Nisource Inc.

Utilities
8
+ 0.13%
$35.57 - $41.23 $285 - $330
6.38K $256M
IWD
Ishares Russell 1000 Val ETF

ETFs
12
+ 0.39%
$182.82 - $196.21 $2.19K - $2.35K
3.06K $576M
CRWD
Crowd Strike Holdings, Inc.

Technology
3
+ 0.3%
$308.86 - $455.36 $927 - $1.37K
1K $353M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
6
+ 0.02%
$49.75 - $50.27 $299 - $302
25.7K $1.28B
J P Morgan Exchange Traded F
120
+ 1.4%
N/A
8.7K $433M
NEE
Nextera Energy Inc

Utilities
15
+ 0.35%
$66.96 - $76.16 $1K - $1.14K
4.31K $305M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.06%
$142.64 - $156.42 $143 - $156
1.66K $248M
IWS
Ishares Russell Midcap Value E

ETFs
11
+ 0.28%
$122.59 - $135.24 $1.35K - $1.49K
3.97K $501M
SCHA
Schwab Strategic Tr Us Small C

ETFs
796
+ 6.11%
$23.16 - $27.04 $18.4K - $21.5K
13.8K $324M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.23%
$222.66 - $268.42 $668 - $805
1.32K $308M
IWN
Ishares Russell2000 Val ETF

ETFs
7
+ 0.35%
$149.27 - $169.4 $1.04K - $1.19K
2.01K $304M
BAC
Bank Of America Corp

Financial Services
315
+ 1.5%
$39.61 - $47.74 $12.5K - $15K
21.3K $890M
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.05%
$114.9 - $139.6 $230 - $279
3.81K $447M
MUB
Ishares National Muni Bond ETF

ETFs
827
+ 0.71%
$104.71 - $107.69 $86.6K - $89.1K
117K $12.3B
NVDA
Nvidia Corp

Technology
14
+ 0.32%
$106.98 - $149.43 $1.5K - $2.09K
4.33K $470M
VCR
Vanguard Consumer Discretionar

ETFs
5
+ 0.22%
$318.51 - $391.75 $1.59K - $1.96K
2.31K $751M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10
+ 0.01%
$21.23 - $23.75 $212 - $238
100K $2.16B
J P Morgan Exchange Traded F
1.38K
+ 0.75%
N/A
187K $11.2B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.39K
+ 1.35%
$168.16 - $186.21 $233K - $258K
105K $17.9B
VTI
Vanguard Total Stock Market Et

ETFs
567
+ 0.55%
$271.18 - $303.12 $154K - $172K
103K $28.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.23K
+ 0.76%
$24.91 - $29.02 $105K - $123K
560K $14B
Activity Summary
Buys All Purchases 47 New Holdings 3 Increased Positions 44 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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