Sky View Investment Advisors, LLC Portfolio Holdings

Sky View Investment Advisors, LLC

  • $561 Million
  • Q2 2024

Sky View Investment Advisors, LLC has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $561 Million distributed in 370 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 $80M, Ishares Core S&P 500 ETF with a value of $43.2M, Ishares Tr with a value of $40.9M, Wisdomtree Tr Us Quality Divid with a value of $38.2M, and Goldman Sachs ETF Tr Activebet with a value of $29.4M.

Examining the 13F form we can see an increase of $20.1M in the current position value, from $541M to 561M.

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 $561 Million
ETFs: $308 Million
Financial Services: $54 Million
Technology: $43.5 Million
Industrials: $37.4 Million
Consumer Cyclical: $30.8 Million
Communication Services: $12.8 Million
Healthcare: $11.2 Million
Energy: $5.21 Million
Other: $8.52 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
$3.18 Million 0.57% of portfolio
270,549
Q2 2024 Reduced 0.8%
$120M
$1.1 Million 0.2% of portfolio
100,000
Q1 2023 New
$213M
$1.11 Million 0.2% of portfolio
100,000
Q2 2024 New
$260M
$741,000 0.13% of portfolio
71,000
Q1 2024 New
$109M
$570,000 0.1% of portfolio
57,000
Q1 2024 New
$144M
$534,000 0.1% of portfolio
145,844
Q2 2024 Added 51.23%
$209M
$529,000 0.09% of portfolio
31,165
Q2 2024 Added 7.72%
$86.7M
$422,000 0.08% of portfolio
175,231
Q2 2024 Added 11.58%
$278M
$423,000 0.08% of portfolio
35,000
Q1 2024 New
$67.9M
$371,000 0.07% of portfolio
399,873
Q2 2024 New
$230M
$364,000 0.06% of portfolio
45,225
Q2 2024 Added 13.95%
$124M
$289,000 0.05% of portfolio
25,000
Q2 2023 New
$268M
$242,000 0.04% of portfolio
26,500
Q2 2024 Added 1.69%
$101M
$196,000 0.03% of portfolio
67,500
Q2 2024 Added 28.57%
$299M
$126,000 0.02% of portfolio
30,000
Q2 2024 New
$131M
$106,000 0.02% of portfolio
23,306
Q1 2024 New
$271M
$121,000 0.02% of portfolio
10,619
Q2 2024 Reduced 64.6%
$51.5M
$60,000 0.01% of portfolio
18,641
Q2 2024 New
$66.7M
$62,000 0.01% of portfolio
12,500
Q1 2024 New
$148M
$48,000 0.01% of portfolio
12,500
Q2 2024 Added 25.0%

Summary

  • Portfolio
  • No. of Stocks 370
  • Current Value $561 Million
  • Prior Value $541 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 39 stocks
  • Additional Purchases 178 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Sky View Investment Advisors, LLC Portfolio

Follow Sky View Investment Advisors, LLC 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 Sky View Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky View Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email