Skyline Advisors, Inc. Incresed Positions in Q3 2025

Skyline Advisors, Inc.

  • $290 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
44.4K
+ 68.26%
$103.24 - $106.68 $4.58M - $4.73M
109K $11.6B
VTI
Vanguard Total Stock Market Et

ETFs
668
+ 0.66%
$303.93 - $329.86 $203K - $220K
103K $33.7B
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.74K
+ 5.62%
$182.33 - $194.5 $1.05M - $1.12M
108K $21B
IXUS
Ishares Tr

ETFs
4.04K
+ 1.13%
$76.35 - $82.58 $308K - $334K
363K $29.9B
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.3K
+ 2.35%
$28.92 - $32.19 $385K - $428K
580K $18.5B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
36.8K
+ 38.58%
$49.09 - $50.58 $1.81M - $1.86M
132K $6.67B
J P Morgan Exchange Traded F
23.3K
+ 14.13%
N/A
188K $12.2B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32.7K
+ 5.28%
$26.38 - $27.95 $861K - $913K
652K $17.8B
CGMU
Capital Group Core Plus Income
45.4K
+ 37.68%
N/A
166K $4.53B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
16.3K
+ 3.55%
$45.6 - $46.92 $741K - $763K
475K $22.2B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
54
+ 0.05%
$23.82 - $25.84 $1.29K - $1.4K
116K $2.98B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
124
+ 1.34%
$459.11 - $506.91 $56.9K - $62.9K
9.36K $4.71B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.64K
+ 7.93%
$34.31 - $38.09 $90.7K - $101K
36K $1.36B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.49K
+ 8.03%
$50.81 - $51.07 $177K - $178K
46.9K $2.39B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.06K
+ 3.01%
$50.47 - $50.74 $155K - $155K
105K $5.31B
NVDA
Nvidia Corp

Technology
163
+ 3.77%
$153.3 - $186.58 $25K - $30.4K
4.49K $838M
USXF
Ishares Esg Advanced Msci Usa

Technology
430
+ 1.22%
$53.69 - $57.31 $23.1K - $24.6K
35.8K $2.05B
Morgan Stanley ETF Trust
502
+ 2.61%
N/A
19.7K $1.61B
BNDX
Vanguard Total International B

ETFs
2.48K
+ 7.47%
$49.0 - $49.51 $122K - $123K
35.7K $1.77B
EUSB
Ishares Tr Esg Advanced Total

Technology
2.5K
+ 8.68%
$42.97 - $44.2 $107K - $110K
31.3K $1.37B
BAC
Bank Of America Corp

Financial Services
235
+ 1.1%
$44.92 - $52.42 $10.6K - $12.3K
21.6K $1.11B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
477
+ 5.92%
$92.97 - $100.18 $44.3K - $47.8K
8.54K $849M
MO
Altria Group, Inc.

Consumer Defensive
200
+ 2.16%
$57.75 - $67.68 $11.6K - $13.5K
9.46K $625M
VCR
Vanguard Consumer Discretionar

ETFs
4
+ 0.17%
$359.61 - $401.35 $1.44K - $1.61K
2.32K $917M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.57K
+ 1.27%
$26.44 - $27.1 $41.4K - $42.4K
125K $3.36B
VGLT
Vanguard Long Term Treasury Et

ETFs
793
+ 2.0%
$54.21 - $57.41 $43K - $45.5K
40.5K $2.3B
VEU
Vanguard Ftse All World Ex Us

ETFs
268
+ 2.04%
$66.38 - $71.68 $17.8K - $19.2K
13.4K $957M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
232
+ 1.23%
$97.75 - $100.75 $22.7K - $23.4K
19.1K $1.91B
IWN
Ishares Russell2000 Val ETF

ETFs
9
+ 0.45%
$157.1 - $178.94 $1.41K - $1.61K
2.03K $358M
DFSB
Dimensional ETF Tr Dimensional
421
+ 2.12%
N/A
20.3K $1.08B
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.01%
$56.02 - $60.3 $56 - $60.3
12.4K $744M
Tidal Trust Iii
1.56K
+ 4.69%
N/A
34.8K $606M
IWS
Ishares Russell Midcap Value E

ETFs
15
+ 0.38%
$132.83 - $140.61 $1.99K - $2.11K
4K $559M
IWD
Ishares Russell 1000 Val ETF

ETFs
11
+ 0.36%
$192.76 - $203.86 $2.12K - $2.24K
3.08K $627M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.3%
$215.01 - $273.02 $645 - $819
1.01K $254M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
195
+ 1.76%
$71.6 - $76.11 $14K - $14.8K
11.3K $853M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.24%
$617.65 - $666.84 $618 - $667
419 $279M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.03%
$137.51 - $145.26 $138 - $145
3.81K $543M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.06%
$133.81 - $152.16 $134 - $152
1.66K $233M
NFLX
Netflix Inc

Communication Services
48
+ 15.29%
$1147.87 - $1297.18 $55.1K - $62.3K
362 $434M
J P Morgan Exchange Traded F
80
+ 0.91%
N/A
8.91K $447M
JEPI
J P Morgan Exchange Traded Fd

ETFs
117
+ 0.8%
$55.61 - $57.37 $6.51K - $6.71K
14.7K $840M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
7
+ 0.25%
$75.26 - $80.19 $527 - $561
2.8K $223M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3
+ 0.07%
$92.18 - $95.14 $277 - $285
4.41K $420M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6
+ 0.05%
$49.78 - $50.75 $299 - $305
11.6K $586M
CSCO
Cisco Systems, Inc.

Technology
24
+ 0.55%
$66.2 - $71.79 $1.59K - $1.72K
4.43K $303M
CRWD
Crowd Strike Holdings, Inc.

Technology
16
+ 1.6%
$412.46 - $514.1 $6.6K - $8.23K
1.02K $499M
IBM
International Business Machines Corp

Technology
6
+ 0.43%
$234.77 - $292.47 $1.41K - $1.75K
1.41K $398M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.07%
$915.95 - $994.57 $916 - $995
1.34K $1.24B
Activity Summary
Buys All Purchases 57 New Holdings 6 Increased Positions 51 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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