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CIK: 0001843832
Total reported value
$318.7M
$318.7M
92 檔
32.8%
In Q3 2024, Skyline Advisors, Inc.'s U.S. equity holdings reached a combined market value of $318.7M, distributed across 92 disclosed stock positions.
In Q3 2024, Skyline Advisors, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.06% | -1.76% | -0.19% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.61% | -0.59% | -0.74% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 8.17% | -2.30% | -0.08% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.23% | -2.50% | -1.00% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.91% | -0.32% | +0.03% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.78% | -1.47% | +1.29% | |
| 7 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 5.05% | — | -1.70% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.61% | +0.16% | -1.23% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 4.38% | -0.93% | +0.88% | |
| 10 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.53% | -0.21% | +1.43% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.37% | — | -0.89% | |
| 12 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 3.30% | -0.03% | -1.41% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.98% | +0.01% | -10.79% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.79% | -0.21% | -0.67% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.16% | -0.38% | -2.19% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.16% | -0.28% | -1.41% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.07% | -0.50% | +0.69% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.96% | +0.11% | -2.50% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.92% | +0.04% | +0.02% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.84% | — | -0.95% | |
| 21 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.80% | -0.03% | -0.07% | |
| 22 | DE | Deere & Co | Stock-Industrials | 0.76% | -0.01% | — | |
| 23 | BSTZ | Blackrock Sci & Tech Trm Tr | Stock-Other | 0.63% | — | -7.86% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.59% | +0.07% | -0.07% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.07% | +0.13% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 0.58% | -0.08% | EXIT | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.02% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.01% | -0.89% | |
| 29 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.38% | +0.01% | -8.99% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.38% | +0.02% | -0.22% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | -0.01% | -5.08% | |
| 32 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.36% | -0.03% | +1.78% | |
| 33 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 0.35% | — | +8.08% | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.32% | -0.02% | +0.17% | |
| 35 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.31% | -0.03% | +1.43% | |
| 36 | CGMU | Cap Group Municipal Income | ETF-Other | 0.31% | -0.41% | +0.55% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.30% | — | +2.57% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.28% | -0.02% | — | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | +0.04% | — | |
| 40 | SIGI | Selective Insurance Group | Stock-Financials | 0.25% | +0.03% | — | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.25% | -0.01% | +1.67% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.01% | +1.34% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.24% | +0.01% | +0.50% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.23% | +0.01% | +0.41% | |
| 45 | EMR | Emerson Electric Co | Stock-Industrials | 0.23% | -0.02% | — | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.21% | +0.01% | +0.38% | |
| 47 | FVD | First Trust Value Line Dvd | ETF-Other | 0.20% | -0.01% | -0.30% | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.19% | -0.01% | +0.95% | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.18% | — | -4.45% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.01% | +1.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.6% | NEW | New buy |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +1.29% | Add |
| 3 | OEF | Ishares S&p 100 ETF | +0.2% | NEW | New buy |
| 4 | IXUS | Ishares Core Intl Stock ETF | +0.1% | -0.08% | Trim |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.67% | Trim |
| 6 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | NEW | New buy |
| 7 | CGXU | Cap Group Intl Focus | +0.1% | NEW | New buy |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 9 | SGOL | Abrdn Physical Gold Shares | +0.1% | NEW | New buy |
| 10 | NI | Nisource Inc | +0.1% | NEW | New buy |
| 11 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 12 | PNC | Pnc Financial Services Group | +0.1% | NEW | New buy |
| 13 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 15 | SHCRUSD | Sharecare Inc | +0.1% | NEW | New buy |
| 16 | DE | Deere & Co | 0% | — | Unchanged |
| 17 | PM | Philip Morris International | 0% | +1.67% | Add |
| 18 | IWN | Ishares Russell 2000 Value E | 0% | +23.17% | Add |
| 19 | SO | Southern Co/the | 0% | — | Unchanged |
| 20 | IBM | Intl Business Machines CORP | 0% | +1.53% | Add |
| 21 | SBUX | Starbucks CORP | 0% | -8.99% | Trim |
| 22 | LOW | Lowe's Cos Inc | 0% | +0.31% | Add |
| 23 | UNH | Unitedhealth Group Inc | 0% | +9.00% | Add |
| 24 | VSGX | Vanguard Esg Intl Stock ETF | 0% | -1.41% | Trim |
| 25 | DMXF | Ishares Esg Advanc Msci Eafe | 0% | +1.78% | Add |
| 26 | VEU | Vanguard Ftse All-world Ex-u | 0% | +2.57% | Add |
| 27 | VCR | Vanguard Consumer Discre ETF | 0% | +0.17% | Add |
| 28 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | 0% | +1.43% | Add |
| 29 | EMNT | Pimco Enhcd St M-active Esg | 0% | +8.08% | Add |
| 30 | NEE | Nextera Energy Inc | 0% | -1.19% | Trim |
| 31 | MO | Altria Group Inc | 0% | +0.95% | Add |
| 32 | VTI | Vanguard Total Stock Mkt ETF | — | -0.19% | Trim |
| 33 | SCHB | Schwab US Broad Market ETF | — | +0.02% | Add |
| 34 | TLT | Ishares 20+ Year Treasury Bd | — | -0.95% | Trim |
| 35 | USXF | Ishares Esg Advance Msci USA | — | -0.07% | Trim |
| 36 | COST | Costco Wholesale CORP | 0% | +0.13% | Add |
| 37 | BA | Boeing Co/the | 0% | — | Unchanged |
| 38 | NVDA | Nvidia CORP | -0.1% | -5.08% | Trim |
| 39 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -0.31% | Trim |
| 40 | ADBE | Adobe Inc | -0.1% | -0.18% | Trim |
| 41 | AGG | Ishares Core U.s. Aggregate | -0.1% | +0.03% | Add |
| 42 | JMUB | Jpmorgan Municipal ETF | -0.1% | +1.43% | Add |
| 43 | GOVT | Ishares US Treasury Bond ETF | -0.1% | -0.89% | Trim |
| 44 | ESGV | Vanguard Esg US Stock ETF | -0.1% | -1.70% | Trim |
| 45 | MUB | Ishares National Muni Bond E | -0.1% | +0.88% | Add |
| 46 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -1.00% | Trim |
| 47 | BSTZ | Blackrock Sci & Tech Trm Tr | -0.1% | -7.86% | Trim |
| 48 | AAPL | Apple Inc | -0.1% | -10.79% | Trim |
| 49 | SCHG | Schwab US Large-cap Growth | -0.2% | -1.23% | Trim |
| 50 | MSFT | Microsoft CORP | -0.9% | -0.74% | Trim |
According to official SEC Form 13F filings, Skyline Advisors, Inc. reported a total U.S. public equity portfolio value of $318.7M across 92 disclosed positions in Q3 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 32.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
IVV
市值: $1.3M
Top Position Liquidated / Trimmed
VTI
前期市值: $27.7M
During Q3 2024, Skyline Advisors, Inc.'s top holdings by market value included VTI (12.1%)、MSFT (8.6%)、IXUS (8.2%). The largest single position, VTI, represented 12.1% of total portfolio value.
In Q3 2024, Skyline Advisors, Inc. made 47 total portfolio adjustments, initiating 12 new buys, adding to 17 positions, trimming 18 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.
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