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CIK: 0001843832
Total reported value
$318.7M
$318.7M
94 檔
34.8%
According to the latest 13F quarterly dataset, Skyline Advisors, Inc. managed an equity portfolio of $318.7M at the end of Q4 2024, spanning 94 distinct U.S. exchange-listed positions.
Skyline Advisors, Inc. executed strategic sector rebalancing during Q4 2024, establishing 15 new positions while fully exiting 13 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.50% | -1.76% | -1.17% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 8.88% | -2.30% | +26.62% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.80% | -0.59% | -1.97% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.73% | +0.42% | — | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.13% | -2.50% | +5.29% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.40% | -1.47% | +209.82% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.01% | +0.16% | +417.38% | |
| 8 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 4.89% | -0.57% | — | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 4.81% | -0.93% | +18.85% | |
| 10 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 4.47% | -1.49% | — | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.59% | -0.21% | -20.45% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.90% | +0.01% | -5.22% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.70% | -0.50% | +70.17% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.62% | -0.21% | -2.52% | |
| 15 | CGMU | Cap Group Municipal Income | ETF-Other | 1.44% | -0.41% | +397.12% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.14% | -0.38% | +115.44% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.05% | — | -78.68% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.89% | +0.04% | +200.03% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.81% | +0.21% | — | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.79% | -0.28% | -27.44% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.74% | -0.32% | -88.16% | |
| 22 | DE | Deere & Co | Stock-Industrials | 0.73% | -0.01% | — | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.66% | +0.11% | -25.67% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.60% | +0.07% | +6.86% | |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.55% | -0.03% | -80.75% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.07% | -2.76% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.02% | -0.90% | |
| 28 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.50% | -0.03% | -33.20% | |
| 29 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.44% | -0.08% | — | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.44% | -0.08% | EXIT | |
| 31 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.39% | -0.15% | — | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.02% | -9.06% | |
| 33 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.36% | -0.03% | +30.01% | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.34% | -0.02% | +0.39% | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.33% | +0.01% | -3.90% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.01% | -28.97% | |
| 37 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.32% | -0.03% | — | |
| 38 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.28% | -0.03% | -8.85% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.26% | — | +0.04% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.25% | -0.05% | — | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.24% | -0.02% | — | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.02% | +0.13% | |
| 43 | SIGI | Selective Insurance Group | Stock-Financials | 0.24% | +0.03% | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.23% | +0.04% | +0.01% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.23% | -0.01% | -1.44% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.23% | +0.01% | -3.29% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | -0.01% | -42.70% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | +0.01% | +0.23% | |
| 49 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.21% | — | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | -0.01% | -4.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +7.7% | NEW | New buy |
| 2 | CGMS | Cap Group US Multi-sect Bond | +4.9% | NEW | New buy |
| 3 | HELO | Jpmorgan Hedged Equity ETF | +4.5% | NEW | New buy |
| 4 | SCHG | Schwab US Large-cap Growth | +1.4% | +417.38% | Add |
| 5 | CGMU | Cap Group Municipal Income | +1.1% | +397.12% | Add |
| 6 | VGLT | Vanguard Long-term Treasury | +0.8% | NEW | New buy |
| 7 | IXUS | Ishares Core Intl Stock ETF | +0.7% | +26.62% | Add |
| 8 | JPST | Jpmorgan Ultra-short Income | +0.6% | +70.17% | Add |
| 9 | CVLC | Calvert US L-c Cr Resp Index | +0.4% | NEW | New buy |
| 10 | MUB | Ishares National Muni Bond E | +0.4% | +18.85% | Add |
| 11 | EUSB | Ishr Esg Advn Universal Bd-$ | +0.4% | NEW | New buy |
| 12 | DFSB | Dim Glb Sustain Fix Inc ETF | +0.3% | NEW | New buy |
| 13 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | NEW | New buy |
| 14 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | NEW | New buy |
| 15 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.2% | NEW | New buy |
| 16 | JMSI | JPM Sus Municipal Income | +0.2% | NEW | New buy |
| 17 | OWNS | Ccm Affordable Hous Mbs ETF | +0.2% | NEW | New buy |
| 18 | TFLO | Ishares Treasury Floating Ra | +0.1% | NEW | New buy |
| 19 | JMHI | Jpmorgan High Yield Municpl | +0.1% | NEW | New buy |
| 20 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 21 | SHCRUSD | Sharecare Inc | -0.1% | EXIT | Sold out |
| 22 | VWO | Vanguard Ftse Emerging Marke | -0.1% | EXIT | Sold out |
| 23 | DMXF | Ishares Esg Advanc Msci Eafe | -0.1% | -8.85% | Trim |
| 24 | MELI | Mercadolibre Inc | -0.1% | EXIT | Sold out |
| 25 | AMZN | Amazon.com Inc | -0.1% | -28.97% | Trim |
| 26 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +5.29% | Add |
| 27 | CGXU | Cap Group Intl Focus | -0.1% | EXIT | Sold out |
| 28 | VGK | Vanguard Ftse Europe ETF | -0.1% | EXIT | Sold out |
| 29 | AVGO | Broadcom Inc | -0.1% | EXIT | Sold out |
| 30 | WKC | World Kinect CORP | -0.1% | EXIT | Sold out |
| 31 | ABBV | Abbvie Inc | -0.1% | EXIT | Sold out |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | Sold out |
| 33 | ADBE | Adobe Inc | -0.1% | -6.52% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.2% | EXIT | Sold out |
| 35 | NVDA | Nvidia CORP | -0.2% | -42.70% | Trim |
| 36 | VUG | Vanguard Growth ETF | -0.2% | EXIT | Sold out |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -2.52% | Trim |
| 38 | EMNT | Pimco Enhcd St M-active Esg | -0.3% | -70.81% | Trim |
| 39 | SMMU | Pimco Shrt Trm Muni Bnd ETF | -0.3% | -33.20% | Trim |
| 40 | BNDX | Vanguard Total Intl Bond ETF | -0.3% | -25.67% | Trim |
| 41 | JMST | JPM Ultra-short Muni Income | -0.4% | -27.44% | Trim |
| 42 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -1.17% | Trim |
| 43 | BSTZ | Blackrock Sci & Tech Trm Tr | -0.6% | EXIT | Sold out |
| 44 | MSFT | Microsoft CORP | -0.8% | -1.97% | Trim |
| 45 | TLT | Ishares 20+ Year Treasury Bd | -0.8% | EXIT | Sold out |
| 46 | JMUB | Jpmorgan Municipal ETF | -0.9% | -20.45% | Trim |
| 47 | VSGX | Vanguard Esg Intl Stock ETF | -2.8% | -80.75% | Trim |
| 48 | GOVT | Ishares US Treasury Bond ETF | -3.3% | -96.58% | Trim |
| 49 | ESGV | Vanguard Esg US Stock ETF | -4% | -78.68% | Trim |
| 50 | AGG | Ishares Core U.s. Aggregate | -6.2% | -88.16% | Trim |
According to official SEC Form 13F filings, Skyline Advisors, Inc. reported a total U.S. public equity portfolio value of $318.7M across 94 disclosed positions in Q4 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, IXUS, MSFT) accounted for 34.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
IUSB
市值: $19.9M
Top Position Liquidated / Trimmed
TLT
前期市值: $2.0M
During Q4 2024, Skyline Advisors, Inc.'s top holdings by market value included VTI (11.5%)、IXUS (8.9%)、MSFT (7.8%). The largest single position, VTI, represented 11.5% of total portfolio value.
In Q4 2024, Skyline Advisors, Inc. made 50 total portfolio adjustments, initiating 15 new buys, adding to 6 positions, trimming 16 holdings, and fully liquidating 13 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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