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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.52B
$615 Million 0.24% of portfolio
6,575
Q1 2024 Reduced 13.2%

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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