Blue Sky Wealth Advisors, LLC Portfolio Holdings

Blue Sky Wealth Advisors, LLC

  • $642 Million
  • Q3 2024

Blue Sky Wealth Advisors, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $642 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $134M, Vanguard Sht Term Corp Bd ETF with a value of $56M, Schwab Us Aggregate Bond ETF with a value of $47.3M, Schwab Strategic Us Tips ETF with a value of $35.5M, and Dimensional ETF Tr with a value of $33.3M.

Examining the 13F form we can see an increase of $48M in the current position value, from $594M to 642M.

Below you can find more details about Blue Sky Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $642 Million
ETFs: $575 Million
Technology: $11.8 Million
Communication Services: $7.37 Million
Consumer Cyclical: $5.05 Million
Financial Services: $4.2 Million
Industrials: $2.08 Million
Consumer Defensive: $1.6 Million
Healthcare: $1.04 Million
Other: $345,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$293M
$38,000 0.01% of portfolio
18,788
Q4 2021 Reduced 85.71%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $642 Million
  • Prior Value $594 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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