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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.3 Billion 11.13% of portfolio
102,807
Q1 2025 Added 0.55%
$0
$24.7 Billion 9.71% of portfolio
353,354
Q1 2025 Added 2.1%
$0
$20.8 Billion 8.21% of portfolio
452,304
Q1 2025 Added 2.59%
$0
$17.9 Billion 7.03% of portfolio
104,500
Q1 2025 Added 1.35%
$2.89T
$17.7 Billion 6.98% of portfolio
47,192
Q1 2025 Reduced 0.98%
$0
$17.2 Billion 6.78% of portfolio
616,111
Q1 2025 Added 2.1%
$0
$14 Billion 5.52% of portfolio
560,214
Q1 2025 Added 0.76%
-
$12.9 Billion 5.09% of portfolio
-
Q1 2025 Added 2.48%
$0
$12.3 Billion 4.86% of portfolio
117,102
Q1 2025 Added 0.71%
J P Morgan Exchange Traded F
-
$11.2 Billion 4.4% of portfolio
-
Q1 2025 Added 0.75%
$0
$6.63 Billion 2.61% of portfolio
132,509
Q1 2025 Reduced 0.39%
$687B
$4.88 Billion 1.92% of portfolio
9,168
Q1 2025 Reduced 0.28%
$0
$4.68 Billion 1.84% of portfolio
92,471
Q1 2025 Added 6.21%
$3.25T
$4.24 Billion 1.67% of portfolio
19,092
Q1 2025 Reduced 2.31%
-
$3.86 Billion 1.52% of portfolio
-
Q1 2025 Added 4.69%
$0
$3.17 Billion 1.25% of portfolio
117,861
Q1 2025 Added 4.02%
$0
$2.16 Billion 0.85% of portfolio
100,491
Q1 2025 Added 0.01%
$0
$1.98 Billion 0.78% of portfolio
38,940
Q1 2025 Reduced 2.85%
$0
$1.96 Billion 0.77% of portfolio
19,846
Q1 2025 Added 1.13%
$0
$1.88 Billion 0.74% of portfolio
19,191
Q1 2025 Reduced 25.42%
$141B
$1.89 Billion 0.74% of portfolio
4,024
Q1 2025 Reduced 9.08%
$0
$1.64 Billion 0.65% of portfolio
33,678
Q1 2025 Reduced 2.2%
$0
$1.62 Billion 0.64% of portfolio
34,629
Q1 2025 Added 11.04%
$433B
$1.42 Billion 0.56% of portfolio
1,503
Q1 2025 Reduced 3.03%
$0
$1.3 Billion 0.51% of portfolio
2,318
Q4 2024 Reduced 0.9%
$0
$1.28 Billion 0.51% of portfolio
25,674
Q1 2025 Added 0.02%
Morgan Stanley ETF Trust
-
$1.24 Billion 0.49% of portfolio
-
Q1 2025 Added 15.03%
$0
$1.17 Billion 0.46% of portfolio
27,031
Q1 2025 Added 15.64%
$0
$1.1 Billion 0.43% of portfolio
18,653
Q1 2025 Reduced 25.66%
$0
$970 Million 0.38% of portfolio
31,425
Q1 2025 Added 4.53%
$163B
$967 Million 0.38% of portfolio
2,522
Q4 2024 Reduced 6.52%
-
$951 Million 0.37% of portfolio
-
Q1 2025 Added 15.32%
$294B
$890 Million 0.35% of portfolio
21,337
Q1 2025 Added 1.5%
$0
$823 Million 0.32% of portfolio
14,395
Q1 2025 Added 26.76%
$96B
$821 Million 0.32% of portfolio
8,367
Q1 2025 Reduced 8.88%
$244B
$772 Million 0.3% of portfolio
4,864
Q1 2025 Added 0.1%
$0
$751 Million 0.3% of portfolio
2,307
Q1 2025 Added 0.22%
$0
$743 Million 0.29% of portfolio
11,039
Q1 2025 Reduced 1.33%
$0
$710 Million 0.28% of portfolio
11,704
Q4 2024 Added 0.04%
$1.86T
$705 Million 0.28% of portfolio
3,706
Q1 2025 Reduced 2.42%
$99.2B
$690 Million 0.27% of portfolio
7,507
Q1 2025 Reduced 0.13%
$0
$631 Million 0.25% of portfolio
12,418
Q1 2025 Added 0.01%
$0
$640 Million 0.25% of portfolio
12,358
Q1 2025 Added 27.0%
$0
$618 Million 0.24% of portfolio
7,897
Q1 2025 Added 52.48%
$5.31B
$602 Million 0.24% of portfolio
6,575
Q1 2024 Reduced 13.2%
$0
$576 Million 0.23% of portfolio
3,059
Q1 2025 Added 0.39%
$59.7B
$548 Million 0.22% of portfolio
5,000
Q4 2023 New
$401B
$547 Million 0.22% of portfolio
3,212
Q1 2025 Reduced 0.71%
$102B
$555 Million 0.22% of portfolio
9,255
Q1 2025 Added 2.21%

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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