Skyline Advisors, Inc. Reduced Holdings in Q1 2025

Skyline Advisors, Inc.

  • $254 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-467
- 0.98%
$375.39 - $447.2 $175K - $209K
47.2K $17.7B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-6.54K
- 25.42%
$96.93 - $109.51 $634K - $716K
19.2K $1.88B
AAPL
Apple Inc.

Technology
-451
- 2.31%
$209.68 - $247.1 $94.6K - $111K
19.1K $4.24B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-6.44K
- 25.66%
$55.47 - $61.45 $357K - $396K
18.7K $1.1B
AMZN
Amazon Com Inc

Consumer Cyclical
-92
- 2.42%
$190.26 - $242.06 $17.5K - $22.3K
3.71K $705M
VGT
Vanguard Information Technolog

ETFs
-67
- 7.13%
$543.24 - $646.34 $36.4K - $43.3K
873 $474M
SPY
Spdr S&P 500 ETF Trust

ETFs
-101
- 19.46%
$551.42 - $612.93 $55.7K - $61.9K
418 $234M
JPM
Jpmorgan Chase & CO

Financial Services
-299
- 21.16%
$225.19 - $279.95 $67.3K - $83.7K
1.11K $273M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.14K
- 2.85%
$50.72 - $50.92 $57.9K - $58.2K
38.9K $1.98B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-523
- 0.39%
$49.69 - $50.76 $26K - $26.5K
133K $6.63B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.09%
$360.07 - $417.26 $360 - $417
1.08K $391M
FVD
First Tr Value Line Divid Inde

ETFs
-894
- 11.69%
$42.61 - $45.51 $38.1K - $40.7K
6.76K $301M
BA
Boeing CO

Industrials
-84
- 3.1%
$148.15 - $186.25 $12.4K - $15.6K
2.63K $448M
MRK
Merck & Co., Inc.

Healthcare
-42
- 1.77%
$83.01 - $101.02 $3.49K - $4.24K
2.33K $209M
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 2.16%
$347.25 - $424.87 $5.21K - $6.37K
680 $249M
SBUX
Starbucks Corp

Consumer Cyclical
-815
- 8.88%
$91.75 - $115.81 $74.8K - $94.4K
8.37K $821M
NFLX
Netflix Inc

Communication Services
-25
- 7.37%
$828.4 - $1058.6 $20.7K - $26.5K
314 $293M
COST
Costco Wholesale Corp

Consumer Defensive
-47
- 3.03%
$890.62 - $1076.86 $41.9K - $50.6K
1.5K $1.42B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-5
- 0.14%
$94.87 - $96.11 $474 - $481
3.57K $343M
PG
Procter & Gamble CO

Consumer Defensive
-23
- 0.71%
$158.56 - $176.26 $3.65K - $4.05K
3.21K $547M
MA
Mastercard Inc

Financial Services
-4
- 0.98%
$504.67 - $576.31 $2.02K - $2.31K
405 $222M
CSCO
Cisco Systems, Inc.

Technology
-44
- 0.95%
$58.74 - $64.87 $2.58K - $2.85K
4.6K $284M
DE
Deere & CO

Industrials
-402
- 9.08%
$408.57 - $509.27 $164K - $205K
4.02K $1.89B
V
Visa Inc.

Financial Services
-26
- 3.12%
$306.92 - $362.71 $7.98K - $9.43K
808 $283M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-149
- 1.33%
$63.91 - $70.19 $9.52K - $10.5K
11K $743M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-10
- 0.34%
$73.71 - $87.55 $737 - $876
2.94K $255M
JNJ
Johnson & Johnson

Healthcare
-32
- 1.55%
$142.06 - $167.7 $4.55K - $5.37K
2.03K $336M
SO
Southern CO

Utilities
-10
- 0.13%
$80.96 - $92.96 $810 - $930
7.51K $690M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-26
- 0.28%
$442.66 - $534.52 $11.5K - $13.9K
9.17K $4.88B
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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