Skyline Advisors, Inc. Portfolio Holdings

Skyline Advisors, Inc.

  • $258 Billion
  • Q4 2024

Skyline Advisors, Inc. has filed its 13F form on February 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $258 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $29.6B, Ishares Tr with a value of $22.9B, Microsoft Corp with a value of $20.1B, Ishares Core Total Usd Bond Ma with a value of $19.9B, and Ishares Msci Usa Quality Facto with a value of $18.4B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $243B to 258B.

Skyline Advisors, Inc. is based out at Bellingham, WA

Below you can find more details about Skyline Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $258 Billion
ETFs: $178 Billion
Technology: $27.7 Billion
Financial Services: $6.73 Billion
Consumer Defensive: $3.7 Billion
Industrials: $2.97 Billion
Consumer Cyclical: $2.27 Billion
Utilities: $1.16 Billion
Healthcare: $533 Million
Other: $507 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.6 Billion 11.5% of portfolio
102,240
Q4 2024 Reduced 1.17%
$0
$22.9 Billion 8.88% of portfolio
346,074
Q4 2024 Added 26.62%
$2.82T
$20.1 Billion 7.8% of portfolio
47,659
Q4 2024 Reduced 1.97%
$0
$19.9 Billion 7.73% of portfolio
440,889
Q4 2024 New
$0
$18.4 Billion 7.13% of portfolio
103,112
Q4 2024 Added 5.29%
$0
$16.5 Billion 6.4% of portfolio
603,443
Q4 2024 Added 209.82%
$0
$15.5 Billion 6.01% of portfolio
555,980
Q4 2024 Added 417.38%
-
$12.6 Billion 4.89% of portfolio
-
Q4 2024 New
$0
$12.4 Billion 4.81% of portfolio
116,275
Q4 2024 Added 18.85%
J P Morgan Exchange Traded F
-
$11.5 Billion 4.47% of portfolio
-
Q4 2024 New
$0
$6.67 Billion 2.59% of portfolio
133,032
Q4 2024 Reduced 20.45%
$3.5T
$4.89 Billion 1.9% of portfolio
19,543
Q4 2024 Reduced 5.22%
$0
$4.39 Billion 1.7% of portfolio
87,064
Q4 2024 Added 70.17%
$683B
$4.17 Billion 1.62% of portfolio
9,194
Q4 2024 Reduced 2.52%
-
$3.7 Billion 1.44% of portfolio
-
Q4 2024 Added 397.12%
$0
$2.93 Billion 1.14% of portfolio
113,309
Q4 2024 Added 115.44%
$0
$2.28 Billion 0.89% of portfolio
100,481
Q4 2024 Added 200.03%
$0
$2.09 Billion 0.81% of portfolio
37,839
Q4 2024 New
$0
$2.03 Billion 0.79% of portfolio
40,082
Q4 2024 Reduced 27.44%
$0
$1.9 Billion 0.74% of portfolio
19,624
Q4 2024 Reduced 88.16%
$140B
$1.88 Billion 0.73% of portfolio
4,426
Q2 2024 Reduced 1.18%
$0
$1.69 Billion 0.66% of portfolio
34,434
Q4 2024 Reduced 25.67%
$0
$1.55 Billion 0.6% of portfolio
31,186
Q4 2024 Added 6.86%
$411B
$1.42 Billion 0.55% of portfolio
1,550
Q4 2024 Reduced 2.76%
$0
$1.42 Billion 0.55% of portfolio
25,092
Q4 2024 Reduced 80.75%
$0
$1.36 Billion 0.53% of portfolio
2,318
Q4 2024 Reduced 0.9%
$0
$1.28 Billion 0.5% of portfolio
25,668
Q4 2024 Reduced 33.2%
Morgan Stanley ETF Trust
-
$1.14 Billion 0.44% of portfolio
-
Q4 2024 New
$179B
$1.12 Billion 0.44% of portfolio
2,522
Q4 2024 Reduced 6.52%
$0
$993 Million 0.39% of portfolio
23,375
Q4 2024 New
$0
$916 Million 0.36% of portfolio
30,064
Q4 2024 Added 30.01%
$331B
$924 Million 0.36% of portfolio
21,022
Q4 2024 Reduced 9.06%
$0
$864 Million 0.34% of portfolio
2,302
Q4 2024 Added 0.39%
$112B
$838 Million 0.33% of portfolio
9,182
Q4 2024 Reduced 3.9%
$1.96T
$833 Million 0.32% of portfolio
3,798
Q4 2024 Reduced 28.97%
-
$816 Million 0.32% of portfolio
-
Q4 2024 New
$0
$723 Million 0.28% of portfolio
11,188
Q4 2024 Reduced 8.85%
$0
$672 Million 0.26% of portfolio
11,704
Q4 2024 Added 0.04%
$0
$653 Million 0.25% of portfolio
11,356
Q4 2024 New
$64.2B
$620 Million 0.24% of portfolio
5,000
Q4 2023 New
$99.2B
$619 Million 0.24% of portfolio
7,517
Q4 2024 Added 0.13%
$5.54B
$615 Million 0.24% of portfolio
6,575
Q1 2024 Reduced 13.2%
$241B
$585 Million 0.23% of portfolio
4,859
Q4 2024 Reduced 1.44%
$0
$584 Million 0.23% of portfolio
940
Q4 2024 Reduced 3.29%
$273B
$580 Million 0.23% of portfolio
4,319
Q4 2024 Reduced 42.7%
$0
$594 Million 0.23% of portfolio
12,417
Q4 2024 Added 0.01%
$0
$564 Million 0.22% of portfolio
3,047
Q4 2024 Added 0.23%
$0
$549 Million 0.21% of portfolio
9,731
Q4 2024 New
$398B
$542 Million 0.21% of portfolio
3,235
Q4 2024 Reduced 4.66%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $258 Billion
  • Prior Value $243 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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