Skyline Advisors, Inc. Portfolio Holdings

Skyline Advisors, Inc.

  • $254 Billion
  • Q1 2025

Skyline Advisors, Inc. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $254 Billion distributed in 88 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 $28.3B, Ishares Tr with a value of $24.7B, Ishares Core Total Usd Bond Ma with a value of $20.8B, Ishares Msci Usa Quality Facto with a value of $17.9B, and Microsoft Corp with a value of $17.7B.

Examining the 13F form we can see an decrease of $3.72B in the current position value, from $258B to 254B.

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 $254 Billion
ETFs: $176 Billion
Technology: $24.5 Billion
Financial Services: $7.36 Billion
Consumer Defensive: $3.8 Billion
Industrials: $2.89 Billion
Consumer Cyclical: $2.28 Billion
Utilities: $1.25 Billion
Healthcare: $545 Million
Other: $293 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $254 Billion
  • Prior Value $258 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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