Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Skyline Advisors

Latest statistics and disclosures from Skyline Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, MSFT, IXUS, QUAL, AGG, and represent 42.99% of Skyline Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV, OEF, BOXX, CGXU, SPY, SGOL, NI, AVGO, MELI, PNC.
Started 12 new stock positions in PNC, SGOL, VWO, SHCR, BOXX, NI, IVV, OEF, SPY, CGXU. MA, MELI.
Reduced shares in these 10 stocks: AAPL, ESGV, QUAL, MSFT, SCHG, BSTZ, VSGX, SBUX, META, GOVT.
Skyline Advisors was a net buyer of stock by $2.8M.
Skyline Advisors has $243M in assets under management (AUM), dropping by 5.62%.
Central Index Key (CIK): 0001843832

Tip: Access up to 7 years of quarterly data

Positions held by Skyline Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Skyline Advisors

Skyline Advisors holds 92 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	12.1	$29M		103k	283.16	View chart
Microsoft Corporation (MSFT)	8.6	$21M		49k	430.30	View chart
Ishares Tr Core Msci Total (IXUS)	8.2	$20M		273k	72.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	7.2	$18M		98k	179.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.9	$17M		166k	101.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.8	$17M		195k	84.53	View chart
Vanguard World Esg Us Stk Etf (ESGV)	5.1	$12M		121k	101.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.6	$11M		108k	104.18	View chart
Ishares Tr National Mun Etf (MUB)	4.4	$11M		98k	108.63	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	3.5	$8.6M		167k	51.27	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	3.4	$8.2M		349k	23.45	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	3.3	$8.0M		130k	61.51	View chart
Apple (AAPL)	2.0	$4.8M	-10%	21k	233.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$4.3M		9.4k	460.28	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.2	$2.8M	-2%	53k	53.63	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.2	$2.8M		55k	50.94	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.1	$2.6M		51k	50.74	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$2.3M	-2%	46k	50.28	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$2.2M		34k	66.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$2.0M		21k	98.10	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.8	$1.9M		38k	50.50	View chart
Deere & Company (DE)	0.8	$1.8M		4.4k	417.35	View chart
Blackrock Science & Technolo Shs Ben Int (BSTZ)	0.6	$1.5M	-7%	80k	19.20	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.6	$1.4M		29k	49.08	View chart
Costco Wholesale Corporation (COST)	0.6	$1.4M		1.6k	886.61	View chart
Adobe Systems Incorporated (ADBE)	0.6	$1.4M		2.7k	517.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.3M	NEW	2.3k	576.73	View chart
Amazon (AMZN)	0.4	$996k		5.3k	186.33	View chart
Starbucks Corporation (SBUX)	0.4	$932k	-8%	9.6k	97.49	View chart
Bank of America Corporation (BAC)	0.4	$917k		23k	39.68	View chart
NVIDIA Corporation (NVDA)	0.4	$915k	-5%	7.5k	121.45	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.4	$884k		12k	72.04	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.3	$844k	+8%	8.5k	98.97	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$781k		2.3k	340.53	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.3	$764k		23k	33.03	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$759k		28k	27.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$737k	+2%	12k	63.00	View chart
Southern Company (SO)	0.3	$677k		7.5k	90.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$656k		12k	52.81	View chart
Selective Insurance (SIGI)	0.3	$613k		6.6k	93.30	View chart
Philip Morris International (PM)	0.2	$599k		4.9k	121.40	View chart
Procter & Gamble Company (PG)	0.2	$588k		3.4k	173.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$577k		3.0k	189.82	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$570k		972.00	586.59	View chart
Emerson Electric (EMR)	0.2	$547k		5.0k	109.37	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$522k		3.9k	132.26	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$491k		11k	45.49	View chart
Altria (MO)	0.2	$467k		9.1k	51.04	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$446k	-4%	3.8k	117.29	View chart
Johnson & Johnson (JNJ)	0.2	$425k		2.6k	162.08	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$425k		4.6k	91.30	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$408k	+23%	2.4k	166.80	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$407k		1.1k	383.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$406k		1.1k	375.54	View chart
Visa Com Cl A (V)	0.2	$401k	+7%	1.5k	274.87	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$397k		4.1k	95.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$396k		7.7k	51.50	View chart
JPMorgan Chase & Co. (JPM)	0.2	$387k		1.8k	210.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$378k		1.9k	200.73	View chart
Meta Platforms Cl A (META)	0.2	$374k	-16%	653.00	572.44	View chart
Nextera Energy (NEE)	0.2	$374k		4.4k	84.54	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$366k	NEW	1.3k	276.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$362k		1.3k	280.47	View chart
Lowe's Companies (LOW)	0.1	$356k		1.3k	270.91	View chart
Netflix (NFLX)	0.1	$333k		469.00	709.45	View chart
Boeing Company (BA)	0.1	$332k		2.2k	152.04	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$327k		9.1k	35.78	View chart
UnitedHealth (UNH)	0.1	$326k	+9%	557.00	584.81	View chart
Home Depot (HD)	0.1	$310k	+2%	766.00	405.23	View chart
International Business Machines (IBM)	0.1	$309k		1.4k	221.13	View chart
Merck & Co (MRK)	0.1	$308k		2.7k	113.55	View chart
Pepsi (PEP)	0.1	$281k		1.7k	170.10	View chart
Metropcs Communications (TMUS)	0.1	$279k		1.4k	206.31	View chart
World Fuel Services Corporation (WKC)	0.1	$278k		9.0k	30.91	View chart
Abbvie (ABBV)	0.1	$266k	-7%	1.3k	197.52	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$258k	NEW	2.4k	108.95	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$254k	NEW	9.4k	26.97	View chart
Cisco Systems (CSCO)	0.1	$253k	+3%	4.8k	53.22	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$249k		11k	23.17	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$248k		3.5k	71.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$241k	NEW	421.00	573.48	View chart
Broadcom (AVGO)	0.1	$240k	+872%	1.4k	172.54	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.1	$231k		2.9k	78.75	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$226k	NEW	9.0k	25.13	View chart
NiSource (NI)	0.1	$221k	NEW	6.4k	34.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$215k	+5%	441.00	488.08	View chart
MercadoLibre (MELI)	0.1	$212k	NEW	103.00	2055.79	View chart
PNC Financial Services (PNC)	0.1	$211k	NEW	1.1k	184.85	View chart
Mastercard Incorporated Cl A (MA)	0.1	$204k	NEW	413.00	493.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$203k	NEW	4.2k	47.85	View chart
Sharecare Com Cl A (SHCR)	0.1	$171k	NEW	120k	1.42	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$104k		24k	4.37	View chart

Past Filings by Skyline Advisors

SEC 13F filings are viewable for Skyline Advisors going back to 2023

Skyline Advisors 2024 Q3 filed Oct. 8, 2024
Skyline Advisors 2024 Q2 filed July 30, 2024
Skyline Advisors 2024 Q1 filed April 18, 2024
Skyline Advisors 2023 Q4 filed March 15, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z