Skyline Advisors, Inc. Reduced Holdings in Q4 2024

Skyline Advisors, Inc.

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-146K
- 88.16%
$96.64 - $101.23 $14.1M - $14.8M
19.6K $1.9B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-94.9K
- 78.68%
$100.18 - $109.1 $9.51M - $10.4M
25.7K $2.7B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-337K
- 96.58%
$22.39 - $23.45 $7.56M - $7.91M
12K $275M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-105K
- 80.75%
$56.61 - $61.63 $5.96M - $6.49M
25.1K $1.42B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-34.2K
- 20.45%
$50.02 - $51.24 $1.71M - $1.75M
133K $6.67B
MSFT
Microsoft Corp

Technology
-956
- 1.97%
$406.35 - $454.46 $388K - $434K
47.7K $20.1B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-15.2K
- 27.44%
$50.67 - $50.9 $768K - $771K
40.1K $2.03B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-12.8K
- 33.2%
$49.74 - $50.43 $635K - $643K
25.7K $1.28B
BNDX
Vanguard Total International B

ETFs
-11.9K
- 25.67%
$48.91 - $50.61 $582K - $602K
34.4K $1.69B
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-6.04K
- 70.81%
$98.41 - $98.98 $594K - $597K
2.49K $245M
ADBE
Adobe Inc.

Technology
-176
- 6.52%
$437.39 - $552.96 $77K - $97.3K
2.52K $1.12B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-238
- 2.52%
$442.29 - $483.08 $105K - $115K
9.19K $4.17B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.55K
- 28.97%
$180.88 - $232.93 $280K - $361K
3.8K $833M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.09K
- 8.85%
$64.62 - $71.43 $70.2K - $77.6K
11.2K $723M
FVD
First Tr Value Line Divid Inde

ETFs
-3.14K
- 29.09%
$43.4 - $46.7 $136K - $147K
7.65K $334M
V
Visa Inc.

Financial Services
-626
- 42.88%
$273.87 - $320.91 $171K - $201K
834 $264M
JNJ
Johnson & Johnson

Healthcare
-565
- 21.54%
$143.34 - $165.86 $81K - $93.7K
2.06K $298M
SBUX
Starbucks Corp

Consumer Cyclical
-373
- 3.9%
$87.44 - $102.5 $32.6K - $38.2K
9.18K $838M
IWN
Ishares Russell2000 Val ETF

ETFs
-440
- 18.0%
$162.69 - $181.35 $71.6K - $79.8K
2.01K $329M
TMUS
T Mobile Us, Inc.

Communication Services
-424
- 31.38%
$206.1 - $246.94 $87.4K - $105K
927 $205M
MRK
Merck & Co., Inc.

Healthcare
-342
- 12.62%
$96.31 - $114.76 $32.9K - $39.2K
2.37K $235M
NEE
Nextera Energy Inc

Utilities
-125
- 2.83%
$69.77 - $85.43 $8.72K - $10.7K
4.29K $308M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-558
- 13.5%
$94.79 - $95.69 $52.9K - $53.4K
3.58K $340M
JPM
Jpmorgan Chase & CO

Financial Services
-421
- 22.96%
$205.18 - $250.29 $86.4K - $105K
1.41K $339M
PG
Procter & Gamble CO

Consumer Defensive
-158
- 4.66%
$161.05 - $179.7 $25.4K - $28.4K
3.24K $542M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-510
- 5.59%
$32.68 - $36.28 $16.7K - $18.5K
8.62K $282M
HD
Home Depot, Inc.

Consumer Cyclical
-71
- 9.27%
$385.02 - $431.37 $27.3K - $30.6K
695 $270M
NFLX
Netflix Inc

Communication Services
-130
- 27.72%
$687.65 - $936.56 $89.4K - $122K
339 $302M
CRWD
Crowd Strike Holdings, Inc.

Technology
-290
- 22.5%
$275.15 - $388.2 $79.8K - $113K
999 $342M
PM
Philip Morris International Inc.

Consumer Defensive
-71
- 1.44%
$118.38 - $133.06 $8.4K - $9.45K
4.86K $585M
Ea Series Trust
-140
- 5.92%
N/A
2.23K $245M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-85
- 7.44%
$178.39 - $215.0 $15.2K - $18.3K
1.06K $204M
BAC
Bank Of America Corp

Financial Services
-2.1K
- 9.06%
$39.22 - $47.77 $82.2K - $100K
21K $924M
MO
Altria Group, Inc.

Consumer Defensive
-86
- 0.94%
$49.06 - $57.74 $4.22K - $4.97K
9.06K $473M
COST
Costco Wholesale Corp

Consumer Defensive
-44
- 2.76%
$873.59 - $994.69 $38.4K - $43.8K
1.55K $1.42B
MA
Mastercard Inc

Financial Services
-4
- 0.97%
$491.3 - $536.15 $1.97K - $2.14K
409 $215M
VGT
Vanguard Information Technolog

ETFs
-32
- 3.29%
$571.78 - $647.97 $18.3K - $20.7K
940 $584M
IVV
Ishares Core S&P 500 ETF

ETFs
-21
- 0.9%
$570.51 - $610.59 $12K - $12.8K
2.32K $1.36B
CSCO
Cisco Systems, Inc.

Technology
-114
- 2.4%
$52.45 - $60.02 $5.98K - $6.84K
4.64K $275M
AAPL
Apple Inc.

Technology
-1.08K
- 5.22%
$221.69 - $259.02 $239K - $279K
19.5K $4.89B
VTI
Vanguard Total Stock Market Et

ETFs
-1.21K
- 1.17%
$280.04 - $302.45 $338K - $365K
102K $29.6B
Activity Summary
Buys All Purchases 41 New Holdings 15 Increased Positions 26 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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