Sky View Investment Advisors, LLC Portfolio Holdings

Sky View Investment Advisors, LLC

  • $602 Million
  • Q3 2024

Sky View Investment Advisors, LLC has filed its 13F form on November 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $602 Million distributed in 308 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $85M, Ishares Core S&P 500 ETF with a value of $46M, Ishares Tr with a value of $43M, Wisdomtree Tr Us Quality Divid with a value of $42.3M, and Goldman Sachs ETF Tr Activebet with a value of $32.4M.

Examining the 13F form we can see an increase of $40.9M in the current position value, from $561M to 602M.

Sky View Investment Advisors, LLC is based out at Shrewsbury, NJ

Below you can find more details about Sky View Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $602 Million
ETFs: $358 Million
Financial Services: $54.9 Million
Technology: $42.3 Million
Industrials: $36.4 Million
Consumer Cyclical: $31.4 Million
Communication Services: $12 Million
Healthcare: $7.65 Million
Energy: $4.8 Million
Other: $7.98 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$283M
$3.21 Million 0.53% of portfolio
270,549
Q2 2024 Reduced 0.8%
$213M
$1.1 Million 0.18% of portfolio
100,000
Q2 2024 New
$123M
$1.11 Million 0.18% of portfolio
100,000
Q1 2023 New
$256M
$781,000 0.13% of portfolio
71,000
Q1 2024 New
$209M
$550,000 0.09% of portfolio
31,815
Q3 2024 Added 2.09%
$109M
$570,000 0.09% of portfolio
57,000
Q1 2024 New
$103M
$500,000 0.08% of portfolio
184,563
Q3 2024 Added 5.33%
$75.1M
$431,000 0.07% of portfolio
179,604
Q3 2024 Added 23.15%
$244M
$331,000 0.06% of portfolio
399,873
Q2 2024 New
$140M
$302,000 0.05% of portfolio
107,500
Q3 2024 Added 59.26%
$124M
$291,000 0.05% of portfolio
25,000
Q2 2023 New
$224M
$321,000 0.05% of portfolio
47,576
Q3 2024 Added 5.2%
$233M
$257,000 0.04% of portfolio
27,674
Q3 2024 Added 4.43%
$264M
$102,000 0.02% of portfolio
24,000
Q2 2024 Added 100.0%
$280M
$125,000 0.02% of portfolio
30,000
Q2 2024 New
$239M
$122,000 0.02% of portfolio
30,000
Q3 2024 Added 28.72%
$54.6M
$82,000 0.01% of portfolio
15,000
Q3 2024 Added 20.0%
$116M
$59,000 0.01% of portfolio
12,500
Q2 2024 Added 25.0%
$67.3M
$44,000 0.01% of portfolio
18,641
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 308
  • Current Value $602 Million
  • Prior Value $561 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 147 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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