Skyline Advisors, Inc. Purchases in Q2 2025

Skyline Advisors, Inc.

  • $271 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MEAR
Blackrock Short Maturity Munic

ETFs
65K
New
$49.74 - $50.27 $3.23M - $3.27M
65K $3.27B
IXUS
Ishares Tr

ETFs
5.25K
+ 1.49%
$62.37 - $77.63 $327K - $407K
359K $27.7B
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.28K
+ 1.12%
$22.27 - $29.21 $140K - $183K
566K $16.5B
SUB
Ishares Short Term National Mu

ETFs
17.5K
New
$104.77 - $106.34 $1.83M - $1.86M
17.5K $1.86B
HEQT
Simplify Exchange Traded Fds H
30.9K
New
$27.22 - $30.05 $840K - $927K
30.9K $927M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11K
New
$50.39 - $60.05 $552K - $658K
11K $658M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.5K
+ 15.44%
$19.1 - $23.83 $296K - $370K
116K $2.76B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11.6K
New
$49.57 - $50.27 $573K - $581K
11.6K $581M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.23K
+ 9.98%
$50.36 - $50.68 $465K - $468K
102K $5.15B
CGMS
Capital Grp Core Plus Income E
8.38K
+ 1.77%
N/A
481K $13.3B
VIG
Vanguard Dividend Appreciation

ETFs
1.62K
New
N/A
1.62K $332M
USXF
Ishares Esg Advanced Msci Usa

Technology
695
+ 2.01%
$41.54 - $53.93 $28.9K - $37.5K
35.3K $1.91B
Morgan Stanley ETF Trust
1.28K
+ 7.11%
N/A
19.2K $1.47B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.48K
+ 11.5%
$50.52 - $50.92 $226K - $228K
43.4K $2.21B
WFC
Wells Fargo & Company

Financial Services
2.74K
New
$60.98 - $80.12 $167K - $220K
2.74K $220M
QQQ
Invesco Qqq Trust, Series 1

ETFs
394
New
$416.06 - $551.64 $164K - $217K
394 $217M
WMT
Walmart Inc.

Consumer Defensive
2.19K
New
$81.79 - $99.98 $179K - $219K
2.19K $214M
ABBV
Abb Vie Inc.

Healthcare
1.13K
New
$170.16 - $206.27 $191K - $232K
1.13K $209M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.91K
+ 6.07%
$27.26 - $34.48 $52K - $65.8K
33.3K $1.15B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.44K
+ 12.27%
$54.19 - $67.22 $77.8K - $96.5K
13.1K $883M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
163
+ 2.06%
$70.54 - $93.95 $11.5K - $15.3K
8.06K $757M
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.4K
+ 4.59%
$26.18 - $26.93 $141K - $146K
123K $3.29B
AMZN
Amazon Com Inc

Consumer Cyclical
4
+ 0.11%
$167.32 - $223.3 $669 - $893
3.71K $814M
BA
Boeing CO

Industrials
14
+ 0.53%
$136.59 - $217.51 $1.91K - $3.05K
2.64K $553M
DFSB
Dimensional ETF Tr Dimensional
1.39K
+ 7.52%
N/A
19.9K $1.04B
VCR
Vanguard Consumer Discretionar

ETFs
4
+ 0.17%
$290.42 - $364.35 $1.16K - $1.46K
2.31K $837M
Tidal Trust Iii
4.94K
+ 17.44%
N/A
33.3K $570M
EUSB
Ishares Tr Esg Advanced Total

Technology
1.76K
+ 6.52%
$42.54 - $43.56 $75K - $76.8K
28.8K $1.25B
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.03%
$104.34 - $138.68 $104 - $139
3.81K $528M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
28
+ 0.25%
$59.98 - $74.92 $1.68K - $2.1K
11.1K $824M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.09%
$320.42 - $421.7 $320 - $422
1.08K $460M
IBM
International Business Machines Corp

Technology
7
+ 0.5%
$221.03 - $294.78 $1.55K - $2.06K
1.4K $413M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
59
+ 0.68%
$30.96 - $40.6 $1.83K - $2.4K
8.72K $352M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
174
+ 1.41%
$45.88 - $54.4 $7.98K - $9.47K
12.5K $682M
IWS
Ishares Russell Midcap Value E

ETFs
12
+ 0.3%
$110.58 - $132.14 $1.33K - $1.59K
3.99K $527M
IWD
Ishares Russell 1000 Val ETF

ETFs
10
+ 0.33%
$166.82 - $194.23 $1.67K - $1.94K
3.07K $596M
IWN
Ishares Russell2000 Val ETF

ETFs
5
+ 0.25%
$131.84 - $157.76 $659 - $789
2.02K $318M
JEPI
J P Morgan Exchange Traded Fd

ETFs
201
+ 1.4%
$51.14 - $57.0 $10.3K - $11.5K
14.6K $830M
NEE
Nextera Energy Inc

Utilities
183
+ 4.25%
$64.11 - $75.0 $11.7K - $13.7K
4.49K $312M
J P Morgan Exchange Traded F
133
+ 1.53%
N/A
8.83K $436M
VGLT
Vanguard Long Term Treasury Et

ETFs
895
+ 2.31%
$53.66 - $58.71 $48K - $52.5K
39.7K $2.23B
JNJ
Johnson & Johnson

Healthcare
104
+ 5.13%
$146.36 - $159.82 $15.2K - $16.6K
2.13K $325M
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.04%
$79.69 - $99.41 $239 - $298
8.37K $767M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
70
+ 0.76%
$483.48 - $539.8 $33.8K - $37.8K
9.24K $4.49B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.79K
+ 0.45%
$24.32 - $27.87 $67.9K - $77.8K
619K $16.4B
Activity Summary
Buys All Purchases 46 New Holdings 10 Increased Positions 36 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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