Skyline Advisors, Inc. Portfolio Holdings

Skyline Advisors, Inc.

  • $243 Billion
  • Q3 2024

Skyline Advisors, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $243 Billion distributed in 92 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 $29.3B, Microsoft Corp with a value of $20.9B, Ishares Tr with a value of $19.9B, Ishares Msci Usa Quality Facto with a value of $17.6B, and Ishares Core U.S. Aggregate Bo with a value of $16.8B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $230B to 243B.

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 $243 Billion
ETFs: $188 Billion
Technology: $29.3 Billion
Financial Services: $7.07 Billion
Consumer Defensive: $3.58 Billion
Consumer Cyclical: $2.81 Billion
Industrials: $2.73 Billion
N/A: $1.54 Billion
Healthcare: $1.5 Billion
Other: $2.53 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.95B
$613 Million 0.25% of portfolio
6,575
Q1 2024 Reduced 13.2%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $243 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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