Skyline Advisors, Inc. Reduced Holdings in Q3 2024

Skyline Advisors, Inc.

  • $243 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-360
- 0.74%
$395.15 - $467.56 $142K - $168K
48.6K $20.9B
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-6.83K
- 7.86%
$17.08 - $20.64 $117K - $141K
80.1K $1.54B
CRWD
Crowd Strike Holdings, Inc.

Technology
-4
- 0.31%
$217.89 - $392.15 $872 - $1.57K
1.29K $362M
ADBE
Adobe Inc.

Technology
-5
- 0.18%
$508.13 - $586.55 $2.54K - $2.93K
2.7K $1.4B
NVDA
Nvidia Corp

Technology
-403
- 5.08%
$98.91 - $134.91 $39.9K - $54.4K
7.54K $915M
AAPL
Apple Inc.

Technology
-2.49K
- 10.79%
$207.23 - $234.82 $517K - $585K
20.6K $4.8B
AMZN
Amazon Com Inc

Consumer Cyclical
-48
- 0.89%
$161.02 - $200.0 $7.73K - $9.6K
5.35K $996M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-792
- 1.41%
$50.61 - $50.96 $40.1K - $40.4K
55.2K $2.81B
META
Meta Platforms, Inc.

Communication Services
-131
- 16.71%
$453.41 - $572.44 $59.4K - $75K
653 $374M
BAC
Bank Of America Corp

Financial Services
-52
- 0.22%
$36.65 - $44.13 $1.91K - $2.29K
23.1K $917M
IWP
Ishares Russell Mid Cap Growth

ETFs
-177
- 4.45%
$103.87 - $117.59 $18.4K - $20.8K
3.8K $446M
NFLX
Netflix Inc

Communication Services
-5
- 1.05%
$598.55 - $722.26 $2.99K - $3.61K
469 $333M
ABBV
Abb Vie Inc.

Healthcare
-108
- 7.43%
$163.84 - $199.33 $17.7K - $21.5K
1.35K $266M
BNDX
Vanguard Total International B

ETFs
-1.19K
- 2.5%
$48.42 - $50.35 $57.5K - $59.8K
46.3K $2.33B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-27
- 0.07%
$49.69 - $50.5 $1.34K - $1.36K
38.4K $1.94B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.18K
- 2.19%
$51.58 - $53.79 $60.8K - $63.4K
52.6K $2.82B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-33
- 0.7%
$83.76 - $91.82 $2.76K - $3.03K
4.65K $424M
TMUS
T Mobile Us, Inc.

Communication Services
-7
- 0.52%
$175.14 - $206.36 $1.23K - $1.44K
1.35K $279M
FVD
First Tr Value Line Divid Inde

ETFs
-32
- 0.3%
$40.45 - $45.49 $1.29K - $1.46K
10.8K $491M
NEE
Nextera Energy Inc

Utilities
-53
- 1.19%
$69.9 - $84.97 $3.7K - $4.5K
4.42K $373M
USXF
Ishares Esg Advanced Msci Usa

Technology
-20
- 0.07%
$43.59 - $49.35 $872 - $987
29.2K $1.43B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-200
- 0.95%
$89.91 - $101.33 $18K - $20.3K
20.8K $2.04B
SBUX
Starbucks Corp

Consumer Cyclical
-944
- 8.99%
$72.51 - $98.6 $68.4K - $93.1K
9.56K $931M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.34K
- 1.23%
$92.63 - $105.69 $124K - $141K
107K $11.2B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.14K
- 0.89%
$22.38 - $23.66 $70.4K - $74.4K
349K $8.19B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2.09K
- 1.7%
$91.37 - $101.65 $191K - $212K
121K $12.3B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.86K
- 1.41%
$55.06 - $62.25 $102K - $116K
130K $8.02B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-64
- 0.67%
$405.19 - $478.57 $25.9K - $30.6K
9.43K $4.34B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-988
- 1.0%
$162.64 - $179.3 $161K - $177K
97.9K $17.6B
IXUS
Ishares Tr

ETFs
-228
- 0.08%
$64.9 - $73.35 $14.8K - $16.7K
273K $19.9B
VTI
Vanguard Total Stock Market Et

ETFs
-193
- 0.19%
$255.18 - $283.2 $49.2K - $54.7K
103K $29.3B
Activity Summary
Buys All Purchases 49 New Holdings 12 Increased Positions 37 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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