13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001843832
Total reported value
$318.7M
$318.7M
80 檔
31.7%
According to the latest 13F quarterly dataset, Skyline Advisors, Inc. managed an equity portfolio of $318.7M at the end of Q2 2024, spanning 80 distinct U.S. exchange-listed positions.
During Q2 2024, Skyline Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.06% | -1.76% | +1.70% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.52% | -0.59% | -0.85% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 8.04% | -2.30% | +3.37% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.35% | -2.50% | +0.29% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.99% | -0.32% | +4.13% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.50% | -1.47% | +1.43% | |
| 7 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 5.16% | — | +0.35% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.77% | +0.16% | -0.43% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 4.49% | -0.93% | -1.36% | |
| 10 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.61% | -0.21% | -11.20% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.46% | — | +4.27% | |
| 12 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 3.29% | -0.03% | +2.19% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.12% | +0.01% | -8.08% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | -0.21% | -2.93% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.24% | -0.28% | +55.68% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.22% | -0.38% | +1.00% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.12% | -0.50% | +2.98% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.01% | +0.11% | -7.32% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.92% | +0.04% | — | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.84% | — | +3.84% | |
| 21 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.83% | -0.03% | +0.51% | |
| 22 | BSTZ | Blackrock Sci & Tech Trm Tr | Stock-Other | 0.75% | — | +0.89% | |
| 23 | DE | Deere & Co | Stock-Industrials | 0.72% | -0.01% | -1.18% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 0.65% | -0.08% | EXIT | |
| 25 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.59% | +0.07% | +0.40% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.07% | +1.99% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.01% | +4.62% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | -0.01% | +877.83% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | +0.02% | +8.21% | |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.36% | +0.01% | -2.47% | |
| 31 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.35% | -0.03% | +2.25% | |
| 32 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 0.34% | — | +5.08% | |
| 33 | CGMU | Cap Group Municipal Income | ETF-Other | 0.32% | -0.41% | +205.60% | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.31% | -0.02% | — | |
| 35 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.30% | -0.03% | -1.25% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | — | — | |
| 37 | SIGI | Selective Insurance Group | Stock-Financials | 0.27% | +0.03% | — | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | +0.04% | +0.02% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.25% | -0.02% | — | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.24% | +0.01% | +14.02% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.01% | +0.21% | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.24% | -0.02% | — | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.23% | +0.01% | +0.40% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.22% | +0.08% | -0.39% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.21% | -0.01% | +0.12% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.21% | +0.01% | +0.18% | |
| 47 | FVD | First Trust Value Line Dvd | ETF-Other | 0.19% | -0.01% | -0.10% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.19% | — | -0.18% | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.18% | -0.01% | -0.89% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.17% | -0.04% | +6.33% |
According to official SEC Form 13F filings, Skyline Advisors, Inc. reported a total U.S. public equity portfolio value of $318.7M across 80 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MSFT, IXUS) accounted for 31.7% of total reported equity market value during Q2 2024.
During Q2 2024, Skyline Advisors, Inc.'s top holdings by market value included VTI (12.1%)、MSFT (9.5%)、IXUS (8.0%). The largest single position, VTI, represented 12.1% of total portfolio value.
In Q2 2024, Skyline Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.