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CIK: 0001843832
Total reported value
$318.7M
$318.7M
88 檔
34.3%
As reported in its official Q1 2025 Form 13F filing, Skyline Advisors, Inc.'s tracked investment portfolio stood at $318.7M with 88 total positions.
Skyline Advisors, Inc. executed strategic sector rebalancing during Q1 2025, establishing 3 new positions while fully exiting 9 holdings and trimming 10 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IXUS, IUSB) accounted for 34.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGK
市值: $213.2K
Top Position Liquidated / Trimmed
GOVT
前期市值: $274.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.13% | -1.76% | +0.55% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 9.71% | -2.30% | +2.10% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 8.21% | +0.42% | +2.59% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.03% | -2.50% | +1.35% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.98% | -0.59% | -0.98% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.78% | -1.47% | +2.10% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.52% | +0.16% | +0.76% | |
| 8 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 5.09% | -0.57% | +2.48% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 4.86% | -0.93% | +0.71% | |
| 10 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 4.40% | -1.49% | +0.75% | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.61% | -0.21% | -0.39% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.92% | -0.21% | -0.28% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.84% | -0.50% | +6.21% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.67% | +0.01% | -2.31% | |
| 15 | CGMU | Cap Group Municipal Income | ETF-Other | 1.52% | -0.41% | +4.69% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.25% | -0.38% | +4.02% | |
| 17 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.88% | +0.21% | +2.51% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.85% | +0.04% | +0.01% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.78% | -0.28% | -2.85% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.77% | -0.32% | +1.13% | |
| 21 | DE | Deere & Co | Stock-Industrials | 0.74% | -0.01% | -9.08% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.74% | — | -25.42% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.65% | +0.11% | -2.20% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.64% | +0.07% | +11.04% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.07% | -3.03% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | -0.02% | — | |
| 27 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.51% | -0.03% | +0.02% | |
| 28 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.49% | -0.08% | +15.03% | |
| 29 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.46% | -0.15% | +15.64% | |
| 30 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.43% | -0.03% | -25.66% | |
| 31 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.38% | -0.03% | +4.53% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.38% | -0.08% | EXIT | |
| 33 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.37% | -0.03% | +15.32% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | +0.02% | +1.50% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.32% | -0.05% | +26.76% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.32% | +0.01% | -8.88% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.30% | -0.01% | +0.10% | |
| 38 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.30% | -0.02% | +0.22% | |
| 39 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.29% | -0.03% | -1.33% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.28% | — | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.01% | -2.42% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.27% | -0.02% | -0.13% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.25% | — | +27.00% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | +0.04% | +0.01% | |
| 45 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.24% | -0.03% | +52.48% | |
| 46 | SIGI | Selective Insurance Group | Stock-Financials | 0.24% | +0.03% | — | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.23% | +0.01% | +0.39% | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.22% | -0.01% | +2.21% | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.22% | -0.02% | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.01% | -0.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | +0.8% | +2.10% | Add |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.5% | +2.59% | Add |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +2.10% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.28% | Trim |
| 5 | CGMS | Cap Group US Multi-sect Bond | +0.2% | +2.48% | Add |
| 6 | JPST | Jpmorgan Ultra-short Income | +0.1% | +6.21% | Add |
| 7 | SCHP | Schwab U.s. Tips ETF | +0.1% | +4.02% | Add |
| 8 | VGK | Vanguard Ftse Europe ETF | +0.1% | NEW | New buy |
| 9 | UNM | Unum Group | +0.1% | NEW | New buy |
| 10 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 11 | CGMU | Cap Group Municipal Income | +0.1% | +4.69% | Add |
| 12 | PM | Philip Morris International | +0.1% | +0.10% | Add |
| 13 | EUSB | Ishr Esg Advn Universal Bd-$ | +0.1% | +15.64% | Add |
| 14 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | +52.48% | Add |
| 15 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +26.76% | Add |
| 16 | VGLT | Vanguard Long-term Treasury | +0.1% | +2.51% | Add |
| 17 | DFSB | Dim Glb Sustain Fix Inc ETF | +0.1% | +15.32% | Add |
| 18 | CVLC | Calvert US L-c Cr Resp Index | +0.1% | +15.03% | Add |
| 19 | JEPQ | JPM Nasdaq Equity Premium | 0% | +27.00% | Add |
| 20 | MO | Altria Group Inc | 0% | +2.21% | Add |
| 21 | USXF | Ishares Esg Advance Msci USA | 0% | +11.04% | Add |
| 22 | OWNS | Ccm Affordable Hous Mbs ETF | 0% | +17.67% | Add |
| 23 | SO | Southern Co/the | 0% | -0.13% | Trim |
| 24 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 25 | JPM | Jpmorgan Chase & Co | 0% | -21.16% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -19.46% | Trim |
| 28 | AMZN | Amazon.com Inc | 0% | -2.42% | Trim |
| 29 | SCHB | Schwab US Broad Market ETF | 0% | +0.01% | Add |
| 30 | VCR | Vanguard Consumer Discre ETF | 0% | +0.22% | Add |
| 31 | VGT | Vanguard Info Tech ETF | 0% | -7.13% | Trim |
| 32 | NVDA | Nvidia CORP | -0.1% | +0.32% | Add |
| 33 | ADBE | Adobe Inc | -0.1% | — | Unchanged |
| 34 | HELO | Jpmorgan Hedged Equity ETF | -0.1% | +0.75% | Add |
| 35 | TMUS | T-mobile US Inc | -0.1% | EXIT | Sold out |
| 36 | PNC | Pnc Financial Services Group | -0.1% | EXIT | Sold out |
| 37 | WMT | Walmart Inc | -0.1% | EXIT | Sold out |
| 38 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | EXIT | Sold out |
| 39 | JMHI | Jpmorgan High Yield Municpl | -0.1% | EXIT | Sold out |
| 40 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +1.35% | Add |
| 41 | BOXX | Alpha Architect 1-3 Mnth Box | -0.1% | EXIT | Sold out |
| 42 | TFLO | Ishares Treasury Floating Ra | -0.1% | EXIT | Sold out |
| 43 | EMNT | Pimco Enhcd St M-active Esg | -0.1% | EXIT | Sold out |
| 44 | GOVT | Ishares US Treasury Bond ETF | -0.1% | EXIT | Sold out |
| 45 | VSGX | Vanguard Esg Intl Stock ETF | -0.1% | -25.66% | Trim |
| 46 | AAPL | Apple Inc | -0.2% | -2.31% | Trim |
| 47 | ESGV | Vanguard Esg US Stock ETF | -0.3% | -25.42% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | +0.55% | Add |
| 49 | SCHG | Schwab US Large-cap Growth | -0.5% | +0.76% | Add |
| 50 | MSFT | Microsoft CORP | -0.8% | -0.98% | Trim |
According to official SEC Form 13F filings, Skyline Advisors, Inc. reported a total U.S. public equity portfolio value of $318.7M across 88 disclosed positions in Q1 2025.
During Q1 2025, Skyline Advisors, Inc.'s top holdings by market value included VTI (11.1%)、IXUS (9.7%)、IUSB (8.2%). The largest single position, VTI, represented 11.1% of total portfolio value.
In Q1 2025, Skyline Advisors, Inc. made 47 total portfolio adjustments, initiating 3 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 9 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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