Skyline Advisors, Inc. has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $230 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $27.7B, Microsoft Corp with a value of $21.9B, Ishares Tr with a value of $18.5B, Ishares Msci Usa Quality Facto with a value of $16.9B, and Ishares Core U.S. Aggregate Bo with a value of $16.1B.

Examining the 13F form we can see an increase of $6.52B in the current position value, from $223B to 230B.

Skyline Advisors, Inc. is based out at Bellingham, WA

Below you can find more details about Skyline Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $230 Billion
ETFs: $177 Billion
Technology: $30.5 Billion
Financial Services: $6.12 Billion
Consumer Defensive: $3.3 Billion
Industrials: $2.6 Billion
Consumer Cyclical: $2.41 Billion
N/A: $1.73 Billion
Healthcare: $1.22 Billion
Other: $2.08 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $230 Billion
  • Prior Value $223 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Skyline Advisors, Inc. Portfolio

Follow Skyline Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Skyline Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Skyline Advisors, Inc. with notifications on news.