Skyview Investment Advisors, LLC Top Holdings and 13F Report (2024) → [Urgent!] Generational Wealth Gameplan (From Crypto 101 Media) (Ad) About Skyview Investment Advisors, LLCInvestment ActivitySkyview Investment Advisors, LLC has $540.57 thousand in total holdings as of March 31, 2024.Skyview Investment Advisors, LLC owns shares of 354 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 27.79% of the portfolio was purchased this quarter.About 9.12% of the portfolio was sold this quarter.This quarter, Skyview Investment Advisors, LLC has purchased 169 new stocks and bought additional shares in 63 stocks.Skyview Investment Advisors, LLC sold shares of 14 stocks and completely divested from 37 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $77,435iShares Core S&P 500 ETF $40,901iShares MBS ETF $40,122WisdomTree U.S. Quality Dividend Growth Fund $37,062Goldman Sachs ActiveBeta International Equity ETF $29,591 Largest New Holdings this Quarter AltC Acquisition $2,992 HoldingKEEN VISION ACQUISITION CORP $2,671 HoldingConsumer Staples Select Sector SPDR Fund $2,403 HoldingNovo Nordisk A/S $1,807 HoldingiShares iBonds Dec 2027 Term Treasury ETF $1,662 Holding Largest Purchases this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 67,259 shares (about $6.98K)WisdomTree U.S. Quality Dividend Growth Fund 51,657 shares (about $3.94K)Goldman Sachs ActiveBeta International Equity ETF 111,346 shares (about $3.82K)iShares Core S&P 500 ETF 6,847 shares (about $3.60K)AltC Acquisition 262,026 shares (about $2.99K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 346,857 shares (about $17.48K)iShares 1-3 Year Treasury Bond ETF 152,000 shares (about $12.43K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 6,000 shares (about $550.50)NVIDIA 543 shares (about $490.63)Vanguard Dividend Appreciation ETF 1,958 shares (about $357.59) Sector Allocation Over TimeMap of 500 Largest Holdings ofSkyview Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$77,435$6,981 ▲9.9%746,07514.3%ETFIVViShares Core S&P 500 ETF$40,901$3,600 ▲9.7%77,7997.6%ETFMBBiShares MBS ETF$40,122$1,228 ▲3.2%434,1317.4%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$37,062$3,936 ▲11.9%486,4456.9%ManufacturingGSIEGoldman Sachs ActiveBeta International Equity ETF$29,591$3,818 ▲14.8%862,9715.5%ETFIAUiShares Gold Trust$20,235$1,112 ▲5.8%481,6773.7%FinanceNVDANVIDIA$13,004$491 ▼-3.6%14,3922.4%Computer and TechnologyPARTNERS GROUP PRIVATE EQUITY MASTER FUND LLC CLASS I$10,027$653 ▲7.0%1,225,4001.9%COMCPCanadian Pacific Kansas City$5,790$703 ▲13.8%65,6701.1%TransportationEWJiShares MSCI Japan ETF$5,383$112 ▲2.1%75,4451.0%ETFMETAMeta Platforms$5,352$1,205 ▲29.0%11,0221.0%Computer and TechnologyVVisa$5,271$998 ▲23.4%18,8851.0%Business ServicesUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$5,266$1,589 ▲43.2%104,7111.0%FinanceCNICanadian National Railway$4,559$1,181 ▲35.0%34,6130.8%TransportationSTLAStellantis$4,556$400 ▲9.6%160,9930.8%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$4,348$358 ▼-7.6%23,8080.8%ETFVCXB10X Capital Venture Acquisition Corp. III$4,3120.0%400,0000.8%MedicalMSFTMicrosoft$3,967$579 ▲17.1%9,4290.7%Computer and TechnologyIBKRInteractive Brokers Group$3,844$974 ▲33.9%34,4140.7%FinanceIEFAiShares Core MSCI EAFE ETF$3,630$253 ▼-6.5%48,9090.7%ETFNVACNorthView Acquisition$3,260$869 ▲36.4%272,7260.6%UnclassifiedJAAAJanus Henderson AAA CLO ETF$3,128$234 ▼-7.0%61,6560.6%ETFALCCAltC Acquisition$2,992$2,992 ▲New Holding262,0260.6%Oils/EnergySPYSPDR S&P 500 ETF Trust$2,9810.0%5,7000.6%FinanceEMEEMCOR Group$2,950$402 ▲15.8%8,4230.5%ConstructionDESPDespegar.com$2,782$57 ▲2.1%232,5790.5%TransportationSEMRSemrush$2,729$222 ▲8.9%205,8270.5%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$2,695$168 ▲6.7%63,9810.5%ETFGFFGriffon$2,689$423 ▲18.7%36,6690.5%Multi-Sector ConglomeratesKEEN VISION ACQUISITION CORP$2,671$2,671 ▲New Holding255,0000.5%COMAMZNAmazon.com$2,564$78 ▲3.1%14,2160.5%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$2,552$164 ▲6.9%31,2510.5%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,488$177 ▲7.7%13,5320.5%FinanceEFViShares MSCI EAFE Value ETF$2,479$52 ▲2.1%45,5710.5%ETFACGLArch Capital Group$2,449$258 ▲11.8%26,4980.5%FinanceXLPConsumer Staples Select Sector SPDR Fund$2,403$2,403 ▲New Holding31,4680.4%ETFUPWKUpwork$2,285$345 ▲17.8%186,3930.4%Computer and TechnologyULCCFrontier Group$2,228$305 ▲15.9%274,6650.4%TransportationGOOGAlphabet$2,226$77 ▲3.6%14,6210.4%Computer and TechnologyMCOMoody's$2,153$261 ▲13.8%5,4770.4%FinanceROSTRoss Stores$2,138$239 ▲12.6%14,5650.4%Retail/WholesaleUBERUber Technologies$2,125$42 ▲2.0%27,5950.4%Computer and TechnologyMAMastercard$2,104$270 ▲14.7%4,3690.4%Business ServicesIWFiShares Russell 1000 Growth ETF$1,949$45 ▼-2.2%5,7830.4%ETFSSDSimpson Manufacturing$1,866$36 ▲2.0%9,0940.3%ConstructionNVONovo Nordisk A/S$1,807$1,807 ▲New Holding14,0760.3%MedicalSPGIS&P Global$1,786$63 ▲3.7%4,1970.3%Business ServicesSHYiShares 1-3 Year Treasury Bond ETF$1,758$12,429 ▼-87.6%21,5000.3%ManufacturingGEGeneral Electric$1,753$221 ▲14.4%9,9880.3%TransportationFCNFTI Consulting$1,703$147 ▲9.4%8,0980.3%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$1,694$339 ▼-16.7%10,0000.3%ETFCOTTONWOOD COMMUNITIES INC CLASS I$1,673$19 ▲1.1%130,5690.3%COMIBTHiShares iBonds Dec 2027 Term Treasury ETF$1,662$1,662 ▲New Holding75,0000.3%ManufacturingXLKTechnology Select Sector SPDR Fund$1,6220.0%7,7900.3%ETFBITEBite Acquisition$1,609$1,609 ▲New Holding150,0000.3%UnclassifiedAZOAutoZone$1,585$205 ▲14.8%5030.3%Retail/WholesalePRIPrimerica$1,571$45 ▲3.0%6,2090.3%FinanceDDOGDatadog$1,5450.0%12,5000.3%Computer and TechnologyATEKAthena Technology Acquisition$1,477$1,477 ▲New Holding133,5840.3%UnclassifiedROCLRoth Ch Acquisition V$1,473$1,473 ▲New Holding134,4820.3%UnclassifiedPGRProgressive$1,468$38 ▲2.6%7,0960.3%FinanceTETETechnology & Telecommunication Acquisition$1,458$292 ▲25.1%124,7050.3%UnclassifiedASMLASML$1,380$1,380 ▲New Holding1,4220.3%Computer and TechnologyLQDALiquidia$1,375$270 ▼-16.4%93,2530.3%MedicalADYEYAdyen$1,366$1,366 ▲New Holding80,7560.3%Business ServicesCMICummins$1,342$1,342 ▲New Holding4,5550.2%Auto/Tires/TrucksRACEFerrari$1,341$1,341 ▲New Holding3,0760.2%Auto/Tires/TrucksGOLFAcushnet$1,333$31 ▲2.3%20,2090.2%Consumer DiscretionaryGRAYSCALE BITCOIN TRUST BTC$1,263$1,263 ▲New Holding20,0000.2%COMBFACBattery Future Acquisition$1,2610.0%114,6000.2%UnclassifiedGMFIAetherium Acquisition$1,2470.0%113,3340.2%UnclassifiedGSThe Goldman Sachs Group$1,245$31 ▲2.6%2,9800.2%FinanceMANHManhattan Associates$1,244$37 ▲3.0%4,9720.2%Computer and TechnologyLPLALPL Financial$1,233$1,233 ▲New Holding4,6660.2%FinanceDPZDomino's Pizza$1,165$1,165 ▲New Holding2,3450.2%Retail/WholesaleBXCBlueLinx$1,150$1,150 ▲New Holding8,8280.2%ConstructionCRVLCorVel$1,118$1,118 ▲New Holding4,2500.2%Business ServicesAOGOArogo Capital Acquisition$1,0800.0%100,0000.2%UnclassifiedJONES LANG LASALLE INCOME PROPERTY TRUST INC CLASS M I$1,080$13 ▲1.2%89,3350.2%COMIWDiShares Russell 1000 Value ETF$1,070$1,070 ▲New Holding5,9750.2%ETFBNIXBannix Acquisition$1,0610.0%97,0000.2%Business ServicesFCNCAFirst Citizens BancShares$1,048$1,048 ▲New Holding6410.2%FinanceWTSWatts Water Technologies$1,041$1,041 ▲New Holding4,8960.2%Computer and TechnologySBGSYSchneider Electric S.E.$1,039$1,039 ▲New Holding22,9390.2%Industrial ProductsMRKMerck & Co., Inc.$1,023$11 ▼-1.0%7,7570.2%MedicalICLRICON Public$1,021$1,021 ▲New Holding3,0400.2%MedicalVTLEVital Energy$1,018$1,018 ▲New Holding19,3790.2%Oils/EnergyTDWTidewater$1,016$1,016 ▲New Holding11,0480.2%Oils/EnergyLSTRLandstar System$1,002$1,002 ▲New Holding5,2000.2%TransportationTAPMolson Coors Beverage$997$997 ▲New Holding14,8280.2%Consumer StaplesUSFDUS Foods$996$996 ▲New Holding18,4520.2%Consumer StaplesASMIYASM International$983$983 ▲New Holding1,6070.2%Computer and TechnologyCLVTClarivate$980$36 ▲3.8%131,8640.2%Computer and TechnologyRBCRBC Bearings$957$957 ▲New Holding3,5410.2%Industrial ProductsGGGGraco$938$938 ▲New Holding10,0360.2%Industrial ProductsTJXTJX Companies$931$931 ▲New Holding9,1820.2%Retail/WholesaleBBWBuild-A-Bear Workshop$917$917 ▲New Holding30,6830.2%Retail/WholesaleAONAON$913$913 ▲New Holding2,7360.2%FinanceLVMUYLVMH Moët Hennessy - Louis Vuitton, Société Européenne$891$891 ▲New Holding4,9220.2%Consumer DiscretionaryHIHillenbrand$879$879 ▲New Holding17,4730.2%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
