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Skyline Advisors

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

Top 5 stock holdings are VTI, IXUS, MSFT, IUSB, QUAL, and represent 43.04% of Skyline Advisors's stock portfolio.
Added to shares of these 10 stocks: IUSB (+$20M), CGMS (+$13M), SCHG (+$13M), HELO (+$12M), SCHD (+$11M), IXUS, CGMU, VGLT, MUB, JPST.
Started 15 new stock positions in DFSB, JEPQ, VGLT, WMT, HELO, TFLO, NULG, JMSI, OWNS, CGMS. IUSB, EUSB, JMHI, JEPI, CVLC.
Reduced shares in these 10 stocks: AGG (-$14M), ESGV (-$10M), GOVT (-$7.8M), VSGX (-$6.0M), TLT, JMUB, BSTZ, JMST, SMMU, EMNT.
Sold out of its positions in ABBV, BSTZ, AVGO, CGXU, META, TLT, MELI, SHCR, UNH, VWO. VGK, VUG, WKC.
Skyline Advisors was a net buyer of stock by $40M.
Skyline Advisors has $258M in assets under management (AUM), dropping by 6.09%.
Central Index Key (CIK): 0001843832

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Portfolio Holdings for Skyline Advisors

Skyline Advisors holds 94 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	11.5	$30M		102k	289.81	View chart
Ishares Tr Core Msci Total (IXUS)	8.9	$23M	+26%	346k	66.14	View chart
Microsoft Corporation (MSFT)	7.8	$20M		48k	421.50	View chart
Ishares Tr Core Total Usd (IUSB)	7.7	$20M	NEW	441k	45.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	7.1	$18M	+5%	103k	178.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.4	$17M	+209%	603k	27.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	6.0	$16M	+417%	556k	27.87	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	4.9	$13M	NEW	462k	27.28	View chart
Ishares Tr National Mun Etf (MUB)	4.8	$12M	+18%	116k	106.55	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	4.5	$12M	NEW	186k	62.04	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.6	$6.7M	-20%	133k	50.15	View chart
Apple (AAPL)	1.9	$4.9M	-5%	20k	250.41	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.7	$4.4M	+70%	87k	50.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$4.2M	-2%	9.2k	453.30	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.4	$3.7M	+397%	138k	26.92	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.1	$2.9M	+115%	113k	25.83	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.0	$2.7M	-78%	26k	104.89	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$2.3M	+200%	101k	22.70	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.8	$2.1M	NEW	38k	55.35	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$2.0M	-27%	40k	50.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$1.9M	-88%	20k	96.90	View chart
Deere & Company (DE)	0.7	$1.9M		4.4k	423.72	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$1.7M	-25%	34k	49.05	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.6	$1.6M	+6%	31k	49.72	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.6	$1.4M	-80%	25k	56.70	View chart
Costco Wholesale Corporation (COST)	0.6	$1.4M	-2%	1.6k	916.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.4M		2.3k	588.60	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.5	$1.3M	-33%	26k	49.84	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.4	$1.1M	NEW	16k	73.34	View chart
Adobe Systems Incorporated (ADBE)	0.4	$1.1M	-6%	2.5k	444.68	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.4	$993k	NEW	23k	42.48	View chart
Bank of America Corporation (BAC)	0.4	$924k	-9%	21k	43.95	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.4	$916k	+30%	30k	30.48	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$864k		2.3k	375.43	View chart
Starbucks Corporation (SBUX)	0.3	$838k	-3%	9.2k	91.25	View chart
Amazon (AMZN)	0.3	$833k	-28%	3.8k	219.39	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.3	$816k	NEW	16k	50.94	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.3	$723k	-8%	11k	64.62	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$672k		12k	57.41	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$653k	NEW	11k	57.53	View chart
Emerson Electric (EMR)	0.2	$620k		5.0k	123.93	View chart
Southern Company (SO)	0.2	$619k		7.5k	82.32	View chart
Selective Insurance (SIGI)	0.2	$615k		6.6k	93.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$594k		12k	47.82	View chart
Philip Morris International (PM)	0.2	$585k		4.9k	120.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$584k	-3%	940.00	621.60	View chart
NVIDIA Corporation (NVDA)	0.2	$580k	-42%	4.3k	134.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$564k		3.0k	185.16	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$549k	NEW	9.7k	56.38	View chart
Procter & Gamble Company (PG)	0.2	$542k	-4%	3.2k	167.66	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$512k		4.0k	129.33	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$483k		3.8k	126.74	View chart
Boeing Company (BA)	0.2	$480k	+24%	2.7k	177.01	View chart
Altria (MO)	0.2	$474k		9.1k	52.29	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$445k	NEW	5.2k	85.84	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$435k		1.1k	401.43	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.2	$429k	NEW	8.6k	50.07	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$413k		4.6k	88.79	View chart
Tidal Trust Iii Affordable Hous (OWNS)	0.2	$407k	NEW	24k	16.89	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$382k		1.3k	288.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$373k		1.9k	198.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$342k	-22%	999.00	342.16	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$340k	-13%	3.6k	94.98	View chart
JPMorgan Chase & Co. (JPM)	0.1	$339k	-22%	1.4k	239.64	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$337k	+69%	13k	25.86	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$334k	-29%	7.7k	43.64	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$329k	-17%	2.0k	164.18	View chart
Lowe's Companies (LOW)	0.1	$325k		1.3k	246.73	View chart
Nextera Energy (NEE)	0.1	$308k	-2%	4.3k	71.68	View chart
International Business Machines (IBM)	0.1	$307k		1.4k	219.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$304k	+23%	519.00	586.48	View chart
Netflix (NFLX)	0.1	$302k	-27%	339.00	891.63	View chart
Johnson & Johnson (JNJ)	0.1	$298k	-21%	2.1k	144.62	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$282k	-5%	8.6k	32.68	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$275k	-96%	12k	22.98	View chart
Cisco Systems (CSCO)	0.1	$275k	-2%	4.6k	59.20	View chart
Home Depot (HD)	0.1	$270k	-9%	695.00	389.03	View chart
Visa Com Cl A (V)	0.1	$264k	-42%	834.00	316.03	View chart
Pepsi (PEP)	0.1	$252k		1.7k	152.10	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$246k	-5%	2.2k	110.28	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$245k	NEW	4.9k	50.47	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$245k	-70%	2.5k	98.41	View chart
Merck & Co (MRK)	0.1	$235k	-12%	2.4k	99.47	View chart
NiSource (NI)	0.1	$234k		6.4k	36.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$229k		447.00	511.26	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.1	$226k		2.9k	76.81	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$226k		11k	21.06	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$226k		9.0k	25.05	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$221k	NEW	4.4k	50.22	View chart
Mastercard Incorporated Cl A (MA)	0.1	$215k		409.00	526.57	View chart
Metropcs Communications (TMUS)	0.1	$205k	-31%	927.00	220.77	View chart
PNC Financial Services (PNC)	0.1	$204k	-7%	1.1k	192.85	View chart
Wal-Mart Stores (WMT)	0.1	$203k	NEW	2.2k	90.36	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$106k		24k	4.43	View chart

Past Filings by Skyline Advisors

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

Skyline Advisors 2024 Q4 filed Feb. 27, 2025
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

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